Essential Templates

Starting a Direct Primary Care practice is exciting, but creating the right documents from scratch can slow you down. That’s why I’ve put together the Essential Templates Pack—the exact tools you need to open your doors with confidence:

  • Membership Agreement – Protect your practice and set clear expectations

  • Patient Welcome Packet – Educate and inspire your members from day one

  • Collaborative Agreement – A ready-to-use physician collaboration template

  • Digital Prescription Sheet – Professional, branded prescribing made simple

  • Superbill – Provide patients with clean documentation for out-of-network claims

  • Referral Cover Sheet – Streamlined handoffs to specialists and imaging centers

With these templates, you’ll skip the busywork and focus on building relationships, enrolling patients, and reclaiming your freedom in medicine.

Enter your email below to download your free Essential Templates and start your DPC journey today.