Wise Spreadsheets Shop

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.