These therapy note templates includes everything you need to get started with clinical documentation as a therapist or counselor.

Update: This therapy note templates ultimate bundle 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 Therapy Note Templates 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 Therapy Note Templates Ultimate Documentation Bundle …

Save time without sacrificing quality.

If you are in the mental healthcare industry, chances are you know how important it is to have quality documentation. Staying up-to-date with all the required paperwork can be daunting, and sometimes it may feel like it’s taking away from time that could be spent helping your patients. With digital psychotherapy documentation templates, you can easily keep track of your patient’s progress without breaking a sweat.

Documentation is an essential part of the counseling session, not just for record keeping but for insurance reimbursement. These note templates are designed to streamline the documentation process in a way that highlights insurance required documentation while maximizing client privacy. Use these templates to minimize your risk of insurance companies rejecting your claim.

Save time. Save money.

1. Saves you time by having everything you need in one place.

2. Documentation templates designed to highlight your quality clinical care, not pull time away from it

3. Templates are easy to use and understand as they are created in Word and are completely customizable.

4. Templates are used to help you stay organized and efficient by showing you exactly what to focus on in our documentation.

5. Check boxes and easy to answer questions makes documentation a breeze!

Mental Health Therapist Documentation Made Easy!

Developed in a Word Document that is easily customizable to fit your unique needs. Use this template on its own or within electronic medical record systems. Complete with clickable answer choices as well as space to free write. Pro Tip: Use Word’s dictation tool for faster note writing! (This is the headset I use for telehealth sessions and dictation.)

What is Included in the Therapy Notes Templates Ultimate Bundle:

• SOAP & DAP Note Templates for Session Documentation
• Biopsychosocial Intake Assessment Template
• Phone Conversation Record Template
• Treatment Plan Template
• Treatment Plan Review Note Template
• Discharge Note Template
• Client Letter Templates
• Client Session Summary Sheet

NOTE: These therapy notes templates are 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?

• 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

Size:

US Letter 8.5×11

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 you or answer any questions.

Notes & Disclaimers:

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.