Client Agreement

I agree to obtain a documented client agreement from each client during the intake or initial session prior to providing services. This agreement must include the following policy, disclosure and disclaimer elements:

• A description of services to be delivered to the client
• A brief description of your education and experience
• Your scope of practice/boundaries (what you do and what you don't do)
• Your payment and cancellation policies

The client’s acceptance of the agreement needs to be documented in a format that can be submitted to the insurer in the event of a claim. This documentation may be on paper, in an email, or via an online form filled out by the client that includes acknowledgement and acceptance of the agreement.

If you live in a state with safe harbor laws, or if your modality is licensed, you may have additional document requirements from your state such as a client bill of rights or informed consent. If they include the information above, and show acknowledgement by the client, they will also suffice as your client agreement.