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.


 

Initial Session Solution-Focused Questions

This worksheet can be used as a guide for therapists to ask solution-focused questions during the early sessions of therapy. The questions are designed to stimulate the growth process of clients from their very first encounter with a therapist.

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

Permission to Send Mail To Clients

This form can be used to get permission from your clients to mail them at their home address. Receiving mail can be a confidentiality concern for many clients.

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.

Authorization to Release Confidential Information to Family Members

This form can be used by clinicians to obtain consent to release of confidential information to family members. (0720)

Weekly Expense Log

This form can be used for therapists to keep track of their weekly expenses.