A therapist intake form is the initial document clients complete before starting services. It gathers background information such as personal history, presenting concerns, emergency contacts, and insurance details. This form helps the therapist understand the client’s needs and tailor the first sessions accordingly.

A notice of privacy practices is a required document that explains how a therapist or mental health clinic uses, stores, and protects a client’s health information. It outlines client rights under HIPAA (such as the right to access records) and details the circumstances under which information may be shared.

A practice policies form outlines the therapist’s or clinic’s guidelines for treatment. It typically includes scheduling and cancellation rules, payment expectations, communication boundaries, and confidentiality practices, ensuring clients understand what to expect and how the practice operates.

A release of information consent form authorizes a therapist to share specific details about a client’s treatment with designated individuals or organizations. It ensures that information is only disclosed with the client’s permission and for a defined purpose, maintaining confidentiality while allowing coordination of care.

A walk and talk consent form is a specialized agreement that explains the risks, benefits, and boundaries of conducting therapy sessions outdoors while walking. It addresses issues like confidentiality in public spaces, weather conditions, and safety, ensuring clients understand and consent to this style of therapy.

An informed consent for psychotherapy form outlines the nature, goals, risks, and benefits of therapy. It ensures clients understand their rights and responsibilities, the limits of confidentiality, and the therapist’s qualifications, creating a clear foundation for the therapeutic relationship.

A consent for telehealth form authorizes a therapist to provide services via secure video or phone sessions. It explains the benefits and limitations of telehealth, addresses technology requirements and risks to confidentiality, and ensures clients agree to participate in virtual care.

EFFECTIVE OCTOBER-13-2025, any new patient requesting a waiver of insurance co-pays must fill out this form to substantiate financial hardship. Note that this form is in SimplePractice and can be sent to client as digital form as part of intake.

A personalized, step-by-step guide developed with a client to identify warning signs, coping strategies, supportive contacts, and crisis resources. It is designed to reduce risk during times of distress and to promote client safety both in and outside of sessions.

The Documentation Policy establishes standards for accurate, timely, and professional record-keeping of all client interactions at Spill The Tea Café (STTC). It ensures accountability, continuity of care, and effective collaboration among interdisciplinary team members. Care Coordinators (CCs) are required to document all client-related activities in Simple Practice EMR within 72 hours using the DAP (Data, Assessment, Plan) format. This policy promotes clear, objective, and clinically sound documentation that reflects each client’s progress, needs, and goals while adhering to ethical and confidentiality standards.

A Care Coordination Agreement at Spill The Tea Café outlines how clients and care coordinators work together to support wellbeing through a client-centered approach. It defines the coordinator’s role in connecting clients to services, maintaining communication across care teams, and protecting confidentiality. The agreement also clarifies that participation is voluntary and that care coordinators do not provide clinical or crisis services.

Crisis Intervention Guidelines outline the required steps Care Coordinators (CCs) at Spill The Tea Café must take when a client is at imminent risk of harm to themselves or others. These guidelines ensure immediate, coordinated response through emergency services, family contact, and supervisor notification to protect client safety. They detail procedures for contacting 911, fulfilling duty to warn, and supporting clients during emergency room evaluations or hospitalizations. The goal is to promote consistency, safety, and accountability across all high-risk situations.

The Community Visit Safety Policy establishes clear procedures for conducting home and community visits to ensure the safety of Care Coordinators (CCs) and the protection of client rights. It outlines risk assessment steps, supervisor approval requirements, and professional conduct standards during visits. The policy also provides guidance for handling unsafe situations, maintaining confidentiality, and respecting client dignity and privacy. Additionally, it defines reimbursement procedures for food, beverages, and mileage incurred during approved community visits.

The Initial Care Plan is a comprehensive assessment tool used by Care Coordinators (CCs) at Spill The Tea Café to identify a client’s needs, strengths, and goals across multiple life domains. It guides collaborative planning between the client, care coordinator, and interdisciplinary care team to promote holistic wellness and culturally responsive care. The form documents relevant medical, social, educational, and personal factors influencing the client’s wellbeing and outlines action steps to support goal achievement. This plan serves as the foundation for ongoing coordination, monitoring, and review throughout the client’s care journey.