This bundle includes therapist clinical documentation templates for intakes and discharge notes. These templates make documentation easy and streamline the process for counselors and therapists.
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Biopsychosocial Intake and Discharge Note Templates–Perfect for Therapy

Update: This product is no longer sold individually, however is available as a part of our digital course: Mastering Clinical Documentation with Speed and Efficiency (templates included).

Mastering Clinical Documentation With Speed and Efficiency (Templates Included): Digital Masterclass Replay
Learn More About The Mastering Clinical Documentation With Speed and Efficiency (Templates Included): Digital Masterclass Replay

Masterclass Includes Downloadable Microsoft Word Templates (Instant Access)

Are you tired of spending hours every week writing case notes and updating client records?

Do you struggle to keep track of all the information you need for accurate diagnosis and treatment planning?

If so, it’s time to invest in your clinical documentation skills.

Get Instant Access To Our Most Popular Masterclass: Mastering Clinical Documentation with Speed & Efficiency

During this 90 minute program, you will get…

Gain confidence in your clinical documentation skills by getting an in depth look at what should be included in each type of clinical documentation.

Reduce your risk of an insurance denial due to insufficient information

Maximize client privacy while keeping detailed notes

Get notes done faster using templates! Attendance includes Ultimate Documentation Templates Bundle (available for immediate download after registration is complete).

Ultimate Template Bundle includes: SOAP & DAP Progress Note Templates, Biopsychosocial Intake Assessment, Phone Conversation Record Template, Treatment Plan, Treatment Plan Review Note, Discharge Note Template, 11 Client Letter Templates, & a Client Session Summary Sheet

Client Letter Templates Include: 3 Discharge Letter Templates, 4 Excessive Absences Templates, 1 Request for Medical Records Letter (peer to peer), 2 Insurance Requests for Services, 1 Patient Notification of Insurance Authorization Denial letter

Buy today and access forever!

All registered guests get access to a student portal where they will have lifetime access to the documentation templates, webinar recordings, and in-depth videos on how to use each template.

All registered guests gain access to the student portal immediately so that templates (with additional videos) can be used today.

More Specifics On The Biopsychosocial Intake and Discharge Note Templates…

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If you are a therapist who is looking for an all-in-one solution for clinical documentation, look no further!

Did you know that biopsychosocial assessments and discharged notes are a standard requirement for psychotherapy with insurance reimbursement? Not having these notes in a client’s therapy record leaves you vulnerable to future insurance audits, denial of payment or worse– legal recourse.

Developed in a Word Document that is easily customizable to fit your unique psychotherapy practice. Compatible to use with office letterhead. Pro Tip: Use Word’s dictation tool for faster note writing! This is the headset I use for dictation.

Use this template on its own or within an electronic medical record systems.

NOTE: These are general note templates that are designed with an outpatient mental health setting in mind. Please consult your licensing board, insurance provider, and/or employer for specific documentation requirements and personalize as needed.

What is included:


Biopsychosocial Intake Assessment Template
Discharge Note Template

NOTE: This template is created in Word and intended to be used in Word only.

Biopsychosocial watermark sampel photo 1
Discahrge note watermark sample photo 1

Who Is This For?

  • Therapists & Counselors in mental health (ie, Phd, PsyD, LCSW, LPC, LCADC)
  • Psychologist, Psychiatrists and APN’s
  • Private Practice owners
  • Mental Health Supervisors
  • Mental Health Interns & Students

Print Size:

US Letter 8.5×11

Refund Policy:

Due to the digital nature of this item, it is impossible to return these items. Therefore, I’m unable to offer cancellations, refunds, or exchanges of any kind. This is a digital product – no physical item will be shipped.

If you have any problem with your purchase, do not hesitate to contact me. I will be happy to help or answer any questions. Questions can be emailed to hello@stresslesstherapist.com

Disclaimer & Store Policy:

For personal use only. You may print your item as many times as you like, but you may not share, resell, reproduce, distribute by electronic or physical, or in any way profit from my designs. By purchasing one of my listings, you are agreeing to my shop policies.

Although I am a Licensed Clinical Social Worker in the state of New Jersey, these digital products are NOT individual therapy services subject to state licensing requirements. These products cannot evaluate, diagnose, or treat individuals, nor are they recommendations for psychotherapy services. If you purchase this product, your act of continuation will constitute your acknowledgement and understanding of this provision.

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