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Concept · illustrative data

Templates

Your starter set for Psychology

Ten templates, picked from what psychologists actually use in Carepatron. They're yours: rename, edit or remove anything.

Bringing forms from another system?

Upload them in bulk and we'll convert them into Carepatron templates. Review before anything is saved.

Session notes

the formats used in every practice

SOAP note

Subjective, objective, assessment, plan
Starter · yours to edit

DAP note

Data, assessment, plan
Starter · yours to edit

Progress note

Freeform session documentation
Starter · yours to edit

New client packet

sent together when a client joins

Notice of privacy practices

HIPAA disclosure
Starter

Credit card authorization

Card on file consent
Starter

Telehealth consent

Remote session agreement
Starter

Release of information

Records sharing authorization
Starter

Client financial responsibility

Fees and payment agreement
Starter

Measures

scored assessments for psychology

GAD-7

Anxiety · auto-scored
Starter

PHQ-9

Depression · auto-scored
Starter

Explore the community library

8,900+ templates shared by practitioners. Anything you save becomes editable, like these.

Choose files or drag and drop
PDF and DOCX · up to 25 files at once · 10MB each
PDF
New Client Intake Form.pdf
1.9 KB · converted
⚠ Needs review
9 fields converted. Text, date of birth, yes/no and multiple choice all mapped.
We couldn't find a signature field, but the source PDF has a signature line on page 1.
PDF
Informed Consent for Therapy.pdf
84 KB · converted
✓ Ready
12 fields converted, signature and date detected. Will be added to your New client packet.
DOC
Session Note Format.docx
31 KB · converting…
◌ Converting

New client packet

Five documents, sent as one. Every new client gets a consistent intake.

Privacy practicesCard authorizationTelehealth consentRelease of informationFinancial responsibility
Sent to 12 clients · last sent 2 days ago

Session notes

used at the point of care, also in the note editor

SOAP note

Used 34 times this month
Customized by you

DAP note

Used 8 times this month
Starter

Progress note

Not used yet
Starter

Measures

auto-scored

GAD-7

Sent to 5 clients
Starter

PHQ-9

Sent to 5 clients
Starter

Client paperwork

add any of these to your packet

My intake form

Signature added · used for 4 clients
Imported

Informed consent for therapy

Not used yet
Imported

Suggested from community

Adult ADHD self-report (ASRS)

Auto-scored · 2.1k practices use it
Because you use GAD-7 and PHQ-9

Couples intake questionnaire

Intake · 1.4k practices use it
Popular with psychologists like you

Termination summary note

Note · 900 practices use it
Completes your documentation set