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Everything you need to document ethically, clinically, and in alignment with insurance requirements — all in one bundle.
This downloadable documentation bundle includes all four of our currently available compliance templates, created by a licensed therapist with insurance audits and real-world documentation needs in mind. Designed to support medical necessity, ethical obligations, and audit readiness, this bundle helps you document clearly, efficiently, and with confidence.
Included in the Bundle:
Treatment Planning for Compliance
Includes prewritten, measurable goals by diagnosis, objectives by modality (CBT, DBT, ACT, IFS, etc.), and skill-based interventions.
Client Safety Documentation
Templates for suicidal ideation, self-injurious behavior, homicidal ideation, duty to warn scenarios, and higher level of care referrals — all with next steps and clinical justification.
Diagnostic Justification for Compliance
DSM-aligned, insurance-ready language for anxiety, mood, trauma, and adjustment disorders. Great for intake notes and audits.
Individual Progress Note Template
A simple, structured format with built-in medical necessity and compliance language — quick to use, easy to personalize.
This is the complete set of documentation templates currently available. Purchasing the bundle gives you all four at a discounted price compared to buying individually.
Everything you need to document ethically, clinically, and in alignment with insurance requirements — all in one bundle.
This downloadable documentation bundle includes all four of our currently available compliance templates, created by a licensed therapist with insurance audits and real-world documentation needs in mind. Designed to support medical necessity, ethical obligations, and audit readiness, this bundle helps you document clearly, efficiently, and with confidence.
Included in the Bundle:
Treatment Planning for Compliance
Includes prewritten, measurable goals by diagnosis, objectives by modality (CBT, DBT, ACT, IFS, etc.), and skill-based interventions.
Client Safety Documentation
Templates for suicidal ideation, self-injurious behavior, homicidal ideation, duty to warn scenarios, and higher level of care referrals — all with next steps and clinical justification.
Diagnostic Justification for Compliance
DSM-aligned, insurance-ready language for anxiety, mood, trauma, and adjustment disorders. Great for intake notes and audits.
Individual Progress Note Template
A simple, structured format with built-in medical necessity and compliance language — quick to use, easy to personalize.
This is the complete set of documentation templates currently available. Purchasing the bundle gives you all four at a discounted price compared to buying individually.