Prepare your Practice for new clients with instant access to essential intake forms. All PDF documents are customizable to your brand and include electronically fillable content areas or can be printed for clients to fill out in person. The following forms are included in this bundle:

  • Notice of Privacy Practices with receipt acknowledgement
  • Informed Consent Template + Sample Informed Consent
  • Authorization for Release and Exchange of Information 
  • Telehealth Consent 
  • Client Data Form
  • Credit Card Authorization
  • Superbill Template

Essential Intake Bundle