QA Prep's

Perfect Paperwork Packet

For Mental Health Therapists

Don't waste hours researching, then worrying if you've included what's needed in your paperwork packet. 

With this packet, you'll have everything you need.

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Overcome Perfectionism
Learn to LOVE Your Paperwork
Several document and form examples from the Paperwork Packet

Forms and policies done for you.

Your client's initial interaction with your private practice sets the tone for their journey, and it all begins with customizing your intake forms.

The Perfect Paperwork Packet was created with two things in mind:

  1. Your need to protect your practice and communicate clearly with your clients.

  2. Your client’s need for an easy to understand and comforting intake process that doesn’t interfere with their motivation to start counseling.

Your packet comes with the essential forms for your counseling practice, and includes a worksheet with each form so you can identify exactly what you may need to modify.

The goal is to make this as easy as possible.

You'll receive video guides on customizing the forms and, once you get access to the forms, you can have your customized form ready to use within an hour. 

Here's what's included with 
The Perfect Paperwork Packet:

You'll receive INSTANT access to the form library, including:

  • Essential forms¬†for private practice

  • Worksheets¬†for each form, helping you personalize the form easily and quickly

  • Video instruction¬†on personalizing the main forms (Services Agreement, BioPsychoSocial Assessment, Treatment Plans, Notes Templates)

  • Script for reviewing paperwork¬†with clients in session (so you can make the conversation¬†meaningful)

  • Regular updates and revisions¬†with¬†new¬†forms available as needs arise

  • BONUS¬†Resources
    • Letter Templates for Professional Collaboration
    • Therapy Interventions List
    • Note Writing Prompts
  • BONUS Lifetime access to all GND (Get Notes Done) Days, all-day coworking sessions. CLICK TO LEARN MORE ABOUT GND DAYS.

These forms don't just cover intake, but the entire time your client is with you.

All forms are housed on Google Drive, where you can come back and download a new form at any time. 

Get instant access to the Paperwork Packet!

Immediate Access



  • Essential forms¬†for private practice
  • Worksheets¬†for each form

  • ¬†Video instruction¬†on personalizing the main forms

  • Script for reviewing paperwork¬†with clients in session

  • Regular updates and revisions¬†with¬†new¬†forms available as needs arise

  • BONUS¬†forms and templates
  • BONUS Lifetime access to all GND (Get Notes Done) Days

Here is the complete list of forms included.

Services Agreement (Consent for Services)

This form includes ALL of the following, a complete agreement to cover your practice policies:

  • Benefits and potential drawbacks of therapy

  • Limits to confidentiality

  • Insurance statement

  • Fee statement

  • Credit card authorization

  • Cancellation policy

  • Communication policy

  • Social media policy

  • Court policy

  • Review and access to records

PLUS three consent add-ons for specialty services:

  • Consent form for working with children and/or adolescents

  • Consent form for providing psychological testing

  • Consent form for providing telehealth services

Intake Assessment (Biopsychosocial History)

This form includes sections such as contact information, reason for seeking treatment, education and work history, family history, medical history, substance use history, hobbies and coping skills, and more.

Consent to Release Information

A basic form you can have clients complete when they request releases of records, want collateral involvement in treatment, or when consultation with other professionals is recommended.

Treatment Plan Templates

Choose from a variety of templates, or mix and match based on your preferences. Four general templates with different formats and wording, one template for use with couples and one template specific to working with children.

Case Note Templates
If you use paper forms rather than an electronic health record, you can use these templates right away. Simply download, print and start writing! If you prefer to type rather than handwrite, simply download the template and save to your computer for use whenever you need it. And if you do have an electronic health record that allows you to personalize note templates, simply upload or copy and paste.

Treatment Summary
This is a sample letter you can use when clients request something that documents their history in treatment. I have provided some direction regarding how much or how little to include, so you never do harm to your clients when releasing information.

Discharge Summary
This form is an optional form some counselors like to use in order to capture a summary of treatment when terminating clients or when destroying records (so you can save basic contact information without needing to keep the entire thing... once the legal mandate for keeping the entire record has passed). 

Question marks on a pink background

Common Question:
How is the Paperwork Packet different than the Documentation Made Easy Course?

The Paperwork Packet has many more templates than the course (specifically, the intake forms).

If you already have a packet you use and feel like it works well, then Documentation Made Easy should help you decide if there are any tweaks you may need to make.

However, if you don't really have any policies or procedures set up and the task of creating your private practice paperwork feels overwhelming, the Paperwork Packet may be a better fit.

Disclaimer: It is impossible to create a form that meets every state requirement for every mental health license! That is why I guide you in what to adjust with each form.

Purchasing and using this paperwork packet does NOT guarantee that you meet all your legal and ethical requirements as a mental health professional. You should consult your state/province's laws as well as your profession's ethical guidelines related to informed consent and any other applicable areas. If you are a HIPAA-covered entity in the United States, you should also consult any applicable HIPAA guidelines. You may want to consider having an attorney review your finalized forms for the above concerns prior to use with clients.

Click here for complete program terms.