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.
Smooth Transitions Ahead
Ensure a seamless transition when a therapist leaves your practice with this professional form designed to collect essential information and feedback.
Say goodbye with clarity, professionalism, and ease—without chasing down last-minute details.
This customizable departure form helps you streamline the offboarding process when a therapist transitions out of your practice. From contact updates to client referrals, this template ensures you're tying up all the loose ends with care and organization.
🛠️ What You’ll Get (Use What Works Best for You!):
📝 Google Doc – Copy and customize to fit your practice
📄 Printable & Downloadable PDF – Perfect for adding to your internal systems
📋 Google Form – Send digitally and collect responses with ease
🎨 Canva Templates – Includes:
▪️ A Google Form Header you can personalize with your logo
▪️ A matching logo graphic to update your Google Doc branding
📦 Includes sections for:
✅ Updated personal and professional contact information
✅ Record and payment handling preferences
✅ Client communication & referral details
✅ Supportive message from the practice owner
✅ Optional space to share feedback or continued connection
Built by a group practice owner who understands the value of a respectful, organized transition—because how someone leaves matters just as much as how they start.
Streamline your practice’s paperwork with this easy-to-use Google Docs template. Whether you’re drafting client intake forms, referral letters, or treatment plans, this template is fully customizable to fit your practice’s unique needs. Once you click "use template," you can quickly edit and save the document directly to your Google Drive. With a clean, professional format, this template helps you stay organized and efficient, ensuring smooth operations for your private practice.
Simplify your client intake and communication process with this customizable Google Form template. Whether you’re collecting new client information, tracking referrals, or managing session scheduling, this template is designed to make your administrative tasks smoother and more efficient. Once you click "use template," you can quickly tailor the form to fit your practice’s needs. All responses are automatically organized in Google Drive, making it easy to manage and review at any time.
This Canva template is perfect for personalizing your branding. Easily add your logo, save it as a transparent PNG, and add it to the header of your Google Doc. Once you’ve made your adjustments, download your Google Doc as a PDF and print, or use it digitally. It’s simple to use and fully customizable to align with your unique practice.
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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