Frequently Asked Questions
Are these forms really all that I need for my Intake paperwork?
Most mental health therapists in private practice have everything they need with the 9 forms in the Counselor Intake Packet, which include:
Office Policies and Consent to Psychotherapy Services (4 pages)
Informed Consent for Teletherapy (2 pages)
HIPAA Disclosure (3 pages)
Child Intake (4 pages) and Adult Intake (4 pages)
Payment Authorization Form (1 page) and Credit Card Authorization Form (1 page)
Late Cancellation/No-Show Policy (1 page)
Authorization Consenting to Release of Information (1 page)
Addendum Agreement for Reduced Fee Services (1 page)
Good Faith Estimate (NEW!) (2 pages)
Are these forms legally up to par?
The forms are intended to be comprehensive and to encompass the legal and ethical standards of the mental health profession. However, laws and guidelines vary by state and licensing board. You are responsible for ensuring that the forms you use in your practice are in compliance with your specific state’s laws and your professional organization’s ethics and guidelines.
How comprehensive are the forms?
While the forms are simple and straightforward, they are detailed and thorough and are intended to gather all the appropriate paperwork you need from your clients.
Please note that the Adult and Child Intake forms are intended to gather client information such as client demographic, medical/mental health history, education, employment, etc. They are not meant to take place of a detailed mental health assessment.
Can I use these forms electronically?
You have the option of having your clients complete your forms electronically via a HIPAA-compliant third-party service (such as DocuSign, Adobe, or your Electronic Health Record system), or by sending them via email.
You can also print out the forms and have your clients fill the forms out by hand.
How much can I change the forms?
Since the Counselor Intake Packet is in Microsoft Word format, the forms are 100% modifiable and can be edited in any way you see fit. You can separate the forms, reorganize the forms, add forms, and delete forms.
What if I’m not happy with the forms?
Please contact us if for any reason you are not satisfied with your Intake paperwork. We will do everything we can to assist you. However, we are so confident you will be happy with your Intake forms, we offer a 100% money-back guarantee if you are not completely satisfied with your purchase. No questions asked.