Administrative Paperwork Packet


This Administrative Paperwork Packet has tons of forms to run your testing practice – demographic forms, billing documents, and many more!



This packet has many of the forms you NEED to run your testing practice and several forms that just make things easier!

Here’s what you get in this paperwork packet:

  • Demographic Form for Adult Evaluations
  • Demographic Form for Child Evaluations
  • Disclosure statement excerpts that are specific to testing and insurance billing
  • Balance Billing Agreement for clients using insurance
  • Credit Card Authorization form
  • Direct Payment Agreement for clients who wish to waive insurance coverage
  • Insurance Verification form
  • What to Expect for Testing Day – Child clients
  • What to Expect for Testing Day – Adult clients
  • Documentation of free consultation form

All forms come in Microsoft Word (.docx) format so that you can edit, change, add, or delete anything that you’d like! They are also all ready to insert your logo at the top of the page.

You also get lifetime updates with any paperwork that I add to this packet over time!

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