$39
Private Practice Paperwork Kit
43 editable forms covering intake, consent, assessment, session notes, treatment planning, records and billing. Fillable PDF and Word, in US Letter and A4.
See the kitPaperwork for private practice
Forms a clinician can actually use, and a lawyer can actually read
Fillable, editable templates for therapists in private practice — intake, consent, session notes, treatment planning and billing. Written in plain language, and honest about where they end and your state law begins.
$14
Session Note Templates
SOAP, DAP and BIRP, each with a worked example of a completed note and a blank fillable version. Four page sizes.
See the templates$14
New Client Intake Form
Contact details, consent to the use of health information, consent to therapy, initial interview and cancellation policy — in one packet.
See the packetWriting
SOAP vs DAP vs BIRP: which note format should you actually use? — a comparison of the three formats, with a full worked example of each and a straight answer on how to choose. All pieces.
Who makes these
I am not a therapist. I design documents — taking something that has to be filled in, signed, filed and occasionally read by a stranger, and making it clear. Most forms clinicians work with have been photocopied and half-edited so many times that nobody remembers where they came from. That is not a clinical problem. It is a document problem, and document problems have solutions.
Everything here is built the same way: plain language, consistent structure, real form fields you can type into, and Word versions you can rewrite completely. Where a document carries legal weight, I say so plainly and tell you to have it reviewed by someone licensed where you practise.
If something does not work the way a clinician would actually use it, tell me. I read every email and update the files for everyone who has bought them.
These are organizational templates — not legal, clinical, billing or tax advice. Requirements for consent, privacy notices, record-keeping and billing are set by your state law, your licensing board, your professional association and any payer contract you hold. Have documents that carry legal weight reviewed by an attorney or compliance advisor licensed in your state before using them with clients.