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.


 

Security Checklist for Electronic Devices

This checklist outlines “HIPAA-friendly” security measures for electronic devices. (0720)

Consent for Treatment Using Exposure Therapy

The purpose of this form is to request the client’s consent for exposure therapy treatment. (0720)

Request to Access Records

This form is used by clients to request copies of their own records. (0720)

Client Information Form

This form is to obtain or update client information. (0720)

Email Confidentiality Signature

This is a sample email signature that
covers issues such as confidentiality and security. (0720)

Electronic Communication Policy

This form outlines the policy for electronic communication to ensure the security and confidentiality of treatment and to make sure it is consistent with ethics and laws. (0720)

Excuse Note for School

This letter template can be used if a child or adolescent needs an excuse for school to attend counseling appointments. (0720)

Documentation of Session Content

This form can be used by therapists to document the content of client sessions. (0720)

Couples Therapy Intake Form

This form can be used as a model for obtaining intake information when treating couples. (0720)

Consent to Use Touch in Therapy

This form allows a client to offer consent for the therapist to use touch in therapeutic work to benefit healing. (0720)

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