Free doula intake, invoice, and NPI templates
Three editable starting points for common business paperwork. Review each one against your services, privacy practices, and local requirements before using it.
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Client intake form
- Contact, family, and pregnancy basics, including the EDD, birth location, and care provider
- Support preferences: comfort measures, cultural practices, boundaries
- Postpartum and feeding intentions, phrased without judgment
- Prompts you can remove or adapt to your own privacy practices
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Invoice template
- Plain-language line items: prenatal visits, labor support, postpartum hours
- A payment-schedule block for recording agreed dates and amounts
- Payment methods, terms, and notes fields
- A reimbursement-document note that tells clients to check their own benefits
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NPI application checklist
- The 5-step NPPES walkthrough on one page
- Taxonomy code 374J00000X and where it goes
- What CMS asks individual and organization applicants to provide
- What an NPI does and does not establish
Get the bundle
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Fair questions
Why free? What's the catch?
Enter your email to unlock the three templates. We will send the links, a short series of practical template tips, and occasional Junie product updates. You can unsubscribe from any email, and the templates remain yours to use.
Can I edit them?
Yes. Every template is yours to adapt. Each one prints cleanly, and you can copy the text into your own documents.
Are these legal advice?
No. Templates are educational starting points, not legal advice. Have an attorney familiar with your state review anything you put in front of clients.
Junie's booking flow handles package choice, agreement, and initial payment; the intake questionnaire above is a standalone template, not an in-product flow. Review the current product fact sheet or see the published general-access price: $39/month or $390/year, with a free plan for up to 1 counted engagement records.