The Works Package

A bundled package of the primary forms in our library

Forms Included in this 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
  25. Independent Contractor Agreement
  26. HIPAA Business Associate Agreement
  27. HIPAA Security Ruling Therapist Agreement
  28. Associate Information Form
  29. Independent Contractor - Items to bring in
  30. I-9 (Citizenship verification)
  31. W-9 (Tax info for Independent Contractor)
  32. W2 Admin. Contract w/Non-Disclosure
  33. Practice and Professional Will Template
  34. Info to Accompany Practice and Professional Will
  35. Group Guidelines (Covers all the bases!)
  36. Group Therapy Progress Note (Easy check-off)
  37. Consultation Informed Consent (no liability)
  38. Consultee Information Form
  39. Supervisory Informed Consent (w/TeleMental Health)
  40. Supervisee Info. Form (w/items required)
  41. Supervision Note-Taking Form (w/Ethical Check-list)
  42. Superbill with Supervisor Co-Signature
  43. Assessment for Fit for Telemental Health Clients (For Supervisees to do with each client)
  44. Assessment for Fit for Telemental Health Supervision (For Supervisor to do with Supervisees)
  45. Supervisee Emergency Procedures
  46. Consent to Audio/Video Record
  47. Excel Hours logs with calculations built-in (Intern, Associate Licensed, & Post-Doc)
  48. One-page of Common ICD-10 Diagnoses
  49. Four-page Full ICD-10 Quick Reference (Excludes diagnoses that must be made by a physician)
  50. Renter Information Form
  51. Office for Lease (Furnished & Unfurnished)
  52. Office for Sublease (Furnished & Unfurnished)
  53. Shared Office for Lease (Furnished & Unfurn.)
  54. Shared Office for Sublease (Furnished & Unfurnished)
  55. Informed Consent & Waiver for IN-OFFICE Services
  56. Informed Consent & Waiver for OUTSIDE Therapy
  57. Policies for IN-OFFICE Services
  58. Policies for OUTSIDE Therapy
  59. Coaching Informed Consent
  60. Coaching Agreement with Sponsor
  61. Coaching Agreement with Individual

The Works Package is a bundled package of all of the forms in our forms library for professionals. It includes the forms in The Essentials Package, The Hiring Package, The TeleMental Health Package, The ICD-10 & DSM-5 Quick Reference Guides, The Group Therapy Package, The Supervision Package, The Consultation Package, The HIPAA Business Associates Agreement, The Collateral Informed Consent, and The HIPAA Notice of Privacy Practices - Over 60 vital mental health practice forms! Each form is designed in Microsoft Word format (.doc) that is compatible with both MAC and PCs. 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 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-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 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.

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