Perfect for:

New or solo therapists who want a clean, customizable intake packet that’s fully trauma-informed, ethically sound, and ready to use with clients.

What’s Included: 

Prescreening Tools

• Therapy Prescreen Form
• Trauma Therapy Prescreen (individual)

Core Client Intake Forms

• Client Intake Form (demographics & logistics)
• Individual Biopsychosocial Assessment
• Informed Consent for Therapy
• HIPAA Notice of Privacy Practices (NPP)
• Telehealth Informed Consent
• Financial Agreement
• Release of Information (ROI)
• Risk Assessment & Safety Plan
• Social Media & Communication Policy

Collaborative Clinical Tools

• Client Goals Worksheet
• Values & Strengths Inventory
• Cultural & Identity Exploration Form

Support & Compliance

• Overview: Compliance for Managing Client Forms
• Client Assessments (PHQ-9, GAD-7, PCL-5, ACES, etc.)
• Crisis Resources Handout
• Rate Adjustment Client Letter 

Specialty Forms

• Couples Intake & Biopsychosocial Forms
• Minor Intake & Consent Forms