What this is

This kit is a ready-to-use operational foundation for natural medicine and holistic wellness clinics.

Instead of starting from a blank page—or trying to stitch together AI-generated documents—this pack gives you clean, structured, real-world templates you can customize quickly and start using immediately.

Every document has been designed to work together as a cohesive system, not a collection of disconnected forms.

What’s included

You’ll receive a structured kit of 12 professionally formatted templates, organized by use case:

Intake & Forms

• New Patient Intake Form
• Initial Consultation Questionnaire
• Consent + Liability Form (non-legal template)
• Clinic Policies – 1-Page Summary

Clinical & Practitioner Tools

• SOAP Notes Template
• Treatment Plan Template
• Progress Tracking Sheet
• Discharge Summary Template

Client Experience & Operations

• New Client Welcome Packet
• Appointment Reminder Templates (SMS + Email)
• Referral & Review Request Templates
• Intake-to-Treatment Workflow Sheet

Each document is designed to be clear, practical, and adaptable—so you can align it with your own scope of practice and local requirements.