ServiceStack AI for Counseling & Therapy Practices: The Inquiry-to-Ongoing-Care Kit

The Inquiry-to-Ongoing-Care Kit for Therapy Practices: fill-in AI prompts, checklists and a step-by-step routine for private practice therapists, counselors and small group practices (admin and business tasks only), from the first inquiry and consultation call to scheduling, billing and ongoing care, for admin tasks only.

Fill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your client relationship. You review it and send it yourself.

What's inside

• 12 fill-in prompts, one per page, each with when to use it, what you get back and a tip:
  • Inquiry Reply With Fees, Openings and Crisis Line
  • Consultation Call Script (Fit, Logistics, Scope)
  • Referral-Out Message When It's Not a Fit
  • Intake Paperwork and First Session Logistics
  • Good Faith Estimate and Fee Explanation
  • Out-of-Network Benefits and Superbill Guide
  • Reminders, Cancellations and Late Fees
  • Billing and Balance Message
  • Out-of-Office and After-Hours Auto-Reply
  • Waitlist and Opening Announcement
  • Referral Partner Outreach to Physicians and Colleagues
  • Directory Profile and Practice Policy Page
• 2 fill-in checklists: New Client Admin Onboarding Checklist and Weekly Practice Admin Checklist.
• A step-by-step routine and a workflow map.
• 3 follow-up emails: welcome, logistics, admin check-in.
• Caseload, Fee & Sliding Scale Calculator + Price & Profit Calculator (.xlsx with working formulas: shows weekly income from a clinician caseload with a mix of full-fee, insurance and sliding-scale sessions, and the sustainable caseload. Business math only, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).

Details

• Digital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.
• Works with ChatGPT, Claude or Gemini, free or paid.

AI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Admin and business use only, never clinical. HIPAA: never type client names, diagnoses, session content or risk information into a chat tool; personalize templates inside your HIPAA-compliant EHR. Every client-facing message includes crisis resources (call or text 988, or 911) and states the inbox isn't monitored for emergencies. Stay within your license and scope, refer out when a request is outside it, and follow your state board and the No Surprises Act (Good Faith Estimate) rules.

Want help with the rest of your business? The ServiceStack AI Toolkit ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.

Questions before you buy? Email support@getservicestackai.com.