Is Your Practice Paperwork Keeping Up With the Law?

Regulatory guidelines are constantly changing, and your documents must reflect that. I review and update the forms, notices, and plans Louisiana therapists rely on.

Text me to talk

Text (504) 356-9678 and we'll set up a time to talk within one business day. The first conversation is free, and I don't ask for retainers. Just send your name and a good time to reach you; no details needed by text.

Most therapists set up their paperwork when they opened their practice and haven't looked at it closely since. That's understandable. You're busy seeing clients. But privacy and practice regulations change constantly at both the state and federal level, and forms that were right a few years ago may not be right today.

Outdated documents usually don't cause a problem until the day they're tested: a board complaint, a subpoena, a data breach, or an audit. That's the worst time to find out your paperwork is behind.

A quick self-check

Do you have a written privacy and security plan in place, including a security risk assessment?
Are your telehealth consents up to date, including for clients who travel or live in other states?
Does your Notice of Privacy Practices identify the current regulatory language?
Does your informed consent or Declaration of Practices and Procedures reflect how you actually practice today?
Do you have business associate agreements with your EHR, telehealth, billing, and other vendors?
If you use AI note-taking or transcription tools, do your consents and vendor agreements cover them?
Do your release-of-information forms meet current requirements?

If you hesitated on any of these, it's worth a review.

A recent example

In February 2026, new federal rules required many providers who handle substance use disorder records to update their Notice of Privacy Practices. Changes like this happen regularly, and most therapists never hear about them until something goes wrong.

Documents I review and update

Notice of Privacy Practices
Informed consent and Declaration of Practices and Procedures
Telehealth consents
Release-of-information and authorization forms
Privacy and security plans, including security risk assessments
Business associate agreements
Consent forms for minors
Financial agreements and fee policies

How it works

We start with what you already have. You send me your current documents, and I review them against current Louisiana and federal requirements and against how you actually practice. Then I update what needs updating, so your paperwork matches both the law and your real day-to-day practice. Once your documents are current, we can set up a regular review so they stay that way.

Why therapists work with me

I've practiced healthcare and business law for more than 17 years, and I review therapists' practice documents all the time. As a former in-house counsel and COO of a healthcare agency with more than 200 employees, and as someone who has taught on records and billing issues, I know where documentation tends to fall short, and I see what happens when it does in my board defense work.

My own background is in psychology, with a special interest in applied neuroscience, so I understand your world and share your goals: caring for your clients and protecting the practice you've built.

No retainer. Payment plans that fit your budget.

I don't ask for retainers. I bill only for work I've completed, and you can set up a payment plan that fits your needs.

Make sure your paperwork protects you.

Let's take a look at what you have and get it current. Consultations are available by phone, video, or in person across Louisiana.