Documentation Wizard Shop

Documentation Wizard ® trainings (live and digital), forms and templates, and consultations (collectively, our Materials) are designed for you to learn and implement the skills necessary to maintain psychotherapy records that accurately represent your work and document medical necessity.

These Materials include any documents you may purchase and use including, without limitation, our Diagnostic Summary, Treatment Plan, Progress Note, Case/Collateral Contact Note, Discharge Summary, and Treatment Summary.  These Materials also include any packages you may purchase and use including, without limitation, the Administrative, Diagnostic & Assessment, and Supervision/Consultation Packages, as well as our educational videos and consultations with Beth Rontal or any of her consultants.


Using these forms and templates, participating in a live or digital workshop or training, or receiving a personal consultation does not guarantee:

— that insurance companies will authorize the number of sessions you request.

— that you or anyone in your practice or who you may supervise will pass an audit.

— that you or anyone in your practice or who you may supervise will avoid an insurance recoupment.

— that your documentation is immune to legal issues or regulatory complaints.

— that your documentation will guarantee the fulfillment of worker’s compensation claims, disability claims, or any other claim you may need to write and provide.

The Materials do not purport to replace the advice of compliance professionals, nor supplant the individual therapist’s obligations to comply with legal, regulatory, clinical, and ethical requirements. Each therapist is responsible to use his, her, or their professional judgment and assumes all responsibility for clinical treatment and documentation for individual patients.

These forms have been developed to meet Massachusetts requirements.

Please read through the forms carefully and be sure you

1) fully understand them before using them and

2) adapt them to your practice needs,

3) have them reviewed by an attorney in your state for state-specific compliance.

The areas highlighted in yellow indicate where you want to pay special attention.

Neither Documentation Wizard, LLC nor Beth Rontal is responsible for the content of your notes, for passing an audit, or any possible legal issue that may arise in the course of your work.

By using these forms, you agree to release Documentation Wizard, LLC and Beth Rontal from any and all liability for injuries that may occur in connection with the use of the Materials and to indemnify Documentation Wizard, LLC, and Beth Rontal from any third-party claims resulting from the use of these forms, including any financial responsibility for injuries incurred, regardless of whether injuries are alleged to have been caused by negligence in preparation of the forms.

The Materials are copyrighted by Beth Rontal and are licensed to the purchaser for INDIVIDUAL USE ONLY in the context of his or her professional practice and use with clients. Copying or sharing is not permitted under the terms of this agreement.

The Materials may not be sold, distributed, or licensed by the purchaser for use by another individual or entity and any distribution outside of the practice of the purchaser is strictly prohibited. By using the Materials under the license implied by your purchase, you acknowledge that you may not sell, transfer, assign or otherwise distribute the Materials. You may not post them on your website, social media or anywhere the public can copy and paste them for their own use.

All sales are final.

There are no returns on the Materials.

If you wish to use these forms for your group practice or clinic, please contact Beth Rontal directly to discuss your needs.

Forms and Templates

AFTER YOU PURCHASE AND DOWNLOAD your forms, please feel free to customize them to suit the unique needs of your practice. For example, add your name and licensure at the top of each form in the space indicated. However, the content of the forms may not be altered without express written consent.

These forms are the intellectual property of Beth Rontal and may not be distributed or shared with any other psychotherapist for their use.

The copyright notices on the forms may not be removed.

Please make note of your username and password so you can download your forms or get access to the video training at any time by logging in again.

See the complete Terms and Conditions that you will be required to acknowledge when you make a purchase.

Thank you for your understanding.

How to Apply a Coupon

If you have a coupon to apply to your purchase, enter the coupon code in the space provided in the shopping cart and then click on APPLY COUPON

Get the Product Details

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