The Calm Practice Therapist Intake Forms Bundle | 16 Fillable PDF and Word Client Forms

Therapist intake forms and practice paperwork in one calm, professional set. 16 forms that take a client from the first phone call to the final session, for therapists, counsellors and psychologists in private practice.

Fillable PDF and editable Word. Instant digital download. UK/AU (A4) and US (Letter) editions included, each with local spelling and crisis numbers.

Type your practice name once in the fillable PDF and it appears at the top of every page. Every form also comes as a Word file you can edit in Microsoft Word, Google Docs or Apple Pages.

The 16 forms

Intake: enquiry and first call notes, client information, background questionnaire

Agreements and consent: practice policies, online sessions, email and text contact consent, authorisation to share information

Session notes: DAP and SOAP formats

Plans and reviews: goals and therapy plan, progress review, session feedback, support plan with crisis numbers

Admin: appointment and payment record, invoice and receipt (US edition adds superbill fields), ending therapy summary

What's included

• All 16 forms in one fillable PDF, plus each form as its own PDF

• Every form as an editable Word (.docx) file

• UK/AU edition on A4 and US edition on Letter

• A start-here guide with filling, editing and printing steps

• Free fonts included: DM Sans and Playfair Display (SIL Open Font License)

Please note

• This is a digital download. No physical item will be sent.

• These are templates, not legal advice. Please check the wording against your professional body's code and local privacy law before use.

• The US edition does not include a Notice of Privacy Practices.

• For use in your own practice. Please don't resell or share the files.

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