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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
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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 -
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