Forms Included in this Package:
- Client Information Form – Adult
- Client Information Form – Child
- Ethical Decision-Making Form
- Superbills (Receipt & Insurance Statement)
- Reduced-Fee Agreement
- HIPAA Notice of Privacy Practices
- No Surprises Act Forms
- Informed Consent w/Telemental Health Included (all in one) (for either Group or Solo Practices)
- Collateral Informed Consent
- Termination Letter Template
- TeleMental Health Assessment for Fit
- Videoconferencing Protocol/Etiquette
- Initial Intake Report – Full & Brief version
- HIPAA Business Associate Agreement
- Medical Record Progress Notes (easy check-off, circle, short answer, great for passing insurance audits)
- Psychotherapy Notes
- Medication Tracking Record
- Credit-Card on File Authorization
- Fax Cover Sheet with HIPAA Statement
- Self-Care Plan
- Release of Information Form
- Case Closure & Termination Summary
- Insurance Payment Agreement
- Independent Contractor Agreement
- HIPAA Business Associate Agreement
- HIPAA Security Ruling Therapist Agreement
- Associate Information Form
- Independent Contractor - Items to bring in
- I-9 (Citizenship verification)
- W-9 (Tax info for Independent Contractor)
- W2 Admin. Contract w/Non-Disclosure
- Practice and Professional Will Template
- Info to Accompany Practice and Professional Will
- Group Guidelines (Covers all the bases!)
- Group Therapy Progress Note (Easy check-off)
- Consultation Informed Consent (no liability)
- Consultee Information Form
- Supervisory Informed Consent (w/TeleMental Health)
- Supervisee Info. Form (w/items required)
- Supervision Note-Taking Form (w/Ethical Check-list)
- Superbill with Supervisor Co-Signature
- Assessment for Fit for Telemental Health Clients (For Supervisees to do with each client)
- Assessment for Fit for Telemental Health Supervision (For Supervisor to do with Supervisees)
- Supervisee Emergency Procedures
- Consent to Audio/Video Record
- Excel Hours logs with calculations built-in (Intern, Associate Licensed, & Post-Doc)
- One-page of Common ICD-10 Diagnoses
- Four-page Full ICD-10 Quick Reference (Excludes diagnoses that must be made by a physician)
- Renter Information Form
- Office for Lease (Furnished & Unfurnished)
- Office for Sublease (Furnished & Unfurnished)
- Shared Office for Lease (Furnished & Unfurn.)
- Shared Office for Sublease (Furnished & Unfurnished)
- Informed Consent & Waiver for IN-OFFICE Services
- Informed Consent & Waiver for OUTSIDE Therapy
- Policies for IN-OFFICE Services
- Policies for OUTSIDE Therapy
- Coaching Informed Consent
- Coaching Agreement with Sponsor
- Coaching Agreement with Individual
- OPERATING AGREEMENT (Georgia)
- HANDBOOK FOR GROUP 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.
Your Instructor
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
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