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.


 

Therapeutic Tasks and Homework Assignments

This form can be used to keep track of therapeutic tasks/homework.

Session Notes

This form can be used as a template for session notes.

Intervention Strategy Notes

This form can be used to keep track of in-session strategies as well as therapeutic homework.

Request Time Off

This form is helpful in managing staff time in a clinic or group practice.

Professional Continuing Education Log

This form is a simple way to keep track of your continuing education credits.

Pre-Session Questions

This form can be used to “warm-up” a client for a session.

Payment Agreement for Past Services

This form can be used to document and have the client acknowledge fees owed for past services.

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.

Informed Consent for Group Therapy Sessions

This form covers services, appointments, fees, and more. Modify to fit your own needs.