The Client Information Sheet will help you keep track of all your client’s contact, emergency, and collateral information on just one page.

The Communication Log will help you keep track of all phone calls, texts, emails, and letters sent between you and your client.

The Change in Standard Fee form will help you to make sure you’re on the same page with your reduced fee clients!

The Notice of Increased Fee form helps you inform your clients of upcoming fee increases and have them consent to the new amount. Remember to give yourself a regular raise! You deserve it.

The Premature Termination Note is a great solution when a client disappears on you!

The ROI is helpful for when you want to share information with another person than your client. You should always obtain a ROI, which makes this document vital.

The Client Invoice is useful for billing your client when they provide multiple fees at one time, such as at the end of the month, or if they are behind in payments and you need to provide a record of services provided for payment.

The Client Monthly Receipt is useful for clients who wish to have a monthly record of services they paid for in order to compile them for their records. This particular form is confidential in the sense that it does not contain your name and information and instead of indicating therapy services, simply refers to a healthcare service.

The Client Monthly Receipt is useful for clients who wish to have a monthly record of services they paid for in order to compile them for their records.

The Session Receipt is useful for clients who wish to have a session record of the service they paid for in order to compile them for their records. This particular form is confidential in the sense that it does not contain your name and information and instead of indicating therapy services, simply refers to a healthcare service.

The Session Receipt is useful for clients who wish to have a session record of the service they paid for in order to compile them for their records.

The Statement of Account is for the client's file to help you keep track of what the client has paid and what they may still owe.

The Superbill helps you provide your client with a bill which they can then submit to their insurance for possible reimbursement for services. Please note that a superbill does not guarantee that a client will be reimbursed.

The Collateral Agreement and Consent form helps you obtain consent from any collateral visits to your therapy sessions. Collaterals are any person that is not your client who will be joining a session or sessions for a specific set of time.

The Informed Consent is a thorough and detailed agreement for psychotherapy services between you and your clients.

The Notice of Privacy Practices is a document outlining your HIPAA compliant practices to ensure that your client's PHI remains safe and confidential.

The Permission to Record form helps you ensure that you always get consent to record a client, whether by audio or video, and describe your confidentiality procedures for handling said recordings.

The Practice Policies document will help you spell out your practice policies in detail. Includes everything from cancellation policies to the termination process.

The Social Media Policy document will help make your social media policy clear so that there aren’t any surprises on either side of the screen.

Relying on telehealth during COVID-19? Use this specific consent template to update your policies for distance psychotherapy.

Enjoy doing telehealth? Use this specific consent template to share your policies for distance psychotherapy.

Make note of what was discussed during consultation with other mental health professionals. This download comes with both a lined version for printing as well as a document for filling out electronically.

Write your process notes and remember to keep them separate from your client files! This download comes with both a lined version for printing as well as a document for filling out electronically.

An intake form specifically created for doing psychotherapy with children.

Working with minors needs a consent form geared toward their special issues and boundaries.

Always get parental or guardian consent when working with children!

An intake form specifically created for doing psychotherapy with couples.

An intake form specifically created for individuals doing psychotherapy within a couple.

An intake form specifically created for doing psychotherapy with adult individuals.

This 2 page document will guide you through the process of creating a specific brand for your psychotherapy business.

Have a professional looking fax cover sheet. Yes, some people still use fax machines! (especially government agencies)

Create a professional looking letterhead using your own information, logo, and color scheme.

Use this guide to inform how you utilize confidentiality notices in your emails and online. As easy as copy and pasting!

Use this template to get you started on your professional will. Don’t get caught without one!

A 2 page document to help you get a glance at and track your finances throughout the year.

A 2 page document to help you keep track of your expenses every month.

A 2 page document to help you keep track of your income every month.

A fun fill-in savings jar to track your financial savings goals! Isn’t it time for a new couch?

Attach these notes to your receipts for tax-deductible expenses for peace of mind when tax season comes around.

This Annual Goal Tracker comes with a guide for how to set SMART goals, so that you’re sure to always hit the mark!

This Monthly Goal Tracker comes with a guide for how to set SMART goals, so that you’re sure to always hit the mark!

Track your in-print, online, and network advertising with this 4 page document catching all the details and results.

It’s important to keep track of where your referrals are coming from so that you know where to spend your time (and money) advertising.

A 3 page tracker to gather information about audience engagement and social media post planning.

Start your new professional blog with confidence that you’ve put in the planning before hitting publish.

Formulate your blog post before you start writing so that you have a clear and concise post before you hit publish.

Create a beautiful and informational website with this 2 page design planner worksheet.

A 6 page intake reassessment form used for periodically checking in with your client regarding any updates in their life.

A 5 page intake reassessment form used for periodically checking in with your clients regarding any updates in their lives.

A quick and easy Mental Status Exam that fits all on one page!

A progress note template using the BIRP format: Behavior, Intervention, Response, Plan.

A progress note template using the DAP format: Data, Assessment, Plan.

A progress note template using the DART format: Data, Assessment, Response, Treatment Implications.

A progress note template using the a hybrid approach to writing progress notes. A quick and simple format to fill out.

A progress note template using the SOAP format: Subjective, Objective, Assessment, Plan.

A culmination note summarizing a client’s treatment when they have terminated with you.

One of four different types of Treatment Plan templates available. Choose what best suits your needs and professional style.

One of four different types of Treatment Plan templates available. Choose what best suits your needs and professional style.

One of four different types of Treatment Plan templates available. Choose what best suits your needs and professional style.

One of four different types of Treatment Plan templates available. Choose what best suits your needs and professional style.