Credit Card on file policy with a credit card pre-authorization built in to prevent non-payment for services and missed fees. Keeps clients' signatures on file. This protects your livelihood and your business!
This consent includes everything you need to ensure the information being shared or disclosed is authorized by the client.
Stay up to date with this important consent form to protect you and the client. Laws are highlighted in this consent as well as benefits and risks.
All risks and benefits as well as rights and responsibilities are included. There is a section for simple practice users, too, that can be taken out if needed.
Make sure to get the telehealth in case of emergency form, as well!
All you need is a signature from your client with this form. It is standard across the board, but if you do not want to make one yourself, this is the way to go!
Required for LCPC's and LCPC-c's only in the State of Maine. However, LCSW's and LMFT's would benefit from this document, as well. It helps the client get a snapshot of your credentials, training, clinical focus etc. to ensure a good match.
Also, additional information is provided that is essential to the business part of private practice. This form can be edited to match you personally. Sections are all included for your reference. Other areas are written out for you so you do not need to spend the time formulating professional statements.
A crucial document that highlights everything else to prevent dual relationships, establish therapeutic boundaries and expectations, as well as to share the plan in the case of unfortunate events.
Do not leave it to chance. If your client has some sort of emergency while participating in a telehealth session with you, whether medical, safety or something else unforeseen this form is necessary! It highlights the client's wishes and identifies the plan for you to take action without hesitation.
Third-Party Financial Responsibility Form
Clear Agreements. Smooth Payments. Protected Practices.
This professionally designed Third-Party Financial Responsibility Form is the perfect solution for counselors who provide services to clients whose care is being financially supported by another party, such as a parent, guardian, or family member.
Ensure everyone’s on the same page, financially and ethically.
Sliding Fee Hardship Application Form
Affordable Access. Ethical Practice. Aligned with MaineCare Guidelines.
Ensure equitable access to mental health services with our customizable Sliding Fee Hardship Application Form. Designed for counselors in Maine, this form helps you offer income-based fee adjustments while maintaining clear documentation and ethical standards.
Offer compassionate care without financial ambiguity. This form empowers your practice to serve clients in need while upholding professional integrity.
Consent for Minor Usage of Software Services
Secure Access. Informed Consent. Digital Safety.
This Consent for Minor Usage of Software Services form is essential for any counselor offering services to clients under 18. Designed to meet ethical and legal standards, this form provides clear, written consent from a parent or guardian for minors to access and use software services such as, EHR systems.
Maintain compliance and foster trust with families, while supporting safe, effective care for youth in the digital age.
Pre-Intake Questionnaire
Streamlined Screening. Personalized Care. A Smoother Start.
Make the first session more focused and effective with our Pre-Intake Questionnaire, designed to support counselors in gathering essential background information before services begin. This easy-to-use form helps streamline the screening process, identify client needs early, and ensure the intake session is both efficient and meaningful.
Set the tone for a thoughtful and professional client experience—starting before they walk through the door (or log on).
Add this to your treatment plans: A list of flexible interventions that can be minimally tailored to work with all clients, so you don’t have to worry about adding specific interventions for every goal or objective. This streamlined approach saves time and ensures consistency across treatment plans.
Struggling with writing goals and objectives? Having difficulty making long-term and short-term goals measurable, or unsure how to meet insurance company requirements? I've got you covered! Choose from a variety of options based on diagnosis or clinical need—grief, anxiety, depression, and more. Ready-to-use goals with measurable objectives that align perfectly with your client's treatment plan. Prices vary starting at 15.00
Here’s a list of statements you can use to justify the use of billing code 90837, ensuring you meet insurance guidelines for longer than 45 minute sessions and prevent clawbacks. These statements are crafted to accurately reflect the complexity of the session and support proper billing.
Want to bill for interactive complexity, but unsure what to write or worried about clawbacks? Here’s a comprehensive list of interactive complexity statements you can add to your notes to ensure compliance with insurance guidelines and confidently bill for the services provided.
Do you find yourself constantly struggling to find the words to justify a client's diagnosis in the clinical summary? Save time and effort with pre-written statements you can use over and over, allowing you to focus on the other components of the clinical summary. Here’s a comprehensive list of the most common diagnoses in mental health and substance abuse treatment, ready for you to use!
Do you work with clients struggling with Generalized Anxiety Disorder, Depression, OCD, and more? Get a clinically tailored interventions cheat sheet based on the diagnosis of your choice—no specific modality required. Bundle 5 or more for a custom package deal at a discounted rate!
A professionally curated list of commonly used interventions, expertly written to help you save time and streamline your note-taking with ease.
Individually priced. Please specify at time of purchase which one(s) you want.
The options are:
Cognitive Behavioral Therapy
CBT Couples
IFS Therapy
IFS Couples Therapy
Existential-Narrative Therapy
Narrative Therapy
Existential Therapy
Emotional Freedom Technique
Grief Therapy
Dialectical Behavioral Therapy
Strength-Based Therapy
Motivation Interviewing
Mindfulness Practices
Relational Therapy
Systematic Family Therapy
Somatic Therapy
Reality Therapy
Psychodynamic Therapy
Person-Centered Therapy
Gestalt
Family Therapy Interventions
Emotionally Focused Therapy
Emotionally Focused Individual Therapy
Emotional Freedom Technique
Crisis Intervention Statements
Creative Art Therapy Interventions
Compassionate Inquiry
Common Clinical Interventions
Career Counseling
Accelerated Resolution Therapy
Other- you can request a cheat sheet be created for your use if what you are looking for is not listed above.
It is so important to document everything (or it didn't happen) when providing therapeutic services. When consulting/collaborating with others, this template makes it easy for you to document the important aspects of that conversation as it pertains to the client's treatment.
The most thorough progress note you will find even when compared to Documentation Wizard!! Clear, concise, and specific as the insurance companies require. This template is user-friendly and takes away a lot of the work of documenting things such as medical necessity, interactive complexity, even appropriateness of modalities utilized, and much more! I can integrate it into your Simple Practice account if you would like, as well, for an added fee.
This is different than the consultation note. This is for instances such as when the client requests to reschedule or cancel. This template prompts you to provide all the required information for all correspondence with the client during their treatment.
When offering groups, documentation is different than individual services. This template can be provided as is, or it can be edited to fit your specific group offering. If you prefer it to be edited, information will be requested ahead of time to prepare your specialized note. There will be an added charge for this service.
Intake session notes are different than psychotherapy notes. This template makes the initial note a breeze with all the common interventions highlighted. This way you can focus your time on your clinical summary! It also prepares you for the next session.
Self-pay notes (without superbills) do not require as much as Clinical Progress Notes. This note is simplified following the outline of the Clinical Progress note but prompts you to include the necessary clinical information to stay ethical and to protect your liability risks. This format would suffice for record requests from courts, other providers, etc.
All the questions that you need to ask your client are laid out for you. This is a collaborative process with the client and information can be documented in session in real-time.
When you find yourself in a crisis session with the client whether scheduled or unplanned, this template will guide you to focus on all the required areas that need to be addressed, discussed, and documented for ethical standards of clinical practice and insurance guidelines for crisis code billing. This note can save you so much time, headache, and energy outside of the session.
Easy template to follow with specific prompts that will take no time at all to complete.
This vital therapeutic document does not skip a beat or miss an important component that is required!
This comes with bonus statements for the treatment recommendations and strategies section that can be tailors easily with each client.
Struggling with what to include in your clinical summaries? Not sure how to word things or demonstrate medical necessity? Look no further! Here’s a summary template created just for you, complete with examples to make clinical summary writing a breeze and save you time.
A specific consent that protects your role and the therapeutic relationship that is built between you and the couple that is invaluable to their treatment.
Couples' services are provided differently than individual services. This form helps you gather all the necessary information, from each person in the couple, ahead of time to be fully prepared.
This assessment helps you focus specifically on the couple based on all the information compiled from the couples' intake forms, which they each completed ahead of time, as well as your sessions with them in building rapport and establishing a plan for treatment.
Be sure to purchase the couples intake form, too!
The Couples Counseling Agreement Form is a comprehensive document designed for therapists offering couples therapy services. It outlines the expectations, boundaries, and responsibilities ensuring a clear understanding of the therapeutic process. It serves as an essential tool to foster transparency and trust between the therapist and couples, helping to ensure a smooth, professional therapeutic experience. This form is a must-have for therapists looking to establish clear, effective, and ethical guidelines with their clients.
Customize your ideal set of forms and templates and enjoy a special discount when you bundle 5 or more items into a package deal!
Rates will vary, starting at 25.00
If you already have a Simple Practice EHR system and want templates and forms integrated into your personal EHR for ease of use this can be provided for you. Cost will vary depending on which forms and templates you want integrated starting at 50.00.
Have any document created or customized to meet your personal needs. Rates will vary depending on request with a starting rate of 25.00.
Protect Your Practice with the Walk & Talk Therapy Release Form Template!
As a counselor offering walk-and-talk therapy sessions, ensuring you have the right legal protections in place is crucial for both you and your clients.
This pre-made Walk & Talk Therapy Release Form is designed to safeguard your practice, clearly outlining the terms of the session and addressing any potential risks.
By purchasing this template, you can confidently navigate outdoor therapy sessions, knowing that you’re covered. Protect yourself and your clients!
Payment Plan Agreement Form
Supportive Solutions. Clear Terms. Responsible Care.
Our Payment Plan Agreement Form is designed to offer a respectful and structured approach for clients who owe a balance for clinical services. This form outlines flexible payment arrangements while emphasizing shared accountability, financial transparency, and the therapeutic alliance.
With built-in guidance on financial hardship, billing confidentiality, and agreement termination, this form helps ensure your practice remains compassionate, ethical, and financially sustainable.
Let care continue, with mutual understanding and a plan in place.