(13 Done-For-You Templates) 

A complete, editable paperwork system you can customize in one focused afternoon — and reuse with every client moving forward. 

Welcome Letter Template: 

Set the tone from day one with a professional, warm introduction that explains what clients can expect — without you rewriting it every time. 

Adult Intake Questionnaire:  

A comprehensive intake form that gathers the information you actually need — organized and easy for clients to complete. 

Therapy Informed Consent, Policies & Procedures:  

Clearly outline expectations, boundaries, fees, communication guidelines, and practice policies in one cohesive document. 

Telehealth Consent Template:  

A ready-to-customize consent form for virtual sessions so you’re not scrambling to write your own. 

Professional Disclosure Statement:  

Communicate your credentials, scope of practice, and professional information clearly and confidently. 

HIPAA Notice Template:  

A polished privacy notice you can adapt to your practice. 

Release of Information Form:  

Streamline coordination with other providers without building documents from scratch. 

Credit Card Authorization Form:  

Set up clear payment expectations and reduce awkward billing conversations. 

Cancellation & No-Show Policy Template:  

Protect your time with boundaries that are clear, fair, and easy for clients to understand. 

Treatment Plan Template:  

A structured format to guide treatment goals and keep documentation consistent. 

Progress Note Template (SOAP Format):  

A clean, organized SOAP template you can use as your default — saving you time on documentation. 

Emergency Contacts Form:  

Ensure you have essential contact information on file — without improvising your own form. 

Discharge Summary Template:  

Close cases professionally and efficiently with a structured summary you can reuse. 

 All 13 forms delivered as fully editable Word and Google Docs files.

Instead of piecing documents together from old jobs, Google searches, and scattered templates…  

You’ll have:  

A cohesive paperwork system 

Editable Word documents 

Clear boundaries built in 

Faster onboarding 

Fewer “Did I forget something?” moments

STEP 1: Purchase and get instant access You'll receive your download link immediately. No waiting, no scheduling.

STEP 2: Download all 13 forms Everything is organized and clearly labeled. Open in Word or Google Docs.

STEP 3: Customize for your practice Add your name, your policies, your state-specific language. Most therapists finish in under two hours.

STEP 4: See clients with confidence Your intake process is solid. Your paperwork is done. Focus on the work you trained for.