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Consultation Package

Contains Forms Necessary to Provide Consultation (Delineating the Difference Between Consultation vs. Supervision)

If you are a mental health practitioner and you provide consultation (not supervision) to other mental health clinicians, you need to make sure that the professional seeking consultation doesn't confuse your services as "supervision" -- unless you want the liability for everything that other professional is doing. This package contains two forms. The first is a detailed Consultation Informed Consent, which delineates the boundaries of your relationship as that of consultation and ascertains that you are not entering into a supervisory arrangement to reduce liability. The second form is a Consultee Information Form for the person seeking consultation to fill out prior to beginning consultation services. This form asks the consultee basic information that you will need for practice management as well as questions about the nature of consultation. 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
Available in days
days after you enroll

Frequently Asked Questions


How long do I have access to the forms?
After purchasing, you have one download available and that expires after one month. So, please be sure to download your forms within this time period and save them somewhere safe for future use. Thanks!!

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