TherapyPro+
Mental Health Intake Paperwork Package | 11 Editable Word Templates
Mental Health Intake Paperwork Package | 11 Editable Word Templates
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Build your practice’s intake paperwork without starting from a blank page.
Get 11 editable Word templates covering client intake, consent, financial responsibility, and information sharing. Customize them for your mental health practice and review them before use.
These highly detailed documents go beyond the basic, generic templates you may find online or within an EMR system, giving you a more comprehensive starting point for your practice’s intake paperwork.
- 11 complete document templates in editable Word format
- Customize your practice details and relevant sections
- Digital documents, not a printed package
Purchase Separately or Save With a Manual
$99 on its own, or $69 when purchased with an eligible TherapyPro+ manual. Add both products to your cart; the $30 savings applies automatically. Limited to one discounted intake package per order.
Eligible manuals: TherapyPro+ Ultimate Mental Health Policies and Procedures Manual and TherapyPro+ Complete Behavioral Health Policies and Procedures Manual. Manuals and policies are sold separately and are not included in this intake package.
Preview Before You Buy
These PDFs show sample excerpts only. Your purchase includes the complete documents in the package.
What’s Included
- Client Intake Form
- Client Financial Responsibility Form
- Consent for Minor Usage of Software
- Consent to Record Audio
- Consent to Telehealth Services
- In Case of Emergency Form
- Informed Consent to Service
- Notice of Privacy Practices
- Payment Plan Request Form
- Referral Form
- Release of Information
Make It Your Own
Add your practice details, customize the relevant sections, and review each document before using it with clients.
About the Creator
Created by A. J. Olson, MS, LMHC, a licensed mental health counselor with 20+ years of experience in private practice, outpatient programs, agencies, nonprofit organizations, and multi-location mental health and substance use disorder operations.
Important Customization and Review Requirements
These templates must be customized to your organization’s services and structure and reviewed against applicable federal, state, and local requirements.
This package is not legal advice and does not guarantee compliance or regulatory approval. Obtain final review from a qualified healthcare compliance attorney before implementation.
A note before you buy: these are templates, not finished legal documents. Every state regulates mental health records, consent, and billing differently, so you'll need to review each form against your state and local laws before using it with clients. If your practice doesn't offer a sliding fee scale, just delete those sections. (A sliding fee scale application isn't included since eligibility rules vary by state, federal program, and insurance panel.)
Licensing and Use
Licensed for single-organizational use only. Redistribution, resale, sharing, copying, or reproduction is prohibited under the license terms. Single-organizational-use licensing continues to apply as your organization grows.
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What is included?
11 editable Word templates:
- Client Intake Form
- Client Financial Responsibility Form
- Consent for Minor Usage of Software
- Consent to Record Audio
- Consent to Telehealth Services
- In Case of Emergency Form
- Informed Consent to Service
- Notice of Privacy Practices
- Payment Plan Request Form
- Referral Form
- Release of Information
How is this different from basic online or EMR templates?
These highly detailed, editable documents provide a more comprehensive starting point than basic generic templates. Preview the two sample excerpts to assess the level of detail.
Can I edit the documents, and what software do I need?
These are fully editable Microsoft Word templates. Use Microsoft Word; compatibility and formatting in other editors may vary.
Can I preview the forms?
Two sample PDF excerpts are linked in the product description. They are excerpts, not the full documents; the complete documents are included with purchase.
Can I buy it without a manual?
Yes. You can purchase and use these intake documents independently of the TherapyPro+ policies and procedures manuals. The intake package is $99 as a standalone purchase. However, the documents were designed to integrate with the TherapyPro+ policies and procedures manuals, bringing your intake paperwork and practice policies together as a coordinated system. The manuals are sold separately.
How do I get the $30 discount?
Add the intake package and either the TherapyPro+ Ultimate Mental Health Policies and Procedures Manual or the TherapyPro+ Complete Behavioral Health Policies and Procedures Manual to the same cart. The automatic $30 discount brings the intake package to $69. One discounted intake package per order.
What customization and review are needed?
Customize the templates to your services, organizational structure, and applicable federal, state, and local requirements. These templates are not legal advice and do not guarantee compliance or approval. Have a qualified healthcare compliance attorney review them before implementation.
What are the licensing terms?
Licensed for single-organizational use. Redistribution, resale, sharing, copying, or reproduction is prohibited under the license terms. The license continues as your organization grows.