This amazing Practice Forms Packet includes 24 essential psychotherapy practice forms. The packet was put together by an insurance expert with an eye toward meeting common legal and ethical requirements as well as insurance plan expectations. These forms are terrific if you're just setting up your practice, if you never spent much time on your current forms, or if you are needing new forms to meet new legal requirements for your video and phone sessions and credit card charges.

The forms will be sent to you in digital format (Word documents) so you can easily customize them for your practice. And they are so affordable, at about $3.50 each.

The packet of forms includes:

1. New Client Registration/Data Form
2. Treatment Agreement for Adults
3. Couples Treatment Agreement (including Secrets Policy and Records Release info)
4. Treatment Agreement for Minors
5. Telehealth Informed Consent (for Clients)
6. Telehealth Policies and Procedures (Internal Document Required by Some Insurance Plans)
7. Good Faith Estimate Template (required to give to all self-pay clients as of 1/1/22 by the No Surprises Act – read more here)
8. Good Faith Estimate Notification (required to give this on a separate form for all self-pay clients as of 1/1/22 – read more here)
9. HIPAA Notice of Privacy Policies
10. Credit Card Authorization (updated for telehealth)
11. Intake Note / First Session Template
12. My Progress Note Template (recommended! Updated 2/2025)
13. SOAP Progress Notes Template (Updated 2/2025)
14. DAP Progress Notes Template (Updated 2/2025)
15. Sample Discharge Summary Template
16. Sample Superbill / Invoice / Client Statement with common CPT codes
17. Release of Information
18. Session/Payment Record (Tracks Sessions and Payments)
19. Fax Cover Sheet
20. Checking Insurance Coverage: 13 Questions to Ask (updated for telehealth)
21. Out-of-Network Checking Coverage Form (to give clients, or to check out-of-network coverage)
22. Private Pay Agreement (for insurance clients wanting to pay out of pocket for non-covered services like extended sessions, or wanting to waive using their insurance, or for private-pay clients attesting they don’t have coverage)
23. Coordination of Care with Doctor/Other Treating Provider Form (a frequent insurance requirement)
24. Brief Mental Status Exam

Not available individually. To purchase packet of all forms, click on "Add to Cart" above.

After your purchase, wait! You should be automatically redirected to a "Thank You" page with a link to the page with all your downloadable forms. We will also follow up via email within one business day with a link to the forms. If you do not receive the follow up email please check your spam folder. If after one business day you have not received the follow up email, and they are not in your spam folder, please contact us at orders@theinsurancemaze.com.

Disclaimer: Forms in this packet are meant to be a guide only. State laws, ethics codes, federal regulations, licensing board requirements, and insurance plan requirements may vary widely between professions, states and health plans, and practice policies may vary widely between practitioners.