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Document Templates

This directory contains document templates and language guides for policies and patient-facing materials.

Available Resources

Document Description
Template Language Guide Concise language examples for consent forms, HIPAA notices, financial policies, telehealth consent, records release, controlled substance agreements, and after-hours policies

Planned Templates

  • Patient consent for treatment
  • HIPAA Notice of Privacy Practices
  • Authorization for release of information
  • Financial policy agreement
  • After-hours policy
  • Controlled substance agreement
  • Telehealth consent

Note

We intentionally do not provide a membership agreement template due to the legal complexity and state-specific requirements. Consult a healthcare attorney in your state for membership agreements.

Important Disclaimer

These templates are provided as starting points only. Direct Primary Care regulations vary by state, and legal requirements change over time.

Always have an attorney licensed in your state review and customize these documents before use.

Usage Notes

  • Templates are provided in PDF format
  • Editable versions (Word/Google Docs) may be available for some templates
  • State-specific variations are noted where applicable
  • Review all templates annually for compliance updates

Contributing

When adding document templates:

  1. Use template- prefix in filename
  2. Note any state-specific requirements
  3. Include version date in document footer
  4. Provide both PDF and editable format when possible