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The complete system for hiring your first W-2 clinician. I built it from my own group practice: I'm a psychologist with an MBA, and I've made this hire more than once.
Nine editable documents, instant download:
Start Here guide
First Hire Readiness Guide
First Hire Capacity Calculator (Excel, live formulas)
Compensation Models Guide
Job Post and Interview Kit: vision statement and ideal-hire worksheets, the post itself, screening script, interview guide, scoring rubric, reference checks, and offer letter
W-2 Employment Agreement template
Workforce Confidentiality Agreement template
HIPAA Policies and Procedures Manual template
Onboarding Checklist and First 90 Days
Every placeholder is highlighted so you can see each decision you need to make, with plain-language customize notes and flags wherever state rules vary.
These are educational templates, not legal advice. The agreements and policies are strong drafts to bring to an attorney licensed in your state, which keeps that review short and affordable instead of a from-scratch drafting project.
Word and Excel files. Use them for this hire and the ones after.
The complete system for hiring your first W-2 clinician. I built it from my own group practice: I'm a psychologist with an MBA, and I've made this hire more than once.
Nine editable documents, instant download:
Start Here guide
First Hire Readiness Guide
First Hire Capacity Calculator (Excel, live formulas)
Compensation Models Guide
Job Post and Interview Kit: vision statement and ideal-hire worksheets, the post itself, screening script, interview guide, scoring rubric, reference checks, and offer letter
W-2 Employment Agreement template
Workforce Confidentiality Agreement template
HIPAA Policies and Procedures Manual template
Onboarding Checklist and First 90 Days
Every placeholder is highlighted so you can see each decision you need to make, with plain-language customize notes and flags wherever state rules vary.
These are educational templates, not legal advice. The agreements and policies are strong drafts to bring to an attorney licensed in your state, which keeps that review short and affordable instead of a from-scratch drafting project.
Word and Excel files. Use them for this hire and the ones after.