![]() The Private Practice Startup is a company that sells attorney-approved, customizable paperwork packages. There are plenty more mental health private practice forms templates that exist, but these are two that can get you started. Another free template option is Therapy Notes. Theranest provides free intake forms, progress notes, and policy forms. You can either buy customizable forms or use free online templates. There are other forms to consider that include insurance billing forms, consent forms, agreements for insurance and self-pay practices, HIPAA forms, mental status exams, and progress note templates. ![]() These private practice counseling forms exist so that you can easily refer back to the reason your clients are attending therapy with you, gather information about their history and presenting problems, and come up with a plan that both you and the client can reference throughout the therapeutic process. The other forms such as the initial assessment, intake forms, and treatment plan are for your records. These are pretty straightforward – you need your clients to fill out forms that let them know what to expect and require a signature in order for you to do anything with them. Let’s start with the forms you’ll need to give your clients, such as the authorization to release information, office policies, informed consent forms, termination summary, and billing or invoice forms.
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