Documents & Forms
227 templates, ready to send
Intake by discipline, consent for every setting, validated screening measures, treatment plans, session notes and client worksheets. Edit any of them, or save your own version for the whole practice.
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Intake form templates
Everything you need before a first appointment, by discipline.
Acupuncture Intake · Adult Counseling Intake · Chiropractic Intake
All 32 intake forms →Consent form templates
Informed consent, telehealth, minors, recording and group work.
Acupuncture Consent · Cancellation & No-Show Policy · Client Rights & Responsibilities
All 27 consent →Assessment and screening templates
Validated measures and structured clinical screens.
Adverse Childhood Experiences (ACE) Screen · Anxiety Triggers & Coping Assessment · Biopsychosocial Follow-Up
All 58 assessments →Treatment plan templates
Goals, interventions and review points, per presentation.
ADHD Management Plan · Anger Management Plan · Anxiety Management Plan
All 23 treatment plans →Session note templates
SOAP and structured session documentation.
EMDR Session Notes · OCD Treatment Notes · Session Progress Note
All 4 session notes →Progress review templates
Track change across a course of treatment.
Annual Mental Health Review · Depression Follow-Up Review · Mental Health Progress Review
All 9 progress reviews →Discharge summary templates
Close an episode of care properly, with follow-up.
Discharge Plan · Discharge Summary · Termination / Discharge Summary
All 3 discharge →Client worksheet templates
Homework and between-session work, ready to send.
ABC Model Worksheet · Anger Management Worksheet · Anger Thermometer Worksheet
All 70 client worksheets →Letter templates
Referral and professional correspondence.
Referral Letter
All 1 letters →
Every template
Showing all 227 templates
Intake forms
- Acupuncture Intake
- Adult Counseling Intake
- Chiropractic Intake
- Client Intake
- Coaching Intake
- Coaching Assessment Intake
- Couples Therapy Intake
- Esthetician Intake
- Facial Treatment Intake
- Family Therapy Intake
- Full Biopsychosocial Intake
- Health Coach Intake
- Holistic Wellness Intake
- Initial Therapy Intake
- Insurance & Consent Intake
- Life Coach Intake
- Massage Therapy Intake
- Medical Intake
- New Client Intake
- New Patient Intake
- Nutrition Intake
- Personal Training Intake
- Physical Therapy Intake
- Psychiatry Intake
- Psychology Intake
- Psychotherapy Intake
- Reiki Session Intake
- Social Work Intake
- Standard Intake
- Therapy Intake
- Trauma-Informed Intake
- Universal Intake Form
Consent & legal
- Acupuncture Consent
- Cancellation & No-Show Policy
- Client Rights & Responsibilities
- Coaching Agreement
- Coaching Services Contract
- Consent Form — General
- Consent Form — Minor
- Consent Form — Telehealth
- Counseling Consent
- Emergency Contact & Safety Plan
- Fee & Payment Agreement
- Group Therapy Confidentiality Agreement
- Group Therapy Consent
- HIPAA Privacy Authorization
- Hypnotherapy Consent
- Informed Consent for Services
- Massage Therapy Consent
- Mental Health Informed Consent
- Occupational Therapy Consent
- Physical Therapy Consent
- Privacy Notice Acknowledgment
- Psychotherapy Consent
- Release of Information
- Service Agreement
- Social Work Consent
- Teletherapy Consent
- Wellness Consent
Assessments & screeners
- Adverse Childhood Experiences (ACE) Screen
- Anxiety Triggers & Coping Assessment
- Biopsychosocial Follow-Up
- Body Image & Relationship with Food
- Brief MSE Check-In
- Brief Pain Inventory
- Brief Suicide Risk Screen
- Burnout Inventory
- Burnout Recovery Check-In
- Career Coaching Assessment
- Child / Elder Safety Screen
- Cognitive Screen (MSE-Focused)
- Columbia-Style Suicide Risk Screen
- Compassion Fatigue Screen
- Crisis Screening
- Domestic Violence Safety Screen
- Eating Attitudes Screen
- Eating Disorder Follow-Up
- Environmental Safety Checklist
- Epworth Sleepiness Scale
- Family & Social History
- Functional Pain & Disability Assessment
- GAD-7 Anxiety Screen
- General Mental Health Screen
- General Risk Screen
- Goal-Setting Assessment
- Initial Assessment Summary
- Insomnia Severity Index
- Lifestyle & Habits Assessment
- McGill Pain Questionnaire
- MSE for Crisis Presentation
- New Client Welcome & History
- Pain Management Follow-Up
- Panic Disorder Screen
- PCL-5 Checklist
- PHQ-2 Brief Screen
- PHQ-9 Depression Screen
- Post-Crisis Follow-Up
- Postpartum Depression Screen
- PTSD Functional Impact Assessment
- PTSD Structured Interview Guide
- Resilience & Stress Assessment
- Safety Planning Assessment
- SCOFF Screen
- Self-Harm Risk Assessment
- Session Reflection
- Sleep Diary Review
- Sleep Hygiene Assessment
- Social Anxiety Screen
- Standard Mental Status Exam
- Substance Use Component
- Suicide Safety Plan
- Trauma History Screen
- Trauma Symptom Checklist
- Violence Risk Assessment
- Wellbeing Check-In
- Workload & Organizational Burnout Screen
- Workplace Wellness Survey
Treatment plans
- ADHD Management Plan
- Anger Management Plan
- Anxiety Management Plan
- Bipolar Disorder Management Plan
- Care Plan
- Coping Skills Plan
- Crisis Safety Plan
- Depression Management Plan
- Grief Support Plan
- Mental Health Action Plan
- Panic Attack Management Plan
- PTSD Recovery Plan
- Recovery Plan
- Relapse Prevention Care Plan
- Self-Harm Safety Plan
- Sleep Improvement Plan
- Stress Management Plan
- Substance Use Recovery Plan
- Suicide Safety Care Plan
- Trauma Recovery Plan
- Treatment Plan
- Treatment Plan Review
- Wellness Plan
Session notes
Progress reviews
Discharge & endings
Client worksheets
- ABC Model Worksheet
- Anger Management Worksheet
- Anger Thermometer Worksheet
- Anger Triggers & Warning Signs Log
- Anxiety Journal
- Assertive Communication Worksheet
- Bedtime Routine Worksheet
- Behavior Chain Analysis
- Behavioral Activation Log
- Body Scan Worksheet
- Boundaries Worksheet
- CBT Thought Record
- Cognitive Distortions Checklist
- Conflict Resolution Worksheet
- Coping Skills Inventory
- Coping Skills Worksheet
- Core Beliefs Worksheet
- Craving / Urge Log
- Crisis Coping Card
- Daily Mood Tracker
- Daily Reflection Journal
- Daily Routine Planner
- DBT Diary Card
- DBT Skills Worksheet — Distress Tolerance
- DBT Skills Worksheet — Emotion Regulation
- DBT Skills Worksheet — Interpersonal Effectiveness
- DBT Skills Worksheet — Mindfulness
- Decision-Making Worksheet
- Depression Journal
- Emergency Contacts & Resources Sheet
- Emotion Intensity Scale
- Emotion Wheel Worksheet
- Energy & Fatigue Log
- Feelings Identification Worksheet
- Five Senses Grounding Worksheet
- Goal Setting Worksheet
- Gratitude Journal
- Grief Journal
- Grounding Techniques Worksheet
- High-Risk Situations Worksheet
- Life Wheel Worksheet
- Mindfulness Worksheet
- Personal Strengths Inventory
- Physical Health Check-In
- Positive Affirmations Worksheet
- Problem-Solving Worksheet
- Recovery Milestones Tracker
- Relapse Prevention Plan
- Safety Plan
- Self-Care Plan
- Self-Compassion Break Worksheet
- Self-Esteem Worksheet
- Self-Harm Urge Log
- Self-Soothe Kit Worksheet
- Sleep Diary
- Sleep Hygiene Checklist
- SMART Goals Worksheet
- Stress Journal
- Suicide Risk Warning Signs Worksheet
- Support Network Map
- Support System Map
- Thought Challenging Worksheet
- Triggers Log
- Values Clarification Worksheet
- Values-Based Goal Plan
- Weekly Mood Chart
- Weekly Progress Review
- Weekly Self-Care Checklist
- Wellness Wheel
- Wise Mind Worksheet
Letters
Every one of these is included, on the free plan too
Start free, send your first document today, and edit anything that is not quite how you word it.
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