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Templates

Why start from scratch?

If you're already paying for a full-service EHR, they're probably providing forms for you.

 

But if you've opted not to spend an arm and a leg on that kind of thing, you're going to need your own forms.

Want to create your own? Nobody else does either.

Here, have mine!​

Note: these are the forms and templates I developed and use in my private practice (The Baltimore Therapy Center, LLC). As such, they are designed for mental health practices. If you are not in mental health you may not find these as helpful (and may have other requirements not included in here).

Disclaimers

  • These forms have been reviewed by an attorney. It is nonetheless a good idea for you to consult with your own attorney about these forms. Note that different states have different laws that are relevant to these documents. These are designed specifically for Maryland.

  • People have different opinions about what needs to go into documents like these. My approach is to keep them as short as I can while including the information I believe is necessary; certainly there are other points one might want to include in their informed consent. (In my opinion, packing more text into legal forms only makes it less likely clients will actually read them.)

  • You may also have different policies than I do, and you should edit these documents accordingly.

  • Laws change. I will update these as I learn about such changes. You will need to check back here or with your attorney from time to time.

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This packet includes:

Forms are provided as Google Forms and/or PDFs.

Note: this packet does not include a Notice of Privacy Practices, which you are required to provide. I just use the official HHS version, available here

Looking for employment documents? See here.

One more long disclaimer about the use of these documents:

The following documents have been developed by the Baltimore Therapy Center, LLC and are offered for educational purposes. They not offered with any intent or implied warranty of fitness for a particular purpose nor is there any warranty, guarantee, or general claim that this will in any way provide any particular level of legal protection.

 

These documents are not a substitute for legal advice or consultation, nor are they a substitute for clinical or ethical consultation or advice. State laws and licensing board rules vary, as do the needs of individual clients. You must modify these documents – or rule out their use – as necessary according to your local laws and rules as well as the needs of your clients and your practice.

Unless otherwise prohibited by law, the Baltimore Therapy Center will not be liable to you or to any other third party for: (a) any direct, indirect, incidental, special, punitive, or consequential losses or damages, including, but not limited to, loss of profits, loss of earnings, loss of business opportunities, or personal injuries resulting directly or indirectly from use of these documents; or (b) any losses, claims, damages, expenses, liabilities, or costs (including legal fees) resulting directly or indirectly from use of these documents. The conditions in this paragraph apply to any acts, omissions, and negligence of The Baltimore Therapy Center, LLC that would give rise to a course of legal action. You agree to indemnify and hold harmless The Baltimore Therapy Center, LLC against all claims and expenses, including attorney fees. arising from the use of these documents.

These documents are provided “as is.” The Baltimore Therapy Center, LLC grants you right to use these documents in your own health care practice. Your right to use these documents are non-exclusive and may not be transferred to others. You may copy or modify these documents according to your individual business needs (see especially highlighted sections), but you may not distribute copies of these documents nor may you distribute documents derived from this one. You are also prohibited from using these documents for educational purposes without prior written consent.

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