Templates
Forms you can use tomorrow.
Free. No login. No watermark. PDF and Word versions. Written by clinicians, reviewed by health-law counsel.
Intake
PDF + Word
Adult intake form (CPT 90791 compatible)
Bio-psycho-social, presenting concern, risk screen (C-SSRS short), substance use (AUDIT-C), insurance fields. Editable.
Coming soon
Intake
PDF + Word
Pediatric intake (ages 6–17)
Developmental history, school, family, screen-time, sleep, parent and child versions.
Coming soon
Consent
PDF + Word
Informed consent for AI-assisted care
Discloses Vertix's role, retention, training-data opt-out, patient access rights. Reviewed by health-law counsel.
Coming soon
Compliance
Patient-facing BAA summary (one page)
Plain-English explanation of HIPAA Business Associate Agreement for patients who ask what happens to their data.
Coming soon
Billing
Word
Mental Health Parity Act appeal letter
Template citing Wit v. UnitedBehavioral, with placeholders for denial code, CPT, plan name. Vertix auto-fills if you use the platform.
Coming soon
Clinical
PDF + Word
Safety plan (Stanley-Brown adaptation)
Six-step suicide safety plan, evidence-based, with patient-copy and clinician-copy versions.
Coming soon
Clinical
Word
Treatment plan template (SMART goals)
Six-month treatment plan with measurable, achievable goals and payer-compatible language.
Coming soon
Operations
Word
No-show and late-cancel policy
State-by-state compliant cancellation policy. Includes Medicaid and Medicare adaptations.
Coming soon