The Comprehensive Form Packet for Psychiatric Practices is a carefully designed resource to streamline the administrative, legal, and clinical operations of your mental health practice. This collection of customizable templates addresses the essential forms and agreements needed to ensure compliance, enhance patient care, and optimize your practice's efficiency.
The information presented is informational and intended to serve as a reference for interested parties and not to be relied upon as authoritative. Your own legal counsel and healthcare providers should be consulted as appropriate.
 
Complete List of Psychiatric Practice Intake Forms and Administrative Paperwork
I. Consent and Policy Forms
Consent for Treatment
Telehealth Consent
Controlled Substance Policy and Agreement
Patient/Practice Policies Agreement
Credit Card Authorization Form
Consent to Bill Insurance
Waiver to Not Use Insurance
Release of Information
Website Disclaimer
 
II. Clinical and Diagnostic Intake Forms
Comprehensive Health History Form
Symptom Questionnaire
Suicide and Safety Risk Assessment
Evaluates suicidal ideation, self-harm, and risks to others.
Behavioral Health Screening Tools
Treatment Goals Form
 
 
III. Administrative and Legal Forms
HIPAA Notice of Privacy Practices and Acknowledgment
Authorization for Release of Information
Emergency Contact and Consent Form
Minor Consent Form (if applicable)
Good Faith Estimate Form 
 
IV. Optional and Practice-Specific Forms
Social Media and Digital Communication Policy
Missed Appointments or Termination Policy Agreement
Advance Directive for Mental Health Treatment
Substance Use Agreement
Fee Agreement for Non-Covered Administrative Services 
Acknowledgment of Practice Communication Limits
 
V. Optional Assessment and Feedback Forms
Patient Satisfaction Survey
Post-Appointment Follow-Up Form
 
 
VI. Progress Note Templates
Initial Psychiatric Assessment Template
Follow-Up Psychiatric Visit Template 
Add-On Psychotherapy Template