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.
This form can be used by mental health professionals to get consent to share personal information, including health records, with others. (0522, practice management forms, confidentiality, permission)
This practice management form authorizes the therapists to use either text or phone appointment reminders. (0122, practice management, forms)
This form can be used by mental health providers to full the required good faith estimates of expected charges. This requirement goes into effect in January 2022. A Good Faith Estimate must be provided within 3 business days. Information regarding services must be furnished within 1 business day of scheduling a service to be provided in 3 business days and within 3 business days of scheduling a service to be provided in at least 10 business days. We recommend using the Psychology Forms Filler to individualize this form for your practice. (2021, practice management, financial, forms)
This form is for schools, outpatient clinics, or inpatient facilities that deal with people who have any type of escalation in aggressive behavior or severe symptoms of overwhelm or distress. This form will help you gather information to develop a de-escalation plan for your clients. (1121, aggression, outbursts, violence)
This worksheet is designed to help people in the helping professions determine if they have compassion fatigue. (0921, depression, self-care, burnout)
The BIRP (Behavior, Intervention, Response, Plan) Checklist gives clinicians a guide to create uniform Progress Notes. (0621, Progress Notes, practice management, resources)
This form can help therapists get a quick overview of a clinical sessions. (0421, practice management, clinical notes)
This form helps professionals plan for how their practice will be handled in the event of their death or inability to continue as a professional. It is designed to be a template for a professional to think about how others might handle patient records, passwords, patient referrals, and more. (0421, liability, practice management)
This form can be used to give clients informed consent when treatment is being provided by an intern. (0421)