Private Practice Resources

Credit Card Authorization Form for Therapists

Credit Card Authorization form
Credit Card Authorization Form for Therapists

Credit Card Authorization Form for Therapists

Credit card authorization forms establish transparency and set professional boundaries as well as expectations around payment schedules, fees, financial policies, and relevant financial operational procedures. 

Tips for using a credit card authorization form: 

  • Present the credit card authorization document during intake paperwork.

  • Consider automating the document for sending, accessing, and storing documents through an EMR system.

  • Discuss authorization forms relevant to financial operation procedures such as payment and cancellation policies.

  • Consider consulting with an attorney to draft the form to ensure compliance with regulations and client rights.

  • Ensure that the form stays current with regulations.

    • Content provided by TheraPlatform is educational and does not constitute any legal advice.

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