Treatment Plan and Treatment Review Note Templates Bundle
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).
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 Treatment Plan and Treatment Plan Review Templates…
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Counseling Documentation Made Easy!
Did you know that treatment plans and reviews 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.
These comprehensive templates are designed to streamline the therapy note process in a way that highlights insurance required documentation while maximizing client privacy.
Use these templates to minimize your risk of getting denied reimbursement by insurance!
Save time and money by using these comprehensive templates.
I was frustrated with the amount of time it took to write my therapy notes. After creating these templates, I was able to write my notes in half the time! Pro Tip: Use Word’s dictation tool for faster note writing! (This is the headset I use for both telehealth sessions and dictation.)
Features:
Developed in a Word Document that is easily customizable to fit your unique psychotherapy practice.
The templates can be used for individual, couples, groups, or family therapy, and can be adapted to any theoretical orientation.
Compatible to use with office letterhead.
Use this template on its own or within an electronic medical record systems.
The templates help save time by providing a structure for documentation, while still allowing for flexibility and creativity.
What Is Included:
Treatment Plan Template
Treatment Plan Review Note Template
Sample Image of what is included. Final product will have access to all blocked content and watermark removed.
Print Size
US Letter 8.5×11
NOTE: This template is created in Word and intended to be used in Word only. If you plan to use in alternate forms, you must be able to open it in Word originally to copy and past contents.
Who Is this For?
These templates are a valuable tool for any therapist looking to document their sessions in a comprehensive and efficient way.
- Therapists & Counselors in mental health (ie, Phd, PsyD, LCSW, LPC, LCADC)
- Psychologist, Psychiatrists and APN’s who conduct psychotherapy sessions
- Private Practice owners
- Mental Health Interns
- Mental Health Supervisors
- Ideal for outpatient settings, however can be easily modified for inpatient, IOP, and group work
The templates help save time by having all the necessary information in one place.
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.
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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