Therapists and counsellors templates
Enquiry replies, boundaries, session reminders and SOAP or DAP note structures for therapy practices. 14 free templates, 5 of them longer notes. Open one to fill in the blanks and copy it.
Practice admin
Bookings and boundaries.
- Enquiry reply Snippet New client. Hi [Name], thank you for reaching out. I offer 50-minute sessions [Format]. I have a free 15-minute…
- Session reminder Snippet Upcoming session. A reminder of your session on [today] at [time now]. [Location or link]
- Telehealth link Snippet Online session. Here is the secure link for your session on [today]: [Link]. Find a private, quiet space if you can.
- Cancellation policy Snippet Terms. Please give 48 hours notice to cancel or move a session. Late cancellations are charged at the full fee.
- Out of hours boundary Snippet Between sessions. I check messages during working hours only. If you are in crisis, please call [Crisis line] or your local…
- Waitlist reply Snippet No space. Thank you for your message. My practice is full right now. I can add you to my waitlist, or suggest…
- Fee and receipts Snippet Billing. The fee is [Fee] per session, payable [When]. I can provide receipts for insurance on request.
- Ending therapy Snippet Closing work. As we discussed, our final session is on [today]. You are always welcome to reach out in the future.
- Holiday cover Snippet Therapist away. I am away from [Start] to [End]. For urgent support, please contact [Cover].
Clinical notes
Structured notes.
- SOAP note Note Subjective to plan. Date: [today] Subjective Objective Assessment Plan
- DAP note Note Data, assessment, plan. Date: [today] Data Assessment Plan
- Treatment plan Note Goals and approach. Presenting concerns Goals 1. 2. Approach Review date [in 90 days]
- Supervision notes Note With a supervisor. Cases discussed Reflections Actions
- CPD log Note Continuing development. | Date | Activity | Hours | Learning | | | | | | | [today] | | | |