This form can be given to a client as a receipt for services. There is one receipt for monthly services and one for individual sessions.

This checklist is designed to help therapists ensure they have “covered all the bases” with new clients.

This generic treatment plan can be modified and used to document client objectives, strategies, and methods of assessment.

This form is designed for therapists to give to new clients. It states general office policies, such as waiting room and building rules, payment policies, policies for contacting the therapist, and so on.

This fact sheet describes general ethical guidelines for billing and payment for therapeutic services. It includes links to the specific guidelines of various professional organizations. PDF

This form can be used as a template to notify former clients that you have moved.

This letter can be used as a template when a client must be terminated for nonpayment of agreed-upon fees.

This letter template can be used when a client must be terminated for significant inappropriate behavior, including threats, stalking, and aggression.

This form is helpful in managing staff time in a clinic or group practice.

This letter template can be used to terminate a treatment with a client.