The Intake Essentials Kit

Description

Setting up a practice means assembling paperwork you shouldn’t have to build from scratch. The Intake Essentials Kit is a complete set of clinical documents, written by a Licensed Professional Counselor for private and group practice clinicians.

Templates covering the full arc of bringing a client into care — from first contact through consent, privacy, assessment, treatment planning, risk documentation, and ongoing progress notes.

Three formats, one purchase

• Print-ready PDF — open handwriting space, office-printer-safe margins, no bleed
• Interactive fillable PDF — 261 named fields, checkboxes and multiline response areas you can type into and save
• Editable Word (.docx) pack — rewrite any wording to match your jurisdiction, payer and practice policy

What’s included

Start here

• How to Use This Kit
• Complete Contents
• License & Professional Disclaimer
• Practice Customization Checklist

Client intake & practice agreements

• New Client Intake Questionnaire (3 pages)
• Informed Consent for Treatment (2 pages)
• Telehealth Consent Addendum
• Group Therapy Consent
• Cancellation & No-Show Policy

Privacy & records

• Authorization to Use or Disclose Health Information (2 pages)
• Notice of Privacy Practices Template (3 pages)

Assessment & planning

• Biopsychosocial Assessment
• Treatment Plan

Risk & safety documentation

• Suicide & Self-Harm Clinical Documentation Aid (2 pages)
• Collaborative Safety Plan (2 pages)

Progress notes

• Narrative Clinical Progress Note
• SOAP Progress Note
• DAP Progress Note

Professional quick references

• Mandatory Reporting & Duty-to-Protect Review
• DSM-5-TR / ICD-10-CM Coding Quick Reference
• Common Modalities & Interventions
• Clinical Documentation Best Practices
• Final Review & Source Notes

License terms

You may customize and use these templates internally within your own individual or group practice — a separate team or group-practice license is not required. You may not resell, sublicense, redistribute or publish the blank templates or editable source files, upload them to shared template libraries, or claim authorship of the underlying product.

These documents are a customizable starting point, not legal or compliance advice. Obtain qualified legal, privacy and clinical review, and adapt every form to your state’s requirements, your payers and your agency’s policies before putting it into service. The risk form is a documentation aid, not a validated predictive instrument.

Product specs

• Format: print PDF + fillable PDF + editable Word (.docx)
• 32 pages · 24 templates and reference pages
• 261 fillable fields
• Size: US Letter, portrait
• Prints clearly in color or black and white
• Instant download · for professional use only