Practice Management Toolkit

Clinical supervision systems, contractor agreements, Cliniko governance and operational forms — built for Australian best practice and ready for the forms hub.

RISE UP + Proctor Framework • ACA-aligned • Forms Hub Ready
Clinical Supervision Framework

RISE UP + Proctor’s Functional Model

All supervision tools in this toolkit are structured around the RISE UP session process (Review → Issues → Supervisee → Ethics → Unfinished → Planning) integrated with Proctor’s three domains: Formative (educational), Normative (managerial / ethics), and Restorative (supportive).

RISE UP Process Proctor Domains ACA / PACFA Aligned Electronic Signatures Print-to-PDF
Supervision Operations
1

Clinical Supervision Agreement

Full supervision agreement aligned to RISE UP + Proctor. Covers roles, confidentiality, recording, note copy-back, and professional standards.

HTML form • Electronic signature ready
Open Form
2

Supervision Service & Pricing

External supervisory service description and pricing structure. Includes optional negotiated rate section and Microsoft Teams delivery terms.

HTML form • Print-to-PDF
Open Form
3

Supervision Diary Note

Highest-standard session record with full RISE UP structure, Proctor domain tracking, risk flags, and RISE UP scoring rubric (1–5 scale).

HTML form • Dual electronic signatures
Open Form
Cliniko & Clinical Governance
4

Cliniko Role & Access Protocol

Defines Supervisor / Practitioner access configuration in Cliniko. Protects peer privacy while enabling clinical oversight.

HTML protocol • Print-to-PDF
Open Protocol
Contractor & Engagement Agreements
5

Independent Contractor Agreement

Standard contractor agreement for counselling and mental health services. Includes Cliniko Schedule, revenue-share options, IP, non-solicitation and insurance clauses.

HTML form • Electronic signatures • Address pre-filled
Open Form
6

Supervisory Contractor Agreement

Specialised agreement for clinical supervision contractors using the MHMW proprietary back-end. Fixed-rate preferred model with full systems & IP protection.

HTML form • Recommended fee tables • Electronic signatures
Open Form
Client Clinical Pathway
7

Client Goals (Pre-Session 1)

Trauma-informed goals form for completion before the first counselling session. Optional; supports session efficiency and client ownership.

Client-facing · Trauma-informed · Print / PDF
Open Form
8

Session Transcript → Cliniko Note

Paste an AI session transcript and generate a Cliniko treatment-note block to copy into the appointment. Edit before filing.

Clinician tool · Copy into Cliniko · Print / PDF
Open Form
How to Use This Toolkit

1. Open any form from the cards above — each opens in a new tab.

2. Complete the fillable fields. Electronic signature pads support mouse and touch.

3. Use Print / Save as PDF to generate a clean professional PDF for records or Cliniko attachment.

4. All forms are designed for the MHMW forms hub and Elena automation pipeline.

Enquiries & bookings: via Elena on 1300 047 616 or myhealthandmentalwellbeing.com/booknow