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Documentation Wizard (TM) forms and templates are designed for you to learn and implement the skills
necessary to maintain psychotherapy records that accurately represent your work and document medical
Using these forms is not a guarantee that insurance companies will authorize the number of sessions you
request. Using these forms will not guarantee passing an audit.
Beth Rontal, LICSW, is in no way responsible for the content of your records. She is not responsible for
whether insurance companies authorize sessions or whether a potential audit is passed.
These forms are for your use only.
Please feel free to customize them to suit the unique needs of your
practice. For example, add your name and licensure at the top of each form in the space indicated.
However, these forms, are the intellectual property of Beth Rontal, MSW, LICSW and may not be
distributed to any other psychotherapist for their use.
Additionally, these forms are not returnable. All sales are final.
These Terms of Usage and Limits are included in the Terms and Conditions you will be required to acknowledge when you make a purchase.
Thank you for your understanding.