About this Course
This is not your typical packet of paperwork!
I want to help you make all your documentation meaningful and that starts with personalizing your forms. So not only have I included the essential forms for your counseling practice... I've also included a worksheet with each form so you can identify what you may need to modify. And because that may be overwhelming for some, I also provide you with video direction on how to modify your forms easily and quickly.
My goal is to make this a task you can complete in just a couple hours. Sign up, download the forms, go through the worksheets or watch the videos and make the necessary revisions so your forms are personalized and ready to go!
Here is everything you get when you purchase the Perfect Paperwork Packet:
- Essential forms for private practice (see complete list below)
- Worksheets for each form, helping you personalize the form easily and quickly
- Video instruction on personalizing the main forms (Services Agreement, BioPsychoSocial Assessment, Treatment Plans, Notes Templates)
- Script for reviewing paperwork with clients in session (so you can make the conversation meaningful)
- Quarterly updates and revisions with new forms available as needs arise
And more specifically, here is each form included:
- Services Agreement (Consent for Services)
- Benefits and drawbacks of therapy
- Limits to confidentiality
- Insurance statement
- Fee statement
- Credit card authorization
- Cancellation policy
- Communication policy
- Social media policy
- Court policy
- Review and access to records
- Add-on for working with adolescents/children
- Add-on for providing psychological testing
- BioPsychoSocial Assessment (Intake Assessment)
- Consent to Release Information
- Treatment Plan Templates (6 total)
- Notes Templates (5 total)
- Treatment Summary
- Termination Summary
Each form is available in both Word and Pages format... that's right! I've even got you Mac users covered so you don't have to worry about funky formatting issues either way.
You'll notice I'm not just providing you with forms for intake, but for the entire time your client is with you.
I also have some bonuses for you, available immediately when you purchase:
- Therapy Interventions List
- Note Writing Prompts
- Webinar recording of 10 Steps to Rock Solid Documentation
The beauty of having all your forms housed in this membership area is that you can come back and download a new form at any time. No need to waste time until you need it.
Aaaaaannnnnnddddd... I plan to add on more forms every quarter so you have all your needs met but don't get overwhelmed right away. Things change and I want to make sure that just because you purchase the packet today, you're not left out in the cold if I add updates 2, 5 or 10 years from now!
Have a question before you purchase? No problema... just click here to send me a message and I'll get back to you ASAP.
Sign up and get access to everything immediately!
Disclaimer: Purchasing and using this paperwork packet does NOT guarantee that you meet all your legal and ethical requirements as a mental health professional. You should consult your state/province's laws as well as your profession's ethical guidelines related to informed consent and any other applicable areas. If you are a HIPAA-covered entity in the United States, you should also consult any applicable HIPAA guidelines. You may want to consider having an attorney review your finalized forms for the above concerns prior to use with clients.