Document Package

  1. Core Disclosure Form/Informed Consent
  2. Full set of Add-On sections
  3. Supplemental Forms

Core Disclosure Form

Our primary document, the Core Disclosure Form (aka Informed Consent), includes what we consider to be the bare minimum content, keeping in mind that document requirements vary from state to state.

The Core Disclosure Form includes the following content:

  • Education, training, and licensure
  • Services and therapeutic orientation
  • Confidentiality and its limits
  • Proposed course of treatment
  • Potential risks and benefits of therapy
  • Client rights and responsibilities
  • Cancellation and no-show policies
  • Fee agreement for private pay practices
  • Fee agreement for insurance-based practices
  • Records and access
  • Contacting provider / emergencies
  • Electronic communications including texts and emails
  • Policies around social media
  • Telehealth consent
  • Termination policies
  • Complaints
  • Client acknowledgment and consent to services

Add-On Sections

All packets include the full set of Add-On Sections.

They contain optional content to add to your Core Disclosure Statement/ Informed Consent so that you can customize your forms to fit your practice.

General Interest

  • LGBTQ+ Affirmative Mental Health Care
  • Adolescents and Confidentiality
  • Role Clarity / Multiple Roles
  • No Secrets Policy
  • Electronic Communications
  • Respectful Communication
  • Domestic Violence

Testing / Evaluations


  • Risks and Benefits of Evaluations
  • Working with Psychometrists
  • Gifted Testing

Supplemental Forms*

The Supplemental Forms are stand-alone documents that may be useful to have outside of your Core Disclosure Statement/ Informed Consent. All packages include the full set of Supplemental Forms.

  • Release of Information
  • Collateral Consent Form
  • Provider Addendum (for group practices)
  • Private Pay Practices Provider Fee Sheet
  • Guide to Child Assent

*We do not include a Notice of Privacy Practices (NPP) because this can be found at no cost on the U.S. Department of Health and Human Services website, and possibly through your state’s resources for health care providers.

Coming Soon

We will be adding the following content in the coming months. Regardless of when you make your purchase, you will have access to any new content through your dashboard, at no additional cost.

  • Managing issues around evaluation reports (e.g., requests to amend the report)
  • Parent support of child/ teen treatment
  • Working with parents
  • Litigation and therapy
  • High-conflict divorce
  • Re-unification therapy
  • Good Faith Estimate
  • Termination letter
  • Use of touch
  • Gifts

Your Wish List

Is there a topic or section that you wish we would include? Send us a message!

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Solo Practice

One Clinician

Document Package

Please note that sales tax will be added to the listed price for Washington State residents, in accordance with state law.

Group Practice

2-5 Clinicians
Document Package

Please note that sales tax will be added to the listed price for Washington State residents, in accordance with state law.

Group Practice

6-9 Clinicians
Document Package

Please note that sales tax will be added to the listed price for Washington State residents, in accordance with state law.