Professional Bariatric Therapy Templates
Plug-and-play templates built from 15+ years in the field and more than 1,000 completed bariatric evaluations. Written to ASMBS standards, ready to use from the moment you download them.
Considering the full course? Every template in this store is included in the Assessment Training Course, along with 3–4 hours of clinical instruction, marketing scripts, billing guidance, and documentation examples. If you're planning to buy more than one template, the full course is the better deal. See What's Included in the course.
The Documents That Make Every Evaluation Run Smoothly
When I started conducting bariatric psychological evaluations, I had to create every document from scratch — learning through trial, error, and years of refinement. These are the exact templates I still use today, updated to reflect current ASMBS recommendations and real-world clinical scenarios.
Each one is designed to save you time, protect you clinically, and make your evaluations look professional from day one.
The Documents That Make Every Evaluation Run Smoothly
When I started conducting bariatric psychological evaluations, I had to create every document from scratch — learning through trial, error, and years of refinement. These are the exact templates I still use today, updated to reflect current ASMBS recommendations and real-world clinical scenarios.
Each of our bariatric therapy templates are designed to save you time, protect you clinically, and make your evaluations look professional from day one.
This template includes possible scenarios you might run into as a bariatric therapist and includes wording for follow up. This includes all areas needed to be addressed in accordance with the ASMBS recommendations for psychological clearance.
This template is for the client to fill out prior to session, and follows along the therapist facing letter template. This helps to shorten the time needed to ask these questions prior to session, this allows more time for other items during assessment.
This template is a full biopsychosocial. This includes all areas of focus, and follows along with the patient facing biopsychosocial template.
This is the form that clients will fill out prior to being seen, this helps streamline the process and shorten the amount of time needed for the therapist to spend asking questions during the session. This form can be used with all clients, not just bariatric.
This is the script for the patient education on bariatric surgery. This gives you the types of surgeries, how they work in simple terms, pros/cons, and the changes clients will need to make after surgery. There is also a PowerPoint sold separately that follows this script.
This PowerPoint follows along the patient education script. This PowerPoint covers the types of bariatric surgery, how they work in simple terms, and the pros/cons. Additionally there are slides on additional patients education about the changes that need to be made after surgery.
Thinking About Multiple Bariatric Therapy Templates?
If you're looking at two or more templates, the full Assessment Training Course is the smarter investment. For $450, you get every template in this store — plus 3–4 hours of clinical instruction, billing and pricing guidance, a marketing strategy for landing surgeon referrals, and documentation examples so you can see exactly how each template is used in a real evaluation.
The templates alone add up to $525 if purchased individually. The course gives you all of them, plus everything you need to actually use them confidently.
| Templates Only Individual purchases | Full Course Everything included Best Value | |
|---|---|---|
| Templates | ||
| All 6 templates (clearance letter, biopsychosocial, client forms, education script + PowerPoint) | ✓ | ✓ |
| Training & Clinical Guidance | ||
| 4 hours of self-paced clinical instruction | — | ✓ |
| Documentation examples showing how each template is used in a real evaluation | — | ✓ |
| Business & Practice Building | ||
| Billing & pricing guidance (insurance vs. cash-pay) | — | ✓ |
| Marketing scripts & surgeon referral outreach strategy | — | ✓ |
| Social media & business development tips | — | ✓ |
| Total | Up to $525 | $450 Save $75+ |
| Want just one template? Browse the store above. | Browse Templates | Learn About the Course |
Already Enrolled in the Course?
Log in to access your templates through the course portal. If you're having trouble with access, reach out here and we'll get it sorted.
