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 keep documentation consistent across the therapy workflow.
| Designed by | WiseSpreadsheetsShop |
|---|---|
| Type | Digital download |
| Product include | 2 PDF Files with Google Sheets Links and Instructions |
14.50 $
✨ 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 problems, 300 triggers, 25 therapy types, 100 focus areas, 95 additional interventions, and 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, duration, review schedule, and progress monitoring.
Includes 200 presenting problems, 80 diagnoses, 130 goals, 110 objectives, 140 interventions, 140 expected outcomes, 50 treatment modalities, and 50 progress-monitoring tools.
✓ SOAP NOTE BUILDER — 2 SHEETS
Create SOAP notes using guided dropdown menus for 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 next-session goals.
Each category includes 100+ pre-filled statements, plus space for 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 with links to create your own copies in Google Drive. A free Google account and internet access are required.
📌 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.
No. All products are digital. Nothing will be shipped by mail.
After payment, Lemon Squeezy will send a receipt and product-access information to the email address entered during checkout.
Depending on the product, you may receive downloadable files, a ZIP folder, an instruction PDF, or a Google Sheets access link.
Please check your spam, junk, promotions, and other filtered folders.
Make sure you are checking the same email address used during checkout.
If the email is still missing, contact wisespreadsheetsshop@gmail.com and include your purchase email, order number, and product name.
A Google account is required for products designed for Google Sheets.
The provided access link allows you to create an editable copy in your own Google Drive.
Yes. Google Sheets can be used as part of a HIPAA-compliant workflow when your organization uses an eligible Google Workspace account, has an appropriate Business Associate Agreement with Google, and applies suitable security and access controls.
Compliance also depends on how the spreadsheet is stored, shared, and used.
Access should be limited to authorized users, accounts should be protected, sharing permissions should be reviewed, and your organization’s privacy and security procedures should be followed.
Requirements vary by profession, employer, insurer, licensing authority, and location.
The products support organization, planning, and documentation, but they do not guarantee legal, clinical, insurance, or regulatory compliance.
Customers are responsible for reviewing and adapting each resource to their own professional and workplace requirements.
Lemon Squeezy securely processes checkout, payments, receipts, applicable sales tax or VAT, and approved refunds.
Wise Spreadsheets Shop remains responsible for product files, access links, descriptions, instructions, and product-related support.
Email: wisespreadsheetsshop@gmail.com
For purchase-related support, please include your purchase email, order number, and product name.
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
