Practice Management Forms

We’ve created a wide variety of original practice management tools and forms to help you with important issues in managing your clients and your practice in a professional manner.

To modify a form, click the ‘Send to Client’ button next to each form to open the Psychology Forms Filler. You can edit a form as you see fit and then either print it out or send it to a client to be filled out online. Click here for a tutorial on using the Psychology Forms Filler.

Use the navigation links on the left of this page to view tools in a specific category. Or use the search function at the top of this page to find the exact form you are looking for.

If you are looking for something you can’t find on this site, please let us know by clicking here and our team of writers, graphic artists, and therapists will custom-design it for you.


Child Therapy Contract

This form can be used when treating children to explain the responsibilities of the therapist in providing therapy to children or teens. (0623, therapy contract)

Welcome Letter

This Practice Management Form is designed to welcome new clients to your practice. (0523, practice management)

Health Insurance Portability Accountability Act (HIPAA): Client Rights and Therapist Duties

This Practice Management Form contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA), that provides privacy protections and patient rights regarding the use and disclosure of client Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.  (0523, practice management)

Explanation of Fees Form

This Practice Management Form is designed to ensure transparency and clarity around practice fees and it includes an explanation of the financial aspects of the therapist’s practice. (0523, practice management)

Nature and Limits of Confidentiality

This Practice Management Form is designed to define the nature and limits of confidentiality. It is intended to be signed by the client. (0523, practice management)

Value-Guided Decision-Making

Value-guided decision-making can be applied to many areas of your clients’ lives, including career choices, relationships, personal goals, ethical dilemmas, and lifestyle decisions. This worksheet can help them identify their values and apply them when they make decisions. (0523, decision-making, values, problem-solving)

Scope of Practice Form

This Practice Management Form is designed to define the therapist’s role in providing therapy including: qualifications and credentials, description of practice, boundaries and scope limitations, and professional ethics and conduct. It is intended to be signed by the therapist and the client. (0523, practice management)

Client Commitment to Treatment Form

This form is intended to help understand that therapy can only be successful when they commit to the process. The contract format spells out specific behaviors expected from the client like showing up at sessions on time, trying new behaviors, using a safety or crisis plan when needed, and so on. (0423, contract for therapy services, commitment, motivation)

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