Join Thousands of Therapists
Who Use These Office Forms

 The forms are updated for DSM-5 & ICD-10 and will
SAVE valuable time and IMPROVE record keeping.

 

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Psychotherapists from all disciplines use these forms with their clients. Each document is very simple to add to your office routine.
You can begin saving time by downloading these important forms, today:

• Download the forms
• Insert your name
• Add your letterhead
• Edit to fit your practice
• They are ready to use

"We heard about these from a colleague in private practice who recommended them for our start-up practice of 5 therapists. The billing and private practice forms were especially helpful to our office, as well as the office policies." - Lynn G

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 Order now and download the 58 Essential Clinical Forms

IMPORTANT: This product is a digital product. You receive all of the forms in Microsoft Word format.

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These forms save time and makes it easy for you to maintain accurate, up-to-date client files.

• Thousands of experienced mental health clinicians use these forms for:
  • Office Policies
  • Biographical Questionnaires
  • Treatment Plans
  • Consents
  • Releases
  • Sample Bills
  • Reports
  • Letters
  • Marketing Plan
  • Many others…
• Note:
  • The forms are available in only in Word document format.
  • The forms are not available in hardcopy or CD format.
  • The package does not include HIPAA forms.

"Your Clinical Forms have been invaluable in setting up my private practice. I don’t know how I would have done it without them." -  Patricia A.

Click the button below, download the 58 Essential Clinical Forms and begin using them, today. - Revised 2015
(IMPORTANT: This product is a digital product. You receive all of the forms in Microsoft Word format.)

Every clinician’s practice needs these forms.
The Zur Institute did the work for you!

- The package includes the following necessary, practice documents -

#1: Office Policies & Informed Consent: This form is read and signed before beginning the first session.
#2: Biographical Questionnaire: Three-page intake questionnaire, which includes important information for the clinical file,  is completed before the first session.
#5: Initial Assessment: This simple two-page form includes a mental status exam, diagnosis or focus of treatment, and basic treatment plan.
#17: Authorization to Release Information: Never release information without this signed form* *Unless release is required by law.
#24: Termination Summary: This form is filled out and placed in the clinical file at termination of treatment.
#44: Treatment Plan - Initial: A simple, two-page form, with diagnostic impressions or focus of treatment, identifying short and long term goals, and outlining the type of intervention to be used.
#45: Treatment Plan - Update: A one-page form stating achieved goals, updated goals, any diagnostic changes and added interventions.
#52: Professional Will: A unique document for your estate. In the event of your death, this short document provides important information about the location(s) of client files, access information, e.g. username and password, to digital files, including personal computer, network and/or backup files.

Begin Using The Product Today - All 58 Essential Clinical Forms

Most Essential - Initial Forms

1. Office Policies, General Information & Informed Consent
2. Biographical Information - Intake Form (3 pages)
3. Biographical Information - Intake Form, (electronic version)
4. Biographical Information (1 page)
5. Initial Assessment after the First Session

Addendums to Office Policies - Form #1

6. Social Networking and Online Search Policies
7. Dual or Multiple Relationships
8. Therapy via Phone, Text or Email
9. Treatment of Minors
10. Group Therapy
11. Touch in Therapy
12. Home Office
13. Bartering

Consents and Authorizations

14. Coaching Informed Consent
15. Consent for Treatment of Minors & Others
16. Consent to Use Touch in Psychotherapy
17. Authorization Consenting to Release Information - pre-HIPAA
18. Authorization to Release Information - HIPAA version
19. Responsibility to Pay for Sessions
20. Consent for a Visitor to Attend a Session
21. Collateral Therapy Consent
22. Permission to Record or Photograph Psychotherapy Session
23. Consent to Record or Videotape Training Session

Termination Forms and Letters

24. Termination Summary
25. Discontinuation of Therapy Letter (Premature Termination Letter)
26. Therapy is Terminated Due to Lack of Progress - Letter
27. Therapy is Terminated Due to Adverse UR Decision - Letter
28. Overdue Payment Letter

Billing

29. Sample Bill/Invoice
30. Super Bill
31. Patient's Ledger

Private Practice Management Forms

32. Intern Evaluation
33. Progress Notes (& SOAP)
34. Phone Consultation Form
35. Tax Deductible Expenses
36. Confidentiality Statement, Employees
37. Tracking Referral Source
38. Marketing Plan, Outline
39. FAX Cover Sheet
40. Email Signature, Re: Confidentiality
41. Outlines for a Letter Resigning from Managed Care Panels
42. Number of Sessions-Update
43. Tele-health Disclosure

Treatment Plans

44. Treatment Plan-Initial
45. Update - Treatment Plan

Subpoena & Forensic Related Forms

46. Responding to a Subpoena
47. Request for Confidential Records
48. Workers' Compensation Medical-Legal Report
49. Forensic Agreement & Fee Schedule- Expert Witness
50. Affidavit of Merit
51. Directive to Protect Mental Health Information
52. Professional Will
53. Personal Injury Doctor's Lien

Clinical Related Forms

54. Obsessive/Compulsive/Drug Abuse Log
55. Suicide Check List
56. Suicide Contract

Therapist's Self-assessment & Professional Development

57. Discover Your Vocation - Infusing Your Life with Joy
58. Therapists: Explore Your Relationships to Money and Marketing
59. Therapists' Self-assessment for Treating Different Aspects of Life
60. Therapists' Self-assessment for Clinical Skills

Click below, download the 58 Essential Clinical Forms and begin using them, today. - Revised 2015
(IMPORTANT: This product is a digital product. You receive all of the forms in Microsoft Word format.)