Therapist Private Practice Starter Kit | Client Intake Form Google Docs, Counseling Billing Tracker

Starting a private practice means suddenly handling everything yourself, including paperwork you've never had to think about before. This template kit gives you a calm, professional starting point.

What's included (5 files total):

Google Docs:

• Client Intake Form — demographics, insurance, presenting concerns, consent to treatment, and telehealth consent
• - Session Progress Notes — SOAP and DAP format templates included on separate pages
• - Informed Consent & Service Agreement — plain-language, customizable for your practice

Google Sheets:

• Client Billing Tracker — session-by-session log with payment status, outstanding balances, and monthly revenue totals
• - Practice Expense Log — monthly expenses by category, annual totals, and a tax-prep summary view

This is for you if you're a therapist, counselor, or mental health professional entering private practice, or an established solo practitioner whose current system is a collection of sticky notes and good intentions. These templates were built for the reality of a solo practice, not a large agency.

Please note: these templates are provided for organizational purposes only and do not constitute legal or clinical advice. Please consult with a healthcare attorney or your licensing board for jurisdiction-specific documentation requirements.

This template was designed with AI-assisted tools and reviewed by a human creator.

This is a digital download. No physical item ships. Once you have your links, send us a note on thContact page page anytime if something's not working right, we're happy to help.