SPECIAL RESOURCES for LIVE Misery or Mastery Webinar Participants

For LIVE Misery or Mastery® Webinar participants (including those who are watching the recorded version), enjoy your discounts for all 4 packages of Documentation Wizard® forms and Consultation.

Coupon Code:  LIVE2THRIVE

Expires: May 12, 2025

Apply at checkout

CLINICAL FORMS DIAGNOSICS & ASSESSMENTS FORMS ADMIN FORMS – Practice Management ADMIN FORMS – Financial Management ADMIN FORMS – Essential Informed Consents & Policies MEMBERSHIP CIRCLE

Clinical Forms

  1. Diagnostic Summary
  2. Treatment Plan
  3. Session Note
  4. Case Consult
  5. Discharge Summary
  6. Real case examples of each form
  7. List of 60 Barriers to Treatment
  8. Completing Outpatient Reviews – Tips

Regularly: $287
Now: $243.95

Add to Cart Clinicial Forms

Diagnostic & Assessment Forms

  1. 25 item Symptom Checklist client completes for 1st
  2. 100 item Symptom Checklist for therapist.
  3. Mini Mental Status Exam
  4. List of 63 free Standardized Assessments by diagnosis.

Regularly: $57
Now: $48.45

Add to Cart Diagnostics and Assessment Forms

The record docs are now at my fingertips. I have every confidence that they will protect me from any audit in ways that made my previous session narratives look practically foolish.

– Terry Hunt, EdD

Doc Wiz Administrative Forms

The templates are a great value and the training about how to document was essential, so the complete package is really well integrated. 

-Kendra Schpok, LCMHC

Practice Management Admin Forms

The Documentation Wizard Practice Management Forms Package includes:

    1. Therapist Paperwork Checklist
    2. Client Welcome Letter
    3. Initial Intake Form
    4. HIPAA: Notice of Privacy Practices
    5. Client Rights and Responsibilities
    6. Good Faith Estimate for Behavioral Health
    7. Release of Medical Information
    8. Fax Cover Sheet
    9. Two Case Closure Letters (general and no-show)
    10. Collateral Communication Letter
    11. Business Associates Agreement

Regularly: $97
Now: $82.45

Add to Cart Doc Wiz Administrative Forms

Financial Management Admin Forms

Documentation Wizard Financial Management Forms Package includes:

  1. Assignment of Benefits and Billing Authorization
  2. Credit Card Authorization
  3. Invoice for Services
  4. Superbill
  5. Insurance Opt-Out Form
  6. Payment Log
Customization
These financial management forms can be customized for your practice needs. The areas that can be customized are highlighted in yellow for easy identification. They are not a substitute for legal or financial advice.

Regularly: $87
Now: $73.95

Add to Cart Doc Wiz Administrative Forms

Essential Informed Consents & Policies Admin Forms

Documentation Wizard’s Essential Informed Consents and Policies Package is fundamental for every therapy practice and includes:

  1. Informed Consent for Services and Practice Policies
  2. Social Media Policy
  3. Informed Consent for Telemental Healt
  4. Artificial Intelligence Forms (now included)
    • AI Safety Checklist for Therapists
    • Disclosure for Using Artificial Intelligence

Regularly: $127
Now: $107.95

Add to Cart

Membership Circle

Now that you’ve completed the training, you’re eligible to join the GOLDEN Ring Membership-our most comprehensive level designed to support and strengthen your documentation skills with ongoing education, community, and accountability. Here’s why you should consider joining:
  • Supportive Community: Connect with a no-shame, compassionate group of therapists who are equally committed to mastering ethical, clinically rich documentation.
  • Monthly Group Consults: Bring your real-world documentation questions and get expert feedback from Beth and your peers.
  • “Dash & Done” Co-Working Sessions: Carve out time every month to finally catch up on your notes-with built-in structure and support.
  • Expert Interviews: Access exclusive interviews with leaders in clinical documentation, mental health law, and ethical practice.
  • Robust Resource Library: Tap into a curated collection of tools, templates, and guidance to stay confident and compliant in your documentation.
  • Special LIVE Bonus Discount: Join with an annual plan for just $42/month for the first year-a savings of $180 over the regular monthly rate.

Special Pricing: $42/month
when purchasing yearly plan

Add to Cart Membership Circle I appreciate Membership Circle because private practice can be isolating.  If you are trying to figure out if you are doing it right or how others do things, the Membership Circle can be really helpful.

– R.R., LPC