Intake Documents: Smart Templates™ Pack for Group Practices
Streamline Your Practice with Expertly Designed Intake Documents
Are you a group pracitce owner looking to create a solid intake process using high quality documents that go beyond the minimal generic templates available in EHR software? The Intake Documents Template Pack for Group Practices is designed to help you create a seamless client onboarding experience with fully customizable, legally sound templates that address common needs, questions and “sticky points” of outpatient mental health.
What’s Included?
This comprehensive package includes 18 customizable intake forms in .docx format tailored for mental health providers:
General Practice Forms
Demographic Form – Gathers essential client information such as contact details, insurance details, and emergency contacts.
Schedule of Fees and Financial Policies – Outlines your session rates and detailed policies related to billing and insurance.
Financial Agreement – Specifies payment responsibilities, confirms the party responsible for payments and collects client’s social security number (needed in case of utilizing collection agencies).
Credit Card Authorization – Provides consent for keeping a card on file for payments and outlines the billing process.
HIPAA Notice of Privacy Practices – Required by law to inform clients of how their health information is used and protected.
Practice Policies – Provides clients with general practice policies and informs them of risks and benefits of treatment.
Informed Consent for Psychotherapy – Explains the nature of therapy, confidentiality limits, and client rights and responsibilities.
Informed Consent for Telehealth – Outlines risks, benefits, and technical considerations.
Consent for Non-Secure Forms of Electronic Communication – Allows clients to acknowledge and accept the risks associated with texting, email, or other digital communication.
PCP Information Form– Documents client’s preference for collaborating with primary care physician for continuity of care. Required in certain states.
Adult Intake Questionnaire – Collects brief background information to jumpstart the first session.
Forms for Minors
Parent Questionnaire – Gathers information from guardians about the child’s developmental, emotional, and medical history.
Informed Consent for Treatment of Minors – Legally required form to document parental/guardian consent for therapy services; includes Safe Harbor clause to protect therapists from legal/court involvement.
Forms for Couples
Couples Counseling Intake Form – Collects relationship history, presenting concerns, and goals for couples counseling.
Forms for Special Circumstances
Consent to Receive Services from Clinician Under Supervision – Required when a pre-licensed clinician is providing services under supervision.
Guarantor Agreement – Establishes financial responsibility when someone other than the client is covering therapy costs (used for adult clients).
Information and Agreement for Collaterals – For individuals involved in therapy who are not primary clients (e.g., family members providing support).
Release of Information (ROI) (Illinois version) – Legally required form to document client’s consent to share their Protected Health Information (PHI) with third parties.
Why Choose This Template Pack?
Customizable – Easily adapt forms to match your practice’s unique policies.
Legally Sound – Developed with compliance in mind to align with HIPAA and professional ethical standards.
Time-Saving – Ready-to-use templates reduce administrative burden and streamline new client onboarding.
Professional & Organized – Enhance client trust with well-structured, comprehensive documentation.
Who Is This For?
This Intake Documents Template Pack is ideal for:
✔️ Licensed mental health therapists and counselors seeking to open a group private practice
✔️ Group practice owners or clinical directors looking to create a solid intake process for their practice
Get Started Today!
Invest in the Intake Documents Template Pack for Group Practices and gain the confidence of having professional, legally sound, and efficient client intake forms.
🔹 Instant Download – Get immediate access to all templates upon purchase.
🔹 Editable Formats – Provided in Word format for easy customization.
Streamline Your Practice with Expertly Designed Intake Documents
Are you a group pracitce owner looking to create a solid intake process using high quality documents that go beyond the minimal generic templates available in EHR software? The Intake Documents Template Pack for Group Practices is designed to help you create a seamless client onboarding experience with fully customizable, legally sound templates that address common needs, questions and “sticky points” of outpatient mental health.
What’s Included?
This comprehensive package includes 18 customizable intake forms in .docx format tailored for mental health providers:
General Practice Forms
Demographic Form – Gathers essential client information such as contact details, insurance details, and emergency contacts.
Schedule of Fees and Financial Policies – Outlines your session rates and detailed policies related to billing and insurance.
Financial Agreement – Specifies payment responsibilities, confirms the party responsible for payments and collects client’s social security number (needed in case of utilizing collection agencies).
Credit Card Authorization – Provides consent for keeping a card on file for payments and outlines the billing process.
HIPAA Notice of Privacy Practices – Required by law to inform clients of how their health information is used and protected.
Practice Policies – Provides clients with general practice policies and informs them of risks and benefits of treatment.
Informed Consent for Psychotherapy – Explains the nature of therapy, confidentiality limits, and client rights and responsibilities.
Informed Consent for Telehealth – Outlines risks, benefits, and technical considerations.
Consent for Non-Secure Forms of Electronic Communication – Allows clients to acknowledge and accept the risks associated with texting, email, or other digital communication.
PCP Information Form– Documents client’s preference for collaborating with primary care physician for continuity of care. Required in certain states.
Adult Intake Questionnaire – Collects brief background information to jumpstart the first session.
Forms for Minors
Parent Questionnaire – Gathers information from guardians about the child’s developmental, emotional, and medical history.
Informed Consent for Treatment of Minors – Legally required form to document parental/guardian consent for therapy services; includes Safe Harbor clause to protect therapists from legal/court involvement.
Forms for Couples
Couples Counseling Intake Form – Collects relationship history, presenting concerns, and goals for couples counseling.
Forms for Special Circumstances
Consent to Receive Services from Clinician Under Supervision – Required when a pre-licensed clinician is providing services under supervision.
Guarantor Agreement – Establishes financial responsibility when someone other than the client is covering therapy costs (used for adult clients).
Information and Agreement for Collaterals – For individuals involved in therapy who are not primary clients (e.g., family members providing support).
Release of Information (ROI) (Illinois version) – Legally required form to document client’s consent to share their Protected Health Information (PHI) with third parties.
Why Choose This Template Pack?
Customizable – Easily adapt forms to match your practice’s unique policies.
Legally Sound – Developed with compliance in mind to align with HIPAA and professional ethical standards.
Time-Saving – Ready-to-use templates reduce administrative burden and streamline new client onboarding.
Professional & Organized – Enhance client trust with well-structured, comprehensive documentation.
Who Is This For?
This Intake Documents Template Pack is ideal for:
✔️ Licensed mental health therapists and counselors seeking to open a group private practice
✔️ Group practice owners or clinical directors looking to create a solid intake process for their practice
Get Started Today!
Invest in the Intake Documents Template Pack for Group Practices and gain the confidence of having professional, legally sound, and efficient client intake forms.
🔹 Instant Download – Get immediate access to all templates upon purchase.
🔹 Editable Formats – Provided in Word format for easy customization.
Streamline Your Practice with Expertly Designed Intake Documents
Are you a group pracitce owner looking to create a solid intake process using high quality documents that go beyond the minimal generic templates available in EHR software? The Intake Documents Template Pack for Group Practices is designed to help you create a seamless client onboarding experience with fully customizable, legally sound templates that address common needs, questions and “sticky points” of outpatient mental health.
What’s Included?
This comprehensive package includes 18 customizable intake forms in .docx format tailored for mental health providers:
General Practice Forms
Demographic Form – Gathers essential client information such as contact details, insurance details, and emergency contacts.
Schedule of Fees and Financial Policies – Outlines your session rates and detailed policies related to billing and insurance.
Financial Agreement – Specifies payment responsibilities, confirms the party responsible for payments and collects client’s social security number (needed in case of utilizing collection agencies).
Credit Card Authorization – Provides consent for keeping a card on file for payments and outlines the billing process.
HIPAA Notice of Privacy Practices – Required by law to inform clients of how their health information is used and protected.
Practice Policies – Provides clients with general practice policies and informs them of risks and benefits of treatment.
Informed Consent for Psychotherapy – Explains the nature of therapy, confidentiality limits, and client rights and responsibilities.
Informed Consent for Telehealth – Outlines risks, benefits, and technical considerations.
Consent for Non-Secure Forms of Electronic Communication – Allows clients to acknowledge and accept the risks associated with texting, email, or other digital communication.
PCP Information Form– Documents client’s preference for collaborating with primary care physician for continuity of care. Required in certain states.
Adult Intake Questionnaire – Collects brief background information to jumpstart the first session.
Forms for Minors
Parent Questionnaire – Gathers information from guardians about the child’s developmental, emotional, and medical history.
Informed Consent for Treatment of Minors – Legally required form to document parental/guardian consent for therapy services; includes Safe Harbor clause to protect therapists from legal/court involvement.
Forms for Couples
Couples Counseling Intake Form – Collects relationship history, presenting concerns, and goals for couples counseling.
Forms for Special Circumstances
Consent to Receive Services from Clinician Under Supervision – Required when a pre-licensed clinician is providing services under supervision.
Guarantor Agreement – Establishes financial responsibility when someone other than the client is covering therapy costs (used for adult clients).
Information and Agreement for Collaterals – For individuals involved in therapy who are not primary clients (e.g., family members providing support).
Release of Information (ROI) (Illinois version) – Legally required form to document client’s consent to share their Protected Health Information (PHI) with third parties.
Why Choose This Template Pack?
Customizable – Easily adapt forms to match your practice’s unique policies.
Legally Sound – Developed with compliance in mind to align with HIPAA and professional ethical standards.
Time-Saving – Ready-to-use templates reduce administrative burden and streamline new client onboarding.
Professional & Organized – Enhance client trust with well-structured, comprehensive documentation.
Who Is This For?
This Intake Documents Template Pack is ideal for:
✔️ Licensed mental health therapists and counselors seeking to open a group private practice
✔️ Group practice owners or clinical directors looking to create a solid intake process for their practice
Get Started Today!
Invest in the Intake Documents Template Pack for Group Practices and gain the confidence of having professional, legally sound, and efficient client intake forms.
🔹 Instant Download – Get immediate access to all templates upon purchase.
🔹 Editable Formats – Provided in Word format for easy customization.
About the author
Iryna Arute, PsyD, LCP, is a licensed clinical psychologist, experienced practice owner, and consultant specializing in helping therapists build and scale successful group practices. With years of firsthand experience running a thriving private practice, Iryna understands the complexities of managing a clinical team, ensuring compliance, and creating efficient workflows. Through consulting, she has guided numerous practice owners in structuring their policies, streamlining operations, and enhancing their clinical and administrative systems. This manual and companion pack are designed with that expertise in mind, providing you with a proven framework to run your practice with confidence.