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.
| Designed by | WiseSpreadsheetsShop |
|---|---|
| Type | Digital download |
| Product include | 2 PDF Files with Google Sheets Links and Instructions |
39.50 $
✨ 6 GOOGLE SHEETS TEMPLATES INCLUDED
✓ THERAPIST CLIENT SESSION TRACKER & BOOKKEEPING — 11 SHEETS
Manage client records, session logs, goals, progress, CPT/service codes, claims, payments, deductions, expenses, and follow-up tasks. Includes an auto-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 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 with links to create copies in Google Drive. A free Google account and internet access are required. The templates are designed primarily for Google Sheets.
📌 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.
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!
