$59.99 USD

Documentation Starter Kit

Documentation Starter Kits For Trauma Informed Therapists

This documentation starter kit includes 25 practice related documents that are essential to clinical practice - specifically designed for trauma informed therapists. 

These forms are great if you are...

  • Starting a new practice and want all the essential documents you need
  • An established clinician but aren’t sure if you have everything you need in your chart

Here are the 25 essential forms included in the starter kit:

Consent Forms: 

  • Service Agreement 
  • Parent Addendum for Separated/Divorced/Never Married Caregivers
  • Self Pay Fee Agreement Form
  • Telehealth Consent 
  • HIPAA Notice of Privacy Practices
  • EMDR Intensive Service Agreement
  • ProBono Agreement
  • Consent to Record Sessions

Administrative Forms:

  • Demographic Form
  • Credit card authorization
  • No Surprise Act - Notice of Good Faith Estimate for Website
  • No Surprise Act - Good Faith Estimate sample
  • Superbill Template with Example
  • Fax Cover Sheet

Note Templates:

  • Intake Note (check boxes)
  • Intake Note (open ended)
  • Progress Note
  • Discharge Template
  • Discharge Template (no final session)

Clinical Questionnaires/Forms

  • New Client Brief Consultation Questionnaire
  • New Client Questionnaire
  • Medication Form  

Coordination of Care

  • Release of Information
  • Coordination of Care Introduction Letter
  • Coordination of Care Letter Update

All consent documents are in Word for easy formatting. You will also get access to updates and any new documents that are added to this in the future!

 Get this resource today!


Elaine is personable, professional and well-experienced. She has helped me feel more comfortable in providing EMDR therapy with my clients. She is very easy to talk with and provides suggestions in a clear, easy to understand manner. I highly recommend working with her!! You won’t regret it.


I am a newer therapist and Dr. Espada helped me with the clinical and business aspects of developing a trauma niche. It is great to get support for both aspects of our work in one place. I have not only learned about trauma, but have also learned a great deal about the insurance and mental health space in general while working with her.