The Private Practice Client Care Toolkit — 42 documents for therapists

Forty-two client documents for a private practice, already written. Intake, consent, progress notes, treatment plans, client worksheets, admin and closure — plus three Notion databases to run them from.

Get the toolkit on Etsy — $36

What is inside

Intake and assessment — 6Adult, child and adolescent, couples, substance use screen, biopsychosocial, client goals worksheet.

Consent and policy — 7Treatment, telehealth, minors, couples and family, fees, cancellation, social media and electronic communication.

Session documentation — 8SOAP, DAP, BIRP, first session, couples and family, group, telehealth addendum, and a crisis and risk note.

Treatment planning — 6Master plan, a bank of 20 measurable goal and objective pairs, plan review, referral summary, outcome tracking, discharge.

Client worksheets — 7Practice log, thought record, personal crisis plan, values and committed action, skills handouts, feedback form.

Admin and closure — 8Inquiry scripts, superbill, waitlist, monthly dashboard, message pack, termination letters, records and retention policy.

Who this is for

A licensed or pre-licensed clinician setting up or running a solo or small group practice, who would rather adapt a full document than build one from a blank page between sessions.

An honest note. Your professional association may publish free sample forms, and most EHRs ship with note templates. What this adds is every document written out in full, in one place, that you own and can edit — not locked behind a subscription and not a folder of half-finished stubs.

How it works

Download the PDF and the Notion markdown.
Build the three databases from the property schemas, or skip Notion and print.
Replace the bracketed placeholders with your practice details.
Have your supervisor, attorney or malpractice carrier review the consent and policy language.
Start with intake and consent, then pick one note format and keep it.

Questions

Do I need Notion?

No. Everything prints and everything is editable. Notion is offered because the markdown pastes in cleanly and the tables convert automatically.

Are these HIPAA compliant?

No template can be. Compliance depends on how you store, transmit and handle records, not on the document itself. These are administrative and clinical templates you adapt.

Which note format should I use?

The one you will actually finish. SOAP is the most widely recognised, DAP is faster for talk therapy, BIRP makes the intervention explicit and is common in agency and group settings. All three are included.

Are any assessment instruments included?

No copyrighted instrument is reproduced. Common measures are named with a score field so you can record results from a tool you are licensed to use.

Is it state-specific?

No, and no template safely can be. Consent, retention and documentation requirements vary by state and licensing board, and the documents say so where it matters.

Get the toolkit on Etsy — $36

Administrative and clinical templates, not legal advice, and not certified as compliant with any regulation. Requirements vary by state and licensing board. Have a supervisor, attorney or malpractice carrier review consent and policy language before use with clients.