Intake and Consent Form Guide
Every mental health practice needs clear, professional intake and consent forms—and writing them from scratch can feel overwhelming. This 46-page guide is designed to simplify the process by providing pre-written policies in three versions: standard, comprehensive, and minimalist. Whether you're just starting your private practice or updating your existing documents, this tool will help you build forms that reflect your values, protect your work, and support client understanding.
What’s Included:
✔️ 46 pages of written policy content
✔️ Standard, comprehensive, and minimalist versions of each policy
✔️ Topics include confidentiality, informed consent, risks and benefits, fees, payments, cancellations, consent to treatment, communication boundaries, social media, telehealth policies, and more
NOTE: This resource is designed to assist mental health practitioners in creating comprehensive intake forms for their private practices. It provides a guide to the essential and optional policies that can be included in consent forms and intake documentation. However, it is important to note that every jurisdiction and professional designation may have specific requirements and standards for such paperwork. While this guide offers a foundational framework, it should not be considered exhaustive or universally applicable.
This file is for personal use only and cannot be altered, reproduced or resold commercially.