This clinician packet includes the forms required for a client record by the Arizona Board of Behavioral Health Examiners and comes with an overview form to help with customizing and using the included templates:

• Informed Consent

• Treatment Plan

• Progress Note

• Release of Information

• Safety Plan 

• Critical Incident Report (optional, not required by BBHE)

• Collateral Participant Agreement (optional, not required by BBHE)

• Ethical Decision Making Process Worksheet (optional, not required by BBHE)

• Factual Summary of Services (optional, not required by BBHE)

Forms are designed to meet the new BBHE rules effective 11/2/2025.