58 Essential Office Forms

Forms Concept with Word on Folder.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.


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

Zur Office Forms - Wordcloud

 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.

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

  1. Social Networking and Online Search Policies
  2. Dual or Multiple Relationships
  3. Therapy via Phone, Text or Email
  4. Treatment of Minors
  5. Group Therapy
  6. Touch in Therapy
  7. Home Office
  8. Bartering

Consents and Authorizations

  1. Coaching Informed Consent
  2. Consent for Treatment of Minors & Others
  3. Consent to Use Touch in Psychotherapy
  4. Authorization Consenting to Release Information - pre-HIPAA
  5. Authorization to Release Information - HIPAA version
  6. Responsibility to Pay for Sessions
  7. Consent for a Visitor to Attend a Session
  8. Collateral Therapy Consent
  9. Permission to Record or Photograph Psychotherapy Session
  10. Consent to Record or Videotape Training Session

Termination Forms and Letters

  1. Termination Summary
  2. Discontinuation of Therapy Letter (Premature Termination Letter)
  3. Therapy is Terminated Due to Lack of Progress - Letter
  4. Therapy is Terminated Due to Adverse UR Decision - Letter
  5. Overdue Payment Letter


  1. Sample Bill/Invoice
  2. Super Bill
  3. Patient's Ledger

Private Practice Management Forms

  1. Intern Evaluation
  2. Progress Notes (& SOAP)
  3. Phone Consultation Form
  4. Tax Deductible Expenses
  5. Confidentiality Statement, Employees
  6. Tracking Referral Source
  7. Marketing Plan, Outline
  8. FAX Cover Sheet
  9. Email Signature, Re: Confidentiality
  10. Outlines for a Letter Resigning from Managed Care Panels
  11. Number of Sessions-Update
  12. Tele-health Disclosure

Treatment Plans

  1. Treatment Plan-Initial
  2. Update - Treatment Plan

Subpoena & Forensic Related Forms

  1. Responding to a Subpoena
  2. Request for Confidential Records
  3. Workers' Compensation Medical-Legal Report
  4. Forensic Agreement & Fee Schedule- Expert Witness
  5. Affidavit of Merit
  6. Directive to Protect Mental Health Information
  7. Professional Will
  8. Personal Injury Doctor's Lien

Clinical Related Forms

  1. Obsessive/Compulsive/Drug Abuse Log
  2. Suicide Check List
  3. Suicide Contract

Therapist's Self-assessment & Professional Development

  1. Discover Your Vocation - Infusing Your Life with Joy
  2. Therapists: Explore Your Relationships to Money and Marketing
  3. Therapists' Self-assessment for Treating Different Aspects of Life
  4. 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.)