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Collateral Informed Consent

Necessary for therapists who consult with anyone who is a collateral to the client (parents, partners, friends, etc.)

The Collateral Informed Consent is used for therapists who bring in anyone who is a collateral with the client (parents, adult children, partners, spouses, friends, employers, etc.). This consent agreement addresses the fact that the collateral is not the subject of treatment and is strictly involved to help the client. In addition to defining the collateral's role, this form addresses the fact that the collateral has less confidentiality protection. If you don't have a Collateral Informed Consent, then you're either giving a collateral a regular Informed Consent or no consent forms whatsoever. Either of these approaches are not good risk management strategies. This form is well worth the investment to protect your practice as well as to help you manage the expectations of those individuals. This package consists of two documents, one for individual practice and one for group practice. Please note that these forms are also included in "The Essentials Package." Each form is designed in Microsoft Word format (.doc) so that you may edit them as you see appropriate. 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. Generally, the margins come through intact. However, just in case, there is a separate document called "Margins" which lists the specifications. By purchasing and downloading these forms, you understand and accept that the forms are intended to be used only 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 nor Dr. Becky Beaton, LLC assume any liability or responsibility for the use or misuse of the forms you download. All of Dr. Beaton'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. Additionally, please note that you have 30 days to upload the forms that will be transmitted to you, so please add them to your documents in a timely fashion. Thank you!


Your Instructor


Dr. Becky Beaton-York
Dr. Becky Beaton-York

Dr. Becky Beaton is the author of Practice Smart Forms, and 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 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 has hundreds of other clinicians who rave about them in the Atlanta area and around the country. Several hospitals and university counseling centers have also adopted them.

Dr. Beaton's 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 GPA since 2014. 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 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 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.


Course Curriculum


  Forms Downloads
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Frequently Asked Questions


How long do I have access to the forms?
You have access to one download in the next 30 days. Please be sure to download your forms as soon as possible and put them some place safe for future use. We sincerely hope you find them to be helpful!!

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