Form Templates

View/Access these quick templates when defining practice documentation needs.

Looking to create an online experience, convenient;ly offering electronic signature and customizing forms? Check out our custom online forms feature.

Biographical Information Form TEMPLATE (pdf) -

• **NOTE: This biographical information form is an exact copy of the questions pre-created for the client portal. There is no need to upload this as a document.

Informed Consent Form TEMPLATE (Word doc)

HIPAA Notice of Privacy Practices Form TEMPLATE (Word doc)

Authorization for Electronic Communication TEMPLATE (pdf)

Credit Card on File Authorization (Word doc)