Plain-language guidance on handling sensitive client information, meeting privacy expectations, and moving a death doula practice off paper.
Most death doulas are not HIPAA covered entities, but many hold the same sensitive health information, and some become business associates the moment they contract with a hospice. This guide walks through when the rules apply, what the Security Rule requires technically, and a practical checklist for a solo practice.
12 min read ยท Updated August 3, 2026
Read the guideA stage-adaptive intake outline organized around the PESP framework, physical, emotional, spiritual, and practical, with the contact, care team, and agreement sections a solo practice actually needs. Copy it into your own documents or run it inside Liminal Desk.
Open the templateA plain-language letter of agreement covering scope, non-clinical boundaries, fees, cancellation, confidentiality, and signatures. Copy it or adapt it inside Liminal Desk.
Open the templateEnvironment, sound, touch, ritual, visitor, and after-death wishes, organized so anyone at the bedside can follow them. Print it or build it inside Liminal Desk.
Open the templateA blank PESP visit-note structure and a filled-in example with a fictional client, showing what to record and what to leave out.
Open the templatePackage, hourly, retainer, and sliding-scale models, a way to work out a sustainable rate from your own costs, and plain language for talking about fees.
Read the guideBuilt for practitioners who hold sensitive information
Liminal Desk is client management software for end-of-life doulas, intake, session notes, care calendars, agreements, and invoicing, with encryption, per-practitioner data isolation, and audit logging built in.