Here’s What’s Inside
Each course or template comes with the tools you actually need—no fluff, no filler. Below, you’ll find a visual preview of what’s included, from workbooks and guided journals to forms, templates, and videos. Click any image to zoom in or get a closer look before you download.
This is your sneak peek to make sure it’s exactly what your practice (or your brain) needs right now.
Tired of insurance audits telling you you're doing it wrong?
All the information you need to write down in the initial session!
Get the first session down right without overthinking it. This template walks you through background, presenting problems, goals, and interventions—all while keeping it clean and customizable.
🛠️ What You’ll Get:
📝 Google Doc – Copy to your Drive and make it your own
📄 PDF – Upload to Goodnotes, ReMarkable, Create a template in Google Docs or print it
🎨 Canva Logo Template – Add your practice logo and details so everything is there for your next insurance audit.
✅ Covers all clinical and billing essentials
✅ Great for solo or group practices
✅ Keeps your first note structured and stress-free
💡Created and used by yours truly! Before I had an electronic health record, this template was my go to!
💪🏻 Pro tip: Make this a template in Google Docs with your signature. Click on the template after each session and type in the note. Use programs like "text expander" to fill in repetitive information. Save the file as a PDF to your Google Drive and you'll be good to go for your next Audit!
Want to see more of what’s in the template? Check this out! I put together a quick walkthrough so you can get a feel for how it looks, how it works, and how it can make your life a whole lot easier. Whether you're all about structure or need something that’s flexible and intuitive—this will give you a peek at what you’re getting before you dive in.
You've got questions. We've got answers.
The Initial Session Note Template is available in three formats: PDF, Google Docs, and Canva. You get access to all formats! You can choose the format that best suits your workflow.
The PDF version is designed to be printed and written on by hand, but you can also use it with digital note-taking tools like GoodNotes or Remarkable for an easy, electronic version.
Once you click the link for the Google Docs template, you’ll be prompted to sign in to your Google account and make a copy of the template. Once copied, you’ll have full access to edit and customize it as needed.
Yes! You can add your contact information to the PDF template by using an address label or simply writing it on the form. For Google Docs and Canva, you can customize it by adding your practice’s details directly into the template.
If you’re using the Canva template, you can easily add your logo, change the text, and customize the layout to fit your style. Once done, download it as a PDF to print or use digitally.
I intentionally design my templates to be as inclusive as possible while keeping documentation neutral and clinically sound. Instead of "parental history," I use "Guardian 1-3" to reflect diverse family structures. I don’t include specific references to sexuality, religion, or culture due to our current political climate, ensuring documentation remains focused on care without unnecessary risk.
For therapists working with LGBTQIA+, undocumented, minority, and at-risk clients, I strongly encourage using standard language across all documentation to maintain privacy and safety. This includes using "partner" instead of gendered terms, initials instead of full names when possible, and they/them pronouns as a default when gender identity isn’t relevant to clinical care.
Your notes should reflect professional, client-centered care while avoiding details that could be misused. I urge all therapists to prioritize their clients' safety by keeping documentation neutral, factual, and free from unnecessary identifiers.
Yes! Both the Google Docs and Canva templates are fully customizable. The PDF version is not editable, but can be printed for use.
Since this is a digital product, all sales are final. However, if you have trouble accessing your template, reach out, and I’ll make sure you get everything you need!
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