- Recommended: keep all actual documents in a staff-only Google Drive folder (covered by your Workspace BAA). This page then just links to Drive, anyone can see the page, but only signed-in staff accounts can open anything.
- Or enable password protection at the hosting level (Netlify, Cloudflare Access, etc.) for this page's URL.
noindex tag so search engines will skip it, and it is not linked in the public menu, only in the site footer.
Quick Links
Daily Tools
[EHR login link, TherapyNotes/SimplePractice]
[Staff Google Drive folder]
[Payroll / HR system]
Licensing & Credentialing
CE Broker, CE reporting (required)
Texas BHEC, LPC rules & renewal
CAQH ProView, keep attested quarterly
Clinical References
Crisis lines & client resources
[Local referral list, living doc in Drive]
[On-call / emergency coverage protocol]
Forms & Letterhead
Use the official letterhead template for any document leaving the practice, school letters, attendance verifications, referral letters, records responses.
- Practice Letterhead Template (.docx), download, fill in, save as PDF before sending
- [Release of Information (ROI) form]
- [School / accommodation letter template]
- [Attendance verification letter template]
- [Supervision log, for LPC Associates]
- [Incident report form]
- [Expense reimbursement form]
Completed forms containing client information must be stored in the EHR or the staff Drive, never on personal devices or personal email.
Your CEUs: Texas LPC Requirements
| Requirement | Details |
|---|---|
| Total hours | 24 hours per 2-year renewal period |
| Ethics | At least 6 hours (passing the TX jurisprudence exam counts as 1 ethics hour) |
| Cultural diversity / competency | At least 3 hours |
| Human trafficking prevention | Required each renewal, must be an HHSC-approved course (counts as 1 CE hour) |
| Reporting | As of Jan 1, 2026, all CE hours must be reported through CE Broker before renewal. The Basic account is free. |
Log hours in CE Broker as you earn them, don't batch them at renewal. Keep certificates for 3 years in case of audit. LPC Associates: supervision hours are tracked separately on your supervision log.
Policies & Procedures
The full Policies & Procedures manual lives in the staff Drive. Key documents:
- [Employee/Contractor Handbook]
- [HIPAA policies & breach procedure, who to notify, within what timeframe]
- [Crisis & safety protocol, suicidality, duty to warn, CPS reporting steps]
- [Documentation standards, note completion timelines, treatment plan reviews]
- [Scheduling, cancellation & fee policies]
- [Telehealth procedures & tech failure backup plan]
- [Office procedures, opening/closing, room booking, white noise]
Questions about any policy? Ask Merrik directly, never guess on anything involving client safety or records.