Certificate Program in TeleMental Health and Digital Ethics (TELE_CERT23A)

Trauma & Attachment Therapy (TAT100)

Couples Counseling (CC100)

Certificate Program in Autism Across the Lifespan: Adult and Child Emphasis (ASD_CERT17CEU)

Supervision for New Jersey Social Workers (SNJSW21)

Certificate Program in Autism Across the Lifespan: Adult Emphasis (ASD_CERT14CEU)

Certificate Program in Jungian Psychotherapy (JUNG26CERT)

Certificate Program in TeleMental Health and Digital Ethics (TELE_CERT23)

Certificate Program in Addiction (49bCE) (cert_add49)

Certificate Program in Addiction (49CE) (cert_add49b)

Certificate Program in Advanced Ethics Studies (68CE) Online (ETH_CERT68)

Certificate Program in Advanced Ethics Studies (68a CEU) Online (ETH_CERT68aCEU)

Certificate Program in Boundaries in Psychotherapy (57 CEU) Online (BOUND_CERT57CEU)

Certificate Program in Boundaries in Psychotherapy (61 CEU) Online (BOUND_CERT61CEU)

Certificate Program in Boundaries in Psychotherapy (58 CEU) Online (BOUND_CERT58CEU)

Certificate Program in Cinema Therapy (14CE) Online (CERT_CT)

Certificate Program in Treatment and Education Through Cinema (37CE) (cert_ct37)

Certificate Program in Treatment and Education Through Cinema (27CE) (cert_ct27)

Certificate Program in Complementary and Alternative Medicine  (29CE) Online (CAM29)

Certificate Program in Complementary and Alternative Medicine  (29 CE Credits) (CAM29a)

Certificate Program in Jungian Psychotherapy (33CE) Online (JUNG33CERT)

Certificate Program in Jungian Psychotherapy (33CEU) Online (JUNG33aCERT)

Certificate Program in TeleMental Health and Digital Ethics (26bCEU) Online (TELE_CERT26b)

Certificate Program in TeleMental Health and Digital Ethics (26cCEU) Online (TELE_CERT26c)

Certificate Program in TeleMental Health and Digital Ethics (24CEU) Online (TELE_CERT24)

Certificate Program in TeleMental Health and Digital Ethics (28CE) Online (TELE_CERT28)

Certificate Program in Trauma & PTSD (30CE) Online (PTSD_CERT30)

Certificate Program in Trauma, PTSD and Traumatic Brain Injury (36CE) Online (PTSD_CERT36)

Certificate Program in Trauma, PTSD and Traumatic Brain Injury (66CE) Online (PTSD_CERT66)

3 CE Credit Live Interactive Webinar Thursday, October 5, 2023 
8-11 am Pacific / 11 am-2 pm Eastern 
Presenter: Terry Levy, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This webinar satisfies requirements for live CE credits for all professions except psychologists licensed outside of California and New York.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California and New York, this webinar satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in either New York or CA, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Having safe and secure emotional attachments as a child with parents and caregivers, and with our adult partners, is a basic human need. Attachment styles developed in childhood stay with us for a lifetime and influence our emotional security. Notably, attachment styles adversely influence our ability to create and maintain closeness, trust, safety, and stability in intimate relationships.
This training provides in depth understanding of how trauma influences relationships, and more importantly, how traumatized individuals can achieve positive and healthy long-term relationships. Dr. Levy provides clinical guidance on how to change attachment patterns and influence limbic system reactions. Strategies will be presented for multiple approaches to helping clients improve their relationships and strengthen more adaptive and functional interpersonal dynamics.
For a description of the complete certification training click <a href="https://www.zurinstitute.com/webinars/trauma-and-attachment-therapy-training-series/">here</a>. For access to recordings of past trainings, please contact support@zurinstitute.com

Trauma & Attachment: Adult and Couple

Trauma and Attachment: Adult and Couple

3 CE Credit Live Interactive Webinar Thursday, November 2, 2023 
8-11 am Pacific / 11 am-2 pm Eastern 
Presenter: Terry Levy, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
This webinar satisfies requirements for live CE credits for all professions except psychologists licensed outside of California and New York.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California and New York, this webinar satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in either New York or CA, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Early attachment experiences wire brain circuits and create core beliefs (i.e. internal working models). Disrupted, anxious and disorganized attachment often results in shame, aggressive and toxic relationships. This training not only focuses on healing the mother-daughter attachment, but helping therapists help clients develop safe and secure relationships.
Clinical skills emphasized through utilizing specific intervention strategies include helping clients resolve loss and grief, develop more adaptive stress management responses, and improving parenting and familial relationship skills. Readings and handouts will be provided to facilitate the learning and ample time will be provided to ask questions.
For a description of the complete certification training click <a href="https://www.zurinstitute.com/webinars/trauma-and-attachment-therapy-training-series/">here</a>. For access to recordings of past trainings, please contact support@zurinstitute.com

Trauma & Attachment: Mother-Daughter Attachment

Trauma and Attachment: Facilitating Mother-Daughter Attachment

Saturday, October 28, 2023 
1 CE Credit Live Interactive Webinar &amp; 1 hour of clinical consultation for those who attend in real time 
10 am – 12 pm Pacific / 1-3 pm Eastern 
Presenter: Theresa Regan, PhD, CAS, CBIS
This Master Class can only be purchase as an entire series. To see full description <a href="https://www.zurinstitute.com/webinars/master-class-autism-across-the-lifespan-clinical-cases-and-consultation/" target="_blank" rel="noopener">click here</a>.

Genetic Foundations & Comorbidities

Genetic Foundations and Medical Comorbidities of Autism

Saturday, November 18, 2023 
1 CE Credit Live Interactive Webinar &amp; 1 hour of clinical consultation for those who attend in real time 
10 am – 12 pm Pacific / 1-3 pm Eastern 
Presenter: Theresa Regan, PhD, CAS, CBIS
This Master Class can only be purchase as an entire series. To see full description <a href="https://www.zurinstitute.com/webinars/master-class-autism-across-the-lifespan-clinical-cases-and-consultation/" target="_blank" rel="noopener">click here</a>.

Body Image, Gender, & Sexuality

Autism, Body Image, Gender, and Sexuality

Saturday, December 10, 2023 
1 hour of live, interactive CE credit will be provided for all professions, for each session, along with a certificate for 1 hour of clinical consultation for all those who attend in real time. 
10 am – 12 pm Pacific / 1-3 pm Eastern 
Presenter: Theresa Regan, PhD, CAS, CBIS
This Master Class can only be purchase as an entire series. To see full description <a href="https://www.zurinstitute.com/webinars/master-class-autism-across-the-lifespan-clinical-cases-and-consultation/" target="_blank" rel="noopener">click here</a>.

Diagnostic Feedback

Autism Diagnostic Feedback

3 CE Credit Live Interactive Training Saturday, October 14, 2023 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will describe the features of a productive therapeutic environment, and describe how to create an effective therapeutic alliance. And we’ll look at examples of both appropriate and problematic therapeutic goals: that’s why rather than asking patients about their “problems,” the best therapy starts with “So what would you like to accomplish in our work together?”
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Assessment & Early Sessions

3 CE Credit Live Interactive Training Saturday, November 4, 2023 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will describe and demonstrate various skills that improve communication. Using insights from linguistics, social psychology, and cultural studies, we will examine what makes communication smooth, and what forms obstacles to it. We’ll also consider the common client concern: “Why do we always have to talk about our feelings?”
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Communication Skills

Couples Counseling: Building Communication Skills

3 CE Credit Live Interactive Training Saturday, December 2, 2023 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will analyze the components of real intimacy, and discuss features that enhance or diminish it. We will look at psychological issues like fear of intimacy, fear of rejection, fear of abandonment, and fear of being known. We’ll also look at the human yearning to be seen, understood, and accepted.
We will continue to understand the importance of emotional regulation in intimate relationships, and ways to help people develop this.
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Intimacy Skills

Couples Counseling: Building Intimacy Skills

3 CE Credit Live Interactive Training Saturday, January 6, 2024 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will discuss conflict as a collaborative rather than adversarial activity. We will examine guidelines for making conflict more productive, and therefore shorter and less painful. We will examine the role of self-discipline in keeping conflict productive, and the ways that previous trauma can make that difficult for people.
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Managing Conflict

Couples Counseling: Learning to Manage Conflict

3 CE Credit Live Interactive Training Saturday, February 3, 2024 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will focus on specific interventions for changing people’s perceptions about themselves, each other, and events in their lives. This is a crucial step in clients seeing new options and expanding their decision-making skills.
Useful with virtually every couple, these techniques enable us to influence the way people think about themselves and each other, without giving advice or judging them.
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Narratives, Reframing, & Metaphors

Couples Counseling: Using Narratives, Reframing, & Metaphors

3 CE Credit Live Interactive Training Saturday, March 2, 2024 
10 am &#8211; 1:15pm Pacific / 1 &#8211; 4:15 pm Eastern 
Presenter: Marty Klein, PhD
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
3 CE credit hours. This training satisfies requirements for live CE credits for all professions except psychologists licensed outside of California.
NOTE TO PSYCHOLOGISTS: For psychologists licensed in California &amp; New York, this training satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in CA &amp; NY, due to APA policies, Continuing Education certificates will be designated as home study.
DESCRIPTION: Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
This training will look at issues surrounding sexuality in couples. How can couples overcome their embarrassment when talking about sex? How can we help couples with contrasting views of sexuality? How can we help people accept their bodies as they are, enriching couples’ lives? How can we help people overcome infidelity and sexual betrayal?
Target audience: This training is appropriate for all mental health professionals
Content level: Intermediate

Couples Counseling: Sexuality, Infidelity, & Bodies

Couples Counseling: Sexuality, Infidelity, & Our Bodies

A six-session, 18-hour, live interactive Certification training with Master Clinician Dr. Marty Klein.
<div style="text-align: center;">
<iframe loading="lazy" title="Klein Couples training series" src="https://player.vimeo.com/video/856418757?h=da0432818e&amp;dnt=1&amp;app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture"></iframe>
</div>
About this Training
This series is six total sessions of 3 hours each, for a total of 18 CE hours. It runs from Oct 2023-Mar 2024, taking place on one Saturday each month from 10 am – 1:15 PT/1-4:15 pm ET.  In addition to receiving a 3 CE hour certificate for each session, upon completion of the entire series, you’ll be issued a Certificate in Couples Therapy. These sessions can only be purchased as a bundle and not individually.
Description
Couples therapy consists of dozens of clinical decisions every hour—hundreds of decisions over the course of each case. Here’s a practical training that will build the skills you need to make these decisions, and to continue fine-tuning your work as you discover each couple’s unique clinical challenges.
Most couples enter therapy with a specific vision of their problems. They may describe themselves as having “anger problems,” “sexual incompatibility” or “trust issues”. A skillful therapist will explore how the clients’ framing of their situation is keeping them stuck&#8211;and how they might change that. While looking at the most common topics in couples therapy, Dr. Klein will show you how to identify the powerful client narratives that keep couples stuck in their dysfunctional patterns.
Couples typically want to talk about content—who’s doing or saying the wrong thing regarding money, parenting, sex, or whatever. In contrast, the most effective therapy addresses couples’ processes—and when couples learn that perspective and face who they are, they can frequently address their content problems themselves. That’s effective therapy.
In this intermediate-level training you’ll learn how to teach couples the skills they need in order to grow and change—and help them overcome their resistance to that very growing and changing. Take all six trainings and you’ll be a more effective couples therapist, with better clinical outcomes—and you’ll enjoy this challenging, fascinating work more.
The training will consist of didactic PowerPoint presentations, with frequent references to actual couples’ cases. There will be plenty of time for questions, including discussions of participants’ cases. Dr. Klein will include occasional brief role-playing to demonstrate the application of various interventions. And as Marty’s world-wide audiences know, you’ll laugh while you learn—guaranteed!
Target audience: This training is appropriate for all mental health professionals.
Content level: Intermediate
&nbsp;

Couples Counseling: Innovative Approaches

Couples Counseling: Innovative Approaches That Really Work

2.5 CE credit Live Interactive Webinar Saturday, October 21, 2023 
9:30 am – 12:10 pm Pacific Time/12:30 – 3:10 PM Eastern Time 
Presenter: Barbara Griswold, LMFT 
Fee: $60
For those who register but are unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the post-test and evaluation. <a href="https://www.zurinstitute.com/licensing-board-approvals/">Distance Learning</a> Board Approvals
This webinar satisfies requirements for live interactive CE credits for all professions.
DESCRIPTION
Working with couples is not only clinically challenging, but it can be difficult to navigate the added complexities in the areas of billing, documentation, and ethical practice. When can you ethically bill insurance?  Who really is your client? Do you need two charts and treatment plans? What does insurance expect? When one member of the couple comes in alone, how do you handle confidentiality?
This 2.5 hour presentation will cover practical issues you deal with daily when working with couples, challenge myths you may have, clarify areas of confusion, and invite you to think more carefully about your current policies.
Best of all, you’ll get a chance to view a brief couples session note that would satisfy insurance, legal, and ethical expectations.
The webinar is applicable nationwide, for anyone who bills for — or works with — couples.
TOPICS INCLUDE:  
<ul style="font-weight: 400;">
<li>When you can (and can’t) ethically bill insurance for couples therapy</li>
</ul>
<ul style="font-weight: 400;">
<li>Common mistakes in billing for couples</li>
</ul>
<ul style="font-weight: 400;">
<li>New advice about billing for longer couples sessions</li>
</ul>
<ul style="font-weight: 400;">
<li>Common billing/diagnosis practices that are actually fraud</li>
</ul>
<ul style="font-weight: 400;">
<li>Must I choose an identified patient? If so, how?</li>
</ul>
<ul style="font-weight: 400;">
<li>Confidentiality and “no-secrets” policies</li>
</ul>
<ul style="font-weight: 400;">
<li>Do you need separate treatment plans and charts?</li>
</ul>
<ul style="font-weight: 400;">
<li>Seeing a member of the couple individually</li>
</ul>
<ul style="font-weight: 400;">
<li>Changing roles (ex. from individual to couples therapist)</li>
</ul>
<ul style="font-weight: 400;">
<li>What should be in your progress notes and treatment agreement with couples</li>
</ul>
<ul style="font-weight: 400;">
<li>Some telehealth issues with couples, including when interstate therapy is legal with couples in different states</li>
</ul>
<ul style="font-weight: 400;">
<li>Appropriate couples therapy treatment goals</li>
</ul>
This webinar is applicable nationwide, and aimed at all psychotherapists of any skill level, even those who don’t work directly with insurance.
Target audience: This course is appropriate for mental health professionals
Content level: Introductory/Intermediate

Couples Therapy Blunders: Billing, Documenting, Ethical

Couples Therapy Blunders: Common Mistakes When Billing, Documenting, and Handling Ethical Dilemmas

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62 Essential Clinical Forms - Small Group (5-10 Clinicians)

62 Essential Clinical Forms - Small Practice (2-4 Clinicians)

62 Essential Clinical Forms - Solo Practitioner

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62 Essential Clinical Forms

62 Essential Clinical Forms are available online in Word Document format. You can access them instantaneously online, copy them to your word processing program, insert your letterhead and name, adapt them to your particular practice, and you&#8217;re all set. Important forms for your private practice include:
Form #1: Office Policies or Informed Consent: This form must be read and signed before or at the beginning of the very first session. Practicing without this form may be an ethical violation and may put you below the standard of care.
Form #2: Biographical Questionnaire: Have your client fill out this three-page questionnaire before the first session. You need this information in your client&#8217;s clinical files.
Form #5: Initial Assessment &#8211; After the first session: This simple two page form includes a mental status exam, DX or focus of treatment, and basic treatment plan. It is proof that you know what and how you treat your clients.
Form #20: Authorization to Release Information: You should never release info before your clients sign this form (unless it is required by the law).
Form #26: Termination Summary: This basic form must be filled out and placed in the clinical file for each client that you have terminated with.
Form #46 and 47: Treatment Plan: A simple to fill out, two page form, articulating your DX impressions or focus of treatment, identifying short and long term goals, and outlining the type of intervention you intend to use.
Form #54: Professional Will: Prepare for the unexpected and unavoidable. It is unethical to practice without such a will and can cause major problems to your beloved ones and your estate.
Are these forms available in hard copy? We do not mail hard copies or CDs. This offer is only for online downloads in Microsoft Word format.
Does all the information in the office policy forms comply with my state laws? The Office Policies (Informed Consent) like all other forms in this Kit are basic and generic. You will need to adjust them so they are in compliance with your state&#8217;s laws and regulations, professional code of ethics, work setting and clientele.
Does this kit include a CE course or credits? Forms purchased on this page do NOT include the CE course and credits. Receive the Clinical Forms AND CE Credit Hours via our <a href="https://www.zurinstitute.com/courses/record-keeping-psychotherapy-clinical-forms/overview/" target="_blank" rel="noopener">Record Keeping Online Course</a>.
Does this kit include HIPAA forms? This package of forms does not include HIPAA Forms. <a href="/hipaa-compliance-kit/">Find HIPAA Kit and Forms here</a>. You can also purchase both sets of forms <a href="#ppsp">below</a>.
Most Essential &#8211; Initial Forms
1. Office Policies &amp; General Information, Agreement for Psychotherapy Services or Informed Consent for Psychotherapy 
2. Biographical Information &#8211; Intake Form (3 pages) 
3. Biographical Information &#8211; Intake Form, (electronic version) 
4. Biographical Information (1 page) 
5. Initial Assessment after the First Session
Addendums to Office Policies (Form #1)
6. Internet Search Policy 
7. Social Networking Policy 
8. Dual (or Multiple) Relationships 
9. Therapy via Phone, Text or Email 
10. Treatment of Minors 
11. Group Therapy 
12. Online Group Therapy Contract 
13. Touch in Therapy 
14. Home Office 
15. Bartering
Consents and Authorizations
16. Coaching Informed Consent 
17. Telehealth Consent Form 
18. Consent for Treatment of Minors &amp; Others 
19. Consent to Use Touch in Psychotherapy 
20. Authorization Consenting to Release Information –pre-HIPAA 
21. Responsibility to Pay for Sessions 
22. Consent for a Visitor to a Session 
23. Collateral Therapy Consent 
24. Permission to Record or Photograph Psychotherapy Session 
25. Consent to Record or Videotape Training Session
Termination Forms and Letters
26. Termination Summary 
27. Discontinuation of Therapy Letter (Premature Termination Letter) 
28. Therapy is Terminated Due to Lack of Progress – Letter 
29. Therapy is Terminated Due to Adverse UR Decision – Letter 
30. Overdue Payment Letter
Billing
31. Sample Bill/Invoice 
32. Super Bill 
33. Patient&#8217;s Ledger
Private Practice Management Forms
34. Intern Evaluation 
35. Progress Notes (SOAP, etc.) 
36. Phone Consultation Form 
37. Tax Deductible Expenses 
38. Confidentiality Statement, Employees 
39. Tracking Referral Source 
40. Marketing Plan, Outline 
41. FAX Cover Sheet 
42. Email Signature, Re: Confidentiality 
43. Outlines for a Letter Resigning from Managed Care Panels 
44. Number of Sessions-Update 
44. Telehealth Disclosure &#8211; Telemedicine Informed Consent
Treatment Plans
46. Treatment Plan-Initial 
47. Update &#8211; Treatment Plan 
48. No Surprises Act Form
Subpoena &amp; Forensic Related Forms
49. Responding to a Subpoena 
50. Request for Confidential Records 
51. Forensic Agreement &amp; Fee Schedule– Expert Witness 
52. Affidavit of Merit 
53. Directive to Protect Mental Health Information 
54. Professional Will 
55. Personal Injury Doctor&#8217;s Lien
Clinical Related Forms
56. Obsessive/Compulsive/Drug Abuse Log 
57. Suicide Check List 
58. Suicide Contract
Therapist&#8217;s Self-assessment &amp; Professional Development
59. Discover Your Vocation – Infusing Your Life with Joy 
60. Therapists: Explore Your Relationships to Money and Marketing 
61. Therapists&#8217; Self-assessment for Treating Different Aspects of Life 
62. Therapists&#8217; Self-assessment for Clinical Skills

Our most popular product used by thousands of Psychotherapists, Counselors, MFTs &amp; SWs in private practice. Simply download them and insert your name, create your own letterhead, adapt them to your practice, and you are ready to go. Forms include detailed Office Policies, Biographical Questionnaires, Treatment Plans, Consents, Releases, Sample bills, reports and letters, and Marketing Plan. <a href="http://zur.lndo.site/wp-admin/post.php?post=1000&amp;action=edit#formsindex">See Complete List of Forms</a>