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HomeEssentials

Practice essentials

The groundwork behind a calm, well-run practice

Short primers on the parts of practice life that are easy to put off: setup, consent, records, security and online sessions. General guidance, written for psychologists.

  • SetupA first-week checklist for a new practiceThe small decisions that save hours later: hours, fees, intake, consent and follow-up.Read in 1 min
  • Clinical recordsConsent and documentation basicsWhat good consent records and session notes have in common.1 min read
  • SecurityData security for small practicesPractical habits that protect client information, with or without an IT team.1 min read
  • SessionsRunning online sessions wellPreparing clients, handling the technology and keeping sessions private.1 min read
  • PlansChoosing a Caresoft planWhich plan fits a solo psychologist, a growing practice, or a practice that wants help with marketing.1 min read

Essentials are general guidance, not legal, clinical or tax advice. Requirements differ by jurisdiction and professional body.

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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