Log Me In       
Zur Institute, LLC, Innovative Online Resources and Continuing Education, Director Ofer Zur, Ph.D.
HomeArticles For TherapistsOnline Courses for CE CreditPrivate Practice Catalog
Zur InstituteOnline CE CoursesForensic and Expert WitnessConsultations For TherapistsLive SeminarsFree ArticlesInvite Dr. Zur to PresentGeneral Public ResourcesAbout Zur InstituteSite MapContact Us
.

Receive Our
Clinical Updates



 

 

58 Clinical Forms & More

Basic Tools For Psychotherapists In Private Practice

Revised 2008


  • These ready-to-use forms are a MUST for psychotherapists in private practice.

  • Simply download them and insert your name and create your own letterhead and you are ready to go.

  • These forms include detailed Office Policies, Biographical Questionnaires, Treatment Plans, Consents, Releases, Sample bills, reports and letters, Marketing Plan and many other needed forms.

  • These Clinical Forms are available online in PDF and Word Document formats. You can access them instantaneously online, copy them to your word processing program, insert your letterhead and name and you're all set.

Clinical Forms Online $40.00
(Receive instantaneous printable PDF or Word doc download*)

Choose your method of delivery: Word PDF

Clinical Forms Online & Private Practice Handbook Online $65.00
(Receive instantaneously 2 downloads* - save $30):
* 58 Essential Clinical Forms via PDF and Word doc download
* The Complete Private Practice Handbook via PDF download (To review, click here.)

 


For more Private Practice Resources, HIPAA and Packages, click here.

* NOTE: The PDF Download requires the Adobe Acrobat Reader. Click here to download your free version and install. Please make sure you can access pdf files before ordering this format.

HEADS UP:
Most Important Forms - These Are A Must Have - Don't Practice Without These Forms
Form #1:  Office Policies & Informed Consent:   This form must be read and signed before or at the beginning of the very first session.   Practicing without this form may be an ethical violation and may put you below the standard of care.

Form #2: Biographical Questionnaire:   Have your client fill out this three-page questionnaire before the first session.  You need this information in your clients' clinical files.

Form #5: Initial Assessment - After the first session:   This simple two page form includes a mental status exam, DX or focus of treatment, and basic treatment plan.  It is proof that you know what and how you treat your clients.

Form #15: Authorization to Release Information:  You should never release info before your clients sign this form (unless it is required by the law).

Form #20 and 21: Treatment Plan:   A simple to fill out, two page form, articulating your DX impressions or focus of treatment, identifying short and long term goals, and outlining the type of intervention you intend to use.

Form #25: Termination Summary: This basic form must be filled out and placed in the clinical file for each client that you have terminated with.

Private Practice Forms Included (Updated 2008):

Most essential-initial forms:
1. Office Policies & Informed Consent
2. Biographical Questionnaire, Standard version (3 p.)
3. Biographical Questionnaire, Electronic version
4. Biographical Questionnaire (short version,1 p.)
5. Initial Assessment after the First Session

Addendum to Office Policies #1:
6. Dual (or multiple) relationships
7. Phone or E-Mail therapy
8. Minors
9. Group therapy
10. Touch in Therapy
11. Home Office
12. Bartering

Consents and Authorizations:
13. Consent for Treatment (especially for minors)
14. Consent to use Touch in Psychotherapy
15. Consent to Release Information - Pre-HIPAA
16. HIPAA version of Authorization to Release Information
17. Responsibility to pay for sessions
18. Consent for a visitor to a session
19. Permission to record or photograph psychotherapy session
20. Consent to record or videotape training session

Treatment Plans:
21. Treatment Plan-Initial copy
22. Treatment Plans-Update

Billing:
23. Sample Bill/Invoice
24. Super bill
25. Patient’s ledger

Termination Forms and Letters:
26. Termination Summary
27. Discontinuation of Therapy Letter (Premature Termination letter)
28. Therapy is terminated by therapist due to lack of progress - Letter
29. Therapy is terminated due to adverse UR decision - Letter
30. Overdue payment letter

Clinical related forms:
31. Obsessive/Compulsive/Drug Abuse Log
32. Suicide Check List
33. Suicide Contract
34. PTSD Check List
35. Depression-DSM IV

Private practice management forms:
36. Intern Evaluation
37. Progress Notes
38. Phone Consultation Form
39. Tax Deductible Expenses
40. Confidentiality Statement, Employees
41. No Subpoena Agreement
42. Tracking referral source
43. Marketing Plan, Outline
44. W.C. Medical/Legal Report
45. Request for confidential records
46. FAX Cover Sheet
47. E-Mail signature, Re: Confidentiality
48. Outline for a letter Resigning from Managed Care Panels
49. Professional will
50. Personal injury doctor’s lien
51. Number of Sessions-Update
52. Telehealth Disclosure
53. Forensic Agreement – Expert Witness – Sample form

Therapists' self-assessment & professional development:
54. Explore your Vocation
55. Therapists: Explore your relationships to money and marketing
56. Therapists’ self assessment for treating different aspects of life
57. Therapists’ self Assessment for clinical skills

Directive – Medical Will
58. Mental Health Directive - NEW


To receive clinical and practice updates, add your name to our confidential e-mail list.
CLICK HERE


Online Courses
Live Workshops  -  Forensic & Expert Witness Services -  Consultations for Therapists
Private Practice Handbook  -  HIPAA Compliance Kit  -  Clinical Forms  -  Home Study Courses  -  CE Info
Online Catalog -  Free Articles  -  Boundaries & Dual Relationships  -  General Public Resources  -  Articles For General Public
Home -  Contact Us  -  About Us  -  FAQ  -  Privacy, Disclaimer - Terms of Use  -  ADA Policy & Grievance -  CV -  Site Map



ZUR INSTITUTE, LLC
Ofer Zur, Ph.D., Director
Sonoma Medical Plaza, 181 Andrieux Street, Suite 212, Sonoma, CA 95476
Phone: 707-935-0655, Fax: 707-935-3918, E-mail: info@zurinstitute.com
 
© 1997-2008 Zur Institute, LLC. All rights reserved. Privacy Statement, Disclaimer & Terms of Use Site design/maintenance by R&D Web

 

 

hr