Templates, Trainings, and Resources for Clinical Documentation to
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Compliant
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Compliant * Protective * Fast AF *
FEATURED BUNDLES
The best-selling collections of templates, trainings, and resources, packaged together at a discounted price. So you can get everything you need in one place.
This bundle includes, well, literally EVERYTHING!
Everything you need to document compliantly, protectively, and fast as fuck, PLUS resources to help you manage and grow your private practice!
21 total resources that would cost $545 if purchased separately, all bundled together at a significantly discounted price!
Compliant Documentation Templates & Training
PDF Downloads
Treatment Plan Templates
Treatment Plan Update Templates + Mini-Training
Progress Note Templates (including SOAP, DAP, and Medicaid notes + examples)
Diagnostic Justification Templates
Client Safety Planning Templates
Discharge Summary Templates
90785 Medical Justification Template
Audit Me, I F*cking Dare You: Compliant Documentation Training, including supporting materials and CEU self-submission materials!
Essential Private Practice Policies
Fully Editable Word Documents
Informed Consent
Communication Policy
Confidentiality & HIPAA Policy
Emergency & Crisis Policy
Financial & Payment Policy
Late Cancellation / No-Show Policy
Business & Financial Resources
Insurance Negotiation Letter Template (fully editable Word document)
Revenue & Growth Projections (fillable Excel template)
Get Out of the Chair Workbook: How to Make More Money Without Seeing More Clients! (fillable PDF, compatible with computers and iPads)
Delivery: Your resources will be delivered immediately after purchase to the email address provided at checkout as a downloadable ZIP file. Please double-check your email address before completing your purchase, and check your spam folder if you don't see your confirmation email and files in your inbox.
You can view more detailed descriptions of each template/resource under their individual listing! Click HERE to view!
Everything you need to document in a way that keeps insurance companies happy, protects your clients, and gets your notes done fast AF.
Included in this bundle:
Compliant Documentation Templates (PDF downloads):
Treatment Plans
Treatment Plan Updates
Progress Notes (Medicaid, SOAP, and DAP formats, with templates + examples)
Diagnostic Justification
Safety Planning
Discharge Summaries
90785 Interactive Complexity Justification
Audit-Ready Documentation Trainings (via Google Drive):
Audit Me, I Fcking Dare You* Compliant Documentation Training
(includes CEU self-submission materials)Completed examples of a Diagnostic Assessment/Biopsychosocial, Treatment Plan, and multiple Progress Notes
Everything is designed to help you document efficiently, support medical necessity, and protect your license without over-documenting.
This bundle includes every single compliant documentation resource available. Purchasing the bundle gives you all of the resources at a discounted price compared to buying individually.
Delivered as a downloadable ZIP file sent directly to your email.
You can view more detailed descriptions of each template/resource under their individual listing! Click HERE to view!
Write compliantly, protectively, and fast as fuck.
Clinical documentation shouldn't take longer than the actual therapy session. And you definitely shouldn't have to second-guess whether your documentation meets insurance expectations.
This bundle includes 50+ pages of copy-and-paste clinical documentation templates designed to help you document medical necessity, demonstrate clinical progress, and protect yourself and your practice.
Simply copy, paste, and customize the language to reflect your client's clinical presentation and treatment. No more starting from scratch.
Purchasing Parts 1 & 2 together in this bundle saves you money compared to purchasing them separately!
What's Included?
PART 1: The Foundations of Compliant Documentation
Treatment Planning: 200+ goals, objectives, and interventions organized by diagnosis and therapeutic modality, including CBT, DBT, ACT, IFS, and Solution-Focused Therapy.
Client Safety Documentation: Templates to support clinical risk assessment and safety documentation.
Diagnostic Justification: Documentation language to support clinical diagnoses and demonstrate the rationale behind your diagnostic decisions.
Progress Notes: Individual therapy progress note templates designed to connect symptoms, clinical interventions, functional impairment, and medical necessity.
PART 2: Continued Care, Progress Notes & Discharge
Treatment Plan Updates + Mini Training: A video training breaking down how to document treatment plan updates to demonstrate clinical progress, justify continued treatment, and support insurance reimbursement. Includes copy-and-paste templates for documenting progress toward goals, objectives, and interventions at various levels of improvement.
Progress Note Variations: Templates and completed examples for Medicaid-style, SOAP, and DAP progress notes.
Discharge Summaries: A comprehensive discharge summary template and completed example addressing treatment history, progress, barriers, continuing care recommendations, and safety considerations.
Because Good Documentation Shouldn't Be This Fucking Complicated.
You went to school to become a therapist, not to spend hours figuring out how to make your documentation meet insurance expectations.
These templates are designed to make documentation easier, faster, and more protective without sacrificing clinical quality.
Compliant as fuck. Protective as fuck. Fast as fuck.
Delivery: Your templates will be delivered immediately upon purchase to the email address provided at checkout in a ZIP file. Please double-check that you've entered the correct email address and check your spam folder if you don't see your purchase confirmation and files in your inbox.
TEMPLATE BUNDLES
The most popular documentation template bundle, used by over 4,000 therapists!
Document compliantly, protectively, and fast as fuck!
Because spending hours writing clinical documentation, second-guessing whether you've included everything insurance companies want to see, and worrying about getting audited is a fucking nightmare.
These templates are designed to make that process a whole lot easier.
Created by a licensed therapist with real-world clinical practice and insurance audits in mind, this bundle gives you the structure, clinical language, and guidance you need to document medical necessity, meet insurance requirements, and protect yourself professionally.
Less time documenting. Less second-guessing. More confidence that your shit is rock solid.
What's Included?
Treatment Planning for Compliance
Includes 200+ prewritten clinical phrases, measurable treatment goals organized by diagnosis, and objectives and interventions organized by therapeutic modality, including CBT, DBT, ACT, IFS, and Solution-Focused Therapy. Ready to copy, paste, and personalize to your clients!Client Safety Documentation
Documentation templates for suicidal ideation, self-injurious behavior, homicidal ideation, duty to warn situations. Includes structured clinical language to help you document your assessments, interventions, clinical decision-making, and justification compliantly and protectively.Diagnostic Justification for Compliance
DSM-aligned diagnostic justification templates covering anxiety, mood, trauma, and adjustment disorders. Includes clinical language to help you clearly demonstrate how your client's symptoms meet diagnostic criteria and support medical necessity for treatment (which is what these insurance really care about, btw).4. Individual Progress Note Template
A structured, easy-to-use progress note template with built-in prompts for documenting medical necessity, clinical interventions, client responses, and progress toward treatment goals. Designed to make writing clinically sound, insurance-compliant progress notes faster and easier.
All four resources are bundled together at a discounted price compared to purchasing them individually!
Want Even More Templates?
Check out Compliant Documentation Template Bundle- Part 2 for treatment plan updates (including a mini-training!), SOAP/DAP/Medicaid progress notes and examples, and discharge summaries.
Or grab Compliant Documentation Template Bundle- Parts 1 & 2 to get all seven documentation resources together!
Delivery: Your templates will be delivered immediately after purchase to the email address provided at checkout. Please double-check your email address before completing your purchase, and check your spam folder if you don't see your confirmation email and files in your inbox.
Clinical documentation templates, bundled together at a discounted price so you can document protectively, compliantly, and fast as fuck.
Already have the OG (aka, Part 1) documentation template bundle? Good news, there's MORE!
Compliant Documentation Template Bundle- Part 2 picks up where Part 1 left off, tackling some of the more nuanced parts of clinical documentation that can be a real pain in the ass.
Treatment plan updates, different progress note formats (with examples!!), and discharge summaries. All the documentation you know you need to complete, but might find yourself second-guessing when it comes to meeting insurance requirements, demonstrating medical necessity, and protecting yourself professionally.
These templates are designed to help you document compliantly, protectively, and fast as fuck, without reinventing the wheel every time you sit down to write.
What's Included?
Treatment Plan Update Templates + Mini-Training
Templates designed to help you document treatment progress, continued medical necessity, and clinical justification for ongoing care. PLUS an exclusive mini-training video walking you through how to complete treatment plan updates compliantly and confidently.Additional Progress Note Templates
Includes Medicaid, SOAP, and DAP progress note templates, along with completed examples so you can see exactly how to structure your documentation while demonstrating medical necessity and supporting the services provided.Discharge Summary Template
A structured template for documenting treatment progress, clinical outcomes, communication, and clinical decision-making at discharge. Includes a completed example so you're not left guessing what the fuck to write.
All three resources are bundled together at a discounted price compared to purchasing them individually!
Do You Need Part 1?
If you already have Compliant Documentation Template Bundle- Part 1, this is the perfect next step.
If you don't, Part 2 can absolutely be used on its own! But it is meant as a continuation for Part 1. If you wanna grab both Parts 1& 2, CLICK HERE!
Delivery: Your templates will be delivered immediately after purchase to the email address provided at checkout. Please double-check your email address before completing your purchase, and check your spam folder if you don't see your confirmation email and files in your inbox.
TRAININGS
Audit Me. I Fucking Dare You. Learn how to document with confidence, understand what insurance companies actually want to see, and stop second-guessing every damn note you write.
Insurance companies are not on our side, and they use documentation to keep us scared and second-guessing ourselves. But when we know exactly what they’re looking for, we don’t have to fall for their BS. We can document in a way that ensures we get paid, avoid clawbacks, and protect both ourselves and our clients.
Audit Me, I F*cking Dare You is a deep-dive, 75-minute training that shows you exactly how to document diagnostic assessments (aka biopsychosocials/intake notes), treatment plans, and progress notes in a way that is audit-proof, clinically sound, and fast to complete.
We’ll go line by line through the documentation standards insurers actually look for, breaking down what’s required, what’s optional, and what’s just busywork, all while prioritizing protecting our clients. Using detailed examples, templates, and real-world guidance, you’ll see how every section of your paperwork can be written with clarity, confidence, and compliance.
By the end, you’ll know how to:
Write diagnostic assessments that nail medical necessity without over-explaining.
Build treatment plans that are tied to diagnosis, measurable, and defensible in an audit.
Document progress notes that align seamlessly with treatment goals and objectives.
Stop second-guessing your paperwork and push back against the fear tactics insurance companies use.
This isn’t surface-level “tips and tricks”. It’s a comprehensive, no-BS walkthrough of what insurance requires and how to meet those requirements while protecting your clients and yourself. You’ll leave knowing exactly what to write, what not to write, and why you don’t need to be scared of these companies ever again.
This training package includes the full presentation and slides, plus in-depth examples and explanations of diagnostic assessments, treatment plans, and progress notes (shown in three different formats). You’ll also receive a CEU self-submission packet and certificate of completion.
ADDITIONALLY, you will receive COMPLIANT DOCUMENTATION BUNDLE PART 1, which goes along with what we cover in the training! The Bundle Includes Templates For:
Treatment Planning for Compliance
Includes 200+ prewritten, specific and measurable goals objectives and interventionsClient Safety Documentation
Templates for suicidal ideation, self-injurious behavior, homicidal ideation, duty to warn scenarios, and higher level of care referrals, 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.
NOTE: If you have already purchased the Template Bundle, you can CLICK HERE to purchase the training without the templates included.
Delivery: Your training + templates will be delivered immediately after purchase to the email address provided at checkout. Please double-check your email address before completing your purchase, and check your spam folder if you don't see your confirmation email and files in your inbox.
Insurance companies are not on our side, and they use documentation to keep us scared and second-guessing ourselves. But when we know exactly what they’re looking for, we don’t have to fall for their BS. We can document in a way that ensures we get paid, avoid clawbacks, and protect both ourselves and our clients.
Audit Me, I F*cking Dare You is a deep-dive, 75-minute training that shows you exactly how to document diagnostic assessments (aka biopsychosocials/intake notes), treatment plans, and progress notes in a way that is audit-proof, clinically sound, and fast to complete.
We’ll go line by line through the documentation standards insurers actually look for, breaking down what’s required, what’s optional, and what’s just busywork, all while prioritizing protecting our clients. Using detailed examples, templates, and real-world guidance, you’ll see how every section of your paperwork can be written with clarity, confidence, and compliance.
By the end, you’ll know how to:
Write diagnostic assessments that nail medical necessity without over-explaining.
Build treatment plans that are tied to diagnosis, measurable, and defensible in an audit.
Document progress notes that align seamlessly with treatment goals and objectives.
Stop second-guessing your paperwork and push back against the fear tactics insurance companies use.
This isn’t surface-level “tips and tricks”. It’s a comprehensive, no-BS walkthrough of what insurance requires and how to meet those requirements while protecting your clients and yourself. You’ll leave knowing exactly what to write, what not to write, and why you don’t need to be scared of these companies ever again.
This training package includes the full presentation and slides, plus in-depth examples and explanations of diagnostic assessments, treatment plans, and progress notes (shown in three different formats). You’ll also receive a CEU self-submission packet and certificate of completion.
NOTE: This version does not include the Compliant Documentation Template Bundle- Part 1. If you’d like the training package that does include the full bundle I use in this training (yes, the same one I’m always talking about on TikTok lol), you can CLICK HERE to grab it. And if you’ve already purchased the bundle separately, you’re good to go!
Delivery: Your training + templates will be delivered immediately after purchase to the email address provided at checkout. Please double-check your email address before completing your purchase, and check your spam folder if you don't see your confirmation email and files in your inbox.
INDIVIDUAL RESOURCES
Looking for something specific? Explore individual templates and resources to get exactly what you need, without purchasing an entire bundle.
Say goodbye to staring at a blank screen and second-guessing your documentation. This all-in-one treatment planning resource is designed to help therapists create clear, specific, and insurance-compliant treatment plans—without the headache.
This guide includes pre-written, customizable goals, objectives, and interventions that align with common diagnoses and evidence-based modalities. Inside, you’ll find:
Diagnosis-based goals for mood disorders, anxiety, trauma, personality disorders, and adjustment-related concerns
Modality-based objectives and interventions for CBT, DBT, ACT, Internal Family Systems (IFS), and Solutions-Focused Therapy
Client strengths and medical necessity justification language
A clean, structured format that helps you develop treatment plans quickly, efficiently, and in line with payer and documentation standards
Whether you're working with new clients or updating plans every 180 days, this tool makes the process faster, easier, and fully aligned with clinical and billing expectations.
Treatment plan updates are one of the most commonly misunderstood pieces of clinical documentation, which is a compliance nightmare and a recipe for disaster come audit season. Many clinicians were never actually taught what an update is supposed to demonstrate, which is why they often end up vague, repetitive, or disconnected from the original treatment plan.
These Treatment Plan Update Templates give you a clear structure for documenting client progress, barriers to treatment, and the clinical reasoning for continuing, modifying, or resolving goals.
This resource also includes an exclusive mini-training video where I walk through the treatment plan update process step by step, including what insurance companies are actually looking for, how to demonstrate medical necessity for continued care, and how to avoid the most common documentation mistakes.
The goal is simple: treatment plan updates that are clear, compliant, and easy to complete.
This resource includes multiple progress note formats so you can document in the style that works best for you while still maintaining clear, compliant documentation.
Included are templates for the original Medicaid-style progress note, along with SOAP and DAP note formats, each with fully completed examples so you can see exactly how they should look in practice.
All templates are structured to ensure you are clearly documenting the core elements insurance companies expect, including the service provided, interventions used, client response, progress toward treatment goals, and the plan moving forward.
The goal is documentation that is clear, compliant, and structured well enough that insurance companies can’t say shit about it.
When a client expresses suicidal thoughts, engages in self-injury, or mentions harming others, your documentation needs to be clear, clinically appropriate, and defensible if ever reviewed by insurance, licensing boards, or legal systems.
These templates are designed to help therapists write strong, structured clinical notes during high-risk situations — while still allowing room for professional judgment and client-specific details.
What’s Included:
This digital download includes 6 editable documentation templates for:
No Current Risk – For clients who deny suicidal, self-injurious, or homicidal thoughts
Passive Suicidal Ideation – For clients with thoughts of death but no plan or intent
Active Suicidal Ideation – For clients with a plan, intent, and access to means
Self-Injury (Outpatient-Appropriate) – For clients engaging in SIB without suicidal intent
Self-Injury (Needs Higher Level of Care) – For clients whose self-harm requires IOP or PHP
Homicidal Ideation – Includes versions for when duty to warn is and is not triggered
Each template includes:
Risk assessment language
Clinical rationale for level of care
Prompts for describing the client's thoughts, plan, and protective factors
Safety planning and care coordination details
Clear next steps for ongoing treatment or referral
Struggling to write strong diagnostic justifications for your documentation and insurance compliance? This download includes ready-to-use, DSM-aligned language for commonly used diagnoses, including adjustment, anxiety, depressive, and trauma-related disorders.
Created by a licensed therapist, this template helps you streamline your intake documentation and meet compliance standards — fast.
Includes:
– Clear, prewritten justifications for 7 common diagnoses
– Aligned with DSM and ICD-10 codes
– Language designed for insurance and medical necessity
For licensed mental health professionals. Not a substitute for clinical judgment.
Discharge documentation is one of the most important places to protect yourself as a clinician. It is your opportunity to clearly document the client’s clinical progress, the clinical reasoning behind discharge, and how that decision was communicated.
This Discharge Summary Template gives you a clear structure for documenting progress in treatment, communication with the client, and the clinical decision-making behind discharge.
It also includes a fully completed example so you can see exactly how to document progress, recommendations, and follow-up care in a way that protects your clinical decisions, your license, and helps ensure you can’t get caught up in a client abandonment claim.
Are you actually billing 90785 when you should be?
If you’re working with kids, high-conflict families, system-involved clients, or anyone who makes your session more complicated — you probably should be. The 90785 add-on code was literally made for these cases. But if you’re not documenting it properly, you’re either leaving money on the table or opening yourself up to clawbacks and denials.
This template gives you clear, insurance-compliant language to justify use of 90785 in your progress notes. Just copy, paste, and customize to your session. Perfect for EMR use, audits, or whenever you need to back up your billing.
What’s Included:
Initial justification statement (plug-and-play)
Four CPT-approved criteria to choose from
Strong closing statement to protect against audits
Written in clear, clinical language (no fluff, no emojis)
PDF format for easy download + copy/paste use
Why You Need This:
Insurance companies don’t care how hard the session was — they care how you document it. This template helps you:
Maximize your billing potential by correctly using 90785
Protect your practice from denials and clawbacks
Save time writing justifications from scratch
A simple, streamlined progress note template designed to help you document sessions quickly and confidently. With clear prompts to keep your notes focused, compliant, and easy to personalize — so you can finally stop falling behind and get back to living your life (sorry to call ya out).
BUSINESS RESOURCES
Surprise! I also have an MBA and a whole collection of resources for private practice owners. Check 'em out!
P.S. All business resources are also included in the Literally Everything Bundle!
Everything you need to stop running your practice off vibes and start running it like a business that actually works.
Included in this bundle:
Essential Private Practice Policy Templates (fully editable Word documents):
Informed Consent (built directly from the policies below)
Communication Policy
Confidentiality & HIPAA Policy
Emergency & Crisis Policy
Financial & Payment Policy
Late Cancellation / No-Show Policy
Business & Financial Tools:
Insurance Negotiation Letter Template (fully editable Word document)
Revenue & Growth Projections (fillable Excel template)
Get Out of the Chair Workbook: How to Make More Money Without Seeing More Clients (fillable PDF, optimized for computer or iPad use)
Everything is designed to help you run a smoother, more profitable practice with clear policies, better systems, and tools that actually support growth.
This is the complete set of business tools and resources available. Purchasing the bundle gives you all resources at a discounted price compared to buying individually.
Delivered as a downloadable ZIP file sent directly to your email.
You can view more detailed descriptions of each template/resource under their individual listing! Click HERE to view!
Clear policies don’t just protect your practice — they keep things running smoothly for you, your team, and your clients. This bundle includes six fully editable Word documents that help you streamline communication, set boundaries, and create consistent expectations across the board.
Included in this bundle:
Informed Consent for Psychotherapy (based off of the policies)
Communication Policy
Confidentiality & HIPAA Policy
Emergency & Crisis Protocol
Financial & Payment Policy
Late Cancellation & No-Show Policy
Each template is written by a therapist and designed to:
– Support smooth day-to-day operations
– Align with ethical and compliance standards
– Be customized to your voice, policies, and practice needs
Delivery:
Templates are delivered via ZIP file to your email immediately after purchase. You'll receive six editable Word documents you can tailor to your practice.
Perfect for:
Solo or group practice owners
New clinicians setting up shop
Established therapists streamlining systems and documentation
Get your policies in place so you can focus on what actually matters — the clinical work.
This editable letter template is designed for therapists who want to request a rate increase from insurance companies. Whether you’re negotiating for the first time or seeking an adjustment to existing rates, this tool provides a clear and effective structure to make your case.
What’s Included:
A fully editable Word document
Prewritten language for CPT codes
Justifications grounded in benchmark data, client outcomes, and access to care
Clearly marked fields for customization, including NPI, requested rates, and market information
Bonus tips on gathering supporting data to strengthen your request
Who It’s For:
Therapists in private practice
Group practice owners
Anyone contracted with insurance panels who needs to improve reimbursement rates
Downloadable and ready to use immediately. This template helps you make a strong, professional case for better pay—backed by data
Welcome to Get Out of the Chair
A practical workbook to help therapists make money using the skills and expertise they already have. Just in a different way.
We know our work as therapists is meaningful.
It is also emotionally demanding, at times really challenging, and pretty financially limiting.
Traditionally, therapists are only paid when they are seeing clients. That model caps income quickly (especially when you factor in burnout, capacity, and sustainability. And don’t even get me started about how these insurance companies pay us shit).
If your income is tied entirely to how many clients you can see, you already know the ceiling exists. And if you ask me, that ceiling is pretty much never high enough considering we have MASTERS DEGREES.
But it doesn’t have to be like that. There are SO many other ways to make money in this field. To use our expertise to burst through our income ceiling, in a way that is still aligned with our professional values.
That’s what this workbook is for.
What This Workbook Is
Get Out of the Chair is a structured workbook that walks therapists through the exact steps needed to create income outside of client sessions.
It is built around a simple, repeatable framework:
Visibility
Idea
Business Plan
This is a process you can return to again and again to diversify your revenue as a therapist using the knowledge and skill set you already have.
What You’ll Do Inside
You’ll get the exact revenue diversification strategies I learned in my MBA program and apply them to your own work through 12 guided exercises built to turn ideas into real income streams to help you:
clarify where you already have attention and authority
identify which parts of your expertise can realistically generate income
choose one idea instead of sitting on ten
turn that idea into a simple, executable business plan
This workbook is designed to move you out of “thinking about it” and into action.
Who This Is For
This workbook is for therapists who:
want to make more money without adding clients
are interested in work outside the therapy hour
feel stuck at the starting line
want clarity and a process to follow
What You’ll Walk Away With
one clear income idea
a basic plan to move it forward
concrete next steps you can actually take
Format
Instant access — the workbook is delivered to your email immediately after purchase
Downloadable fillable PDF
Also compatible with iPad note taking apps, like Goodnotes
And still works great if you prefer good old-fashioned printing and handwriting
Alright my friend. It’s time to get the fuck up out of that chair!!
Plan your income, track expenses, and forecast growth—all in one easy-to-use Excel spreadsheet.
Whether you're launching your private practice or refining your existing business, this plug-and-play Excel template helps you map out your financial goals, project revenue, and plan for expenses. Created by a therapist and practice consultant, it’s tailored specifically for mental health professionals who want to stay profitable and sustainable.
What’s Included:
A clean, editable Excel spreadsheet with pre-built formulas
Sections for:
Monthly income and revenue projections
Expenses (rent, marketing, EHR, supervision, etc.)
Salary goal planning
Estimated taxes
Collection rate and reimbursement tracking
12-month revenue forecast
Designed with private practice needs in mind
Who This Is For:
Therapists planning to launch their own practice
Clinicians setting income goals and planning monthly expenses
Clinicians who want a clearer picture of their business and salary goals
File Details:
Delivered as an Excel spreadsheet (.xlsx) in a zipped folder
Fully editable and ready to customize
DON’T JUST TAKE MY WORD FOR IT.
Therapists love this shit!
