$279.00 USD

Profession

I understand that this is a time-limited digital professional training. I may download permitted materials for personal professional use, but course access and updates are not lifetime due to intellectual property protections, third-party publisher obligations, and the evolving nature of assessment practice. All enrollments are non-refundable once access is granted. I have read the enrollment agreement below in full and agree.

I understand that non-attendance at live or scheduled events, whether due to personal, professional, or technical reasons, does not constitute grounds for a refund.

Foundational documents for launching or refining a private evaluation practice

This comprehensive template bundle is designed for clinicians and evaluators who want their assessment practice to operate with clarity, consistency, and professionalism from first contact through feedback and follow-up. Rather than generic forms, these documents reflect real-world assessment workflows and the ethical, clinical, and operational demands of private practice.

The bundle includes 18 fully customizable templates and tools that support intake, consent, contracting, report writing, feedback delivery, and practice organization. Each item is designed to reduce friction, improve client experience, and help evaluators spend less time reinventing administrative systems and more time doing thoughtful clinical work.

All materials are ready to use and adaptable to your practice style. Simply add your logo, branding, and contact information.

What’s included (90 days of access):

Adult Intake Questionnaire
Child Intake Questionnaire
Release of Information
Consent and Fee Agreement
Contract for Educational Assessment with Schools
Contract for Private Practice Evaluations
Virtual Evaluation Preparation Agreement
Discharge Letter Template
Evaluation Project Management Sheet to support workflow and organization
Clinical Evaluation Report Template
IEE Report Template
IQ Report Template
Examples of Recommendation Language for Assessment Reports
Feedback Summary Template
No Response to Contact Template
Copywriting Guidance for Assessment Service Webpages
Evaluation Flow Chart
Normative Curve Visual for use during feedback sessions

Designed for evaluators who want:

Clear, defensible documentation aligned with assessment best practices
Consistent communication across intake, evaluation, and feedback
Report templates that support clarity, meaning-making, and collaboration
Operational systems that scale without increasing burnout

This bundle is particularly well suited for clinicians transitioning into assessment work, expanding into private evaluations, or refining existing systems to better reflect the depth and seriousness of their practice.

Yes! Add Assessment Template Bundle

Offering IEEs & School Contracts for the Clinical Psychologist

Expand Your Practice into IEEs and School Contracts with Confidence

Independent Educational Evaluations (IEEs) in the school setting require a unique knowledge base—one that blends educational law, school psychology practice, and the business skills to market, contract, and deliver your work effectively.

This course is designed for experienced clinical evaluators who are ready to expand into school-based IEEs but need a clear roadmap to navigate the educational world. You’ll learn the critical differences between medical and educational models, eligibility versus diagnosis, and the rules that guide IEPs, 504s, and RTI/MTSS. We’ll cover practical matters like how to contact schools, collect and interpret teacher data, how to request and interpret educational data such as CBM, and write legally defensible reports without overstepping into private practice language.

You’ll also gain step-by-step guidance on marketing to districts, securing contracts, and managing the financial side of this work. Hot topics in education—including the reading curriculum scandal, FERPA versus HIPAA, FAPE, and LRE—are unpacked so you can speak the language of schools with confidence. Plus, you’ll leave with ready-to-use frameworks and template for writing relevant recommendations and understanding behavioral evaluations (FBAs, BIPs, manifestation determinations).

This course does not teach psychological assessment itself—rather, it’s a crash course in the law, systems, and business of education that every private evaluator needs in order to expand successfully into the IEE space.

Expanding into school-based IEEs and contracts is one of the most impactful ways to grow your practice. With this course, you’ll gain the knowledge, systems, and confidence to succeed in this niche.

One-Time Payment
$279

Remember: One IEE typically pays $3,500–$7,500 — this training pays for itself many times over.

Course access is 3 months, with paid extension available, if needed. Please find Student Handbook on the website for any questions.