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.


 

Consent to Record Therapy Session

This form allows the client to consent to recording of therapy sessions (audio or video). (0720)

Guest Therapy Consent

The purpose of this form is to allow a guest to participate in a therapy session as a third-party participant. (0720)

Coaching Intake Checklist

This form helps coaches set the stage for a productive relationship with clients.

Client Satisfaction Form

This form allows therapists to obtain client feedback. (0720)

Client Rights

This form outlines client rights. (0720)

Client Referral Letter to Physician

This letter can be used when referring a client to another professional. (0720)

Client Record of Attendance

Some insurance companies require a record of client attendance in therapy. This form can be used for this requirement. (0720)

Child and Adolescent Counseling Agreement

This form is designed to be given to older children and adolescents at the beginning of counseling to orient them to the basic purposes of therapy. (0720)

Authorization to Use Unencrypted Email and Text

This document is to ensure clients are aware that email and/or text communications are not encrypted (coded) and therefore are not secure communications. (0720)

Agreement for Meetings with My Therapist

This form is intended to be used with older children or teens as a means to introduce the concept of confidentiality in therapy. (0720)