Ed Zuckerman, PhD

Practice Forms, Guidelines, and Resources to Make Your Practice Work Ethically, Legally, and Profitably.

     Managed care, utilization reviewers, public agencies, lawyers, referral sources–the list goes on and on. What do they have in common? Usually a request for written responses from you–memos, reports, treatment plans, and consent forms. Time spent meeting these requests cuts deeply into time you have for your practice, your family and yourself.

     This unique book contains dozens of forms, checklists, and other tools that were developed by therapists in private practice. Use them as they are, or adapt them to your special needs. Each form is accompanied by an explanation of the ethical, legal, and practice implications.
 
 Here's a partial list of the contents:
 
 Sample treatment plans for managed care
 Therapy contracts for individuals and groups
 Client handouts on confidentiality
 Dealing with HIPAA requirements
 Forms for releasing client records
 Intake forms and checklists
 Progress notes for individual and group therapy
 Termination summary forms
 Model collection letters and guidelines
 Collecting personal data
 Guide to taking relevant histories
 Clarifying financial status and insurance
 Documenting mental status
 Intake evaluations: diagnoses, prognoses, plans
 Informed consent for evaluation, treatment, release of records
 Forms to meet state requirements
 Legal and ethical requirements
 Structured progress notes
 Cover letter for releasing data