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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>