Save Time, Money, & Avoid Legal Issues with Attorney-Approved Private Practice Paperwork
Knowing you need legal, ethical, and competent private practice paperwork is overwhelming, time consuming, and expensive! We’re clinicians, not lawyers.
Don't put your dream counseling private practice on hold by wasting time, energy, and money creating your private practice forms from scratch and having attorneys review it.
We’ve been there, we get it…
We did all the grunt work for you. We scoured through the laws and ethics, put in the 100+ hours of work, and paid thousands of dollars in attorney fees so you don’t have to!
Get all your customizable, attorney-approved private practice forms in one place so you never have to worry again!
Private Practice Paperwork
In Less Than 30 Minutes
The Peak Package is the most comprehensive private practice paperwork bundle including 20+ forms (80+ total pages) so you never have to worry about paperwork again! All forms are fully customizable with your practice details and delivered instantaneously through email in Word format making them easy to update so you can start using them right away.
The attorney-approved private practice therapist forms have been reviewed by 3 Family Law Attorneys and 1 Health Care Law Attorney ensuring it meets the highest legal and ethical standards. Purchase the Peak Package, download the forms, customize them with your practice details, and start using them today!
Plus, we wanted to make the customization process quick and simple for you by adding the Paperwork Document Generator. All you need to do is enter your specific private practice details and it will pre-populate your information into all 80+ pages of documents at one time.
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Assignments of Insurance Benefits for Therapy Sessions
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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.
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There are two Assignment of Insurance Benefit Documents (one for Florida specifically and one for Multi-State)
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Biopsychosocial Intake and Client Information Forms (Child and Adult Forms)
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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.
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It also collects the necessary client information and demographics for client records.
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This includes two different thorough assessment forms, one for minors (child and adolescent) and the other for adults.
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Biopsychosocial Intake and Client Information for Couples
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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.
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Collection Letter for Past Due Therapy invoices
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This financial collection letter is for therapists who accept insurance or cash payments for services rendered. If clients have a past-due balance, this form is the perfect template for therapists to send addressing the past-due balance and requesting payment.
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Consent, Policies & Agreement for Insurance and Self-Pay Practices (also known as Therapy Consent Form Template)
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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.
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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.
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Explanation of the Reasons for Not Accepting Insurance – including risks, myths of confidentiality, and impacts of having a mental health disorder diagnosis.
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Emergency Contact & Consent
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Consent to Treat Minor and Adult Clients
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Discharge/Therapy Termination Summary
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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…
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Documentation/Communication Form for Counseling
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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.
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Email Confidentiality Form Template for Therapy Practices
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This email confidentiality template is attorney-approved and ready for use in your email signature ensuring recipients are aware of your privacy/confidentiality policies for electronic communications.
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Good Faith Estimate
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The “No Surprises Act” was implemented January 1, 2022, which includes the Good Faith Estimate requirements. This new regulation 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 Template (GFE) to the client prior to services commencing.
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Group Counseling Consent Form
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Do you practice group counseling or want to start? This Attorney Approved Group Counseling Consent is perfect for your group practice needs. It addresses group confidentiality, limits of confidentiality, benefits of counseling, as well as a place where you can put in all the information about your specific group structure ie: length, frequency, costs, attendance requirements, dates, expectations, etc. This form is to be used in conjunction with HIPAA. If you are seeing clients 1:1 you also need to have them complete the Therapy Consent Policies and Agreements.
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HIPAA Form for Therapy Practices
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This document contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA) also known as HIPAA Privacy Form Template or HIPAA Form Template, 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.
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Letter of Progress for Therapy
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This document is a template for writing a progress letter for the client, their support system, other treatment providers, and/or organizations mandating treatment.
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Media Consent Form for Therapy Client Data for Research and Training
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If you plan to photograph, videotape, audiotape, or share client identifying information in any publications, research, trainings, supervision, etc., this form is vital! The Media Consent Form outlines how and where the clients' information would be used. It also requires authorization from clients for their information to be shared.
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Mental Status Exam and Diagnosis Form
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The 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.
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These forms also include an area for diagnosis and clinical summary/narrative.
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Therapy Process/Progress Note Template
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This process/progress note template is formatted to document completed client session notes.
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Psychological Evaluation & Testing Consent
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Are you a psychologist who performs testing or provides letters for court or 3rd parties on behalf of your clients? This consent follows the APA Code of Ethics regarding psychological testing. The consent allows you to list all of the services you provide and addresses confidentiality, testing purposes, bases of testing, request for accommodations, payment structure, and release of records.
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Release of Information Form for Therapists
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As therapists, we must have a signed Release of Information Authorization Form (also known as HIPAA Psychotherapy Authorization Form completed by each client before the therapist can communicate/collaborate with anyone outside of the therapy room.
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This release of information provides options for either bilateral or unilateral authorization once signed by the client for any person or organization they identify.
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Sliding Scale Therapy Payment Agreement
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This agreement specifies the detailed arrangement regarding the reduction in rate for services rendered in order to meet the needs of clients who aren’t able to pay the full rate for services.
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Substance Abuse Intake Assessment
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This assessment provides a template for clinicians to easily utilize when exploring substance use history, the role of substance abuse in one’s life, and past solutions for managing substance use.
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Suicide Risk Assessment & Client Treatment Compliance Agreement
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This assessment and compliance agreement is a useful way to ensure you are assessing and documenting safety and treatment compliance issues. This document addresses areas such as safety or treatment concerns, triggers, medical/mental health issues risk factors, protective factors and resources, support systems, intervention plans, etc. This agreement is intended to be collaboratively completed and signed by both clinician, support people/parent, and client.
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Therapy Superbill Template
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For therapists who accept out-of-network insurance in their practice, this superbill template is a vital resource.
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It includes all of the necessary documentation for therapists to complete in order for insurance companies to provide reimbursement for services rendered according to the specific benefits for each specific insurance plan.
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It also includes a handy CPT Code for common services provided in therapy practices.
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Technology-Assisted Counseling Consent (Telehealth Consent Form)
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Do you provide or want to provide phone therapy or online therapy? If so, this telehealth consent form for mental health professionals is a must! This Technology Assisted Counseling consent form outlines the logistics by discussing: limitations, logistics, technological challenges, confidentiality/privacy, payment, emergencies, cancellation policy, and consent for telehealth counseling.
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Therapy Treatment Plan Template
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The treatment plan includes an assessment of the client’s strengths and resources; presenting problem narrative and supporting symptoms; diagnosis; codes; and up to 3 goals, objectives, interventions, and target dates.
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Counseling Client Welcome Letter
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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!
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***As a reminder, our paperwork cannot be distributed or shared with anyone else. It’s for individual use only.***
PLUS We're Gifting You These Awesome BONUSES:
Client Converting Call Script
Master the initial intake call to convert callers into clients.
($197)
Goal Planning Worksheet
Identify your dream lifestyle, practice goals, and mission.
(Value $97)
Dream Lifestyle
& Practice
Join us for a visualization exercise to clarify your vision.
(Value $97)
Online Course: Tips for TAC
Learn the essentials for your online counseling consent.
(Value $97)
Buy Your Private Practice Form Templates Today for Just $511
(Total Value $1,576)
Need a Payment Plan? We Got You Covered!
We understand how business startup costs can add up fast. That's why we offer a payment plan option on the checkout page.
When you purchase the Peak Paperwork Package, we'll also gift you four awesome practice building bonuses making it a no-brainer... We want you to succeed in building and growing your dream practice.
Cheers to your practice success!!
Startup Nation's Private Practice Forms
Rave Reviews:
Yolanda Harper of Harper Therapy
“This paperwork is a no BRAINER! It’s a great investment in my practice. It really was a life (and sanity) SAVER!”
Jermaine Wall, LCSW of Crescent Counseling Services
“Purchased the paperwork package and it GREATLY helped me in starting and growing my practice! GREAT TOOL for my interns to review frequently used documents in private practice”
Common Private Practice Paperwork Questions:
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 counseling private practice 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 private practice 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). Whether you use Simple Practice, Therapy Notes, or other EHRs for your practice management system, they have options for you to upload or modify the private practice paperwork templates. For example, TherapyNotes combined with pdfescape.com allows you to create PDF forms that are fillable so you can easily upload them into the platform.
Q: What are the essential private practice forms for counseling clients?
A: If you're looking for private practice startup paperwork, at minimum, you’ll need all clients to complete the HIPAA Form; Therapy Consent Form; Biopsychosocial Intake Forms; and a Good Faith Estimate Template (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: 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 Template (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 on January 1 2022 with the new Good Faith Estimate requirements, 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 private practice 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 private practice 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 8 pages long and we have never had any complaints regarding everything that is covered in the forms.
Q: How can private practice forms for counseling clients enhance the client experience?
A: Although private practice paperwork is required, paperwork should be used as a conversation guideline to discuss treatment goals, expectations, risks, benefits, concerns, cancellation policies, procedures, limits to confidentiality, etc.
It's essential to start the therapeutic relationship with a foundation of transparency, openness and trust. As we know from the common factors research, the therapeutic relationship is the second most influential outcome for successful therapy outcomes. Therefore, paperwork isn't something to check off the list, it's a framework for a solid therapy relationship.
Q: How do you create customized private practice forms for counseling clients?
A: Don't waste your time and energy trying to create private practice form templates from scratch. We've researched over 100+ hours creating comprehensive, customizable paperwork for mental health therapists in private practice and then had them reviewed by multiple attorneys bringing them to the highest standard. We've done the hard work so you don't have to. Take advantage of the attorney approved private practice forms today.
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 Form 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 private practice paperwork?
A: The Peak Package of mental health forms templates 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 private practice paperwork forms again, this is the package for you! You get the most savings with the Peak Package of paperwork and the most bonuses too. Scroll up on this page to review the details of what's included. Update all of your forms in less than 30 minutes with our new Paperwork Document Generator.
The Base Package of private practice paperwork (30+ pages) is comprised of the basic, essential forms you need to start seeing clients today. 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: When purchasing the private practice paperwork bundle or any of our forms, we're here to answer of your questions. And, we'll do it for FREE!
Q: Does the Private Practice Counseling Policies and Procedures Template (also known as 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, the Private Practice Counseling Policies and Procedures Template covers all those topics and more! The private practice therapy consent template 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 mental health form templates 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 attorney approved private practice form templates 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. Whether you're looking for private practice forms for psychologists or MFTs, MHCs, or CSWs, we've got you covered.
Q: I only need a few forms, do you sell them individually?
A: Yes, our private practice form templates are also offered individually, just visit our A La Carte Paperwork page to shop online for all of the attorney approved private practice paperwork forms. Pick the specific forms (ie: HIPAA, Therapy Consent Form, Release of Information Authorization, Telehealth Consent Form, etc) 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: Our forms are provided in English, but the great thing is you can utilize Google Translate or Chat GPT to translate the attorney approved forms into whatever language you'd like.
Q: I am in need of business paperwork too. Is that something that you offer?
A: Yes, you're in luck! We offer additional private practice forms online for your business needs. Check out the link for Business Paperwork to see which forms work best for you. 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 paperwork for private practice supervision?
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 Kate@ThePrivatePracticeStartup.com and we're happy to answer it!