Practice Management Forms

We’ve created a wide variety of original practice management tools and forms to help you with important issues in managing your clients and your practice in a professional manner.

To modify a form, click the ‘Send to Client’ button next to each form to open the Psychology Forms Filler. You can edit a form as you see fit and then either print it out or send it to a client to be filled out online. Click here for a tutorial on using the Psychology Forms Filler.

Use the navigation links on the left of this page to view tools in a specific category. Or use the search function at the top of this page to find the exact form you are looking for.

If you are looking for something you can’t find on this site, please let us know by clicking here and our team of writers, graphic artists, and therapists will custom-design it for you.


 

Letter to Colleagues Seeking Referrals

This letter template can be used by therapists who are seeking referrals from other professionals. (0720)

Professional Referral List

There might be times when you want to refer a client to another professional, and you will want to do this in a way that causes the least amount of stress to your client. This form is designed to help you prepare a referral list to give to clients when the need arises. (0720)

Premature Discontinuation of Therapy Letter

This letter template can be used when a therapist needs to contact an unresponsive client who has not shown up for sessions. (0720)

Reopening Your Practice Safely During COVID-19

This document provides guidelines for reopening your therapy practice for in-person sessions to avoid health and safety risks associated with COVID-19. (0720)

Termination Summary

This form can be used to summarize treatment and recommendations upon client termination of services. (0720)

Letter to Airline for Emotional Support Animal

This letter template can be used by therapists to draft a letter to airlines when clients require emotional support animals. (0720)

HIPAA Compliance Checklist

This document is a checklist for therapists to ensure they follow HIPAA compliance protocol. (0720)

Request for Restriction on Use/Disclosure of Protected Health Information

This form is used by clients to request restriction on use of protected health information. (0720)

Policy for Treating a Child of Divorced, Separated, or Unmarried Parents

This form outlines the terms and conditions when treating a child of divorced, separated, or unmarried parents. (0720)

Ethical Payment Practices for Therapists

This document outlines ways therapists can adhere to sound ethical practices regarding fees. (0720)

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