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This digital bundle includes 4 coordinated Google Sheets spreadsheets: a printable Speech Therapy SOAP Note Template, a Speech Therapy SOAP Note Generator, an Extended Speech Therapy SOAP Note Generator with up to 5 detailed goals, and a Speech Language Pathology Evaluation.

Choose the format that suits your documentation needs—from a printable SOAP layout to automatically generated notes and structured evaluation forms. All four spreadsheets include editable layouts and customizable dropdown menus to help reduce repetitive typing and keep documentation organized.

✨ WHAT IS INCLUDED

✓ 1. Speech Therapy SOAP Note Template — 2 Sheets

Create structured SOAP notes in an editable layout that is ready for printing.

Sections include session duration, session number, diagnosis, CPT code, chief complaint, motivation and participation, goals targeted, tasks and activities completed, performance data, clinical summary, progress toward goals, factors affecting progress, next-session planning, home program, projected discharge information, provider signature, and treatment frequency.

The second sheet contains customizable dropdown values, allowing you to edit or expand the wording to match your practice style.

✓ 2. Speech Therapy SOAP Note Generator — 2 Sheets

Select from dropdown menus or type your own information, and the spreadsheet automatically combines your entries into a finished SOAP note in one copy-paste-ready cell.

Document patient and session details, communication concerns, participation, goals targeted, activities completed, accuracy or performance, number of trials, cueing, generalization, clinical impressions, progress, next-session planning, home recommendations, and discharge criteria.

Complete all fields or only those you need, then review and edit the generated note before copying it into your document or EHR.

A separate customization sheet includes editable dropdown wording, with space for up to 300 values in each column.

✓ 3. Extended Speech Therapy SOAP Note Generator — 2 Sheets

Document up to 5 goals within one session, with separate performance details for each goal.

For each goal, record:

• Goal targeted.
• Accuracy or performance level.
• Number of trials.
• Cueing level.
• Cue type.
• Generalization level.

The extended generator also includes subjective information, activities completed, clinical summary, progress, factors affecting progress, home recommendations, next-session planning, treatment frequency, and discharge information.

Your selected or typed entries are automatically combined into one copy-paste-ready SOAP note. A separate customization sheet lets you adapt the dropdown wording, with space for up to 300 values in each column.

✓ 4. Speech Language Pathology Evaluation — 6 Sheets

Prepare organized speech-language evaluation documentation with sections for patient and referral information, case history, assessment tools and scores, speech sound production, receptive language, expressive language, pragmatic/social communication, fluency and voice, feeding and swallowing, behavior, attention and sensory information, summary, impressions, and recommendations.

The evaluation spreadsheet includes 3 customization sheets with editable dropdown options, allowing you to enter up to 300 values in each column.

🌿 KEY FEATURES

✓ 4 coordinated Google Sheets spreadsheets.
✓ Printable SOAP note and evaluation layouts.
✓ Automatic SOAP note generation in both generators.
✓ Up to 5 detailed goals per session in the extended generator.
✓ Editable dropdown menus and space for your own wording.
✓ Customizable fonts and colors.
✓ Structured assessment, performance, progress, and planning fields.
✓ Generated notes that can be copied into documents, reports, or EHR fields.
✓ Reusable for multiple clients by creating separate copies.

💻 FORMAT & ACCESS

This is a digital product. After purchase, you will receive PDF files containing links to create your own copies of the spreadsheets in Google Drive.

A free Google account and internet access are required. The spreadsheets are designed for Google Sheets and may not work correctly in Excel, Apple Numbers, or other spreadsheet programs.

📌 IMPORTANT INFORMATION

No physical item will be shipped.

These spreadsheets are documentation-support and organization tools. They do not replace professional judgment, clinical training, diagnosis, supervision, legal advice, billing requirements, or workplace documentation policies.

Files are for use by the purchaser and may not be resold, redistributed, shared as standalone templates, or uploaded for public access.

6 Google Sheets tools for therapy documentation

Organize couples counseling documentation with a practical Google Sheets toolkit designed for therapists, counselors, psychologists, social workers, private practice professionals, and relationship-focused clinicians.

This digital bundle includes four coordinated spreadsheet templates for couples intake, treatment planning, session note building, and progress note documentation.

The templates are designed to help reduce repetitive typing, organize relationship-focused information, and keep couples therapy documentation structured and easy to update.

✨ WHAT IS INCLUDED

COUPLES COUNSELING INTAKE FORM — 2 SHEETS

Collect and organize:

✓ Partner information

✓ Relationship history

✓ Presenting concerns

✓ Therapy goals

✓ Relationship strengths

✓ Current stressors

✓ Life challenges

✓ Scheduling availability

✓ Consent information

✓ Couple assessment responses

The assessment sheet includes rating-style questions and visual chart summaries.

COUPLES THERAPY TREATMENT PLAN — 2 SHEETS

Build structured treatment plans with dropdown fields for:

✓ Presenting problems

✓ Diagnoses

✓ Individual considerations

✓ Treatment goals

✓ Objectives

✓ Interventions

✓ Expected outcomes

✓ Treatment modalities

✓ Session frequency

✓ Session duration

✓ Estimated treatment-plan duration

✓ Progress monitoring

COUPLES THERAPY SESSION TEMPLATE BUILDER — 3 SHEETS

Create structured couples session documentation using guided dropdown selections for:

✓ Relationship context

✓ Interaction patterns

✓ Presenting problem

✓ Primary therapeutic approach

✓ Intervention steps

✓ Homework activities

✓ Client response

✓ Risk and safety

✓ Engagement

✓ Session modality

✓ Diagnosis or treatment focus

✓ Current functioning

✓ Couple dynamics

The connected Solution Tree includes more than 1,500 therapy solutions for 20 common relationship concerns.

It helps organize:

✓ Therapeutic approaches

✓ Interventions

✓ Homework activities

✓ Practical tools

✓ Documentation phrases

COUPLES THERAPY PROGRESS NOTES BUILDER — 8 SHEETS

Prepare couples therapy progress notes using organized statement libraries for:

✓ Engagement and participation

✓ Behavioral observations

✓ Communication patterns

✓ Emotional responses

✓ Relationship dynamics

✓ Progress and insights

✓ Risk assessment

✓ Progress note building

🌿 KEY FEATURES

✓ Google Sheets format

✓ Customizable dropdown menus

✓ Printable and reusable layouts

✓ Formula-generated note support

✓ Editable statement libraries

✓ Relationship-focused documentation categories

✓ Organized treatment planning

✓ Structured progress note documentation

✓ Easy to copy into reports, documents, or EHR notes

✓ Create separate copies for different clients or sessions

✓ Designed for couples therapy and couples counseling workflows

💻 FORMAT AND ACCESS

This is a digital Google Sheets product.

After purchase, you will receive PDF files containing links to create your own copies of the spreadsheets in Google Drive.

A free Google account and internet access are required.

These templates are designed primarily for Google Sheets.

They may not work correctly in Microsoft Excel, Apple Numbers, or other spreadsheet programs.

📌 IMPORTANT INFORMATION

No physical item will be shipped.

These spreadsheets are documentation-support tools.

They do not replace professional judgment, clinical training, supervision, diagnosis, legal advice, or workplace documentation requirements.

Purchase up to 60 minutes of customization for a spreadsheet originally purchased from Wise Spreadsheets Shop. Customization may include agreed changes to columns, dropdown menus, formulas, wording, or layout. Please contact me before purchasing to confirm the requested work and scope. This service does not cover third-party spreadsheets or the creation of a completely new spreadsheet.

This license allows one organization to use up to 20 purchased Wise Spreadsheets Shop spreadsheet or template products with up to 30 authorized therapists, clinicians, behavioral specialists, interns, contractors, or staff members.

License Price: $250

✨ THE LICENSE INCLUDES

• Lifetime internal use within one organization

• Access for up to 30 active authorized users

• Separate working copies for authorized staff members

• Use with an unlimited number of clients or patients

• Permission to customize the templates for internal workflows

• Permission to replace user seats when staff members leave

• No recurring or annual licensing fees

📌 PRODUCT PURCHASE REQUIREMENTS

The spreadsheet and template products must be purchased separately or included in an approved custom bundle.

A bundle containing several separate spreadsheet files counts according to the number of individual files included.

🚫 RESTRICTIONS

This license does not permit resale, redistribution, sublicensing, public sharing, or distribution of editable templates outside the purchasing organization.

📄 LICENSE AGREEMENT

By purchasing, downloading, accessing, or using the licensed products, the purchaser agrees to the terms contained in the downloadable Lifetime Group Practice License Agreement.

Organize pediatric occupational therapy documentation from intake through evaluation, treatment planning, and session notes with four coordinated Google Sheets templates for occupational therapists, school-based OT professionals, pediatric therapy practices, clinics, interns, and related support providers.

This digital OT toolkit includes 4 spreadsheet files with 8 sheets total.

Each template contains structured sections, customizable dropdown menus, printable layouts, and editable fields to help reduce repetitive typing and keep client documentation organized.

✨ 4 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Occupational Therapy Child Intake — 2 Sheets

Collect child and guardian details, emergency contacts, birth and medical history, developmental milestones, current concerns, self-care abilities, motor skills, sensory needs, classroom supports, reasons for referral, and therapy goals.

The customization sheet includes pre-filled dropdown values that can be edited, replaced, or expanded with up to 100 options per category.

✓ Occupational Therapy Evaluation Summary — 2 Sheets

Prepare a clear pediatric OT evaluation summary with fields for setting, evaluation type, referral source, grade, primary language, caregiver concerns, strengths, areas of need, assessments used, results, functional impact, participation level, regulation, recommendations, frequency, duration, service delivery, home program, and next steps.

Dropdown databases can be customized with up to 300 values per column.

✓ Occupational Therapy Treatment Plan — 2 Sheets

Organize medical and therapy history, occupational roles, meaningful activities, daily routines, support systems, assessment findings, motor skills, sensory processing, cognitive and perceptual findings, treatment goals, interventions, targeted skills, session frequency, adaptive equipment, caregiver education, discharge planning, and follow-up recommendations.

✓ Occupational Therapy SOAP Note — 2 Sheets

Document Subjective, Objective, Assessment, and Plan sections using organized dropdown menus.

Includes pre-filled libraries with:

• 100 therapist observations

• 100 assessment tools

• 100 completed activities

• 100 clinical impressions

• 100 progress statements

• 100 risk assessment options

• 100 next steps in treatment

• 50 referral options

• 150 homework assignments

🌿 KEY FEATURES

✓ Customizable dropdown menus

✓ Printable and reusable layouts

✓ Editable fonts, colors, and wording

✓ Duplicate sheets for new clients or sessions

✓ Create separate copies in Google Drive

✓ Copy completed information into reports or EHR systems

✓ Protected formula cells where applicable

💻 FORMAT & ACCESS

This is a digital Google Sheets product.

After purchase, you will receive PDF files containing links that allow you to create your own spreadsheet copies in Google Drive.

A free Google account and internet access are required.

For the best functionality, use the templates in Google Sheets rather than Excel, Apple Numbers, or another spreadsheet program.

📌 IMPORTANT

No physical item will be shipped.

These templates are documentation-support tools and do not replace professional judgment, clinical training, supervision, legal guidance, or workplace requirements.

Review and adapt all information before adding it to a client record.

Files may not be resold, redistributed, shared as standalone templates, or uploaded for public access.

Organize case formulation, treatment planning, and SOAP notes with three coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and other mental health professionals.

This digital bundle helps reduce repetitive typing, structure clinical information, and maintain consistent documentation throughout the therapy workflow.

✨ 3 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Case Formulation Template — 2 Sheets

Organize background information, vulnerabilities, strengths, presenting problems, triggers, hypotheses, treatment direction, focus areas, interventions, and goals.

Includes:

• 75 vulnerabilities

• 75 strengths

• 100 presenting problems

• 300 triggers

• 25 therapy types

• 100 focus areas

• 95 additional interventions

• 150 goals

✓ Treatment Plan Goals Note — 2 Sheets

Build structured treatment plans with dropdown selections for presenting concerns, diagnoses, goals, objectives, interventions, expected outcomes, treatment modalities, session frequency, session duration, review schedule, and progress monitoring.

Includes:

• 200 presenting problems

• 80 diagnoses

• 130 goals

• 110 objectives

• 140 interventions

• 140 expected outcomes

• 50 treatment modalities

• 50 progress-monitoring tools

✓ SOAP Note Builder — 2 Sheets

Create SOAP notes using guided dropdown menus for the Subjective, Objective, Assessment, and Plan sections.

Document presenting concerns, mood, symptom intensity, stress, session goals, appearance, affect, speech, engagement, risk indicators, clinical impressions, progress, barriers, treatment focus, interventions, homework, follow-up plans, and goals for the next session.

Each category includes more than 100 pre-filled statements, plus space to add your own wording.

Selected entries are combined into formula-generated summaries that can be copied into a document or EHR.

🌿 KEY FEATURES

✓ Customizable dropdown menus

✓ Formula-generated summaries

✓ Printable and reusable layouts

✓ Editable fonts, colors, and databases

✓ Protected formula cells

✓ Duplicate sheets for clients or sessions

💻 FORMAT & ACCESS

This is a digital Google Sheets bundle.

After purchase, you will receive PDF files containing links that allow you to create your own copies in Google Drive.

A free Google account and internet access are required.

For the best functionality, use the templates in Google Sheets rather than Excel, Apple Numbers, or another spreadsheet program.

📌 IMPORTANT

No physical item will be shipped.

These templates support documentation and organization but do not replace professional judgment, clinical training, supervision, diagnosis, legal guidance, or workplace requirements.

Review and adapt all generated content before adding it to a client record.

Files may not be resold, redistributed, shared as standalone templates, or uploaded for public access.

Organize therapy planning, progress notes, interventions, and treatment goals with three coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and other mental health professionals.

This digital bundle combines psychotherapy mapping, formula-generated session notes, and structured treatment planning in one practical documentation toolkit.

✨ 3 GOOGLE SHEETS TEMPLATES — 11 SHEETS TOTAL

✓ Psychotherapy Mapping — 3 Sheets

Match common psychological concerns with practical interventions and suitable therapy approaches.

The template includes:

• 47 therapy issues and goals

• Three interventions for each concern

• Three suggested therapy types for each concern

• 65 therapy approaches with descriptions

• Editable intervention and therapy-description databases

Select an issue using the checkboxes, and the matching interventions and therapy suggestions appear automatically.

✓ Universal Progress Notes Builder — 6 Sheets

Create organized session documentation using three structured note builders:

• Session Dynamics & Client Engagement

• Presenting Issues & Goal Tracking

• Emotional Processing & Insight Development

The template includes 1,600 pre-filled note statements across 16 documentation categories, including session overview, engagement, mood and affect, therapist observations, therapeutic alliance, presenting problems, goal progress, motivation, emotional processing, triggers, insight, and values exploration.

Choose statements from dropdown menus, add your own details, and use the formula-generated summary as the foundation for your completed progress note.

✓ Treatment Plan & Goals Note — 2 Sheets

Build structured treatment plans with customizable dropdown selections for:

• 200 presenting problems

• 80 diagnoses

• 130 treatment goals

• 110 objectives

• 140 interventions

• 140 expected outcomes

• 50 treatment modalities

• Session frequency and duration

• Estimated plan duration

• 50 progress-monitoring tools

The treatment plan also includes client information, diagnosis and assessment, review frequency, therapist signature, and date fields.

🌿 KEY FEATURES

✓ Customizable dropdown menus and databases

✓ Formula-generated note summaries

✓ Printable and reusable layouts

✓ Editable fonts, colors, and wording

✓ Duplicate sheets for clients or sessions

✓ Copy completed notes into documents or EHR systems

✓ Protected formula cells to reduce accidental changes

💻 FORMAT & ACCESS

This is a digital Google Sheets product.

After purchase, you will receive PDF files containing links that allow you to create your own copies in Google Drive.

A free Google account and internet access are required.

For the best functionality, use the templates in Google Sheets rather than Excel, Apple Numbers, or another spreadsheet program.

📌 IMPORTANT

No physical item will be shipped.

These spreadsheets are documentation-support and organizational tools. They do not replace professional judgment, clinical training, supervision, diagnosis, legal advice, or workplace requirements.

All generated content should be reviewed and adapted before being added to a client record.

Files are intended for use by the purchaser and may not be resold, redistributed, shared as standalone templates, or uploaded for public access.

Organize therapy documentation for children and teens with three coordinated Google Sheets templates designed for therapists, counselors, psychologists, social workers, school-based professionals, and mental health interns.

This bundle combines structured progress note builders for child and adolescent sessions with a detailed play therapy session notes template.

Use customizable dropdown menus to select relevant statements, organize observations, and create clear documentation with less repetitive typing.

✨ 3 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Child Therapy Progress Notes Builder — 8 Sheets

Create child therapy notes using seven organized documentation categories:

• 100 descriptive statements

• 100 behavioral observations

• 100 reflective statements

• 150 emotional responses

• 100 progress and insight statements

• 100 analytical statements

• 100 future-oriented statements

Select suitable options from dropdown menus, add extra information when needed, and use the formula-generated summary at the bottom of the builder.

The statement lists include both positive and challenging observations and can be expanded with your own wording.

✓ Adolescent Therapy Progress Notes Builder — 9 Sheets

Document adolescent sessions across eight structured categories:

• Descriptive statements

• Behavioral observations

• Emotional responses

• Cognitive patterns

• Insight and reflection

• Interpersonal dynamics

• Strengths and coping

• Progress and planning

Each category includes pre-filled options that can be selected through dropdown menus.

The selected information is combined into a ready-to-copy progress note summary.

✓ Play Therapy Session Notes Template — 13 Sheets

Plan and document play therapy sessions using organized dropdown libraries for:

• 100 therapy goals

• 50 types of play therapy

• 100 techniques and interventions

• 100 play activities and materials

• 100 significant play themes

• 200 symbols or metaphors

• 200 emotions expressed

• 200 non-verbal cues

• 100 child–therapist relationship statements

• 100 imaginary or role-play interactions

• 100 progress statements

• 50 parent or caregiver involvement statements

The main session notes sheet also includes space for current challenges, therapist reflections, additional notes, and selected observations.

🌿 PRACTICAL FEATURES

✓ Customizable dropdown menus

✓ Formula-generated note summaries

✓ Printable spreadsheet layouts

✓ Editable fonts, colors, and statement libraries

✓ Up to 300 rows available in list sheets

✓ Duplicate sheets for additional sessions

✓ Create separate copies for individual clients

✓ Copy completed notes into documents or EHR systems

💻 FORMAT & ACCESS

This is a digital Google Sheets bundle.

After purchase, you will receive PDF files containing links that allow you to create your own spreadsheet copies in Google Drive.

A free Google account and internet access are required.

These templates are designed primarily for Google Sheets and may not function correctly in Excel, Apple Numbers, or other spreadsheet programs.

📌 IMPORTANT INFORMATION

These spreadsheets are documentation-support and organizational tools.

They do not replace professional judgment, clinical training, supervision, diagnosis, or the documentation requirements of your workplace, licensing board, insurer, or local regulations.

All generated notes should be reviewed and adapted before being added to a client record.

Formula-generated text should be copied and pasted as values before editing.

Files are intended for use by the purchaser and may not be resold, redistributed, shared as standalone templates, or uploaded for public access.

Organize child therapy documentation from intake through treatment planning and session notes with three coordinated Google Sheets templates for child therapists, counselors, psychologists, social workers, school-based professionals, and mental health interns.

This bundle combines a complete child therapy workflow with structured question libraries for behavioral concerns and emotional difficulties.

Across 36 included sheets, you can collect child and caregiver information, organize case thinking, prepare treatment plans, generate progress notes, select session questions, and customize goals and interventions.

✨ 3 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Child Therapy Workflow — 10 Sheets

A connected documentation system that moves information through four main stages:

• Child Therapy Intake Form

• Case Conceptualization

• Treatment Plan

• Session Note Template Builder

The intake form covers child information, caregivers, presenting concerns, development, health, school, social functioning, behavior, routines, safety, strengths, protective factors, and family mental health history.

The Case Conceptualization sheet organizes triggers, response patterns, predisposing, precipitating, and perpetuating factors, protective factors, functional hypotheses, treatment direction, and caregiver roles.

The Treatment Plan includes goals, objectives, interventions, caregiver involvement, school collaboration, progress monitoring, barriers, and discharge criteria.

The Session Note Builder generates SOAP, DAP, BIRP, and Clinical Progress Notes using dropdown selections and formula-generated text.

A connected Solution Tree supports 14 common child therapy concerns, including anxiety, mood, anger, behavior, attention, emotional regulation, school difficulties, social difficulties, family stress, grief, trauma, sleep concerns, and adjustment.

✓ Child Therapy Behavioral Issues — 13 Sheets

Includes questions for both the child and guardian across eight categories:

• Warm-up and check-in

• Focus and rapport

• Understanding behavior

• Feelings and emotions

• Coping and problem-solving

• Consequences and solutions

• Self-esteem and positivity

• Goal setting

Each question category contains 50 child questions and 50 guardian questions.

Also includes 100 therapy goals and 50 interventions.

✓ Child Therapy Emotional Disorders — 13 Sheets

Explore emotions, thoughts, behaviors, coping, self-awareness, hope, relationships, and family experiences using guided child and caregiver questions.

Includes:

• 100 goals

• 100 interventions

• 10 organized question categories

• 100 questions per category

🌿 KEY FEATURES

✓ Customizable dropdown menus

✓ Printable and reusable sheets

✓ Child and caregiver question sets

✓ Formula-generated note summaries

✓ Editable goals and interventions

✓ Duplicate sheets for clients or sessions

✓ Copy completed notes into documents or EHR systems

💻 FORMAT & ACCESS

This is a digital Google Sheets bundle.

You will receive PDF files containing links that allow you to create your own spreadsheet copies in Google Drive.

A free Google account and internet access are required.

The templates are designed primarily for Google Sheets and may not function correctly in other spreadsheet programs.

📌 IMPORTANT

No physical item will be shipped.

These templates support organization and documentation but do not replace professional judgment, clinical training, supervision, diagnosis, or workplace requirements.

Review and adapt all generated information before adding it to a client record.

Files are for use by the purchaser and may not be resold, redistributed, or shared as standalone templates.

Organize client records, appointments, billing, intake, assessments, and practice finances with six coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and private practice professionals.

✨ 6 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Therapist Client Session Tracker & Bookkeeping — 11 Sheets

Manage client records, session logs, goals, progress, CPT and service codes, claims, payments, deductions, expenses, and follow-up tasks.

Includes an automatically generated schedule, monthly and yearly dashboards, client reports, and customizable setup lists.

✓ Superbill — 3 Sheets

Create printable superbills with provider, patient, insurance, diagnosis, and procedure information.

Includes customizable CPT and modifier tables, an ICD-10 code list, automatic calculations, totals, payments, and balances.

✓ Therapy Practice Invoice — 2 Sheets

Prepare professional invoices with provider and client details, CPT codes, service descriptions, units, modifiers, fees, payments, and balances due.

✓ New Client Intake Form — 2 Sheets

Collect personal, medical, insurance, employment, emergency contact, consent, and availability information.

The client profile also includes positive psychology questions, personality ratings, life experiences, goals, strengths, and automatically generated charts.

✓ Mental Health Assessment — 2 Sheets

Use a pre-filled 90-statement assessment or create a custom assessment with up to 300 statements.

Includes dropdown ratings, automatic scoring, a progress bar, category totals, and visual summaries.

✓ Risk Assessment — 2 Sheets

Includes a 35-statement risk checklist and a 35-statement protective factors checklist.

Selected items are highlighted automatically, and the sheets can be duplicated for additional clients.

🌿 KEY FEATURES

✓ Customizable dropdown menus and databases

✓ Automatic calculations, reports, balances, and charts

✓ Printable and reusable layouts

✓ Protected formula cells

✓ Unlimited client copies

✓ Easy sharing with clients or colleagues

💻 FORMAT & ACCESS

This is a digital Google Sheets bundle.

You will receive PDF files containing links that allow you to create your own copies in Google Drive.

A free Google account and internet access are required.

The templates are designed primarily for Google Sheets and may not function correctly in other spreadsheet programs.

📌 IMPORTANT

No physical product will be shipped.

These templates support organization and documentation but do not replace professional judgment, legal or accounting guidance, clinical training, or workplace requirements.

Organize client information, progress notes, treatment planning, and discharge documentation with three coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and mental health professionals.

✨ 3 SPREADSHEETS INCLUDED

✓ Caseload Spreadsheet

Keep practice information in one organized file.

Record client and medical information, referral details, assessment tools, therapist schedules, CPT codes, claims, payments, prepaid balances, deductions, treatment planning, session notes, risk assessments, safety planning, consent information, and discharge details.

The schedule includes customizable dropdown menus, automatic claim and payment status colors, insurance billing fields, and calculated client balances.

Separate 12-hour and 24-hour clock versions are included.

✓ Universal Progress Notes Builder — 6 Sheets

Create structured notes using three guided builders:

• Session Dynamics & Client Engagement

• Presenting Issues & Goal Tracking

• Emotional Processing & Insight Development

Includes 1,600 pre-filled options across 16 documentation categories.

Select statements from dropdown menus or add your own wording. Chosen entries are combined into a ready-to-copy note summary.

✓ Discharge Summary Note — 2 Sheets

Prepare discharge records with fields for diagnosis, reason for discharge, treatment dates, participation, progress, presenting concerns, interventions, medication compliance, risk, safety concerns, aftercare, support systems, strengths, and recommendations.

A customization sheet allows you to edit dropdown values.

🌿 KEY FEATURES

✓ Customizable dropdown menus

✓ Formula-generated summaries

✓ Printable and reusable layouts

✓ Editable wording, fonts, and colors

✓ Separate copies for clients or sessions

✓ Copy notes into documents or EHR systems

💻 FORMAT & ACCESS

This is a digital Google Sheets bundle.

You will receive PDF files with links that allow you to create your own copies in Google Drive.

A free Google account and internet access are required.

The templates are designed primarily for Google Sheets and may not function correctly in other spreadsheet programs.

📌 IMPORTANT

No physical item will be shipped.

These tools support documentation and organization but do not replace professional judgment or workplace requirements.

Review all content before adding it to a client record.

Save time planning therapy goals, selecting interventions, and organizing client-specific treatment information with five coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and other mental health professionals. This bundle supports the treatment-planning process from identifying presenting concerns to selecting therapy approaches, writing SMART goals, choosing objectives, and preparing intervention language.

✨ 5 GOOGLE SHEETS TEMPLATES INCLUDED

✓ Psychotherapy Mapping — 3 Sheets

Connect 47 common psychological problems with therapy goals, three practical interventions, and the top three suitable therapy types.

Includes a customizable intervention database and 65 therapy types with descriptions.

✓ Treatment Plan & Goals Note — 2 Sheets

Build structured treatment plans using organized dropdown menus.

Includes:

• 200 presenting problems

• 80 diagnoses

• 130 therapy goals

• 110 objectives

• 140 interventions

• 140 expected outcomes

• 50 treatment modalities

• Frequency, session duration, plan duration, and progress-monitoring options

✓ SMART Goal Builder for Therapy — 2 Sheets

Create clear SMART goals by selecting Specific, Measurable, Achievable, Relevant, and Time-Bound values.

Includes:

• 450 Specific values

• 100 Measurable values

• 100 Achievable values

• 100 Relevant values

• 100 Time-Bound values

• Automatically generated goal statement

✓ Intervention Phrases — 7 Sheets

Organize and select therapy intervention phrases for building rapport, insight, awareness, goal setting, communication, coping, and follow-up.

Record client responses, identify suitable interventions, and generate a printable summary.

✓ Therapy Objectives — 7 Sheets

Choose client-specific therapy objectives across 40 organized sections.

Includes objective libraries for emotional regulation, behavioral modification, cognitive restructuring, relationship improvement, identity, and personal growth, with printable selected-goal summaries.

🌿 KEY FEATURES

✓ Dropdown menus and checkboxes

✓ Pre-filled therapy content

✓ Automatically generated summaries

✓ Customizable databases and wording

✓ Printable spreadsheet layouts

✓ Duplicate files or sheets for individual clients

✓ Copy generated text into treatment plans, notes, or EHR systems

✓ Suitable for session preparation and ongoing treatment planning

💻 FORMAT & ACCESS

This is a digital Google Sheets product.

After purchase, you will receive PDF files containing links that allow you to create your own copies in Google Drive.

A free Google account and internet access are required.

📌 IMPORTANT INFORMATION

These spreadsheets are organizational and documentation-support tools.

They do not replace professional judgment, clinical training, supervision, diagnosis, or legal and workplace documentation requirements. Review and adapt all content before using it in client documentation.

Create organized psychotherapy notes with six Google Sheets templates for therapists, counselors, psychologists, social workers, and interns. This bundle combines first-session documentation, SOAP, DAP, BIRP, universal session notes, and progress-note builders. Drop-down menus, pre-filled clinical statements, and formula-generated summaries help reduce repetitive typing and support consistent documentation.

✨ 6 TEMPLATES INCLUDED

✓ First Therapy Session Notes

Record presenting issues, daily-life impact, health history, support systems, mood, observations, goals, coping strategies, strengths, therapeutic approach, and homework.

✓ SOAP Note Builder

Build Subjective, Objective, Assessment, and Plan sections with prompts for concerns, symptoms, appearance, affect, engagement, risk, progress, interventions, homework, and follow-up.

✓ DAP Note Builder

Document presentation, concerns, mood and affect, behavior, symptom severity, insight, motivation, progress, clinical impression, interventions, and next-session planning.

✓ BIRP Note Builder

Create Behavior, Intervention, Response, and Plan notes covering participation, behavior, risk, techniques, skills, engagement, insight, progress, barriers, and homework.

✓ Universal Session Template Builder

Generate DAP, SOAP, BIRP, clinical progress, and general progress notes from one session form.

The Solution Tree contains 1,400+ connected therapy solutions for 18 common concerns, linking problems with approaches, steps, interventions, homework, focus areas, tools, and note phrases.

✓ Progress Notes Builder

Includes three builders for session dynamics, presenting issues and goal tracking, and emotional processing and insight development.

🌿 KEY FEATURES

✓ Customizable drop-down values

✓ Pre-filled documentation statements

✓ Formula-generated summaries

✓ Printable and reusable layouts

✓ Duplicate sheets for clients or sessions

✓ Copy notes into a document or EHR as values only

💻 FORMAT & ACCESS

This is a digital Google Sheets product.

You will receive PDF files with links to create copies in Google Drive.

A free Google account and internet access are required.

📌 IMPORTANT

No physical item will be shipped.

These templates support documentation but do not replace professional judgment, clinical training, supervision, or workplace requirements.

Review and adapt generated text before adding it to a client record.

The Psychopathology Concept Map Spreadsheet is an organized resource tailored for mental health professionals, allowing them to systematically assess and record psychological conditions. With drop-down menus for key diagnostic and treatment elements, it promotes efficiency, accuracy, and consistency in clinical documentation.

🔹 Primary Diagnosis & Comorbid Diagnoses – Identify the primary mental health condition and any co-existing disorders.

🔹 Etiology (Causes) – Determine contributing biological, psychological, and environmental factors.

🔹 Pathogenesis – Monitor the progression of cognitive, emotional, and behavioral dysfunctions, categorized by stage and impact level.

🔹 Risk Factors – Select influencing elements such as genetics, trauma, or lifestyle choices.

🔹 Signs and Symptoms – Record emotional, cognitive, behavioral, and physical symptoms along with their severity.

🔹 Body Systems Involved – Recognize affected systems, including neurological, endocrine, and cardiovascular functions.

🔹 Diagnostic Tools – Choose from psychological assessments, clinical evaluations, and neuroimaging techniques.

🔹 Treatment Types – Document therapy methods, medication regimens, and holistic care approaches with status updates.

🔹 Complications – Track potential outcomes such as chronic symptoms, cognitive decline, or social challenges.

🔹 Patient Education – Ensure proper delivery of psychoeducation, caregiver guidance, and skills training.

This intuitive and structured spreadsheet enhances clinical decision-making, documentation accuracy, and personalized care planning for each patient.

Manage therapy documentation from intake through discharge with six coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and mental health professionals.

✨ 6 TEMPLATES INCLUDED

✓ Biopsychosocial Assessment — 7 Sheets

Covers client information and biological, psychological, social, environmental, family, and cultural domains using structured checkbox prompts.

✓ Mental Status Exam Builder — 2 Sheets

Includes 96 pre-filled statements, 18 customizable statements, and a ready-to-copy Mental Status Exam summary report.

✓ Case Formulation Template — 2 Sheets

Organize client vulnerabilities, strengths, problems, triggers, hypotheses, therapy focus areas, interventions, and goals.

Includes:

• 75 vulnerabilities and 75 strengths

• 100 problems and 300 triggers

• 25 therapy types and 100 focus areas

• 95 interventions and 150 goals

✓ Treatment Plan Goals Note — 2 Sheets

Build structured treatment plans using dropdown menus for presenting problems, diagnoses, goals, objectives, interventions, expected outcomes, modalities, and progress-monitoring methods.

Includes:

• 200 presenting problems

• 80 diagnoses

• 130 goals

• 110 objectives

• 140 interventions

• 140 expected outcomes

• 50 modalities

• 50 progress-monitoring tools

✓ Universal Session Template Builder — 3 Sheets

Generate SOAP, DAP, BIRP, clinical progress, and general progress notes using guided dropdown selections.

The Solution Tree includes more than 1,400 connected therapy solutions for 18 common presenting issues, with suggested approaches, interventions, homework, tools, focus areas, and note phrases.

✓ Discharge Summary Note — 2 Sheets

Document diagnosis, reason for discharge, treatment summary, progress, participation, insight, interventions, risk, aftercare, support systems, and client strengths.

🌿 KEY FEATURES

✓ Organized dropdown menus and checkboxes

✓ Automatically generated text and summaries

✓ Customizable wording, lists, fonts, and colors

✓ Printable and reusable layouts

✓ Separate copies can be created for different clients or sessions

✓ Generated notes can be copied into your documentation system or EHR

💻 FORMAT

This is a digital Google Sheets product.

After purchase, you will receive PDF files containing links that allow you to create your own copies of the spreadsheets in Google Drive.

A free Google account and internet access are required.

These templates are designed primarily for Google Sheets and may not function correctly in Microsoft Excel, Apple Numbers, or other programs.

📌 IMPORTANT

These templates are documentation-support tools and do not replace professional judgment, clinical training, supervision, legal guidance, or workplace requirements.