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Whether you’re looking for one policy or a complete implementation pack—every resource is designed to work together as part of The Practice Playbook Framework.
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Individual Resources
Need one or two documents?
Purchase individual policies, procedures, forms or templates as you need them.
BEST FOR
Filling a gap or replacing one document.
Packs
Curated collections of related policies, procedures and supporting resources designed to help you implement an entire area of your practice.
BEST FOR
Building or reviewing one area of your practice.
Framework Collections
Comprehensive collections organised around each component of the Practice Framework, making it easier to build connected systems across your entire practice.
BEST FOR
Building a complete practice framework over time.
Learn more about what you get in a pack below.
What’s inside a pack?
Client Consent Essentials Pack
Everything you need to manage client consent and information sharing with confidence.INCLUDED:Governance Policy
2 Operational Forms
Implementation Guide
Popular Packs
Running a private allied health practice means balancing quality client care with clear, fair and compliant people management. Our HR Essentials Policy Pack for allied health practices gives you the core workplace policies you need to support your team and protect your practice.
This pack includes three essential policies, purpose-built for private practices and clinical settings:
Respectful Workplace, Discrimination, Harassment & Bullying Policy – promotes a safe, inclusive and professional environment for staff, contractors and students, and sets clear expectations for behaviour in client-facing and clinical contexts.
Performance, Misconduct & Disciplinary Policy – provides a clear, fair framework for managing performance concerns and misconduct, while maintaining professionalism, confidentiality and continuity of client care.
Grievance Resolution Policy – outlines a structured and transparent process for raising and resolving workplace concerns promptly, sensitively and appropriately.
Written in plain English and aligned with Australian employment obligations, these policies are designed for small to medium private practices, including psychology, allied health and multidisciplinary clinics. These policies are fully customisable to suit the specific needs of your private practice.
Ideal for practices that want to:
✔ Support a respectful, ethical and safe workplace culture
✔ Manage staff issues confidently and consistently
✔ Reduce risk while maintaining clinical professionalism
✔ Use policies that are practical, clear and ready to implement
A strong HR foundation for your practice — so you can focus on your team, your clients and quality care.
Things to note:
• For use within the purchasing practice only. Resources must not be resold, shared, transferred or redistributed outside the purchasing practice.
• Digital product only. No physical item will be shipped.
• Due to the digital nature of this product, change-of-mind refunds or exchanges are not available. Your rights under the Australian Consumer Law are not affected.
Build strong foundations for your private practice with our Clinic Starter Pack, designed specifically for private allied health practices.
This comprehensive pack brings together essential policies and supporting resources to help you establish clear, consistent processes across key areas of practice governance — from privacy and consent to fees, complaints and telehealth.
The pack includes:
Telehealth Policy – establishes a clear framework for delivering telehealth services safely and professionally, including consent, privacy, technology and clinical suitability.
Privacy & Confidentiality Policy – provides a comprehensive framework for collecting, using, sharing, storing and protecting personal and health information across your practice. Including a BONUS Public-facing Privacy Policy.
Fees, Cancellations & Missed Appointments Policy – establishes clear and consistent processes for fees, payments, funding arrangements, cancellations and missed appointments.
Complaints, Feedback & Suggestions Policy – provides a clear framework for receiving, assessing and responding to complaints and feedback fairly, respectfully and consistently.
Client Consent Policy – establishes clear processes for obtaining, documenting and reviewing informed consent, confidentiality and information sharing, including Information Sharing and Consent Form and Release of Information Consent Form
Together, these resources help create a connected practice framework with clear expectations for your team and consistent processes for managing important aspects of client care and practice operations.
Ideal for practices that want to:
✔ Establish strong foundations from the outset
✔ Put essential governance processes in place
✔ Create clear, consistent practice-wide processes
✔ Build a professional, well-run private practice
Professionally developed in clear, plain English and fully customisable to suit the specific needs of your private practice.
Things to note:
• For use within the purchasing practice only. Resources must not be resold, shared, transferred or redistributed outside the purchasing practice.
• Digital product only. No physical item will be shipped.
• Due to the digital nature of this product, change-of-mind refunds or exchanges are not available. Your rights under the Australian Consumer Law are not affected.
Strengthen your practice’s consent and information sharing processes with our Client Consent Essentials Pack, designed specifically for private allied health practices.
This practical pack brings together the essential policy and forms needed to support informed consent, confidentiality and appropriate information sharing throughout the client journey.
The pack includes:
Client Consent Policy – provides a clear framework for obtaining, documenting, reviewing and managing informed consent throughout the provision of services.
Information Sharing & Consent Form – a practical form for documenting a client’s consent to ongoing information sharing with nominated individuals, professionals or organisations.
Consent to Release or Obtain Information Form – supports specific requests to obtain or release client information by clearly documenting what information may be shared, with whom and for what purpose.
Together, these resources help establish clear expectations around informed consent, confidentiality and information sharing, while supporting consistent practice in line with Australian privacy legislation and professional standards.
Ideal for practices that want to:
✔ Obtain and document informed consent clearly and consistently
✔ Establish clear processes for sharing and releasing client information
✔ Protect client confidentiality and support informed decision-making
✔ Strengthen consent documentation and record-keeping practices
Professionally written in clear, plain English and fully customisable to suit the specific needs of your private practice.
Setting up your practice? This policy and forms are included in our Clinic Starter Pack with all essential governance policies to set your private practice up for success.
Things to note:
• For use within the purchasing practice only. Resources must not be resold, shared, transferred or redistributed outside the purchasing practice.
• Digital product only. No physical item will be shipped.
• Due to the digital nature of this product, change-of-mind refunds or exchanges are not available. Your rights under the Australian Consumer Law are not affected.
Simplify Medicare compliance and confidently manage Better Access referrals, billing and claiming with our Managing Medicare Pack, designed specifically for private psychology practices.
Medicare requirements can be complex — from validating referrals and monitoring courses of treatment to selecting MBS item numbers and processing claims. Our pack brings the key governance, operational procedures and practical tools together to help your practice manage Medicare-funded services consistently and confidently.
The pack includes:
Medicare Policy – establishes your practice’s governance framework for Medicare-funded services, including referrals, eligibility, billing, claiming, record keeping and ongoing compliance.
Medicare Referral Validation Procedure – provides a clear operational process for receiving, validating and managing Medicare referrals, including incomplete, invalid or unclear referrals.
Medicare Billing & Claiming Procedure – guides staff through MBS item selection, parent/carer and group services, Medicare claims, unsuccessful claims and ongoing monitoring.
Medicare Valid Referral Checklist – a practical working tool to check referral requirements, identify referral issues and determine the appropriate action.
Template Letters – ready-to-use correspondence for requesting valid referrals and seeking clarification from referrers.
Written in plain English and aligned with current Medicare and Better Access requirements, our pack helps your practice move from policy to practice with clear responsibilities, consistent workflows and practical resources for both administrative staff and clinicians.
Ideal for psychology practices wanting to:
✔ Manage Medicare and Better Access requirements consistently
✔ Reduce referral and claiming errors
✔ Clarify responsibilities between administrative staff and clinicians
✔ Establish clear referral validation and billing processes
✔ Support accurate documentation and Medicare compliance
✔ Save time with ready-to-use checklists and template letters
The procedures, checklist and template letters are exclusive to our Managing Medicare Pack and are not available for individual purchase.
Things to note:
• For use within the purchasing practice only. Resources must not be resold, shared, transferred or redistributed outside the purchasing practice.
• Digital product only. No physical item will be shipped.
• Due to the digital nature of this product, change-of-mind refunds or exchanges are not available. Your rights under the Australian Consumer Law are not affected.
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