Therapy forms, sorted by how many people the work involves

Therapy forms, and the one question that sorts them

Search for therapy forms and you get a pile of scanned PDFs from other practices, almost all of them written for one adult client sitting in one chair. That covers about half of what a mental health practice actually runs on. The question that sorts the rest instantly is how many people the work involves, and who among them is the client. One adult is the straightforward case. Two partners means two sets of answers and two people whose disclosures are their own. A family means a household where some members will attend and some will not, and the paperwork has to hold both. A child means the person answering the questions is not the person being treated, and the authority to consent sits with an adult whose relationship to that child has to be established before the first appointment. Every preset in this library starts from that answer, which is why there are six of them rather than one generic document with a few extra boxes bolted onto the end.

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The documents a mental health practice actually runs on

Whether you practise alone or in a group, the working set comes down to a handful of jobs: adult, couples, family and child intake, consent, release and referral forms. Intake is the largest of them and the one that changes most between clients, because an adult individual describes their own presenting concerns and history, a couple describes a relationship, a family describes a household, and a parent describes somebody else. Consent belongs to your practice and your attorney, since informed consent, telehealth consent and confidentiality wording vary by state and by licence, and no template library should hand you those unreviewed. A release authorizes records to move to a school, a physician, an attorney or a previous therapist, and because those authorization requirements are federal, one carefully built document serves every clinician in the practice. Referrals run in both directions: a client arriving from a physician or an employee assistance programme, and a client you are sending on to a prescriber or to a colleague who is a better fit for the work.

Six presets you can build and print today

Six of these open in an editable builder rather than as a download. The adult individual preset covers presenting concerns, background, current medication and emergency contacts for a single client. The couples preset gives each partner their own answers, with a practice-configurable choice about whether they respond separately or together. The family preset carries a repeating household row, so you can list every member with their relationship, their age and whether they are attending, including the ones who are not. The child preset opens with guardian authority and who may sign, then moves to school, development and provider context. The psychiatry preset is built around medication and treatment history: what has been tried, at what dose, with what response and what side effects, so the first appointment is not spent reconstructing a timeline. And the referral preset carries the details a receiving practice needs, plus a plain routing guide for choosing between individual, couples, family, child and prescribing providers. All six start from a mental-health-specific preset rather than a blank page, and all six are yours to rename, rewrite, reorder or trim without a developer.

A printable PDF the moment you arrive, and a new one after you change it

A default PDF is ready as soon as any of these pages loads, and after any edit a fresh one is generated from your version, so what prints is the form you built rather than the preset you started from. Each is laid out for US Letter with real writing space, because a document that squeezes a client's answer about why they have come into a two-line box is not collecting very much. Nothing is gated: no account, no email address, no page held back until you register. That is the whole difference between this and the results around it. A scanned PDF from another practice cannot be changed, so every clinic that downloads one ends up crossing out fields by hand and apologising for the fax number in the footer. These are presets, not photocopies. Rename the form, rewrite a question in your own voice, make a field required or optional, add or delete a section, and take the PDF five minutes later.

What this library will not hand you, and why

Two things are missing from this page on purpose. The first is the other professions that share the word therapy. Physical therapy, occupational therapy, speech therapy and massage therapy are different disciplines with different documents, different referral rules and different licensure, and quietly bundling them here would help nobody; the physical therapy library and the wider template library are the right destinations for those, and they are linked below. The second is clinical assessment instruments. Symptom scales, screening questionnaires and scored measures are published tools with their own administration, scoring, licensing and copyright rules, and a lookalike produced by a form library would be neither valid nor safe to rely on. Which instrument to use, when to use it and what a result means are your decisions as a licensed clinician. Nothing in this library scores, rates, screens or interprets anything a client writes; it collects what they tell you and stops there. Informed consent sits in the same category and stays with your attorney until a professionally reviewed version is published here.

A three-clinician practice, one Thursday afternoon

Picture a group of three in a converted house: one therapist sees adults, one has just started taking couples, and one works with children referred by two local schools. For a year they ran everything on a single four-page document with the words if applicable printed beside half the questions. It failed in small, daily ways. Couples were handed one form and one pen, so the quieter partner answered almost nothing. The child section asked for a client signature when the client was eleven. Nobody had asked which parent could consent, which mattered the first time a father arrived with a child his ex-wife had booked. On a Thursday afternoon they rebuilt it as four documents. The adult preset lost a scoring block somebody had copied off a website years earlier. The couples preset was set so each partner answers separately. The family preset got one household row per person. The child preset opened with guardian authority, and their clinical supervisor rewrote two of the school questions. Nothing was paid, no account was created, and by the following week the front desk had stopped explaining which questions to skip.

Where the paperwork goes after the PDF

Printing works until it does not. Fifteen new clients a month means fifteen clipboards, fifteen sets of handwriting and somebody retyping a medication list while a client waits at the desk. When that arithmetic stops adding up, the same presets drive DocRepute digital patient intake: the form goes out before the first session, the client completes it at home with time to think and their prescriber's details in front of them, and it comes back structured and legible. Afterwards, patient surveys ask how the work is going in a way a therapist cannot comfortably ask in the room, and neutral Google review requests handle the public side, with identical eligibility for every client regardless of what anyone said privately. DocRepute is in early access ahead of launch. The free plan includes 50 action credits a month, and a credit is used only when someone completes a regular intake submission or a standard survey, never when you create, edit or publish a form. Paid plans add the AI capabilities; the free tier has no AI.