Intake and Client Package

$69.00 $49.00

Every practician needs to gather information about their clients. Save hours and take the guesswork out of creating your own intake and client related forms from scratch. These forms cover all the bases: HIPAA, Payment & Fees, Release of Information, and more. Customizable and simple, download these and have your practice ready for new clients in less than an hour.


Included in this package:

Progress Notes Form – Having consistent and organized progress notes are essential to good treatment.
Credit Card Authorization Form – Protect yourself against no-show’s and late cancellations with this form.
Client Intake Packet – Every therapist needs an intake packet for their practice. This is a sample packet that can be customized to fit your practice and personality. Included in this packet are 6 documents:

  • Questions for 1st Session
  • Payment & Fee Form
  • Disclosure Statement
  • Confidentiality & Privacy Practices
  • Release of Information
  • HIPAA Compliance

Authors note: It is up to you to make sure this intake packet is in compliance with your local and state regulations. These forms and documents are the culmination of a lot of testing, editing, and hard work. I ask that you please not share these with friends or colleagues, but instead allow them to purchase these forms for themselves. There’s no way to prevent sharing (or reselling) of these documents, so I ask that you honor the hard work I’ve put into these by only using them for yourself. Thank you! 


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