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.


 

Therapy Homework Compliance Checklist

You can use this checklist to keep track of homework assignments and how they affect your clients treatment goals. (0318)

Informed Consent Form for Outpatient Services

This form can be modified for adult, children, and teen clients. Clinicians should modify the form to suit the needs of their practice.

Therapy Assignment Log

This form is designed to be used by clients to keep a record of their therapy assignments. (0717)

Superbill

A Superbill is an itemized form used by healthcare providers to reflect rendered services. A Superbill is the main data source for creation of healthcare claim, which is
submitted to payers to insurance companies or other payers.

Keeping Track of Your CE Credits

This form can be used by professionals to keep track of the CE credits they need for accreditation or licensure. (0317)

How Is Therapy Helping You?

This worksheet is designed to help clients think about exactly what has been useful in their therapy. The questionnaire can be given to clients to take home or it can be used as a basis for an in-session interview. (treatment evaluation, assessment, 0217)

Supervision Contract

This contract is designed to be used for professional supervision.

Therapy Session Agenda

This form can be used by therapists or counselors to focus clients on a specific agenda for an individual session. You can email it to a client prior to the session, give it to a client in the waiting room, or you can use it for your own notes.

Child and Adolescent Intake Form

This intake form can be used as a template for obtaining intake information when treating adolescents and children.

Documenting and Reporting Abuse

Use this form to document any incidents of suspected abuse.

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