BHEC Forms · Texas 2026

The Texas Clinical Supervision Plan and Verification Form, Field by Field

The path from the Texas LMSW license to LCSW runs through two BHEC forms. The Clinical Supervision Plan is signed before any hours accrue, and the Clinical Supervision Verification Form comes at the end. A supervisor must submit the signed Verification form within 30 days of your request.

The path from the Texas LMSW license to LCSW runs through two BHEC forms, not one. The Clinical Supervision Plan comes first and decides whether hours count at all. The Clinical Supervision Verification Form comes at the end and reports what happened. For the hour totals these forms feed into, see Texas LCSW hours requirements or the full path from LMSW to LCSW in Texas. This page covers the two forms themselves.

Written by the HourJourney teamLast Updated: September 2026

Quick Reference: The Plan and Verification Forms

Source: BHEC SW Forms and Publications

2
Forms: Plan, then Verification
1
Set of forms per supervisor
Before hours accrue
When the Plan is signed
30 days
Verification deadline after your request
2021July
Plan form file name
9.25.25
Verification form file name
1801 Congress
Mailing address on the Verification form
Substantially equivalent
Plan form the rule allows
Two Forms, Two Moments

Two Forms, Two Different Moments

An LMSW working toward LCSW under the Texas Behavioral Health Executive Council (BHEC) touches two forms with similar names and opposite jobs. The Clinical Supervision Plan comes first. It is signed by the LMSW and the LCSW-S before any hours accrue, and it gates whether the hours that follow count toward licensure at all. The Clinical Supervision Verification Form comes at the end of a supervisory relationship. It reports what actually happened: months, supervision hours, and clinical experience hours.

Mixing the two up, or starting hours before the Plan is signed, is a paperwork mistake to avoid on this track. The rest of this page walks through both, field by field, plus what the other social work paperwork asks for along the way.

One structural point makes the Texas social work track different from the LPC and LMFT tracks it sits alongside. The Texas LMSW license is a renewable Council license, not a time-limited associate registration. The pre-LCSW status is not a license type of its own; it is an LMSW who has signed a Clinical Supervision Plan with an LCSW-S. There is no separate associate number beyond the Texas LMSW license itself, which is exactly why the Plan carries so much weight: it is the document that turns an ordinary LMSW license into a license on the LCSW path.

The Clinical Supervision Plan

The Clinical Supervision Plan

The current Clinical Supervision Plan is Clinical-Supervision-Plan_SafeHarbor-form-2021July.docx, a Word document whose file name carries 2021July, available on the SW Forms and Publications page. It is signed by both the LMSW and the LCSW-S before hours begin accruing (22 TAC 781.405(a)). The Plan form says one completed form per supervisor must be submitted at the time of the LCSW application.

Here is what the Plan form contains, in the order it appears.

SectionWhat it asks
Opening statementEach practice location must encompass the role of social work, and at least one practice location must provide the supervisee a minimum of four hours per week of direct clinical practice
Supervisee (LMSW)Name, license number, email address and phone
Supervisor (LCSW-S)Name, license number, email address and phone
Records the supervisor and supervisee must maintainWritten approval from the employing agency when the LCSW-S is not employed by the LMSW's agency (on agency letterhead, dated and signed by an agency representative, with a confidentiality agreement and authorization to discuss cases); a list of practice locations with start and end dates; the LMSW's job description and responsibilities for each location; an ongoing log of clinical experience and supervision hours; signed supervision notes with the content, duration and date of each session; and an individualized written remediation plan if the LCSW-S determines the LMSW lacks professional skills or competence
Acknowledgment of understandingSeven statements the LMSW and LCSW-S attest to, including that the information is true (Penal Code 37.10; 22 TAC 882.34), that they will follow the laws and rules governing social work and supervised experience, that the supervisor and supervisee bear responsibility for the supervisee's professional activities, that the supervisor knows the conditions of exchange used with clients (22 TAC 781.102(11)), that neither will exceed their competence or scope, that neither will have a relationship that impairs objective judgment, and that both are jointly responsible for updating the agreed goals whenever there is a change in agency of employment, job function, or method by which supervision is provided
SignaturesSupervisee (LMSW) signature and date; supervisor (LCSW-S) signature and date
SubmissionOne completed form per supervisor must be submitted at the time of LCSW application

Rule 781.405(a) allows "a form prescribed by the Council or a form with substantially equivalent information." The supervisor is responsible for updating the plan whenever there is a change in agency of employment, job function, goals for supervision, or method by which supervision is provided (22 TAC 781.403(b)(2)).

Sign the Plan before you start counting hours. The rule has the LMSW and the LCSW-S complete a supervision plan to accrue supervised clinical experience (22 TAC 781.405(a)). Sign it on day one of a new supervisory relationship, not weeks into it.

If you searched for a clinical supervision plan example because your agency wants to use its own paperwork, the question that matters is whether that internal document carries the same information as the Council's form, since 781.405(a) is worded around substance, not a specific template. An LMSW and LCSW-S weighing an agency version against the Council's own Plan should compare it field by field against the description above before assuming it qualifies.

Outside Supervisors

When Your Supervisor Is Not Your Employer

For an LCSW-S who is not employed by your agency, the rule allows a social worker to supervise someone employed in another setting only with the employer's written approval (22 TAC 781.403(a)(2)), and the Plan form calls for it on agency letterhead, dated and signed by an agency representative. That approval is part of the supervisor's file alongside the Plan, job description, practice locations, and the log of your sessions (781.403(b)(1)).

The Verification Form

The Clinical Supervision Verification Form, Field by Field

The current Verification form is SW-Clinical-Superision-Verification-form-9.25.25.docx, also a Word document. Yes, the misspelling of "Superision" is in BHEC's own filename. If your search results turn up that spelling, you have found the right file.

Each LCSW-S completes a Verification form covering the period they supervised you, and you initial and sign Section V with them. Here is what it asks for.

FieldWhat It Captures
Section I, superviseeSupervisee name, license number and email address
Section II, supervisorSupervisor name, license number and email address (completed by the supervisor)
Section III, datesFrom and to dates of the supervision, in MM/DD/YYYY
Total monthsTotal months of supervision; the form says supervision hours and months must be in whole numbers
Total supervision hoursHours for the period, to be applied to the 100-hour requirement (22 TAC 781.401(a)(1)(D))
Total clinical experience hoursHours of supervised professional clinical experience worked during the period, to be applied to the 3,000-hour requirement (22 TAC 781.401(a)(1)(C))
Section IV, recommendationWhether the supervisor has any reservations about the applicant being granted an LCSW license, Yes or No; a Yes needs a letter outlining the concerns
Section V, affidavit and signaturesTwo statements initialed by both the supervisor and the supervisee (one certifying review of the supervision regulations, one an affirmation under penalties of perjury), then signature, date and printed name for each
Mail ToThe form prints TBHEC, Ste. 7.300, 1801 Congress, Austin, TX 78701

The form prints a mailing address, and BHEC's Supervision FAQs page has also told LCSW supervisors to email it (see the timing section below). Keeping the two numbers straight before that point is easier with hours tracking for Texas associates built around the same per-supervisor totals the form asks for.

HourJourney fills in your verification form

One Clinical Supervision Verification form per supervisor, with the dates, months, supervision hours and clinical hours from your log, ready for signature.

Page 1 of a form HourJourney generated for a fictional Texas account, with signatures left blank
Page 1 of the Clinical Supervision Verification form as HourJourney generates it (signatures left blank)
Two Numbers, Not One

The Two Numbers on the Verification Form, and Why They Are Separate

Total supervision hours and total clinical experience hours are not the same number, and the Verification form keeps them apart on purpose. Supervision hours count toward the 100-hour minimum (22 TAC 781.401(a)(1)(D)) and are capped at 10 counted in any one month or 30-day period (781.403(b)(8)). Clinical experience hours count toward the 3,000-hour total (781.401(a)(1)(C)) and are not split into direct and indirect the way some other Texas tracks are; see what counts as clinical hours for LCSW in Texas for how that single figure is defined. Whole months matter on top of both numbers, because supervision must extend to at least 24 full months even if the hours finish earlier (781.403(b)(7)).

Here is a clean version of the arithmetic across two supervisors, the kind Texas LCSW supervision requirements lays out in full.

SupervisorMonthsSupervision HrsClinical Experience Hrs
First supervisor12501,500
Second supervisor12501,500
Combined241003,000

Twenty-four months meets the minimum duration exactly (781.401(a)(1)(C); 781.403(b)(7)). Fifty supervision hours a year averages a little over 4 hours a month, well under the 10-hour monthly cap, and the two totals reach 100 hours combined. 1,500 plus 1,500 reaches the full 3,000-hour requirement. None of that works if an LMSW keeps one combined running number instead of two totals split by supervisor, since each Verification form only certifies what one LCSW-S personally supervised.

HourJourney keeps a separate form for each supervisor

Your export lists one form per supervisor, each with its own dates and hours.

The HourJourney export screen for a fictional account, listing one form for each supervisor
An export with one form per supervisor
Timing

Who Files, and How Long a Supervisor Has

On the LMSW's request, the LCSW-S must submit a completed and signed Verification form within 30 days (22 TAC 781.405(c)), and the applicant's file must contain it (781.405(b)(1)). That clock starts when you ask for the form, so asking early, rather than waiting until the LCSW application is otherwise complete, keeps a slow-moving supervisor from becoming a bottleneck.

As of September 2026, BHEC's Supervision FAQs page said the online supervision module for social work was unavailable and told LCSW supervisors to email Clinical Supervision Plans and Verification forms to socialwork@bhec.texas.gov. Check that page for the current instruction.

One more timing note worth keeping in mind: 22 TAC 781.402, 781.403, 781.405, 781.406, and 781.407 are all new rules, effective March 18, 2026. The Verification form's file name carries 9.25.25, which is earlier than those rules. Pull the current file from the SW Forms and Publications page each time you need one rather than reusing a saved copy, in case BHEC issues a new version to match the updated chapter.

The 30-day clock also has a practical wrinkle worth planning around: it applies to the Verification form, not the Plan. There is no comparable deadline forcing an LCSW-S to sign the Plan quickly at the start of supervision, which is exactly why the burden falls on the LMSW to get that first signature before any hours are logged, rather than waiting for a form the rule does not put on a clock.

Send it for signature from the HourJourney app

With Plus, email the form to your supervisor from the app, with you on reply-to.

The HourJourney Send to your supervisor window for a fictional account
The Send to your supervisor window (Plus)
Other Paperwork

The Rest of the Social Work Paperwork

The Plan and the Verification form are not the only documentation in an LMSW's file. Here is the rest of it.

ItemDetail
Social Work Checklist and Licensure ProcessSW-Application-Checklist-20260720sf.pdf, July 20, 2026
Supervisor contactsNames and contact information for every supervisor
DatesBeginning and ending dates with each supervisor
Job descriptionA written description of the position
Weekly averageAverage hours of social work activity per week
EvaluationsThe experience must be under a qualified supervisor with written evaluations to demonstrate satisfactory performance (781.405(b)(2))
On requestEmployment status, pay vouchers, or supervisory evaluations, provided on request (781.405(b)(3))

The application-stage documentation rows above come from 22 TAC 781.405(b)(1) through (3). None of it replaces the Plan or the Verification form; it sits alongside them in the file the Council reviews at your LCSW application.

Contract and Log

What People Mean by "Supervision Contract" and "Supervision Log"

Two terms come up in searches about this track. Chapter 781 names a supervision plan; it does not define a separate supervision contract document. The Clinical Supervision Plan is the signed form that establishes the relationship before hours begin.

The running log people ask about is not a form you submit. Rule 781.403(b)(1) has the supervisor's file hold a log of experience and supervision hours, including the date and duration of each meeting and accumulated clinical hours, and the Plan form has the supervisor and supervisee both maintain an ongoing log. That log helps your LCSW-S arrive at accurate totals when it is time to complete the Verification form. The rule requires the supervision plans and verification forms (781.405(b)(1)); a personal log or spreadsheet is not a substitute.

Pitfalls

Common Mistakes With These Forms

These are errors to avoid in the LCSW paperwork.

1

Starting hours before the Plan is signed

The rule has the LMSW and the LCSW-S complete a supervision plan to accrue supervised clinical experience (22 TAC 781.405(a)).

2

Treating the Plan as a one-time filing

The supervisor is responsible for updating the Plan on a change in agency of employment, job function, goals, or method (22 TAC 781.403(b)(2)), and the Plan form makes both parties jointly responsible.

3

Using an outside supervisor without employer approval

The rule allows supervising someone employed elsewhere only with the employer's written approval (22 TAC 781.403(a)(2)); the Plan form calls for it on agency letterhead.

4

Mixing up the two numbers on the Verification form

Total supervision hours count toward the 100-hour minimum; total clinical experience hours count toward the 3,000-hour total. They are not the same figure.

5

Waiting on an online portal that was not working

As of September 2026, the online supervision module for social work was unavailable. Confirm with your supervisor that both forms go to socialwork@bhec.texas.gov by email.

6

Downloading an old copy of the Verification form

The current file's name carries 9.25.25, which is earlier than the rules effective March 18, 2026. Pull the current version from the SW Forms and Publications page rather than a saved copy.

Stay on Track

How HourJourney Tracks This for the LMSW to LCSW Path

HourJourney keeps the two Verification-form numbers separate by supervisor from the day you log your first week:

  • ✓Total clinical experience hours and total supervision hours tracked separately per supervisor, not as one combined figure
  • ✓A checklist item for the 24-full-month minimum alongside your hours
  • ✓A running check against the 10-hour monthly supervision cap
  • ✓A generated Clinical Supervision Verification Form as a PDF replica carrying the same information, one per supervisor, with initials and signatures left blank
  • ✓A record that survives a change of supervisor without reconstruction

Built for Texas pre-licensed clinicians.

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FAQ

FAQ: The Texas LCSW Clinical Supervision Plan and Verification Form

What is a Clinical Supervision Plan in Texas?▾

The Clinical Supervision Plan is the form an LMSW and an LCSW-S sign together to start the LCSW supervision process. It records the LMSW's and LCSW-S's information, lists the records the supervisor and supervisee must maintain, and states the condition that at least one practice location provide the supervisee a minimum of four hours per week of direct clinical practice. The current version is Clinical-Supervision-Plan_SafeHarbor-form-2021July.docx, from July 2021 (22 TAC 781.405(a)).

When do you have to file the Clinical Supervision Plan?▾

It is signed before hours accrue. The rule has the LMSW and the LCSW-S complete a supervision plan to accrue supervised clinical experience (22 TAC 781.405(a)). The Plan form says one completed form per supervisor must be submitted at the time of the LCSW application.

Can you use your own supervision plan form instead of the Council's?▾

Yes, within limits. Rule 781.405(a) allows a form prescribed by the Council or a form with substantially equivalent information, signed by both the LMSW and the LCSW supervisor (22 TAC 781.405(a)). The Council's own form is the sure way to capture everything it asks for.

Who fills out the LCSW Verification form?▾

The LCSW-S completes Sections II to IV of the Clinical Supervision Verification Form, and both the LMSW and the LCSW-S initial and sign Section V. The LMSW's role is to keep accurate running totals of clinical experience hours and supervision hours so the supervisor has correct numbers to enter for the period they supervised.

How long does a supervisor have to submit the Verification form?▾

A supervisor must submit the signed Verification form within 30 days of the LMSW's request (22 TAC 781.405(c)). The clock starts when the LMSW asks, not automatically at the end of supervision, so ask for the form as soon as you need it rather than assuming your supervisor will file it unprompted.

Where do you send the Texas LCSW supervision forms?▾

The Verification form prints a mailing address only: TBHEC, Ste. 7.300, 1801 Congress, Austin, TX 78701. As of September 2026, BHEC's Supervision FAQs page said the online supervision module for social work was unavailable and told LCSW supervisors to email Clinical Supervision Plans and Verification forms to socialwork@bhec.texas.gov. Check that page for the current instruction.

Do you need one set of forms per supervisor?▾

Yes. The Plan form says one completed form per supervisor must be submitted with the LCSW application, and the Verification form is completed by one supervisor (22 TAC 781.405(b)(1), (c)). An LMSW supervised by two LCSW-S supervisors over their 3,000 hours needs a signed Plan and a signed Verification form from each one, not a single combined set.

Does BHEC accept a supervision log instead of these forms?▾

The rule requires the supervision plans and verification forms (22 TAC 781.405(b)(1)); no BHEC social work instrument names a log as a substitute. A running log is something the supervisor keeps in the supervisor's file (781.403(b)(1)), and the Plan form has the supervisor and supervisee both maintain an ongoing log. It helps produce accurate numbers for the Verification form.

On another Texas track? See Supervised Experience Verification form.

Requirements verified against the consolidated Social Work Rulebook (March 2026) and the BHEC SW Forms and Publications page, current as of September 2026. Rules and forms can change. Always confirm current requirements at bhec.texas.gov before making decisions about your licensure path. This guide is for informational purposes only and does not constitute legal or professional advice.