Essential therapy documentation tool that can be used to empower counseling clients and maximize progress. Use to review therapy treatment and highlight strategies learned. Can be used during session with therapist to emphasize insights or as independent homework for the client as way of continuing therapeutic benefit outside of office.
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Session Summary Sheet (Client Note Taking)

This Client Session Summary Sheet is an essential therapy documentation tool that can be used to empower counseling clients and maximize progress.

Frequently used to review therapy treatment and highlight strategies learned. Can be used during session with therapist to emphasize insights or as independent homework for the client as way of continuing therapeutic benefit outside of office.

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.

Documentation-Templates-includes session summary sheets

More Specifics On The Session Summary Sheet Itself…

Therapy Tool Designed to Empower Clients and Maximize Progress!

Essential therapy documentation tool that can be used to empower counseling clients and maximize progress.

Use to review therapy treatment and highlight strategies learned. Can be used during the last 5-10 minutes of session with therapist to emphasize insights. Additionally, can be used as independent homework for the client as way of continuing therapeutic benefit outside of office.

Great way to maximize client carry over of strategies outside of the therapy office both during treatment and after discharge.

Benefits of Client Session Summary Notes:


• Tracks Progress & Build Client Motivation
• Pattern Recognition of Beneficial and Maladaptive Behaviors
• Facilitate Memory
• Improve Communication About Treatment
• Reinforces Treatment Goals
• Improve Attention During Session
• Assist in Early Identification of Relapse and Regressions
• Build Responsibility and Accountability
• Empower Clients as Active Members of Their Treatment
• Therapist Can Check Client Comprehension and Correct any Misunderstandings Prior to Close of Session

Populations That Have Benefited From Session Summaries:


• Children
• Teens
• Adults
• Older Adults
• Learning Disabilities
• Cognitive Impairments
• Hard of Hearing & Deaf
• Memory Impairments
• Attention Deficit
• Traumatic and Acquired Brain Injury

Print Size

US Letter 8.5×11

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

What is included

Purchase includes 1 single page document (image below) prepared in a Word document.

Digital download only, no physical product will be shipped.

Watermark picture counseling summary sheet
Watermark will be removed upon delivery

Return 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

Product Disclaimer

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.

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.

Please note, 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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