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This template can be utilized to provide a factual summary of services if requested by a client.  In order to remain within the identified scope of practice for BBHE licensees providing psychotherapy services to a client, it is important to avoid dual relationships/conflicts of interest that can result when requested to complete evaluative documentation, provide recommendations.  This form allows a clinician to provide a factual summary within their scope of practice without including an evaluative statement/recommendation.

2026 CBPI Summary of Services Template

$25.00Price
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    Please note that Patricia is not licensed to practice law in Arizona and thus does not provide legal advice or represent clients in legal matters.  She is happy to provide ethical and clinical consultations within her scope and trusted resources for matters beyond her scope.

    ​Clinical Best Practice Institute, LLC has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7639. Programs that do not qualify for NBCC credit are clearly identified. Clinical Best Practice Institute, LLC is solely responsible for all aspects of the programs.

    Trainings cancelled more than 48 hours in advance with result in a credit for the amount paid which can be used towards a future training within the next six months.  Trainings cancelled less than 48 hours in advance will result in the full charge.

    Consultations not cancelled at least 24 business hours in advance will result in the full charge/deduction from consultation retainer if applicable.

    CBPI Continuing Education Policies & Procedures

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