{"id":6931,"date":"2025-11-08T17:02:29","date_gmt":"2025-11-08T22:02:29","guid":{"rendered":"https:\/\/tewconsulting.com\/dw\/?post_type=product&#038;p=6931"},"modified":"2025-11-26T11:42:20","modified_gmt":"2025-11-26T16:42:20","slug":"financial-management-forms","status":"publish","type":"product","link":"https:\/\/tewconsulting.com\/dw\/product\/financial-management-forms\/","title":{"rendered":"Financial Management Forms Package"},"content":{"rendered":"<style>.kb-row-layout-id6931_a50cd6-3e > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_a50cd6-3e > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_a50cd6-3e > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_a50cd6-3e > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_a50cd6-3e > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_a50cd6-3e > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_a50cd6-3e alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col,.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_b3fa6e-c6{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_b3fa6e-c6 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_b3fa6e-c6\"><div class=\"kt-inside-inner-col\">\n<p>The Documentation Wizard Financial Management Forms Package provides the foundation and organization for the financial arrangements with your client. They cover the needs of clients who use insurance and those who pay privately. They have been extensively reviewed and approved by an attorney, a bioethicist, and a billing expert.<\/p>\n\n\n\n<p><strong>Documentation Wizard Financial Management Forms Package includes:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Assignment of Benefits and Billing Authorization<\/li>\n\n\n\n<li>Credit Card Authorization<\/li>\n\n\n\n<li>Invoice for Services<\/li>\n\n\n\n<li>Superbill<\/li>\n\n\n\n<li>Insurance Opt-Out Form<\/li>\n\n\n\n<li>Payment Log<\/li>\n<\/ol>\n\n\n\n<p><strong>Customization<br><\/strong>These financial management forms can be customized for your practice needs. The areas that can be customized are highlighted in yellow for easy identification. They are not a substitute for legal or financial advice.<\/p>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4, .wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4[data-kb-block=\"kb-adv-heading6931_f994e1-e4\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4[data-kb-block=\"kb-adv-heading6931_f994e1-e4\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_f994e1-e4[data-kb-block=\"kb-adv-heading6931_f994e1-e4\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h2 class=\"kt-adv-heading6931_f994e1-e4 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_f994e1-e4\">Let&#8217;s Take a Closer Look at Each Included Form:<\/h2>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_ffc470-00 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_ffc470-00 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_ffc470-00 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:var( --global-content-width, 1240px );padding-left:var(--global-content-edge-padding);padding-right:var(--global-content-edge-padding);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_ffc470-00 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_ffc470-00 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_ffc470-00 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_ffc470-00 alignfull has-theme-palette8-background-color kt-row-has-bg wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top kb-theme-content-width\">\n<style>.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col,.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_ba3a03-e2{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_ba3a03-e2 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_ba3a03-e2\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69, .wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69[data-kb-block=\"kb-adv-heading6931_2166d8-69\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69[data-kb-block=\"kb-adv-heading6931_2166d8-69\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_2166d8-69[data-kb-block=\"kb-adv-heading6931_2166d8-69\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_2166d8-69 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_2166d8-69\">1. ASSIGNMENT OF BENEFITS (AOB) AND BILLING AUTHORIZATION<\/h3>\n\n\n\n<p>The AOB and Billing Authorization form is a legal agreement between the client and therapist. It gives the therapist permission to bill the insurance company directly and collect payment.<\/p>\n\n\n\n<p><strong>This agreement includes:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An explanation for why a diagnosis is necessary when billing insurance<\/li>\n\n\n\n<li>Information about billing in network and out of network benefits<\/li>\n\n\n\n<li>Client\u2019s responsibility to disclose all insurance information<\/li>\n\n\n\n<li>The consequences of not disclosing all insurance information<\/li>\n\n\n\n<li>Name of person responsible for payment<\/li>\n\n\n\n<li>Responsibility to pay if the insurance does not cover the service<\/li>\n\n\n\n<li>Timely filing and the limits of \u201cback billing\u201d<\/li>\n\n\n\n<li>Space for primary and secondary insurance information<\/li>\n\n\n\n<li>And more\u2026<\/li>\n<\/ul>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_47d30f-3e > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_47d30f-3e > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_47d30f-3e > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_47d30f-3e > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_47d30f-3e > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_47d30f-3e > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_47d30f-3e alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column6931_c9d50a-7e > .kt-inside-inner-col,.kadence-column6931_c9d50a-7e > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_c9d50a-7e > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_c9d50a-7e > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_c9d50a-7e > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_c9d50a-7e > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_c9d50a-7e{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_c9d50a-7e > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_c9d50a-7e > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_c9d50a-7e\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76, .wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76[data-kb-block=\"kb-adv-heading6931_b5a25d-76\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76[data-kb-block=\"kb-adv-heading6931_b5a25d-76\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_b5a25d-76[data-kb-block=\"kb-adv-heading6931_b5a25d-76\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_b5a25d-76 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_b5a25d-76\">2. CREDIT CARD AUTHORIZATION FORM<\/h3>\n\n\n\n<p>Credit card authorization gets approval from the client for the therapist to use the client\u2019s credit card to pay for therapy and other fees that may be associated with therapy.<\/p>\n\n\n\n<p><strong>This form collects the card information and explains:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When, how, and under what circumstance the credit card is charged<\/li>\n\n\n\n<li>How the client will be notified of the charge<\/li>\n\n\n\n<li>The security of the credit card number<\/li>\n\n\n\n<li>That the therapist is not responsible for a credit card company\u2019s potential breech of information<\/li>\n<\/ul>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_5fb3aa-20 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_5fb3aa-20 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_5fb3aa-20 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:var( --global-content-width, 1240px );padding-left:var(--global-content-edge-padding);padding-right:var(--global-content-edge-padding);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_5fb3aa-20 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_5fb3aa-20 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_5fb3aa-20 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_5fb3aa-20 alignfull has-theme-palette8-background-color kt-row-has-bg wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top kb-theme-content-width\">\n<style>.kadence-column6931_104291-37 > .kt-inside-inner-col,.kadence-column6931_104291-37 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_104291-37 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_104291-37 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_104291-37 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_104291-37 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_104291-37{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_104291-37 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_104291-37 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_104291-37\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d, .wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d[data-kb-block=\"kb-adv-heading6931_b4fa51-3d\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d[data-kb-block=\"kb-adv-heading6931_b4fa51-3d\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_b4fa51-3d[data-kb-block=\"kb-adv-heading6931_b4fa51-3d\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_b4fa51-3d wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_b4fa51-3d\">3. INVOICE for SERVICES<\/h3>\n\n\n\n<p>The Invoice for Services in a mental health practice is an itemized bill listing charges for each date of service and total amount owed. It is sent to the client who does&nbsp;<em>not<\/em>&nbsp;use insurance or for a service that is not covered by insurance. Because insurance is not involved, the invoice does not need to include a diagnosis. The invoice can be used as a receipt for services by marking it as paid.<\/p>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_bf88e0-53 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_bf88e0-53 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_bf88e0-53 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_bf88e0-53 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_bf88e0-53 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_bf88e0-53 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_bf88e0-53 alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column6931_31ce53-33 > .kt-inside-inner-col,.kadence-column6931_31ce53-33 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_31ce53-33 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_31ce53-33 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_31ce53-33 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_31ce53-33 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_31ce53-33{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_31ce53-33 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_31ce53-33 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_31ce53-33\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31, .wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31[data-kb-block=\"kb-adv-heading6931_df0434-31\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31[data-kb-block=\"kb-adv-heading6931_df0434-31\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_df0434-31[data-kb-block=\"kb-adv-heading6931_df0434-31\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_df0434-31 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_df0434-31\">4. SUPERBILL<\/h3>\n\n\n\n<p>A superbill is used for clients who pay privately and who get reimbursed by their insurance company. It is an itemized record that lists the services a client received. Because the bill is paid by the insurance company, it includes the client diagnosis, CPT code and modifier, POS, and session fee. The Documentation Wizard Superbill includes a \u201cusual and customary\u201d statement to reduce kickbacks. It\u2019s recommended that the client submits the claims and gets reimbursement directly from the company.<\/p>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_2ee521-da > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_2ee521-da > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_2ee521-da > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:var( --global-content-width, 1240px );padding-left:var(--global-content-edge-padding);padding-right:var(--global-content-edge-padding);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_2ee521-da > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_2ee521-da > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_2ee521-da > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_2ee521-da alignfull has-theme-palette8-background-color kt-row-has-bg wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top kb-theme-content-width\">\n<style>.kadence-column6931_c36036-96 > .kt-inside-inner-col,.kadence-column6931_c36036-96 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_c36036-96 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_c36036-96 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_c36036-96 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_c36036-96 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_c36036-96{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_c36036-96 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_c36036-96 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_c36036-96\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1, .wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1[data-kb-block=\"kb-adv-heading6931_e23d50-e1\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1[data-kb-block=\"kb-adv-heading6931_e23d50-e1\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_e23d50-e1[data-kb-block=\"kb-adv-heading6931_e23d50-e1\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_e23d50-e1 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_e23d50-e1\">5. INSURANCE OPT-OUT FORM<\/h3>\n\n\n\n<p>The Insurance Opt-Out form is a document that allows the client who has insurance to voluntarily choose not to use their insurance to pay for services, even if the therapist is an in-network provider. The client is responsible for paying the therapist\u2019s full fee themselves. The Documentation Wizard Insurance Opt-Out Form explains the limits of retroactive billing should the client change their mind and decide to use their insurance at a later date.<\/p>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_04a443-e8 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_04a443-e8 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_04a443-e8 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_04a443-e8 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_04a443-e8 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_04a443-e8 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_04a443-e8 alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column6931_52db4b-09 > .kt-inside-inner-col,.kadence-column6931_52db4b-09 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_52db4b-09 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_52db4b-09 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_52db4b-09 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_52db4b-09 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_52db4b-09{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_52db4b-09 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_52db4b-09 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_52db4b-09\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a, .wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a[data-kb-block=\"kb-adv-heading6931_c632f1-0a\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a[data-kb-block=\"kb-adv-heading6931_c632f1-0a\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading6931_c632f1-0a[data-kb-block=\"kb-adv-heading6931_c632f1-0a\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h3 class=\"kt-adv-heading6931_c632f1-0a wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading6931_c632f1-0a\">6. PAYMENT LOG<\/h3>\n\n\n\n<p>The Payment Log helps the therapist keep track of who has paid for their sessions, the date paid, and by what means (cash, check, credit card, etc.). It is particularly useful to therapists who do their own billing and use paper forms or store their forms on their own computer.<\/p>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id6931_634065-12 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id6931_634065-12 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id6931_634065-12 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:2em;padding-bottom:4em;grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id6931_634065-12 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id6931_634065-12 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id6931_634065-12 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id6931_634065-12 alignnone wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column6931_2e8d49-80 > .kt-inside-inner-col,.kadence-column6931_2e8d49-80 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column6931_2e8d49-80 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column6931_2e8d49-80 > .kt-inside-inner-col{flex-direction:column;}.kadence-column6931_2e8d49-80 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column6931_2e8d49-80 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column6931_2e8d49-80{position:relative;}@media all and (max-width: 1024px){.kadence-column6931_2e8d49-80 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column6931_2e8d49-80 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column6931_2e8d49-80\"><div class=\"kt-inside-inner-col\">\n<p class=\"has-text-align-center\"><strong>Become a Documentation Wizard<\/strong><\/p>\n\n\n<h2 class=\"has-text-align-center wp-block-post-title\">Financial Management Forms Package<\/h2>\n\n\n<p class=\"has-text-align-center\"><strong>DOWNLOAD IMMEDIATELY<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>$87<\/strong><\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns6931_83db7c-49{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns6931_83db7c-49 .kt-button{font-weight:normal;font-style:normal;}.kt-btns6931_83db7c-49 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns6931_83db7c-49 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns6931_83db7c-49\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn6931_e4ade7-a4.kb-button{width:initial;}<\/style><a class=\"kb-button kt-button button kb-btn6931_e4ade7-a4 kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-false  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/tewconsulting.com\/dw\/product\/sup-consult-forms\/?add-to-cart=6931&#038;quantity=1\"><span class=\"kt-btn-inner-text\">ADD TO CART<\/span><\/a><\/div>\n<\/div><\/div>\n\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>The Documentation Wizard Financial Management Forms Package provides the foundation and organization for the financial arrangements with your client. They cover the needs of clients who use insurance and those who pay privately. They have been extensively reviewed and approved by an attorney, a bioethicist, and a billing expert. Documentation Wizard Financial Management Forms Package&#8230;<\/p>\n","protected":false},"featured_media":42872,"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":""},"product_brand":[],"product_cat":[41,49],"product_tag":[],"class_list":{"0":"post-6931","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-admin-forms","7":"product_cat-forms","9":"first","10":"instock","11":"downloadable","12":"virtual","13":"purchasable","14":"product-type-simple","15":"entry","16":"content-bg","17":"loop-entry"},"taxonomy_info":{"product_cat":[{"value":41,"label":"Administrative Forms"},{"value":49,"label":"Forms"}]},"featured_image_src_large":["https:\/\/tewconsulting.com\/dw\/wp-content\/uploads\/2025\/11\/financial-management-iconx300.png",300,300,false],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/product\/6931","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/types\/product"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/media\/42872"}],"wp:attachment":[{"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/media?parent=6931"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/product_brand?post=6931"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/product_cat?post=6931"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/tewconsulting.com\/dw\/wp-json\/wp\/v2\/product_tag?post=6931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}