Set clear expectations with every client from day one. This client informed consent and working relationship agreement covers services, confidentiality and its limits, communication, social media, fees and cancellations, insurance, records, emergencies, and ending treatment. Updated for 2026 as an editable Word file, with a how-to guide.
Want the full intake packet? The Private Practice Paperwork Bundle includes this agreement plus the intake form, telehealth consent, release of information, and privacy notice.
Instant digital download (.zip) of editable files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or financial advice; have your attorney review for your state. For use in your own practice only.
Set clear expectations with every client from day one. This client informed consent and working relationship agreement covers services, confidentiality and its limits, communication, social media, fees and cancellations, insurance, records, emergencies, and ending treatment. Updated for 2026 as an editable Word file, with a how-to guide.
Want the full intake packet? The Private Practice Paperwork Bundle includes this agreement plus the intake form, telehealth consent, release of information, and privacy notice.
Instant digital download (.zip) of editable files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or financial advice; have your attorney review for your state. For use in your own practice only.
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