Group Therapy Launch Event Planning Form

Streamline Your Group Therapy Launch with Paperform

Launching a new group therapy program is an exciting milestone for any mental health practice—but coordinating participants, explaining treatment modalities, verifying insurance, and screening attendees can quickly become overwhelming. This Group Therapy Launch Event Planning Form helps therapists, counselors, and mental health clinics organize successful launch events while gathering the essential information needed to match clients with the right therapeutic groups.

Why Mental Health Practices Need This Template

Group therapy offers powerful healing through shared experience, peer support, and guided therapeutic intervention. Whether you're launching a DBT skills group, trauma-informed therapy circle, anxiety management program, or specialized support group, getting the right people in the room from day one is critical.

This template helps you:

• Screen participants effectively before the launch event to ensure group fit and safety
• Communicate your therapeutic approach clearly so attendees understand what to expect
• Collect insurance and payment information upfront to streamline administrative processes
• Coordinate schedules to find times that work for the majority of interested participants
• Gather intake information that informs your clinical decision-making
• Build anticipation for your new group while setting professional boundaries

Perfect for Therapists, Counselors, and Mental Health Clinics

Whether you're a solo practitioner expanding your services or a group practice rolling out multiple therapy groups, this form adapts to your needs. It's ideal for:

• Licensed therapists (LMFT, LCSW, LPC, psychologists) launching specialized groups
• Mental health clinics introducing new group therapy programs
• Counseling centers at universities or community organizations
• Private practices diversifying treatment offerings
• Substance abuse counselors organizing recovery support groups
• Trauma therapists creating healing circles

How This Form Supports Your Clinical Workflow

The form walks potential participants through a thoughtful registration process that doubles as pre-screening. You'll collect:

Treatment Approach & Program Details – Explain your therapeutic modality (CBT, DBT, psychodynamic, person-centered, etc.), group goals, and what makes your approach unique. This transparency helps clients self-select appropriately.

Insurance & Payment Information – Verify insurance acceptance, collect policy details, and explain payment options. Conditional logic shows relevant fields based on whether they're using insurance or paying out-of-pocket.

Schedule Preferences & Availability – Find the optimal meeting times by gathering availability from all interested participants before finalizing your group calendar.

Clinical Screening Questions – Ask about therapy goals, previous group experience, current mental health concerns, and any factors that might impact group participation—all while maintaining a welcoming, non-judgmental tone.

Intake Coordination – Offer one-on-one screening calls or intake sessions, and let participants choose their preferred contact method and times.

Informed Consent Elements – Begin the consent process by explaining confidentiality, group guidelines, and commitment expectations.

Automate Follow-Ups with Stepper

Once someone completes your form, use Stepper to automatically:

• Send personalized confirmation emails with next steps
• Schedule individual screening calls in your calendar
• Verify insurance benefits with your billing system
• Add participants to your EHR or practice management software
• Send reminder emails as the launch date approaches
• Create a waitlist for participants who don't fit the initial cohort

This means less manual admin work and more time for actual clinical care.

Brand Your Form to Build Trust

Mental health services require trust. With Paperform's design flexibility, you can create a form that reflects your practice's calming, professional aesthetic. Choose soothing colors, add your practice logo, include a welcoming photo of your therapy space, and write in your authentic clinical voice.

Embed the form directly on your practice website, share it via email to your existing client base, or include the link in social media posts announcing your new group.

HIPAA Considerations

While Paperform is not HIPAA compliant, you can use this form for initial event registration and general interest gathering. For full intake and clinical assessment, use this form to collect contact information and scheduling preferences, then complete your HIPAA-compliant intake process through your secure EHR system during the individual screening phase.

A Form That Works as Hard as You Do

This template gives therapists and mental health professionals a professional, thoughtful way to launch group therapy programs while maintaining clinical rigor. It respects both your expertise and your potential clients' need for clear, compassionate communication about mental health services.

Ready to fill your new therapy group with the right participants? Start with this template and customize it to reflect your unique therapeutic approach, practice values, and the specific population you serve.

For therapists juggling multiple groups, administrative tasks, and client care, Paperform becomes your intake coordinator—handling the logistics so you can focus on creating transformative group experiences.