Insurance-ready documentation templates and practice-building tools, made from what actually works in my own caseload. Copy, paste, and get back to the work that matters.
I built every template in this shop for my own practice first. They're written to hold up under insurance audits, save you real hours of paperwork, and read like a clinician wrote them, because one did.
Copy-and-paste note templates and phrase banks built to meet payer documentation standards, without sounding like a form letter.
A full SOAP note template plus a copy-paste phrase bank organized by section, with a medical necessity quick reference and an audit red-flag checklist.
A thorough 16-page biopsychosocial intake template with prompts for history, risk, and diagnostic impressions — written to meet insurance documentation standards from the very first session.
A measurable, insurance-friendly treatment plan template with a phrase bank for goals, objectives, and interventions by presenting concern.
A clean discharge and transfer-of-care template with language for goal completion, referrals, and continuing care recommendations.
A documentation template built for group sessions, with individualized note language for each member's participation and progress.
Every clinical documentation template in one bundle, at a lower combined price, updated automatically as new templates are added.
Templates for the parts of private practice that happen outside the session, from onboarding new clients to keeping your caseload organized.
A ready-to-send intake packet: client history form, practice policies, and a welcome letter clients actually read before session one.
Editable informed consent, telehealth consent, and cancellation policy templates written in plain language clients actually understand.
Session-by-session outlines for launching a process or psychoeducation group, including screening questions and a group agreement template.
A 30-day social and email content calendar for therapists, with caption templates that stay within ethical advertising guidelines.
A simple spreadsheet template to track referrals in and out, consultation notes, and follow-up status across your caseload.
Every practice-building template in one bundle, at a lower combined price, updated automatically as new templates are added.
I add a new resource every few weeks. Leave your email and I will let you know the moment a new one is live, no spam.