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𝐂𝐎𝐔𝐍𝐒𝐄𝐋𝐈𝐍𝐆 𝐈𝐍𝐓𝐀𝐊𝐄 𝐅𝐎𝐑𝐌𝐒 & 𝐈𝐍𝐅𝐎𝐑𝐌𝐄𝐃 𝐂𝐎𝐍𝐒𝐄𝐍𝐓 𝐅𝐎𝐑 𝐓𝐇𝐄𝐑𝐀𝐏𝐈𝐒𝐓𝐒
Streamline your client onboarding and elevate your private practice with our comprehensive, professionally designed Counseling Intake and Informed Consent forms. This all-in-one, editable Canva template is the ultimate tool for therapists, counselors, social workers, and psychologists who want to look professional, ensure clarity, and protect their practice from day one.
Tired of spending hours creating paperwork from scratch? Our therapy forms bundle is meticulously crafted to be more comprehensive than the rest. We’ve included everything you need for a seamless new client experience, from a detailed mental health intake and medical history form to crucial legal and financial agreements. Designed with a clean, modern aesthetic, these templates are fully customizable in Canva, add your logo, change colors, and edit text to perfectly match your brand in minutes.
Whether you’re a seasoned psychotherapist or just starting your private practice, this bundle provides the essential documentation you need for every therapy session and client relationship.
𝐖𝐇𝐀𝐓’𝐒 𝐈𝐍𝐂𝐋𝐔𝐃𝐄𝐃 (𝟏𝟓 𝐏𝐀𝐆𝐄𝐒 𝐎𝐅 𝐄𝐒𝐒𝐄𝐍𝐓𝐈𝐀𝐋 𝐅𝐎𝐑𝐌𝐒!
This instant download gives you a complete, editable toolkit for your practice:
* 𝐓𝐡𝐞𝐫𝐚𝐩𝐢𝐬𝐭’𝐬 𝐆𝐮𝐢𝐝𝐞 & 𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: Instructions and best practices for you.
* 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐏𝐨𝐥𝐢𝐜𝐢𝐞𝐬 & 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝟏 𝐩𝐚𝐠𝐞): Clearly outline your communication, social media, and emergency policies.
* 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐂𝐥𝐢𝐞𝐧𝐭 𝐈𝐧𝐭𝐚𝐤𝐞 𝐅𝐨𝐫𝐦 (𝟔 𝐩𝐚𝐠𝐞𝐬): A deep dive into what truly matters, including:
* General & Contact Information
* Insurance
* Employment & Education
* Presenting Concerns
* Mental & Physical Health History
* Health & Lifestyle
* Risk Assessment
* Family & Social History
* Legal History
* Strengths, Goals & Additional Information
* 𝐈𝐧𝐟𝐨𝐫𝐦𝐞𝐝 𝐂𝐨𝐧𝐬𝐞𝐧𝐭 𝐟𝐨𝐫 𝐏𝐬𝐲𝐜𝐡𝐨𝐭𝐡𝐞𝐫𝐚𝐩𝐲 (𝟑 𝐩𝐚𝐠𝐞𝐬): A robust consent form covering confidentiality and its limits, risks/benefits, telehealth, and client rights.
* 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭 & 𝐂𝐚𝐧𝐜𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧 𝐏𝐨𝐥𝐢𝐜𝐲 (𝟐 𝐩𝐚𝐠𝐞𝐬): Includes fee schedules, a credit card authorization, and a Good Faith Estimate / No Surprises Act notice.
* 𝐀𝐮𝐭𝐡𝐨𝐫𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐑𝐞𝐥𝐞𝐚𝐬𝐞 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 (𝟏 𝐩𝐚𝐠𝐞): An essential form for coordinating care.
* 𝐂𝐨𝐧𝐬𝐞𝐧𝐭 𝐟𝐨𝐫 𝐓𝐫𝐞𝐚𝐭𝐦𝐞𝐧𝐭 𝐨𝐟 𝐚 𝐌𝐢𝐧𝐨𝐫 (𝟏 𝐩𝐚𝐠𝐞): A must-have for therapists working with clients under 18.
* 𝐁𝐎𝐍𝐔𝐒: Your Quick Guide to Canva: A detailed, friendly guide to help you edit your templates with ease, even if you’re a beginner!
𝐏𝐄𝐑𝐅𝐄𝐂𝐓 𝐅𝐎𝐑:
* Psychologists, Psychotherapists, and Social Workers (LCSW, LMSW)
* Licensed Professional Counselors (LPC) & Mental Health Counselors (LMHC)
* Marriage and Family Therapists (MFT)
* Therapists starting or managing a Private Practice
* Any mental health professional needing a complete client onboarding paperwork bundle.
𝐇𝐎𝐖 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒:
1. PURCHASE: Add this item to your cart and complete the checkout process.
2. DOWNLOAD: You will receive an instant download of a PDF file containing the link to your Canva template and your Quick Guide.
3. OPEN TEMPLATE: Click the link in the PDF to open the template in Canva (create a FREE account if you don’t have one—it’s fast and easy!).
4. CUSTOMIZE: Follow the included guide to edit the text, change colors, and add your own logo to create branded, professional documents.
5. DOWNLOAD & USE: Once you’re done, download your forms as a PDF and start using them with your clients!
𝐏𝐋𝐄𝐀𝐒𝐄 𝐍𝐎𝐓𝐄
* This is a DIGITAL DOWNLOAD containing a link to a CANVA TEMPLATE. No physical product will be shipped.
* You will need a 𝐅𝐑𝐄𝐄 Canva account to access and edit this template. Signing up is quick and easy! We’ve included a guide to help you.
* This template is fully editable in Canva. You can change text, fonts, colors, and add your own logo. A basic understanding of Canva is required to edit this product.
* This is a Canva template and NOT a fillable PDF. It cannot be e-signed directly. To have clients sign digitally, you must first download the edited template as a PDF and then use it with an e-signature app like Goodnotes, Notability, or another PDF annotation tool.
* 𝐋𝐄𝐆𝐀𝐋 𝐃𝐈𝐒𝐂𝐋𝐀𝐈𝐌𝐄𝐑: These forms are templates designed to be a starting point for your practice. They are not intended to be a substitute for legal advice. Laws and ethical codes vary by location and profession. It is your responsibility to review and customize these forms to be in full compliance with your local, state, and federal laws, as well as your professional licensing board’s regulations. Please consult with a qualified attorney to ensure your forms meet all legal requirements for your practice.
𝐅𝐑𝐄𝐐𝐔𝐄𝐍𝐓𝐋𝐘 𝐀𝐒𝐊𝐄𝐃 𝐐𝐔𝐄𝐒𝐓𝐈𝐎𝐍𝐒 (𝐅𝐀𝐐)
* Q: Do I need a paid Canva Pro account to use this? A: Not at all! This template is designed to be fully editable using a FREE Canva account.
* Q: Can I change the colors and fonts? A: Absolutely! Everything is customizable. You can easily change fonts, colors, and add your practice logo to match your branding perfectly.
* Q: Can my clients fill this out on their computer? A: Because this is a Canva template, it is not a “fillable PDF.” You have two main options: 1) Print the forms for in-person completion. 2) Download the finished forms as a standard PDF and send them to clients to fill out and sign using a PDF annotation app (like Goodnotes, Notability) or to print and scan back to you.
* Q: What if I have trouble using Canva? A: We’ve got you covered! Your purchase includes our “Quick Guide to Canva” that walks you through every step of editing and downloading your new forms.
Empower your practice with paperwork that reflects your professionalism. If you have any questions, please don’t hesitate to send a message!
𝐃𝐈𝐒𝐂𝐋𝐀𝐈𝐌𝐄𝐑
• Studyinnursing will not be held responsible for any issue related with the usage or the content of these forms.
• This product is for informational purposes only and not a substitute for professional medical advice. Please consult a healthcare provider for individual patient assessments and treatment recommendations.
𝐍𝐎 𝐑𝐄𝐅𝐔𝐍𝐃
Due to the nature of these products, all sales are final and no refunds can be given under any circumstance. I am not responsible for any printing errors, so please double-check the sizing, colours, bleed lines, etc. Also note that there is little colour difference between seeing in monitor and printing in paper.
𝐈𝐌𝐏𝐎𝐑𝐓𝐀𝐍𝐓 𝐍𝐎𝐓𝐈𝐂𝐄
Strictly for personal use. Commercial usage prohibited. Violators will face legal action. Thank you for your understanding.
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