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)

TeleMental Health and Digital Ethics (TELE_CERT21)

EMDR Training (EMDR100)

Supervision for New Jersey Social Workers (SNJ_SW21)

Trauma and Attachment Certificate Program (TACERT_18)

TeleMental Health and Digital Ethics (TELE_CERT21U)

Couples Counseling: Innovative Approaches That Really Work (CCCERT_18)

Integrating EMDR with Internal Family Systems (AEMDR101)

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)

<div style="text-align: center;">
<iframe loading="lazy" title="Counseling Arab Americans Intro" src="https://player.vimeo.com/video/1062042133?h=c46e87e841&amp;dnt=1&amp;app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media"></iframe>
NOTE TO PSYCHOLOGISTS: For psychologists not licensed in CA, NY, &amp; VA Continuing Education certificates will be designated as home study.
DESCRIPTION: With the growing diversity of clients seeking mental health care, there is a pressing need to improve the cultural sensitivity of therapeutic interventions, particularly for Arab Americans as a minority group. The Arab American community is a culturally diverse ethnic group that has received relatively little attention in academic and clinical literature compared to other ethnic groups in the United States. This webinar will provide an overview of Arab populations, focusing on their ethnic, religious, and cultural diversity. It will also explore the impact of both actual and perceived experiences of discrimination and prejudice on the mental health of Arab clients. The seminar will offer clinical recommendations for culturally sensitive treatment strategies to support clinicians working with this population.
Target audience: This course is appropriate for all mental health professionals
Content level: Introductory
</div>

Clinical Considerations in Counseling Arab Americans

Cultural and Clinical Considerations in Counseling Arab Americans

<div style="text-align: center;">
<iframe loading="lazy" title="Griswold Notes Webinar Intro" src="https://player.vimeo.com/video/831293849?h=ec9901c937&amp;dnt=1&amp;app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media"></iframe>
This webinar satisfies requirements for live interactive CE credits for all professions.
DESCRIPTION: If you are a psychotherapist who never received training in how to write progress notes, you are in good company.  But you may not realize how your current note-keeping habits can hurt you — or your clients.  Especially with insurance plans more frequently reviewing client charts — even those of out-of-network therapists — this training couldn’t be more essential.
This three-hour webinar will give you a great overview of how to write progress notes, with an eye toward meeting legal, ethical, and licensing boards requirements.  You&#8217;ll be given tips to create brief, helpful notes that can allow you to feel confident if you ever receive a records request, or if you have to defend yourself in a complaint.   In addition, you will learn about health plan documentation requirements, in case you are audited.  For all therapists, more detailed notes can mean protecting ourselves, as well as helping clients get the treatment they deserve.
Target audience: This course is appropriate for all mental health professionals
Content level: Introductory/Intermediate
</div>

What's Missing From Your Charts: Writing Great Notes

What’s Missing From Your Charts: Writing Great Notes

<div style="text-align: center;">
<iframe loading="lazy" title="Med Probs vs Mental Health Probs Intro" src="https://player.vimeo.com/video/1064804746?h=5a7f5b2fd0&amp;dnt=1&amp;app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media"></iframe>
This webinar satisfies requirements for live interactive CE credits for all professions.
DESCRIPTION: Mental health symptoms aren’t always what they seem—fatigue, brain fog, mood swings, panic attacks, and even memory problems can sometimes be signs of underlying medical conditions rather than purely psychological disorders. What if your client’s “treatment-resistant depression” is actually a thyroid disorder? Or their panic attacks are being fueled by undiagnosed heart issues?
As a mental health professional, you’re the first line of defense in helping clients get the care they need—but recognizing when to treat, investigate further, or refer out can be tricky. This practical, eye-opening training will give you the confidence to differentiate medical from psychiatric conditions so you can stop second-guessing, make smarter clinical decisions, and ensure your clients receive the right treatment.
Among the topics covered in this webinar include:
<ul style="font-weight: 400; text-align: left;">
<li>The top medical conditions that masquerade as depression, anxiety, ADHD, and even psychosis</li>
<li>5 key screening questions (+ follow-ups!) to help you determine if symptoms might have a medical cause</li>
<li>When to refer to a medical provider—and how to advocate when medical concerns are dismissed</li>
<li>How sleep, nutrition, and lifestyle factors can mimic or worsen psychiatric symptoms</li>
<li>Real-world case examples to help you apply your knowledge in practice</li>
</ul>
Target audience: This course is appropriate for all mental health professionals
Content level: Introductory/Intermediate
</div>

When Medical Problems Look like Mental Health Disorders

When Medical Problems Look like Mental Health Disorders: Key Insights for Clinicians

Non CE Event &#8211; Free for Members
DESCRIPTION: Join us for an Author&#8217;s Talk &#8211; a timely and insightful conversation with Dana Ackley, PhD, author of *<a href="https://theeqpress.com/?gad_source=1&amp;gbraid=0AAAAArBXHq_udLJFrz754NfN08252jjZk&amp;gclid=Cj0KCQjwkN--BhDkARIsAD_mnIq0nkEbdYiRNYtdRoooDZCN5PLh4aVzmRfbnIP37wUzdACZ1vGD7eYaAu72EALw_wcB">A Little Book to Save Humanity</a>.* Dr. Ackley provides a refreshing antidote to the approach of the fear entrepreneurs  &#8211;  the folks on social media, in the news, and those politicians who enrich themselves by selling us on the idea that the world is a dangerous place – and that those who do not share our views are not to be trusted.
Through compassion, humor, and wisdom amassed from a lifetime of being first a therapist and then an executive coach, Dr. Ackley will discuss why and how fear sells. Even more importantly, how we can use Emotional Intelligence (EQ) to better manage disruptive emotions, develop resilience, and build healthier relationships.
Dr. Ackley will share practical strategies that professionals can use to help both their clients and themselves build stronger emotional awareness and self/other understanding.
This is sure to be a lively discussion with lots of sensible tidbits allowing time for your questions and reflections.
Video will only be available for 30 days after the webinar.

Emotional Intelligence in Action

Emotional Intelligence in Action: Using EQ to Navigate Conflict and Everyday Challenges

50% off for Premium Members 
20% off for Basic Members 
This webinar satisfies requirements for live interactive CE credits for all professions.
DESCRIPTION: Suicide risk can evoke uncertainty and fear in treatment providers, in part because it is difficult to understand and the stakes are high. In this context, Dr. Klonsky will present his Three-Step-Theory of suicide. The theory offers an explanation for suicide that is evidence-based, concise, widely applicable, and actionable. The webinar will describe the conditions that give rise to suicidal desire, the conditions under which suicidal desire progresses to a potentially lethal suicide attempt, and key causes of suicide risk that can be flexibly monitored and targeted across diverse intervention modalities and contexts. This webinar is designed to be of use to beginner, intermediate, and advanced audiences.
Target audience: This course is appropriate for all mental health professionals
Content level: Introductory/Intermediate

Understanding Suicide to Prevent Suicide

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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

NEW Annual Membership Program & Introductory Pricing!

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Basic Membership

New Basic Membership Plan - Includes 2 CE credits, free members webinars, savings on webinars and certificate programs, and member exclusive benefits.

Annual Membership

Introducing Our New Annual Membership Plan at Exceptional Savings.  Includes 24 CE credits on courses of your choosing, one complimentary webinar, savings on webinars and certificate programs, and member exclusive benefits.

Premium Membership

New Premium Membership Plan at Exceptional Savings. Includes 24 CE credits on courses of your choosing, one complimentary webinar, savings on webinars and certificate programs, and member exclusive benefits.

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. Find HIPAA Kit and Forms <a href="https://www.zurinstitute.com/private-practice-tools/hipaa-compliance-kit-11th-edition/" target="_blank" rel="noopener">here</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>