In this episode, Sarah Bartholomeusz from You Legal gives us an A to Z guide on the different kinds of documents every practice owner must know and have. She also talks about different policies and licenses that are relevant to clinic owners, and how you can easily resolve disputes by preparing legal documents in advance.

There’s definitely a lot to learn in this episode. Make sure you don’t miss it!

SHOW NOTES 

• [0:01:24.3]  Rapid-fire questions: reading list, who inspires you, childhood aspirations, motto you live by
• [0:07:05.1]  Legal documents and policies clinic owners must be aware about
• [0:08:51.8]  Documents needed to secure structures (partnerships, trusts, company, etc.)
• [0:09:25.0]  Why it’s important to review policies, procedures, agreements, etc.
• [0:10:08.7]  Documents needed for your team
• [0:10:54.6]  Shareholder’s agreement and documents clinic owners need
• [0:14:48.5]  Protecting your patients: privacy policies, data breach notifications, consent forms, confidentiality agreements, etc.
• [0:17:12.5]  Sarah’s thoughts on downloading document templates in Google
• [0:17:52.0]  Does the Cookie Policy fall under Privacy Policies?
• [0:18:48.9]  Documents that secure your profits
• [0:23:37.2]  Run down of all the documents discussed
• [0:24:47.9]  License to Occupy VS. Sub-lease
• [0:25:04.1]  Intellectual Property License
• [0:25:22.4]  Social Media Policies
• [0:25:36.6]  Having an annual review process
• [0:27:18.6]  Connect with Sarah

MENTIONS

• Monash’s Masterpiece by Peter Fitzsimons (book)
• The Shock Doctrine by Naomi Kline (book)
• Harvee Pene

CONNECT WITH SARAH

• LinkedIn
• Accountants On Purpose (book)
• You Legal (website)

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