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Private Practice Paperwork

Made Easy

Save time and avoid stress with affordable, customizable, and ready to use forms at your fingertips!

Don't Let Therapist Paperwork
Stress You Out... 
Save Time, Money & Avoid Legal Issues!

Therapists incur the most liability in their documentation. It’s essential to protect yourself with legal and ethical paperwork so you can continue doing the work you LOVE. 


Take it from us, we spent an entire decade perfecting our paperwork. Then, we paid several attorneys to ensure it meets the highest standards.


Don't waste your precious time or money creating paperwork from scratch. You would be better off spending that money on marketing or a dream vacation!   


Whether you’re preparing to launch your private practice or it is currently established, but haven't had your paperwork reviewed by attorneys, we've got you covered! 


The Base Package includes the basic essentials, so you can start seeing clients today! 


Never want to worry about paperwork again?  The Peak Package of 20+ customizable, attorney-approved forms has everything you need for your practice!    


Only need a few forms? Select your favorites from our A La Carte Paperwork.

Ready to Go Private Practice Paperwork 

In Less Than 30 Minutes

The Base Package includes the essentials you need to start seeing clients TODAY!  It's a great resource for clinicians in the startup phase of their business. Especially, if you want to save time and money by purchasing "done for you" paperwork.


It's also perfect for established clinicians who want to protect themselves from liability by having paperwork that meets the legal and ethical standards. 

We've upgraded our forms to make the customization process quick and simple with our Paperwork Document Generator. This allows you to update all the forms in less than 30 minutes. 


Just enter your specific practice details, and the Paperwork Document Generator does the work for you by pre-populating your information into all of the documents at one time. 


Have peace of mind knowing you're protected with paperwork that meets the highest legal and ethical standards. This paperwork has been reviewed and approved by 3 Family Law Attorneys and 1 Health Care Law Attorney ensuring it meets the highest standards.​​

Purchase the Base Package, customize the forms with your practice details, and start using them TODAY

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Base Private Practice Paperwork Package Includes:

  1. Assignments of Insurance Benefits for Therapy

    • This Insurance Billing Authorization Form is essential for any therapist who accepts either in-network or out-of-network insurance from their clients for services rendered.

    • There are two Assignment of Insurance Benefit Documents (one for Florida specifically and one for Multi-State)

  2.  Biopsychosocial Intake and Client Information Forms (Child and Adult Forms)

    • The Biopsychosocial Intake Forms cover the necessary biological, psychological, and social assessment to be completed by clients or their parents/guardians before their first session.

    • It also collects the necessary client information and demographics for client records.

    • This includes two different thorough assessment forms, one for minors (child and adolescent) and the other for adults.

  3. Biopsychosocial Intake and Client Information for Couples

    • This intake form is specifically designed for couples so that each partner can complete their intake form separately. This form has the necessary attributes of a regular intake form, but is focused on their relationship dynamics, history, potential for abuse, etc. 

  4. Consent, Policies & Agreement for Insurance and Self-Pay Private Practices

    • Limits to Confidentiality – including areas regarding electronic communication, social media, dual relationships & public interactions, court orders, legally issued subpoenas, couples counseling and “no secrets policy”, and fee/credit card disputes.

    • Therapeutic Process – including risks & benefits, expectations, structure and length of therapy, cancellation policy, fee structure including trial and litigation, copies of medical records, phone, and emergency policy.

    • Explanation of the Reasons for Not Accepting Insurance  – including risks, myths of confidentiality, and impacts of having a mental health disorder diagnosis.

    • Emergency Contact & Consent

    • Consent to Treat Minor and Adult Clients

  5. Discharge/Therapy Termination Summary

    • This document is to be completed by the therapist upon discharge or termination of therapy services. This summary reviews the necessary information regarding the context of treatment termination such as dates, diagnoses, treatment participation, observations, risk factors, clinical recommendations, aftercare plan, support systems, etc…

  6. Documentation/Communication Form for Counseling

    • This form provides a format for documenting any and all interactions with clients such as phone calls, scheduling changes, collaborations with other treatment providers (providing a release has been signed), and family/significant other communication (providing a release has been signed), etc.

  7. HIPAA Form for Therapists

    • This document contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA), that provides privacy protections and patient rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.

  8. Good Faith Estimate

    • The “No Surprises Act” was implemented January 1, 2022.  It impacts private pay clinicians OR clients who chose NOT to use their insurance for therapy services.  Therapists now have to provide a Good Faith Estimate (GFE) to the client prior to services commencing. 

  9. Mental Status Exam and Diagnosis Form

    • Our mental status exam is the psychological equivalent of a physical exam that describes the mental state and behaviors of the client. It includes both objective observations of the therapist and subjective descriptions given by the client.

    • These forms also include an area for diagnosis and clinical summary/narrative.

  10. Therapy Process/Progress Note Template

    • This process/progress note template is formatted to document completed client session notes.

  11. Release of Information for Therapists

    • As therapists, we must have a signed release of information authorization completed by each client before the therapist can communicate/collaborate with anyone outside of the therapy room.

    • This release of information provides options for either bilateral or unilateral authorization once signed by the client for any person or organization they identify.

  12. Therapy Treatment Plan Template

    • Our treatment plan includes assessment of the client’s strengths and resources; presenting problem narrative and supporting symptoms; primary and secondary diagnosis and ICD 9/10 codes; and up to 3 goals, objectives, interventions, and target dates.

  13. Therapy Client Welcome Letter

    • This template is one you can revise that welcomes clients to your practice and lets them know a little about what they can expect from you and your business. Once you add your information and add your logo, you’re good to go!

***As a reminder, the paperwork cannot be distributed or shared with anyone else.

It’s for individual use only.***

Buy the Base Package Today for Just $299
(Total Value $900)

PLUS We're Gifting You A BONUS:

Image of a computer on a desk that says Tips for Tac: Essentials for your online counseling practice online course with Kate and Katie. Get your private practice therapy forms from Pirvate Practice Startup today.

Startup Nation's Rave Reviews

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Laura Long, LMFT of Your Badass Therapy Practice

“The paperwork package is a MUST HAVE for anyone in private practice. I have the Peak Package and it’s AMAZING. I don’t ever have to worry about getting sued. I recommend it for all of my badass tribe members.”

Photo of Katie May who got her counseling forms from Private Practice Startup

Katie K. May of 

Become a Group Guru

The paperwork packet ROCKED MY WORLD by making life a little EASIER and STREAMLINING the process of ensuring it was all covered.  Thanks guys for the awesome work!

Photo of Matt W a therapist who got his therapy forms from Private Practice Startup

Mathew Jeanius, LMFT of Beach Stone Counseling

"It's amazing how much more PROFESSIONAL my business became as a result of having the right paperwork. I became more CONFIDENT in private practice. What I purchased was WORTH EVERY DOLLAR."

Common Questions About Private Practice Paperwork:

Q: How do I access my therapist paperwork?  What is all the hype with the NEW Paperwork Document Generator?


A: You get access to the platform that houses your paperwork + the Paperwork Document Generator.


The Paperwork Document Generator saves you a ton of time!  By pre-filling the MOST common areas on the forms (i.e. name, credentials, practice name, address, etc...), the Paperwork Document Generator pre-populates your information into all forms.  Once you’re finished, it emails you all of the documents in Word format so you can start using them right away.


Q: Can I use these documents with my EHR?


A:  Many of the EHR’s allow for our paperwork to be uploaded to their platform (check with your specific EHR on how to do that).  For example, TherapyNotes combined with allows you to create PDF forms that are fillable so you can easily upload them into the platform.  


Q: What therapy forms do I need for an initial session? 


A: All the forms in the BASE PACKAGE that you are about to purchase!  At minimum, you’ll need all clients to complete the HIPAA form; Therapy Consent, Policies and Agreements; Biopsychosocial Intake forms; and a Good Faith Estimate (this form is required for private pay clinicians and clients who chose not to use their insurance.  


If you take insurance, clients also need to complete the Assignment of Insurance Benefits; Mental Status Exam and Diagnosis form; and the Treatment Plan (although doing a Treatment Plan is recommended for best practice).  Don’t forget to write your Progress Note after the session.

Q: Can I use these documents with my EHR?


A:  Many of the EHR’s allow for our paperwork to be uploaded to their platform (check with your specific EHR on how to do that).  For example, TherapyNotes combined with allows you to create PDF forms that are fillable so you can easily upload them into the platform.  


Q: What is the “No Surprises Act” and what do I need to do about it?


A:  The “No Surprises Act” was implemented January 1, 2022.  It impacts private pay clinicians OR clients who chose NOT to use their insurance for therapy services.  


Therapists now have to provide a Good Faith Estimate (GFE) to the client prior to services commencing.  Don’t worry we’ve got you covered not only with attorney approved paperwork but a podcast and video tutorial explaining how to implement and streamline your GFE process. 

Q: What happens with the paperwork when there are updates to the laws and ethics?


A:  When there are changes to the laws and ethics, we send out updated forms via email for all those who have purchased, letting them know about the updates and what has changed.  


For example when the “No Surprises Act” was implemented, we did all of the hard work for you to bring you the newest required paperwork FOR FREE!  Of course, we all need to assure we are doing our own due diligence when it comes to updates in the field, but we love helping you along.

Q: Is the paperwork approved for my specific state?

A: Great question! We spent 100+ hours of research and writing of laws, rules, and ethics and then worked with 4 different attorneys to ensure our paperwork is up to par. 

Ethics and HIPAA are national standards. We have taken the highest ethics of all counseling designations. We believe in going with the highest standards that way you can't go wrong.

Many laws and ethics overlap, such as confidentiality. The forms are designed to comply with as many states as possible, but you may wish to check with your specific state board or local associations to see if there are any laws known to be "peculiar" to your state. 

For example, a "minor" in a few states, when it comes to therapy, is considered under 16. In our Consent, Policies, and Agreements form, we have this area highlighted for you to know the law in your specific state so you can customize it. 

Our forms are extremely comprehensive. Our Consent, Policies, and Agreements form is 9 pages long and we have never had any complaints regarding everything that is covered in the forms. 

Q: What if I work with couples or children? Do you have a specific intake form for specific populations like that? 

A: Yes, we offer a specific Biopsychosocial Intake and Client Information for Couples so that clinicians can have each partner complete their forms safely and separately. 

We also offer a specific Biopsychosocial Intake and Client Information Form for children so that both the child and parent's perspectives can be completed prior to the initial counseling session. 

Q: What's the difference between the Peak Package and the Base Package of paperwork? 

A: The Peak Package of paperwork is our most comprehensive package of attorney-approved paperwork (80+ total pages) setting you up for lasting success. If you want to never worry about paperwork again, this is the package for you!  You get the most savings with the Peak Package of paperwork and the most bonuses too. Update all of your forms in less than 30 minutes with our new Paperwork Document Generator.

The Base Package of paperwork is comprised of the basic, essential forms you need to start seeing clients today. Scroll up on this page to review the details of what's included. It comes with the Paperwork Document Generator and a FREE Course too. 


Q: Do you offer assistance if we need help with the paperwork? Do you charge for that?


A: This is a great question... "yes" of course we are here to answer any questions you have about the paperwork for FREE!


Q: Does the Therapy Consent, Policies, and Agreements cover policies on social media, collections, cancellations, secret-keeping for couples, what to do in case of emergencies, and more?


A: Yes, it covers all those topics and more!  The consent is 8 pages long. Don’t forget, since each therapist’s practice is different, you can customize it to your practice specifications.   


Q: Are these forms good for someone who wants to start a private practice, but isn’t quite there yet?


A: Yes, yes, and yes - 110%.  If you're IN private practice or PREPARING to be in private practice, you need paperwork that meets the legal and ethical standards for our profession.  


Want to know something cool?  We often hear that shortly after people purchase the paperwork, they get a new client.  It's like saying, "I am ready!"


Q:  Does the paperwork cover all designations like psychologists, marriage and family therapists, mental health counselors, etc?


A: Yes, we cross-referenced the paperwork across all the designations to ensure it meets the highest standards of the profession.  

Q: I only need a few forms, do you sell them individually? 

A: Yes, visit our A La Carte Paperwork page for all of the attorney-approved private practice paperwork forms. Pick the specific forms you need and update them with your practice specifications so you can start using them today! 

Q: Do your forms come translated into different languages? 

A: No, at this time our forms are not translated into any different languages. However, you could purchase them and have them translated into whatever language you need! We've done the hard part with creating them and having them reviewed by attornies. 

Q: I am in need of business paperwork too. Is that something that you offer? 

A: Yes, you're in luck! We have Business Paperwork too. Want to grow your practice, offer podcasts, hire independent contractors, or a virtual assistant?  Save time with pre-made business forms and protect yourself and your practice.

Q: I am a supervisor. Do you offer supervision paperwork that I can use for my supervisees? 

A: Yes, we do! If you're supervising Psychologists or Mental Health Professionals, but don't want to waste time and energy creating paperwork from scratch, we've got you covered with our Supervision Paperwork!

Q: I have another question that's not listed above, how can I ask it?


A: If you have a specific question that isn't answered above, email us at and we're happy to answer it! 

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