DOCUMENTATION TEMPLATES

ESSENTIAL DOCUMENTATION TEMPLATES FOR THERAPISTS

Streamline Your Practice with Attorney-Reviewed Therapy Documentation Templates

Creating and managing documentation is one of the most time-consuming tasks for therapists. From intake forms to treatment plans and consent agreements, staying organized while ensuring every form is legally and ethically sound can feel overwhelming—especially when starting or restructuring your practice.

TheraSuite’s documentation templates are attorney-reviewed, customizable, and designed to help you keep your practice compliant and efficient. Whether you’re crafting policies for a new practice or updating outdated documents, our templates provide the foundation you need to protect your clients and your business.

How We Can Help

Writing forms from scratch, piecing together documentation, or relying EHR forms can be expensive and overwhelming. Our templates help therapists:

  • Save Time – Use pre-made, customizable templates that cover essential areas like intake, progress notes, and informed consent.

  • Ensure Compliance – Every template is reviewed by legal professionals to meet industry standards and protect client confidentiality.

  • Reduce Errors – Avoid oversights with carefully structured, thorough documents.

  • Present Professionally – Consistent, polished documentation elevates your practice and reassures clients.

Let us focus on the documentation, so you can focus on what you love most, your clients.

WHAT’S INCLUDED

Templates Include:

  • Client Intake Forms

  • Informed Consent Agreements

  • Progress Notes and Treatment Plans

  • Telehealth and HIPAA Agreements

  • Termination and Discharge Summaries

  • Crisis and Safety Planning Forms

  • Clinician Contract Agreements (W2 & 1099)

  • Onboarding Documentation

  • Email Templates

  • And More!

1

Browse our Templates

Choose the forms you need for your practice.

Next Steps

2

Download Instantly

Get access to your templates immediately after purchase.

3

Customize

Adjust forms to fit your unique client needs and branding

FAQ’S

  • Yes! All templates are fully customizable, allowing you to adjust fields, add logos, and modify language to fit your practice’s specific needs.

  • Our documentation templates are designed for all types of mental health professionals, including licensed therapists, counselors, psychologists, and social workers. Whether you run a solo private practice, group practice, or telehealth service, these forms can be customized to fit your specific needs.

  • Yes! While our templates are attorney-reviewed for general compliance, we recommend reviewing them against your local licensing board or state regulations. Minor adjustments can easily be made to meet regional requirements.

  • Once purchased, you’ll have lifetime access to the templates, allowing you to download and reuse them as often as needed. Any updates or revisions to the forms are included at no additional cost.