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Most essential-initial forms:
1. Office Policies & Informed Consent
2. Biographical Questionnaire, Standard version (3 p.)
3. Biographical Questionnaire, Electronic version
4. Biographical Questionnaire (short version,1 p.)
5. Initial Assessment after the First Session
Addendum to Office Policies #1:
6. Dual (or multiple) relationships
7. Phone or E-Mail therapy
8. Minors
9. Group therapy
10. Touch in Therapy
11. Home Office
12. Bartering
Consents and Authorizations:
13. Consent for Treatment (especially for minors)
14. Consent to Release Information - Pre-HIPAA
15. HIPAA version of Authorization to Release Information
16. Responsibility to pay for sessions
17. Consent for a visitor to a session
18. Permission to record or photograph psychotherapy session
19.
Consent to record or videotape training session
Treatment Plans:
20. Treatment Plan-Initial copy
21.
Treatment Plans-Update
Billing:
22. Sample Bill/Invoice
23. Super bill
24.
Patient’s ledger |
Termination Forms and Letters:
25. Termination Summary
26. Discontinuation of Therapy Letter (Premature Termination letter)
27. Therapy is terminated by therapist due to lack of progress - Letter
28. Therapy is terminated due to adverse UR decision - Letter
29. Overdue payment letter
Clinical related forms:
30. Obsessive/Compulsive/Drug Abuse Log
31. Suicide Check List
32. Suicide Contract
33. PTSD Check List
34.
Depression-DSM IV
Private practice management forms:
35. Intern Evaluation
36. Progress Notes
37. Phone Consultation Form
38. Tax Deductible Expenses
39. Confidentiality Statement, Employees
40. No Subpoena Agreement
41. Tracking referral source
42. Marketing Plan, Outline
43. W.C. Medical/Legal Report
44. Request for confidential records
45. FAX Cover Sheet
46. E-Mail signature, Re: Confidentiality
47. Outline for a letter Resigning from Managed Care Panels
48. Professional will
49. Personal injury doctor’s lien
50. Number of Sessions-Update
51. Telehealth Disclosure
52. Forensic Agreement – Expert Witness – Sample form
Therapists' self-assessment & professional development:
53. Explore your Vocation
54. Therapists: Explore your relationships to money and marketing
55. Therapists’ self assessment for treating different aspects of life
56. Therapists’ self Assessment for clinical skills
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