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!

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
Internship HIPAA Confidentiality and Nondisclosure Statement — This form is given to interns so they understand HIPAA confidentiality and nondisclosure. (0720)

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)

Insurance Payer Appeals Letter (Timely Filing) — This letter can be used by therapists to appeal an insurance payer denial when a claim has been denied due to timely filing. (0720)

Volunteer Confidentiality Agreement — This form can be given to volunteers to ensure they understand the importance of preserving confidentiality when using, discussing, storing, transmitting, or otherwise handling client information. (0720)

Letter to Colleagues Seeking Referrals — This letter template can be used by therapists who are seeking referrals from other professionals. (0720)

Reopening Your Practice Safely During COVID-19 — This document provides guidelines for reopening your therapy practice for in-person sessions to avoid health and safety risks associated with COVID-19. (0720)

HIPAA Compliance Checklist — This document is a checklist for therapists to ensure they follow HIPAA compliance protocol. (0720)

Ethical Payment Practices for Therapists — This document outlines ways therapists can adhere to sound ethical practices regarding fees. (0720)

Security Checklist for Electronic Devices — This checklist outlines “HIPAA-friendly” security measures for electronic devices. (0720)

Client Information Form — This form is to obtain or update client information. (0720)

Supervision Contract — This contract is designed to be used for professional supervision.

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 Therapeutic Services — This form can be given to a client as a receipt for services. There is one receipt for monthly services and one for individual sessions.

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 ensure they have “covered all the bases” with new clients.

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

General Office Policies — This 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.

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.

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

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

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