Built for therapists and counselors in private practice

The Shortcut Kit to answer “do you take my insurance?” in 30 seconds, without the website FAQ nobody reads before emailing you.

Sixty prompts for inquiries, intake, scheduling, billing and the hard conversations. Written for private practice. No client data in the AI tool. $27.

Get the Kit $27. Instant download.
Nothing sensitive ever leaves your desk Works in ChatGPT, Claude or Gemini Built around HIPAA: no client details in the AI

Brackets stay blank in the AI tool. Nothing clinical ever goes in.

Try it in ChatGPT right now, then decide.

You didn’t train for six years to answer “do you take my insurance?”

But that’s the inbox. Inquiries that need a reply tonight or they book someone else. No-shows. Superbill questions. The fee increase letter you’ve been putting off since spring.

The practice consultant said put an FAQ on your website so they stop asking. They don’t read it. The $3,000 course covered “systems” and never wrote one email for you. And nothing clinical can go anywhere near an AI tool, so you’ve mostly left it alone.

Shortcut Kit does the admin writing. You do the clinical work.

Every prompt is built for a private practice, organized by the task you're avoiding, and uses placeholders so no client information, no PHI, and nothing from a session ever leaves your desk. Paste the prompt, fill in the blanks, send.

01

Inquiry and intake

Warm first replies, consultation scheduling, intake paperwork cover notes, waitlist updates.

02

Scheduling and no-shows

Reminders, late-cancel notes, reschedule replies, holiday closures, all with your policy baked in.

03

Policies and consent

Plain-English explainers for cancellation, confidentiality limits, telehealth, and fees. Non-clinical.

04

Billing and superbills

Superbill explainers, out-of-network notes, late-payment nudges that stay kind, fee increase letters.

05

Hard conversations

Termination with care, boundary setting, referrals out, responding to an upset client.

06

Referrals and colleagues

Referral partner introductions, thank-you notes, directory profile copy. Board-compliant.

07

Marketing

Website copy, directory profiles, blog outlines, newsletters. No outcome claims, ever.

08

Practice operations

Intake SOPs, assistant onboarding, out-of-office, weekly practice summary.

PLUS

The "Never Paste This" sheet, clinical edition

What stays out of AI tools, on one page, plus the three things AI never does for a clinician.

Look inside

28 pages. Every prompt is one paragraph you paste as is. Real pages from the kit:

The kit
The kit
What’s inside
What’s inside
A page of prompts
A page of prompts
The Never Paste This sheet
The Never Paste This sheet

All 60 prompts

Nothing hidden. Tap a section to see every prompt in it.

Inquiry and Intake8 prompts
  1. First inquiry reply
  2. Waitlist reply
  3. Not a good fit, referring out
  4. Consultation call outline
  5. Welcome email before the first session
  6. Intake paperwork reminder
  7. Telehealth first session instructions
  8. Parent inquiry logistics reply
Scheduling and No-Shows8 prompts
  1. Appointment reminder text
  2. Late cancellation policy reminder
  3. No-show follow-up
  4. Reschedule offer
  5. Waitlist opening notice
  6. Practice break announcement
  7. Telehealth tech backup plan
  8. Schedule change for the new season
Policies and Consent Explainers8 prompts
  1. Informed consent in plain English
  2. Confidentiality and its limits, general explainer
  3. Telehealth consent explainer
  4. Cancellation policy wording
  5. Communication policy
  6. Social media and online presence policy
  7. Notice of privacy practices summary
  8. Records request explainer
Billing, Insurance and Superbills7 prompts
  1. Fee and payment explainer
  2. Superbill cover email
  3. Out-of-network benefits explainer
  4. Questions to ask the insurance company
  5. Past-due balance, gentle note
  6. Sliding scale policy wording
  7. Good Faith Estimate explainer
Difficult Conversations7 prompts
  1. Fee increase letter
  2. Planned termination letter
  3. After-hours boundary reminder
  4. Angry client reply
  5. Gift or dual relationship boundary response
  6. Closing letter after inactivity
  7. Records request or subpoena holding reply
Reviews and Referrals7 prompts
  1. Colleague endorsement request
  2. Directory profile peer review request
  3. Thank-you to a referral source
  4. Referral partner outreach
  5. Positive public review response
  6. Negative public review response
  7. Reply to a colleague's referral request when full
Marketing8 prompts
  1. Website homepage copy
  2. About page
  3. Directory profile statement
  4. Blog outline: what to expect at a first session
  5. Blog outline: how to choose a therapist
  6. Five social posts
  7. Newsletter outline
  8. Website FAQ page
Practice Operations7 prompts
  1. After-hours voicemail and auto-reply
  2. New associate or admin onboarding checklist
  3. SOP: new client onboarding
  4. SOP: handling a records request
  5. Weekly practice summary
  6. Annual compliance calendar
  7. Vendor vetting questions

Three ways to use it this week

1

Pick the task you hate most

The kit is organized by task, not by topic. Go straight to the one on your desk.

2

Paste the prompt, fill the brackets

Works in ChatGPT, Claude or Gemini. Brackets keep client details out of the box.

3

Read it once, send it, move on

You're the licensed clinician. The AI wrote the admin draft. Thirty seconds instead of fifteen minutes.

Who it's for

Therapists, counselors, psychologists and social workers running a private practice who are done being their own front desk. Not for agencies, not for software people, not for anyone looking for a 10-hour course.

What it's not

It’s not a $3,000 practice-building course. It's not a chatbot. It won't diagnose, write clinical notes, or touch client data. A licensed clinician reviews everything. That's the point.

Questions

Which AI tool do I need?

Any of them. ChatGPT, Claude or Gemini, and the free versions work fine.

Is it safe with client information?

You never put client information in. Every prompt uses blanks like [FIRST NAME], and you add the real details in your own email. The kit includes a one-page Never Paste This sheet built around HIPAA. No client names, diagnoses or session details ever go into the AI, and no prompt writes clinical notes or gives clinical advice.

Does it work for group practices?

Yes. It works for solo and group practices. Follow your practice's HIPAA policies, and use the Team license if your front desk will use it too.

I'm not good with AI. Will I be able to use it?

If you can copy and paste, yes. Pick the task, paste the prompt, fill in the blanks.

Can my staff use it?

Each kit is for one person. Add the Team license at checkout to cover up to 5 people, including your front desk and billing staff.

How do I get it?

Your download page opens the moment you pay, and the same link arrives by email within the hour. It’s a PDF that works on any device.

Can I get a refund?

All sales are final, including accidental or duplicate purchases. That’s why you can see sample pages and try a prompt free before you buy.

THE OFFER

Shortcut Kit for Therapists and Counselors

  • 60 prompts across 8 sections
  • Board-aware review and referral prompts
  • The Never Paste This sheet, clinical edition
  • Updated when the tools change
$27one time, instant download
Get the Kit

Instant digital download. All sales are final, including accidental or duplicate purchases.

Imagine “do you take my insurance?” answered in thirty seconds, warmly, with the next step built in. The intake packet went out on its own. The fee letter is written and it’s three sentences long.

That’s an inbox that doesn’t follow you into session.

Get the Kit