Documentation Request Policy and Fee Agreement

Documentation Request Policy and Fee Agreement

Professional, Ready-to-Use Policy Template for Mental Health and Healthcare Practices

Tired of spending unpaid hours writing letters, filling out forms, or preparing custom paperwork? Confused about what you can legally charge for—especially with the 21st Century Cures Act in place?

Our Documentation Request Policy and Fee Agreement is a clear, professional, fully editable template designed to protect your practice, ensure compliance, and guarantee you're fairly compensated for non-treatment paperwork.

What This Policy Covers:

• Defines and explains non-clinical documentation (letters, forms, summaries) that is billable

• Sets clear, ethical fees for different types of paperwork

• Establishes turnaround times and rush options

• Includes a signature-ready acknowledgment section for client consent

Key Benefits:

• Ethical and Transparent: Communicates fees upfront so clients understand exactly what they’re paying for.

• Revenue-Generating: Stops you from giving away your professional time for free by standardizing charges for custom, non-treatment paperwork.

• Customizable: Easily edit fees, document types, and turnaround times to match your practice’s needs.

• Professional Look: Impress clients with a polished, clear policy that sets expectations and builds trust.

Perfect For:

• Mental health therapists and counselors

• Psychologists and psychiatrists

• Social workers

• Medical clinics

• Any healthcare professional preparing documentation beyond standard medical records

Don’t risk non-compliance with federal law—or miss out on hundreds (or thousands) of dollars in legitimate, ethical income.

Download our Documentation Request Policy and Fee Agreement today and start charging confidently for the extra work you do.