user image

Liz Rhea, LCSW, LICSW

chill therapist, creator talking all things therapy, big fan of iced lattes

new client intake paperwork templates

new client intake paperwork templates

$55

this packet offers template intake paperwork to help you get started seeing clients. please note: you should follow all state and federal guidelines, do your own research, and use these templates as guides ONLY. please read the disclaimer and notice before using this packet.

things included:

  • template good faith estimate

  • template in case of an emergency form

  • template informed consent

  • template no-secrets policy

  • template partner counseling intake form

  • template practice policies

  • template reduced fee agreement

  • template individual intake form

grab it here ⬇️

PAYMENT & REFUND POLICY NOTICE: I UNDERSTAND THAT REFUNDS ARE NOT AVAILABLE UNDER ANY CIRCUMSTANCES (INCLUDING WHETHER YOU SHOW UP TO THE TRAINING AND/OR CONSULTATION), AND BY CHECKING THE BELOW BOX AND SUBMITTING THIS FORM, I AM WAIVING MY RIGHT TO DISPUTE THE TRANSACTION. PAYMENT IS REQUIRED IN FULL IN ORDER TO PROCEED WITH BOOKING THE CONSULTATION MEETING AND/OR SIGNING UP FOR THE TRAINING. PAYMENTS ARE NON-TRANSFERABLE. THERE ARE NO EXCEPTIONS TO THIS POLICY.
NOTICE: I ACKNOWLEDGE THAT THE FEEDBACK AND RECOMMENDATIONS PROVIDED ARE BASED ON PEER INPUT AND ARE NOT A SUBSTITUTE FOR FORMAL SUPERVISION, LEGAL ADVICE, OR FINANCIAL ADVICE. I RECOGNIZE THAT THE FEEDBACK FORM IS PROVIDING PEER INPUT AND SUGGESTIONS, NONE OF WHICH CAN BE TAKEN AS GUARANTEED OUTCOMES OR REPRESENTATIVE OF THE OPINION OF OTHER THERAPISTS. I UNDERSTAND THAT MY PARTICIPATION IN THIS OFFERING IS ENTIRELY VOLUNTARY, AND I MAY CHOOSE TO WITHDRAW AT ANY TIME WITHOUT ANY NEGATIVE IMPACT ON MY PROFESSIONAL STANDING OR RELATIONSHIPS. I ACKNOWLEDGE THAT RHEA THERAPY, LLC IS NOT PROVIDING LEGAL, TAX, OR MEDICAL ADVICE. I AGREE TO TAKE FULL RESPONSIBILITY FOR MY CLINICAL DECISIONS AND ALL ACTIONS FOLLOWING ENGAGING WITH THE FEEDBACK FORM. I UNDERSTAND THAT PAYMENT IS REQUIRED IN FULL AND THAT ALL PAYMENTS ARE FINAL AND NON-REFUNDABLE, REGARDLESS OF WHETHER I UTILIZE THE FEEDBACK SERVICES.
Total :US$55
Loading payment form