the Forms Therapists Need When
Starting a Private Practice
Hey, therapist, are you wondering which documents you need for private practice? I’ve got you covered!
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The Essentials Paperwork Packet is a thoughtfully designed set of forms that makes your documentation better and more accurate.
Whether you’re just starting out as a therapist or have years of experience, this all-in-one resource helps you feel confident in managing a well-organized, legally compliant, and client-focused practice.
With so much on your plate already, let The Essentials Paperwork Packet handle the paperwork so you can focus on what really matters—helping your clients.
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Save time and stop creating private practice paperwork from scratch.
Pride and Professionalism come from having the correct forms for your counseling practice.
Professional Quality
Invest in the peace of mind of knowing your practice is organized and maintains the highest professional care and compliance standards.
Easy to Customize
Understanding that each practice is unique, these forms are designed to be easily modified to align with your state’s regulations and your practice’s specific needs.
Easy to Print or Upload
Our forms are a comprehensive solution that simplifies the daunting task of selecting and updating forms. By using our customizable forms, you can spend less time sifting through numerous resources and more time on what truly matters—your clients.
What if I told you there was a better way?
Imagine the transformation in your daily practice with The Essentials Paperwork Packet. No longer burdened by the endless hours spent creating, updating, and organizing forms, you’ll experience the relief of having professionally crafted documentation at your fingertips. Instantly downloadable and customizable, these forms ensure your practice remains legally compliant and organized, giving you peace of mind. The streamlined onboarding, accurate assessments, and efficient progress tracking free up your time, allowing you to focus more on delivering exceptional care to your clients. With reduced stress and enhanced efficiency, your practice will thrive, centered on what truly matters—your clients’ well-being.
The Essentials
Paperwork Packet for Mental Health Professionals
The Essentials Paperwork Packet is your go-to solution for streamlining documentation in your mental health practice. Packed with professionally crafted, customizable forms, it takes the hassle out of creating, updating, and organizing paperwork, ensuring your practice is both legally compliant and client-focused.
Imagine freeing up more time to focus on your clients instead of getting bogged down by administrative tasks. With The Essentials Paperwork Packet, you can enjoy peace of mind and a well-managed practice, spending less time on paperwork and more time helping your clients thrive.
BUY NOWWhat’s inside the ebook?
Client Intake Forms
Gain all the necessary information from your clients from the start, ensuring a smooth onboarding process.
Consent & Agreement Forms
Ready-to-use templates that can be tailored to cover all the bases of informed consent and service agreements.
Assessment Templates
Structured forms to aid in accurate client assessments, which are crucial for developing effective treatment plans.
Progress Note Templates
Efficiently track and record client progress to ensure continuity and quality of care.
Privacy and Compliance Documents
Essential forms that help you adhere to HIPAA and other privacy laws, are crucial for protecting client information and your practice.
Customizable Templates
Forms designed for ease of modification to suit the specific needs of your practice and client demographics.
You’re just one step away
It’s time to streamline your private practice.
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This is for you if:
- You are not already using an EHR platform that has standard private practice forms.
- You want to save time and resources by having instantly downloadable forms tailored for mental health professionals.
- You aim to ensure your practice remains legally compliant and adheres to state regulations effortlessly.
- You want to streamline client onboarding, assessments, and progress tracking to focus more patient well-being.
Highlight the big wins from your clients here
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam blandit, turpis at porta elementum, velit risus tristique ipsum, eu imperdiet odio justo non leo. Duis est risus, interdum nec orci ut, sodales tincidunt dui. Cras hendrerit imperdiet turpis, et auctor augue iaculis vel. Sed eu consectetur elit. Suspendisse lacus ex, fermentum a dapibus at, ultrices sit amet lorem.”
– Client Name
Hello, I’m Kelley
Include a short bio and introduction that explains who you are, why they should trust you and listen to you, and how you can help them. Keep it short and sweet.
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Have a burning question?
What forms are included in the packet?Practice Policies
Notice of Privacy Practices
Informed Consent
Consent for Telehealth
Intake Questionnaires
Release of Information
Responsibility to pay for sessions
Credit Card Authorization Form
Super Bill
Estimate of Benefits
Good Faith Estimate
Insurance Opt-Out Form
Termination Summary Form
How is the packet delivered? Can I change and add things?The paperwork is instantaneously delivered to you in Word via email.
These forms are designed to be modified according to your personal and professional needs and state laws and regulations. You can customize it with your practice details, logo, information, practice specifications, etc. However, please comply with and modify your forms per your stage’s legal, ethical, and clinical regulations. Some therapists change their social media, text, or office hours policies. It is crucial to develop practice policies that honor your boundaries and values.
You may use these documents in your current electronic health record (EHR).
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Is the paperwork packet different from what’s offered on an EHR platform?No, if you are currently using EHR templates and are happy with their contents, you likely won’t need our packet. Practice documentation should be standardized. Therefore if you have already received copies of these documents from somewhere else, you might find these redundant.
What forms do I need for an initial session?At a minimum, you’ll need all clients to complete the Privacy Policies; Informed Consent and Telehealth Consent forms; Policies and Agreements; Intake forms, and a Good Faith Estimate (this form is required for private pay clinicians and clients who choose not to use their insurance.
What is the No Surprise Act and what do I need to do about it?The “No Surprises Act” was implemented on January 1, 2022. It impacts private pay clinicians OR clients who choose NOT to use their insurance for therapy services.
Therapists must now provide the client with a Good Faith Estimate (GFEs, included in this packet) before services commence.
What if I work with children? Do I need a specific intake form?Yes, and included in the packet are intake forms for Adults, Minors, and Parents of Minors.
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What happens when specific documentation laws change?The Private Practice Pro team makes every effort to stay up to date on documentation laws. In the case of a documentation change, you will receive an email with information regarding that change. In addition, documentation changes are posted in our private Facebook group
Are these forms “Lawyer Reviewed”?While our forms undergo review by our attorney, it’s important to note that ‘lawyer reviewed’ is a marketing term used widely across private practice coaching platforms and individual therapists must carefully assess the suitability of the documents within the legal framework of your specific state and profession. When purchasing products from non-attorneys, ensuring compliance with your licensing board and state regulations is your responsibility
5/5Highlight the big wins from your clients here
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam blandit, turpis at porta elementum, velit risus tristique ipsum, eu imperdiet odio justo non leo. Duis est risus, interdum nec orci ut, sodales tincidunt dui. Cras hendrerit imperdiet turpis, et auctor augue iaculis vel. Sed eu consectetur elit. Suspendisse lacus ex, fermentum a dapibus at, ultrices sit amet lorem.”
– Client Name
