Price:$25.00

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Complete Client Intake Bundle forms Fillable & Editable Templates, Psychotherapy/ Private Practice/ Counseling Business Forms, Therapy Tools

You can only make an offer when buying a single item

Highlights

**ADDITIONAL FORMS ADDED**

Complete Client Intake Assessment Bundle for your therapy practice. These assessments help make your intake process more comprehensive to understand your client and their current level of wellness.

Nineteen (updated 9.20.23) editable documents to help customize and streamline your therapy practice with professional forms. Just add your name and business information or use as is.

Zip Files Includes Editable Word, PDF file and PDF fillable file for each of the following:

-Intake Assessment Long
-Intake Assessment Simple
-Business Policies
-Informed Consent
-HIPAA
-Payment Information
-Psychotherapy Notes
-Release of Information
-Possible Goals Worksheet
-Wellness Audit
-Anxiety Audit
-Attention/Focus Audit
-Self-care Audit
-Treatment Plan
-Discharge Summary
-Safety Action Plan

Check out the other clinical forms available in my shop:
https://www.etsy.com/shop/HolisticAndWell

Three ways to use:
◊ Printable/editable Microsoft Word (Google docs) - just print and write
◊ PDF Digital Download (not editable)
◊ PDF Digital Download fillable

֍ Size
US Letter 8.5x11 inches

֍ Because this is a digital download file, it is impossible to return these items. I'm unable to offer cancellations, refunds, or exchanges of any kind. No physical item will be shipped.

To view the download, you will need Microsoft Word (Google Docs) as well as a PDF viewer like Adobe. You can download their latest version for free at:

https://www.adobe.com/acrobat/pdf-reader.html

֍ Once you have downloaded the zip files, you'll need to extract the actual files to access. To do this, right click on the file and then click extract. All files will be available at this time.

֍ All of the files are for your personal use only. You may print your item as many times as you like, but please do not share, resell, reproduce, distribute via electronic or physical means to in any way profit from my designs. By completing this purchase, you are agree to this and all other shop policies.

֍ I want you to enjoy your purchase so if you have any problems, please do not hesitate to contact me to answer any questions. Instructions on how to download your purchase and print can be found in FAQ and included in the email you'll receive after your purchase.

֍ Let's connect!
Copy and Paste Links:
Instagram: https://www.instagram.com/holisticandwell/
Pinterest: https://www.pinterest.com/holisticandwell/
Website: https://wendyhawkins.net/

Disclaimer: These forms/documents have not been reviewed by an attorney. You are encouraged to consult with knowledgeable legal counsel to determine how these forms and laws apply to you and the state you reside and practice in.

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Reviews for this item

Buyer highlights, summarized by AI: Great product · Perfect addition · Happy with purchase · Exactly what I wanted · Easy to use

4.7

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(10 reviews)

4.8 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

JULIAN Jun 27, 2025

A great package of forms!

JULIAN Jun 27, 2025

5 out of 5 stars 5 This item

Justin Jan 23, 2025

Great addition to my private practice.

Justin Jan 23, 2025

Response from Wendy

Glad it worked for you! Thanks for stopping by :)

4 out of 5 stars 4 This item

Shunnae Feb 28, 2024

Pleased with product. Thank You!

Shunnae Feb 28, 2024

5 out of 5 stars 5 This item

jamie Jan 6, 2024

Great packet! Perfect for my student paper

jamie Jan 6, 2024

Response from Wendy

Awesome! So glad it worked for you. Thanks for stopping by!

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Listed on May 31, 2026