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Templates

This directory contains reusable templates, checklists, and documents for Direct Primary Care practices.

Directory Structure

kit-templates/
├── spreadsheets/    # Excel/CSV financial and tracking templates
└── documents/       # PDF and document templates

Spreadsheet Templates

Located in /spreadsheets/:

  • Financial projections and calculators
  • Patient tracking sheets
  • Comparison matrices for vendors
  • Budgeting tools
  • Pricing calculators

Document Templates

Located in /documents/:

  • Membership agreements
  • Patient consent forms
  • HIPAA notices
  • Employment agreements
  • Business Associate Agreements
  • Office policies

Usage

  1. Download the template you need
  2. Review the included instructions (if any)
  3. Customize for your practice
  4. Have legal counsel review agreements before use

Contributing Templates

When adding new templates:

  1. Use descriptive file names with template- prefix
  2. Include instructions within the file or in a companion README
  3. Note any state-specific considerations
  4. Update this README with the new template description