We are so confident that you'll find value in your ethicist and attorney approved therapy paperwork package that we offer a 30-day money-back guarantee.

The Essentials Package consists of all the primary forms you'll need for your solo or group practice in ALL 50 STATES in the U.S. This collection of forms is well worth the investment to protect your practice and ensure that you are abiding by the ethical and legal guidelines of your profession. Revisions are made regularly as rules and laws change, and there is a log to show which changes were made and why. Every form may be tailored to your liking.

Therapy Paperwork & Forms Included in this Package:

  1. Client Information Form – Adult
  2. Client Information Form – Child
  3. Informed Consent w/Telemental Health Included (for either Group or Solo Practices). This form is governed under contract law and optimized for risk management but written in a warm and friendly manner.
  4. Informed Consent Adolescent Addendum (Encourages parents not to force teenagers to tell them what happened in session as well as when the therapist will advise them about dangerous behaviors)
  5. Superbill (to give clients as a receipt and/or insurance statement for reimbursement)
  6. Reduced-Fee Agreement (to assist you in making ethical decisions around reducing your fee, documenting the reason, maintaining boundaries that are revisited regularly, and making sure you are handling this in an equitable and ethical manner)
  7. HIPAA Notice of Privacy Practices (Required by HIPAA - Federal Law)
  8. No Surprises Act Form: (Notice to post on your website and/or physical wall in your practice. Legally required since Jan 2022)
  9. No Surprises Act Form: The Good Faith Estimate (Legally required since Jan 2022)
  10. Waiver for Therapy Outside (Walk & Talk Therapy - New 6-24)
  11. Collateral Informed Consent (for parents, partners, friends, etc. that might join a session one or two times but are not in treatment with you themselves)
  12. TeleMental Health Assessment for Fit (for risk management purposes and to protect your clients) (Rev. Oct. 2023)
  13. Videoconferencing Protocol/Etiquette (for telemental health to help clients understand that we need them to be in a secure place, light on their face, look at the camera, etc., as well as what we will do to protect their confidentiality) (Rev. Oct. 2023)
  14. Initial Intake Report – Full Version (very thorough)
  15. Initial Intake Report – Brief version (very doable)
  16. HIPAA Business Associate Agreement (for an administrative assistant, accountant, officemate, or anyone with access to client PHI to sign)
  17. Medical Record Progress Notes (easy check-off, circle, short answer). This form is great for passing insurance audits, if subpoenaed, or if called into court.
  18. Psychotherapy Notes
  19. Treatment Plan Template
  20. Medication Tracking Record (helps you track your client's changes in medication for easy reference)
  21. Credit-Card on File Authorization Form (to run clients' cards without them present). If your client doesn't enter their own credit card information into a secure system themselves, you need a form authorizing you to charge their cards without them present and/or to enter their cards into a system for them.
  22. Fax Cover Sheet with HIPAA Statement
  23. Self-Care Plan (the new approach with less liability than a suicide contract)
  24. Release of Information Form
  25. Case Closure & Termination Summary (Every case needs to be closed upon termination, or you are legally liable for your client until that case is closed)
  26. Termination Letter Template (to send to clients to let them know you are closing their case)
  27. Insurance Payment Agreement
  28. Ethical Decision-Making Form (for documenting any ethical dilemmas you may encounter)
  29. Private Contract w/Medicare Clients if You Have Opted Out (official contract to must use if you've opted out of Medicare but seeing a client who has Medicare)

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., forms related to the No Surprises Act). If this is the case, those forms will be updated, and a date will be added behind the name of the form or new forms will simply be added automatically to your package). Please return occasionally to check for updates. 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

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 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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