Stop hand-editing the same onboarding packet for every new client.
Enter your license info, specialty, fees, and cancellation policy once — get a ready-to-send PDF packet with state-tailored informed consent and specialty-matched intake questions in under five minutes.
$3.99
Works in Claude + ChatGPT
01Produces a complete 6-section packet: practice intro, informed consent, no-show policy, fee schedule, treatment expectations, and a 7-question intake form
02Pulls mandatory reporting language specific to your state — no more copy-pasting from CAMFT or generic HIPAA boilerplate
03Swaps in specialty intake questions for couples, trauma, adolescents, grief, or substance use instead of a one-size-fits-all form
04Handles supervised and fully licensed clinicians — includes supervisor name, license number, and credential formatting automatically
05Covers sliding scale, superbills, single-rate, and insurance-only practices without you rewriting the fee section from scratch
06Saves roughly 30 minutes per new client — at 2 clients a week, that's an hour back every week
What it does
Every week you onboard a new client, you open the same Word doc, ctrl+F your old client's name, retype the fee, double-check whether your cancellation wording is right for California or New York, and wonder if your intake questions are actually useful for this person's presenting concern. This skill ends that loop.
You give it your name, license number, state, practice name, modality (telehealth or in-person), specialty, session length, fee structure, and cancellation policy. It generates a clean, formatted packet ready to drop into SimplePractice, Therapy Notes, or any PDF tool — with informed consent language cross-referenced against the bundled state mandatory-reporting guide and intake questions swapped from the specialty question bank when you indicate a focus area like trauma, couples, or adolescent work.
This is built for licensed therapists in private practice: LMFTs, LCSWs, LPCs, PsyDs, and PhDs — both fully licensed and supervised associates. It will not generate a packet for life coaches or unlicensed practitioners, and it won't produce a blank generic template you fill in later. It needs your real details to do its job.
Frequently asked
Does it actually customize the informed consent language for my state, or just drop in my name and call it done?
It uses the bundled state-by-state mandatory reporting guide to tailor Section 3 of your informed consent to your state's actual reporting obligations — not just a generic HIPAA paragraph. You should still have your malpractice carrier review any consent form before use, but this gives you a real starting point, not lorem ipsum with your name on it.
I specialize in couples therapy. Will the intake form ask couples-relevant questions or just generic 'what brings you in today' stuff?
When you indicate a specialty, the skill pulls from the bundled specialty intake question bank and replaces or supplements the default 7 questions with ones appropriate for couples, adolescents, trauma, grief, or substance use. Couples intake questions cover relationship history, prior therapy together, and each partner's individual goals — not just a rephrased individual intake.
Can I just write a prompt myself to do this in regular ChatGPT or Claude?
You could write a prompt, but you'd be starting from scratch every time without the bundled state mandatory reporting guide or specialty intake question library. Those resources are what make the informed consent and intake form actually usable instead of generic. The skill packages all of that so you don't have to build it yourself.
I'm a supervised associate — will it handle the supervisor disclosure correctly?
Yes. When you provide your supervisor's name, license number, and state credential, the packet formats the supervision disclosure properly in the practice introduction and informed consent sections. If you're fully licensed with no supervisor, just leave that out and it won't include it.
Does it work if I take insurance, do sliding scale, or only accept out-of-pocket?
All three. You tell it your fee structure — flat rate, sliding scale range, insurance carriers accepted, superbill-only — and it writes the fee schedule and financial policy section accordingly. It won't paste in a sliding scale section if you don't use one, and it won't omit insurance information if you do take it.
Install
After purchase you'll get a license key. Then:
$ npx skilltree-network login # paste your license key