This Referral Sheet Package provides professionally designed, easy to use referral forms that make it simple for providers to refer clients to your LCSW services.

A structured form used to gather comprehensive information about a client’s personal, medical, psychological, and social history. The questionnaire helps guide assessment, treatment planning, and individualized care.

A practical, step by step guide designed to help therapists attract more clients online.

This mini guide walks you through how to create an effective Psychology Today profile, write a compelling therapist bio, and build a strong, professional online presence. You’ll learn how to position your practice clearly, communicate your specialty, and stand out in a competitive mental health marketplace.

Perfect for:

Private practice therapists

New clinicians building their online presence

Mental health professionals who want more inquiries

Includes:

How to optimize your Psychology Today profile

Therapist bio writing tips

Online branding basics for private practice

A professionally formatted superbill template designed for therapists and private practice healthcare providers who need to provide clients with documentation for insurance reimbursement.

This detailed invoice includes all the essential information required for patients to submit out of network claims to their insurance company. It helps ensure accurate documentation while saving time and reducing administrative stress.

Perfect for:

Private practice therapists

Counselors

Psychologists

Mental health providers

Includes fields for:

Provider information and NPI number

Client details

CPT codes and diagnosis codes

Dates of service

Session fees and payments

Signatures and required claim information

This ready to use superbill template helps you maintain professionalism, improve record keeping, and support clients seeking insurance reimbursement.

A professional Release of Information (ROI) form designed for therapists and mental health providers who need written client authorization to share confidential information.

This easy-to-use template helps ensure proper documentation when coordinating care, communicating with other providers, or responding to records requests while maintaining compliance with privacy regulations.

Ideal for:

Private practice therapists

Counselors

Social workers

Psychologists

Mental health professionals

Includes sections for:

Client identifying information

Authorized person or organization receiving information

Description of information to be released

Purpose of disclosure

Expiration date

Client signature and date

This customizable ROI form helps protect your practice, maintain clear boundaries, and document client consent properly.

Billing and Insurance 101 is a practical, easy to understand resource designed to take the confusion out of insurance and reimbursement. This comprehensive guide breaks down the basics of superbills, claim forms, CPT codes, and insurance paneling, so you can navigate billing with clarity and confidence.

This document provides a clear, ethical framework for explaining consent for treatment and the limits of confidentiality in clinical social work practice. Designed for LCSWs and clinical trainees, it outlines essential informed consent elements.

The purpose of this Emergency Backup Plan is to ensure continuity of care for clients in the event that an emergency arises which will impact care.

Structured form for the clinician to document observations, assessments, and relevant information gathered from the client’s intake questionnaire.