Everything you need to take on clients with confidence: a complete, modern client intake packet for therapists in private practice. Updated for 2026 with editable Word files you can load into your EHR.

What's inside:

• Client Informed Consent and Working Relationship Agreement

• Client Intake Form (inclusive demographics and a safety screen)

• Telehealth Informed Consent

• Consent for Counseling with a Provisionally Licensed Therapist

• Authorization for Release of Information

• Consent to Communicate by Text and Email

• Insurance Opt-Out and Self-Pay Agreement

• Good Faith Estimate Notice

• Notice of Privacy Practices

• Sliding Scale Consent

• Couples Intake Form

• Out-of-Network Information Sheet (superbills and reimbursement)

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.