Master Admin Forms



Because therapists who have taken my workshops have been asking, I put together a set of 15 MASTER ADMIN FORMS that are completely customizable.

You’ll receive the following 15 Admin Master Forms, completely customizable to your practice needs:

  1. Intake Form
    If you offer a screening call to potential clients, using this form covers all the bases. It includes reason client is seeking services, basic insurance information, a way to document a *fee adjustment if you offer one for private pay clients, and more. (*Documenting the rationale for a fee adjustment, formerly known as a “sliding scale,” is a legal issues. Please don’t forget to do it.)
  2. *Insurance Information and Consent to Treat Form
    Without a Consent to Treat, you may not provide a person psychotherapy.
  3. *HIPAA
    Every client must read and sign the Health Insurance Portability and Accountability Act
  4. *Acknowledgment of HIPAA
    Every client must sign the HIPAA to show they read it.
  5. *Client Rights and Responsibilities
    A mandatory form outlining what the therapist provides, the responsibilities of the client, their rights to fair treatment and the process of filing a complaint (and more).
  6. *Office Policies
    If a problem arises and the solution or process or handling it is not in your office policy, you can’t enforce it. This includes a cancellation and inclement weather policy.
  7. *Social Media Policy
    With widespread access to personal information, a social media policy is crucial. Not only may you not want your client to find out information about you, the client may not want you to find out information about them that they have not personally told you.
  8. *Release of Information
    Clients must complete this so you can communicate with their medical providers or others involved in their treatment.
  9. *Credit Card Authorization Form
    Enough said.
  10. Supervision Agreement
    Supervision is a special relationship with an unlicensed clinician. As the supervisor, you have specific responsibilities and hold legal liability for the clinician you supervise. Document what you are and are not responsible for.
  11. Consultation Agreement
    Consultation is for a licensed clinician. The responsibilities of being a consultant are different than for a supervisee. Have an clear agreement over how you provide consultation and its limits.
  12. Business Associate Agreement
    If you have a 3rd party vendor (like someone who does your billing or fixes a computer that has client information), you must have a Business Associates’ Agreement.
  13. 2 Case Closure Letters
    It may seem excessive, but you get 2 letters to address 2 different states of closure: concern for closure, and a no-show letter. Use 1 or both. Prove you communicated with your client that services were terminated and cover yourself legally.
  14. Receipt for Services (Super Bill)
    Use when a client wants to submit a bill to their insurance company for reimbursement.
  15. PCP and Prescriber Letter
    Communicate with the PCP and Prescriber for continuity of care is important and necessary. This letter is a combination of check boxes and narratives that cue you to give the provider the information they need to be effective and for you to ask questions of the provider. Keep a copy in the client file to document that you have been in communication.