Basic Intake Paperwork Packet

$48.00

This downloadable bundle provides a complete set of foundational documents to support ethical, transparent, and legally-informed clinical practice. Designed for mental-health providers, these forms help streamline the intake process while clearly communicating client rights, responsibilities, and expectations of care.

Included in this bundle:

Privacy Practices (HIPAA Notice of Privacy Practices) – Outlines how client health information may be used and protected in accordance with federal law.
Release of Information (ROI) – Allows clients to authorize communication with third parties such as medical providers, schools, attorneys, or family members.
Informed Consent for Psychotherapy – Clearly explains the nature of services, limits of confidentiality, risks and benefits of treatment, telehealth considerations (if applicable), and client/provider responsibilities.
Provider Addendum – Additional policy statements for clinical staff or multi-provider practices to ensure consistency across services.
Good Faith Estimate (No Surprises Act Compliance) – Provides clients with an estimate of fees related to services in alignment with federal billing transparency requirements.

This bundle is ideal for private-practice clinicians, group practices, and supervisors seeking standardized, professional documentation that supports ethical care and compliance.

Format: Digital download (editable template)
Intended Use: For professional practice administration and documentation

Note: This resource is provided for educational and administrative support purposes only and does not constitute legal advice. Please review with your legal or compliance advisor to ensure alignment with your state and professional regulations. These are made for Washington State, but can be tailored to any State.

This downloadable bundle provides a complete set of foundational documents to support ethical, transparent, and legally-informed clinical practice. Designed for mental-health providers, these forms help streamline the intake process while clearly communicating client rights, responsibilities, and expectations of care.

Included in this bundle:

Privacy Practices (HIPAA Notice of Privacy Practices) – Outlines how client health information may be used and protected in accordance with federal law.
Release of Information (ROI) – Allows clients to authorize communication with third parties such as medical providers, schools, attorneys, or family members.
Informed Consent for Psychotherapy – Clearly explains the nature of services, limits of confidentiality, risks and benefits of treatment, telehealth considerations (if applicable), and client/provider responsibilities.
Provider Addendum – Additional policy statements for clinical staff or multi-provider practices to ensure consistency across services.
Good Faith Estimate (No Surprises Act Compliance) – Provides clients with an estimate of fees related to services in alignment with federal billing transparency requirements.

This bundle is ideal for private-practice clinicians, group practices, and supervisors seeking standardized, professional documentation that supports ethical care and compliance.

Format: Digital download (editable template)
Intended Use: For professional practice administration and documentation

Note: This resource is provided for educational and administrative support purposes only and does not constitute legal advice. Please review with your legal or compliance advisor to ensure alignment with your state and professional regulations. These are made for Washington State, but can be tailored to any State.