Office Management

Running your own practice requires you to be both a therapist and a small business owner. Our small business forms make the process a little easier. Between Sessions puts counseling forms online that are professionally designed and developed by a team who understands what you need to run your practice efficiently. Download our practice management formstherapy forms, and more when you sign up with us today!

Physician Referral Letter — Physician Referral Letter This form can be used as a template to refer clients to physicians or other helping professionals. The form is in MSWord format, and will instantly download to your computer when you click it. Please remove or modify any words in red. Form Type: MSWord (0815)

bullet Ebooks
Initial Sessions: Practical Tools For Better Therapy Outcomes — This one of a kind book for psychotherapists and counselors includes 31 forms for therapists to use in the first sessions with a new client. The forms in the book are designed to help therapists gather appropriate clinical information and set therapeutic goals and strategies, while also attending to the important legal and ethical concerns of operating a clinical practice. Form Type: MSWord (121714) Ebook

bullet Fact Sheets
Principles of Ethical Payment & Billing for Therapist — This fact sheet describes general ethical guidelines for billing and payment for therapeutic services. It includes links to the specific guidelines of various professional organizations. PDF

bullet Forms
Supervision Contract — This contract is designed to be used for professional supervision. It is in MSWord format so that you can modify it to suite your professional needs. (0516)

Client Session Sign-In — This form can be used to keep a record of client attendance for insurance purposes. Clients are asked to sign-in when they come to each session. The form is modifiable so that it can be used to fit the individual needs of the therapist. Form Type: MsWord (0215)

Receipt For Therapy Sessions — This form can be used to give to a client as a receipt for services. There is one receipt for monthly services and one for individual sessions. This form is intended to be modified by the individual therapist. Form Type: MSWord (0215)

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.

Initial Session Checklist — This checklist is designed to help therapists make sure that they have “covered all the bases” with their new clients. The list includes 20 common tasks, from providing the client with your own background and treatment methods, to obtaining appropriate intake forms, and giving clients the required HIPAA forms.. This form is modifiable so you can change it to suit your own professional needs. Form Type: MsWord (1214)

Treatment Plan — This generic treatment plan can be modified and used for to document client objectives, strategies, and methods of assessment. Form Type: MsWord (1214)

General Office Policies — This modifiable form is designed for therapists to give to new clients. It states general office policies, such as waiting room and building rules, payment policies, policies for contacting the therapist, and so on. The form should be modified to suit your specific professional needs.. Form Type: MsWord (1214)

Health Insurance Portability and Accountability Act — This form is designed to inform clients about their privacy rights according to the Health Insurance Portability and Accountability Act (HIPAA). Healthcare professionals can add their own contact information, logo, other relevant information. The last page of the form asks clients to acknowledge the receipt of this information. MSWord (1114)

Permission to Release or Obtain Client Information — This form can used to obtain or release confidential information. The form should be modified to fit the needs of the individual therapist or clinic. Words or phrases in red must be modified by the individual therapist. Form Type: MSWord (914)

Inability to See Former Clients — This letter is designed as a template to send to former clients when a therapist is unable to be in the office for an extended period of time. Therapists should feel free to modify this form as they see fit, and remove the copyright notice. This form will download as an MSWord File on your computer. (914)

Inability to See Current Clients — This is a template letter which can be modified as appropriate when therapists are unable to be in the office for an extended period of time. Therapists should feel free to change the form as they see fit, and remove the copyright notice. This form will download as an MSWord File on your computer. (914)

Authorization for Recurring Credit Card Charges — This form can serve as a template for therapists or counselors to use in getting permission to charge their clients by credit card for recurring services. (MSWord)

Termination Letter for “No-Shows” — This template can be used for clients who frequently don’t show up without notification. Modify it to suit your own professional needs. (MSWord)

Termination Letter for Conflict of Interest — This template can be used to document the termination of a client due to a conflict of interest. (MSWord)

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

Letter of Termination to Client for Non-Payment — This modifiable form can be used as a template when a client must be terminated for non-payment of agreed upon fees. (MSWord)

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

Request Time Off — This form is helpful in managing staff time in a clinic or group practice. (MSWord)

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