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Library of Documents and Forms
This page is still under construction
Introduction
This page serves as your dedicated resource center for all essential documents, forms, and tools you may need throughout your journey in therapy or coaching. Whether you’re just beginning your work or continuing an established relationship with me, you’ll find everything you need here to support your progress, deepen your reflection, and streamline your experience. Some of the items are links to the documents that you can download and print. You may need to have Adobe or other PDF software installed to open the documents. Many of the items in the lists are available in your client account portal. You will need a TherapyPortal account to have access to those documents and forms.
Accessing these forms ahead of your sessions allows us to focus more deeply on your goals, insights, and healing. From intake and consent forms, to worksheets, progress tracking tools, and tailored exercises, each document is designed to support your growth, clarity, and empowerment. These materials are curated with great care to align with our integrative, person-centered, and strengths-based approach—honoring your autonomy, privacy, and the unique path you’re walking. Please take a moment to review the available resources, and reach out if you have any questions about how to complete a form or how to make the most of a particular tool. This space is here to help you feel informed, supported, and engaged every step of the way.
Therapy Client Handbook
Potential Clients & Consultation
- (PDF) Introduction to the client handbook (and why I share this information with you)
- (PDF) Handbook table of contents
- (PDF) Chapter 1 Consultation Overview
- (PDF) The Consultation Process
- (PDF) The Consultation Session
- (PDF) About the Confidentiality Statement & Limitations document
- (PDF) The Confidentiality Statement & Limitations (duty to warn, mandated reporter) (needs signature)
- (PDF) About the Vermont Statutes & Regulations for Licensed Clinical Mental Health Counselors document
- (PDF) The Vermont Statutes & Regulations for Licensed Clinical Mental Health Counselors (needs signature)
- (PDF) My Professional Public Disclosure (needs signature)
- (PDF) About the Notice of Privacy Practices form
- Notice of Privacy Practices (electronic form – needs signature)
- (PDF) Informed Consent (mental capacity & medical necessity)
- (PDF) Mental Capacity, Minors & Parents, Legal Guardianships
- (PDF) Medical Necessity & Health Insurance Policies (audits & clawbacks)
- (PDF) Technology and Artificial Intelligence in Therapy Overview
- (PDF) Homework & Daily Maintenance Overview (self-care and accountability)
New Clients & Intake
- (PDF) Chapter 2 Intake Overview
- (PDF) The Intake Process
- (PDF) The Intake Session
- (PDF) Patient Health Questionnaire (full scale outcome measure and screening)
- (PDF) About the Client Information Form
- Client Information Form (electronic form – needs signature)
Onboarding & Orientation to Therapy
Assessments & Outcome Measures
Diagnosing & Integrative Summary
Universal Treatment Plan
Conclusion & Discharge, or, Termination of Agreement