Documentation

Session Feedback Form — Clinicians can use this form to get feedback on each session. Ongoing feedback has been shown to foster a therapeutic alliance, a critical factor in client change. (081619)

Guidelines for Clinicians New to Telehealth — This information sheet contains basic guidelines for those new to telehealth, with resources concerning training, reimbursement, and other telehealth practices. (0420)

Emergency Contact Form — This form can be used to document a client's emergency contacts. (0720)

Letter to Clients Regarding Inability to Perform Therapist Duties — This letter template can be used to inform clients that you are unable to continue treating them due to matters beyond your control. (0720)

HIPAA Employee Nondisclosure Agreement — This agreement is between an employee and a clinic/agency to prevent the unauthorized disclosure of confidential information by the employee. (0720)

Letter of Termination to Client for Missed Appointments — This letter template can be used by therapists to terminate services with a client who repeatedly misses appointments. (0720)

Letter of Termination to Client Due to Conflict of Interest — This letter template can be used to inform a client the therapist must terminate services when there is a conflict of interest that makes it difficult or impossible for the therapist to treat the client under ethical guidelines. (0720)

Letter to Former Clients Regarding Inability to Perform Therapist Duties — This letter template can be used to send to former clients to notify them you are unable to provide therapeutic services at this time. (0720)

Treatment Termination Due to Lack of Progress Letter — This letter template can be used by therapists to discontinue a therapeutic relationship with a client who is not making progress. (0720)

Responsibility Release (Client Self-Discharge) — This form can be used when a client chooses to terminate treatment against the advice of the therapist. (0720)

Professional Referral List — There might be times when you want to refer a client to another professional, and you will want to do this in a way that causes the least amount of stress to your client. This form is designed to help you prepare a referral list to give to clients when the need arises. (0720)

Premature Discontinuation of Therapy Letter — This letter template can be used when a therapist needs to contact an unresponsive client who has not shown up for sessions. (0720)

Termination Summary — This form can be used to summarize treatment and recommendations upon client termination of services. (0720)

Letter to Airline for Emotional Support Animal — This letter template can be used by therapists to draft a letter to airlines when clients require emotional support animals. (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)

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

Client Satisfaction Form — This form allows therapists to obtain client feedback. (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)

Therapy Assignment Log — This form is designed to be used by clients to keep a record of their therapy assignments. (0717)

Documenting and Reporting Abuse — Use this form to document any incidents of suspected abuse.

12 Essential Practice Management Forms — This book is designed to give clinicians easy access to basic practice management forms. It is in MSWord format, and will download automatically when you click on it. Feel free to modify the forms as you see fit adding your contact information, logo, and other relevant information. Please note that we have many additional practice management forms available to member on this site. Use the search box to find what you are looking for. Type: MSWord. (0115)Ebook.

Treatment Plan — This generic treatment plan can be modified and used to document client objectives, strategies, and methods of assessment.

Notification To Former Clients Regarding A Move — This form can be used as a template to notify former clients that you have moved.

Letter of Termination to Client for Nonpayment — This letter can be used as a template when a client must be terminated for nonpayment of agreed-upon fees.

Letter of Termination to Client for Inappropriate Behavior — This letter template can be used when a client must be terminated for significant inappropriate behavior, including threats, stalking, and aggression.

Termination Session Questions & Guidelines — This form is designed to be used during the last session of therapy as a guide toward ending treatment in the most positive way possible.

Couples Therapy Agreement — This form is designed to be given to couples at the beginning of couples therapy. It is intended to orient individuals to the basic purpose of couples therapy.

Therapist Basic Evaluation — This form can be used by a clinic or group practice to document a client's perception of his/her therapist. (Download) #OM1027

Letter of Termination to Client — This letter template can be used to terminate a treatment with a client.

Insurance Authorization Log — This form is used to document patient activity for insurance purposes.

Incident Report — This form can be used to report an incident that might have legal or ethical repercussions.

Group Session Notes — This form can be used to provide a brief summary of group therapy process.

Clinic Staff Meeting Minutes — This form allows you to record clinic staff meeting information.

My Plan To Keep Myself Safe — This plan can be used as a prevention tool in treating significantly depressed adult clients when there is indication that the client means to harm himself/herself. The plan comes with a detailed therapist guide. This can be an important tool for suicide prevention. (MSWord)