The Ultimate Therapy Paperwork Package

We are so confident that you'll find value in your Ethicist & Attorney approved therapy paperwork package, that we offer a 30-day money-back guarantee.

The Ultimate Therapy Paperwork Package is a bundled package of EVERY therapy paperwork template and form in our library for professionals. It includes all the forms in The Essentials Package, The Hiring Package, The Telemental Health Package, The ICD-10 Package, The Group Therapy Package, The Professional Will Package, The Leasing Package, The Supervision Package, The Consultation Package, The Coaching Package, and The COVID Package as well as the Group Practice Handbook (AKA: Policy Manual) and the Operating Agreement for Georgia.

Therapy Paperwork & Forms Included in this Package:

From the Essentials Package: Client Information Form – Adult
From the Essentials Package: Client Information Form – Child
From the Essentials Package: Ethical Decision-Making Form
From the Essentials Package: Superbills (Receipt & Insurance Statement)
From the Essentials Package: Reduced-Fee Agreement
From the Essentials Package: HIPAA Notice of Privacy Practices
From the Essentials Package: No Surprises Act Good Faith Estimate
From the Essentials Package: No Surprised Act Notice Required to Post on Wall of Office and/or Website
From the Essentials Package: Informed Consent w/Telemental Health Included (all in one for either Group or Solo Practices) (Rev Oct 2023)
From the Essentials Package: Collateral Informed Consent (for anyone attending sessions that is not the identified client to define their role and confidentiality agreement, including parents)
From the Essentials Package: Termination Letter/Email Template
From the Essentials Package: Case Closure and Termination Summary
From the Essentials Package: Ethical Decision-Making Form
From the Essentials or the Telemental Health Package: TeleMental Health Assessment for Fit (Rev. Oct. 2023)
From the Essentials/Telemental Health/ or Group Therapy Package: Videoconferencing Protocol/Etiquette for Individuals and/or Group Members (Rev. Oct. 2023)
From the Essentials Package: Initial Intake Report – Full Version (Very Thorough)
From the Essentials Package: Initial Intake Report – Brief Version (Very Doable)
From the Essentials or Hiring Package: HIPAA Business Associate Agreement
From the Essentials Package: Medical Record Progress Notes (easy check-off, circle, short answer, great for passing insurance audits)
From the Essentials Package: Psychotherapy Notes Template
From the Essentials Package: Medication Tracking Record
From the Essentials Package: Credit Card on File Authorization Form
From the Essentials Package: Fax Cover Sheet with HIPAA Statement
From the Essentials Package: Self-Care Plan
From the Essentials Package: Release of Information For
From the Essentials Package: Case Closure & Termination Summary
From the Essentials Package: Insurance Payment Agreement
From the Essentials Package: Private Contract - For a provider who has opted out of Medicare but seeing a client who has Medicare (this is really a disclaimer that Medicare requires by law to make sure a client knows you aren't in their system and not to expect reimbursement)
From the Essentials Package: Waiver for Therapy Outside (New 2024)
From the Hiring Package: Independent Contractor Agreement
From the Hiring Package: HIPAA Security Ruling Therapist Agreement
From the Hiring Package: Associate Information Form
From the Hiring Package: Independent Contractor - Items to bring in
From the Hiring Package: I-9 (Citizenship verification for any W2 Employees)
From the Hiring Package: W-9 (Tax info for Independent Contractor)
From the Hiring Package: W2 Admin. Contract w/Non-Disclosure
From the Professional Will Package: Practice and Professional Will Template
From the Professional Will Package: Info to Accompany Practice and Professional Will
From the Group Therapy Package: Group Guidelines (Covers all the bases!)
From the Group Therapy Package: Group Therapy Progress Note (Easy check-off)
From the Consultation Package: Consultation Informed Consent (no liability)
From the Consultation Package: Consultee Information Form
From the Supervision Package: Supervisory Informed Consent (w/TeleMental Health)
From the Supervision Package: Supervisee Information Form & Required Items to Produce
From the Supervision Package: Supervision Note-Taking Form (w/Ethical Check-list)
From the Supervision Package: Superbill with Supervisor Co-Signature (For Possible OON Benefits Reimbursement)
From the Supervision Package: Assessment for Fit for Telemental Health Clients (For Supervisees to do With Each Client)
From the Supervision Package: Assessment for Fit for Telemental Health Supervision (For Supervisor to do With Supervisees who do Supervision Online)
From the Supervision Package: Supervisee Emergency Procedures
From the Supervision Package: Consent to Audio/Video Record
From the Supervision Package: Excel Hours Logs with Calculations Built-In (Intern, Associate Licensed, & Post-Doc)
From the ICD-10 Package: One-page of Common ICD-10 Diagnoses
From the ICD-10 Package: Four-page Full ICD-10 Quick Reference (Excludes diagnoses that must be made by a physician)
From the Leasing Package: Renter Information Form
From the Leasing Package: Office for Lease (Furnished & Unfurnished)
From the Leasing Package: Office for Sublease (Furnished & Unfurnished)
From the Leasing Package: Shared Office for Lease (Furnished & Unfurnished)
From the Leasing Package: Shared Office for Sublease (Furnished & Unfurnished)
From the COVID Package: Informed Consent & Waiver for IN-OFFICE Services
From the COVID Package: Informed Consent & Waiver for OUTSIDE Therapy
From the COVID Package: Policies for IN-OFFICE Services
From the COVID Package: Policies for OUTSIDE Therapy
From the Coaching Package: Coaching Informed Consent
From the Coaching Package: Coaching Agreement with Sponsor
From the Coaching Package: Coaching Agreement with Individual
The Group Practice Handbook (AKA: Policy Manual)
The Operating Agreement (for Georgia) - This is a legal document that protects your personal assets and establishes legitimacy to your LLC or Corporation

Tailor Each Form to Your Liking: Your Essentials Package contains several custom forms, as described above. Each form is designed in a compatible version of Microsoft Word format (.doc) so that you may edit them as you see appropriate, whether you are using a Mac or a PC. Every place in a document where you need to enter information particular to your practice (e.g., your name, location, fees, etc.) will be in a bright blue font to prompt you for this information.

Disclaimer & Copyright Agreement: By purchasing and downloading these forms, you understand and accept that the forms are intended to be used as examples or samples of ways in which the forms and information can be used. You understand and accept that you are ultimately responsible for your own version of the forms and for adapting the forms for your own use. Neither Dr. Becky Beaton, LLC nor The Knowledge Tree assumes any liability or responsibility for the use or misuse of the forms you download. All of Dr. Beaton-York's and The Knowledge Tree's forms are copyrighted. You understand and accept that unauthorized duplication or sharing of the forms you download or any information contained therein is strictly prohibited and illegal. Thank you very much for your cooperation.

Updates: On occasion, Dr. Beaton-York or Chris York, Esq. may decide that a form needs to be updated or an additional form is "essential" to practice therapy ethically and/or legally (e.g., in January 2022, forms related to the No Surprises Act became "essential"). If this is the case, new forms will be added and/or existing forms will be updated. New forms will say "New" and the date behind them. Revised forms will have a revision date behind the name of the existing form.

Please return occasionally to check for updates. We'll also send out an email to let you know, so be sure you're on our mailing list. We only send out an email once per week to avoid pestering you, and we really hope our newsletter is helpful to your practice. Unless there is something extremely labor-intensive that needs to be done, updates and new forms will be taken care of for you free of charge. We hope you find this service helpful. :-)

Your Instructor

Dr. Becky Beaton-York

Dr. Becky Beaton-York is the author of Practice Smart Forms, and they have all been vetted by more than one attorney. She is passionate about psychological ethics and helping therapists grow their practices grounded in ethics and integrity while also creating a personally and professionally fulfilling career. Dr. Beaton-York began creating these forms when she founded The Anxiety & Stress Management Institute, a very large outpatient facility in Atlanta, Georgia, which she clinically directed for 15 years. She realized quickly that managing therapists required creating documentation that was ethically and legally sound while also being as efficient as possible to ensure compliance. Her staff grew to love these forms, as well as thousands of other clinicians who rave about them in Georgia and around the country. Several hospitals and university counseling centers have also adopted them.

Dr. Beaton-York is a Licensed Psychologist and a Licensed Professional Counselor. She has been on the Georgia Psychological Association's (GPA) Ethics Committee since 2010 and Ethics Chair for eight of those years. Additionally, she was the Ethics Chair for the Licensed Professional Counselor's Association of Georgia (LPCA-GA) for two years and has taught numerous ethics workshops since 1999.

Related to her interest in ethics and documentation, Dr. Beaton-York has served as an ethics expert in malpractice lawsuits. Part of her role in these cases is to examine the clinician's documentation to determine if the therapist was practicing below the standard of care and/or committing any ethical violations. This experience has made Dr. Beaton-York extremely aware and diligent about designing these forms to help the therapist write them in such a way that they will hold up in court. Of course, there are no guarantees in court; however, this is a great place to start! We hope you find them to be helpful.

Frequently Asked Questions

How long do I have access to the forms?

You will have access to these forms indefinitely. Additionally, we make frequent updates to various forms as new laws, regulations or ethics codes change. If a form has been updated, you'll see a revision date behind the title. Once you make a purchase, be sure to check back occasionally for these updates.

Your Instructor

Frequently Asked Questions

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