Document library

45 ready-to-use templates

Invoices, intake packets, house rules, HIPAA forms, clinical notes — browsable here. Generate them in JobGenie with your branding filled in.

Basic Invoice

Simple itemized invoice.

Financial

Receipt

Proof of payment received.

Financial

Quote / Estimate

Priced estimate for the customer.

Financial

Customer Welcome Letter

Warm intro after they sign.

General

Thank You / Review Request

Thank the customer and ask for a review.

General

Intake Application

New resident application — contact, referral, insurance, court status.

HIPAA/Legal

House Rules Agreement

Resident agreement / code of conduct — curfew, chores, guests, discipline.

House Rules

Financial Agreement

Rent, deposit, late fees, and payment terms.

Financial

HIPAA Notice of Privacy Practices

How protected health information is used and disclosed.

HIPAA/Legal

HIPAA Authorization to Release

Authorize release of information to a named party.

HIPAA/Legal

Liability Waiver / Hold Harmless

Assumption of risk and hold-harmless agreement.

HIPAA/Legal

Drug Testing Consent

Informed consent for random drug and alcohol testing.

HIPAA/Legal

Medication Disclosure

Resident

HIPAA/Legal

Court Placement Verification

Letter verifying a court-ordered resident

HIPAA/Legal

Compliance Report for Court

Attendance, drug tests, and participation for probation/court.

HIPAA/Legal

Incident Report

Document a rule violation, incident, or concern.

Clinical

Discharge Summary

Summary of stay, reason for discharge, and continuing-care referral.

Clinical

Background Check Consent

Authorization to run a background check as part of admission.

HIPAA/Legal

Photo ID Release

Consent to copy and retain a government photo ID on file.

Intake

Emergency Contact Form

Primary and secondary emergency contacts for the resident.

Intake

Residency Agreement / Lease

Terms of residency — occupancy, fees, term, and termination.

Agreements

Drug and Alcohol Policy

Zero-tolerance sobriety policy acknowledgment.

House Rules

Code of Conduct

Behavioral expectations for a safe, respectful house.

House Rules

Curfew Policy

Curfew times and check-in requirements.

House Rules

Cell Phone Policy

Phone-use expectations in the house.

House Rules

Visitor Policy

Rules for approved visitors and visiting hours.

House Rules

Smoking Policy

Designated smoking areas and rules.

House Rules

Vehicle Use Agreement

Personal vehicle registration, insurance, and parking.

House Rules

Contraband Policy

Prohibited items and search consent.

House Rules

Chore Assignment Agreement

Weekly chore responsibilities for the house.

House Rules

Media / Photo Release

Optional consent to use photos/testimonials (revocable).

HIPAA/Legal

Progress Notes

Resident progress note — status, goals, and plan.

Clinical

Behavioral Contract / Warning

Written agreement when a resident is on warning.

Clinical

Disciplinary Action Form

Documents a rule violation and corrective action.

Clinical

Grievance Form

Resident grievance and resolution tracking.

House Rules

Drug Test Results Summary for Court

Summary of drug-test history for a court or probation officer.

HIPAA/Legal

Meeting Attendance Verification

Verifies AA/NA / recovery-meeting attendance.

HIPAA/Legal

Voluntary Discharge Form

Resident

Clinical

Involuntary Discharge Notice

Notice of discharge for a rule/safety violation.

Clinical

Move-Out Checklist

Room condition, key return, and deposit reconciliation.

Intake

Aftercare / Continuing Care Plan

Post-move-out recovery plan and supports.

Alumni

Rent Invoice

Monthly program-fee invoice.

Financial

Late Payment Notice

Notice of past-due balance and late fee.

Financial

Payment Plan Agreement

Structured plan to bring a balance current.

Financial

Security Deposit Receipt

Receipt for a security deposit paid at move-in.

Financial

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