This template streamlines your clinical documentation and ensures compliance with American ethical and legal standards. Organized with ready-to-use sections—such as Informed Consent, Confidentiality & Limits, Risk Assessment, Client Progress, and Therapeutic Direction/Plan—it helps you document sessions efficiently while maintaining best practices.
Ideal for psychologists, counselors, social workers, and other mental health providers, this template provides:
Clear, structured note-taking fields to save time and reduce errors.
Built-in phrasing aligned with U.S. laws and professional ethics (e.g., Tarasoff duty to warn, mandated reporting).
Drop-down–style options for client demeanor, progress, and risk assessment for quick, consistent documentation.
Coverage of multiple therapeutic modalities (CBT, ACT, DBT, IPT, MI) for flexibility across cases.
Whether you’re a new clinician or an experienced provider, this template helps you stay organized, professional, and compliant.