We’re so glad you’re here. Whether you're just getting started or looking to streamline your workflow, these FREE templates are designed to help you save time and stay organized. From charting and intake forms to invoices and tax tracking, we've got you covered.
Below you'll find direct links to each template.
Note:
Kindly make sure to make a copy of each file before editing, so you preserve the original version.
Charting and Note templates:
3. Session Note
On-boarding/Intake documents templates:
4. Terms of Service, Consent and Payment Agreement (Adult)
5. Terms of Service, Consent and Payment Agreement (Peds)
6. Short version, Terms of service and client Consent (Adult)
7. Short version, Terms of service and Client Consent (Peds)
8. Telehealth Consent and Guidelines
9. Occupational Therapy Intake Form (Peds)
Tax and Invoice Templates:
10. Invoice
11. Practitioner - Taxes Expenses Book