The Essentials

All the essential forms you'll need for your solo or group practice

Forms Included in Package:

  1. Client Information Form – Adult
  2. Client Information Form – Child
  3. Ethical Decision-Making Form
  4. Superbills (Receipt & Insurance Statement)
  5. Reduced-Fee Agreement
  6. HIPAA Notice of Privacy Practices
  7. No Surprises Act Forms
  8. Informed Consent w/Telemental Health Included (all in one) (for either Group or Solo Practices)
  9. Collateral Informed Consent
  10. Termination Letter Template
  11. TeleMental Health Assessment for Fit
  12. Videoconferencing Protocol/Etiquette
  13. Initial Intake Report – Full & Brief version
  14. HIPAA Business Associate Agreement
  15. Medical Record Progress Notes (easy check-off, circle, short answer, great for passing insurance audits)
  16. Psychotherapy Notes
  17. Medication Tracking Record
  18. Credit-Card on File Authorization
  19. Fax Cover Sheet with HIPAA Statement
  20. Self-Care Plan
  21. Release of Information Form
  22. Case Closure & Termination Summary
  23. HIPAA Encrypted Email Signature Line
  24. Insurance Payment Agreement

The Essentials Package consists of all the primary forms you'll need for your solo or group practice. This collection of forms is well worth the investment to protect your practice and be sure that you are abiding by the ethical and legal guidelines of your profession. This package includes a detailed Informed Consents & Authorization for Treatment (for solo or a group practice that is optimized for risk management but written in a warm and friendly manner), TeleMental Health Informed Consent (which is now ethically required by all mental health licenses), Client Information Form for adults, Client Information Form for Children, Initial Intake Report (brief version & full version), Psychotherapy Notes, Medical Record Progress Notes, Collateral Informed Consent (for solo or group practice), HIPAA Notice of Privacy Practices (that was modified to include the new requirements in 2013), Superbill, Video-conferencing Protocol, Reduced-Fee Agreement, Payment Record, Release of Information, Self-Care Plan (the new approach with less liability than a suicide contract), Treatment Plan, Medication Tracking Record, Credit Card Payment Record (that allows you to charge a client's card even when they are not present with their signature on file), Case Closure & Termination Summary, and even a Fax Cover Sheet. Newly added in 2022 are the Good Faith Estimate form for the No Surprises Act, as well as a notice to post both in your office and on your website regarding the GFE. 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.

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-York nor Dr. Becky Beaton, LLC assume any liability or responsibility for the use or misuse of the forms you download. All of Dr. Beaton-York'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-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 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-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 course?
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.

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