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.


 

Supervision Contract

This contract between a supervisor and supervisee details the expectations for both parties as well as the procedures on how the supervision will work. (0321, supervision, practice management)

Supervisee Evaluation Form

This form is used to evaluate supervisees. It allows supervisors to easily rate supervisees on their contribution to the clinical team, capacity for professional growth, general psychotherapy skills, assessment skills, and intervention skills. (supervision, 0321)

Clinical Supervision Record

This form can be used to record the contents of a supervision session. (0321, practice management, forms, supervision)

DAP Progress Notes Template

This is a template to record Data, Assessment, and Planning notes (DAP) for client sessions. (0121, practice management, progress notes)

DBT Therapy Agreement

This PDF contains agreements for clients and therapists to sign. It was designed according to the principles of DBT (Dialectical Behavior Therapy). (1220)

Telehealth Safety Risks and Planning

This document outlines the steps and procedures for addressing situations that present a risk to the safety of clients and others during the course of telehealth services. (0720)

Internship HIPAA Confidentiality and Nondisclosure Statement

This form is given to interns so they understand HIPAA confidentiality and nondisclosure. (0720)

HIPAA Compliance Privacy Notice

This form describes how medical information about clients may be used and disclosed and how they can get access to this information. (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)