Organize client information, progress notes, treatment planning, and discharge documentation with three coordinated Google Sheets templates for therapists, counselors, psychologists, social workers, interns, and mental health professionals.
| Designed by | WiseSpreadsheetsShop |
|---|---|
| Type | Digital download |
| Product include | 2 PDF Files with Google Sheets Links and Instructions |
29.50 $
✨ 3 SPREADSHEETS INCLUDED
✓ CASELOAD SPREADSHEET
Keep practice information in one organized file. Record client and medical information, referral details, assessment tools, therapist schedule, CPT codes, claims, payments, prepaid balances, deductions, treatment planning, session notes, risk assessment, safety planning, consent information, and discharge details.
The schedule includes customizable dropdown menus, automatic claim and payment status colors, insurance billing fields, and calculated client balances.
✓ UNIVERSAL PROGRESS NOTES BUILDER — 6 SHEETS
Create structured notes using three guided builders:
Includes 1,600 pre-filled options across 16 documentation categories. Select statements from dropdown menus or add your own wording. Chosen entries are combined into a ready-to-copy note summary.
✓ DISCHARGE SUMMARY NOTE — 2 SHEETS
Prepare discharge records with fields for diagnosis, reason for discharge, treatment dates, participation, progress, presenting concerns, interventions, medication compliance, risk, safety concerns, aftercare, support systems, strengths, and recommendations.
A customization sheet allows you to edit dropdown values.
🌿 KEY FEATURES
✓ Customizable dropdown menus
✓ Formula-generated summaries
✓ Printable and reusable layouts
✓ Editable wording, fonts, and colors
✓ Separate copies for clients or sessions
✓ Copy notes into documents or EHR systems
💻 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 and may not function correctly in other spreadsheet programs.
📌 IMPORTANT
No physical item will be shipped. These tools support documentation and organization but do not replace professional judgment or workplace requirements. Review all content before adding it to a client record.
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!
