Manage therapy documentation from intake through discharge with six 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 $
✨ 6 TEMPLATES INCLUDED
✓ Biopsychosocial Assessment — 7 sheets
Covers client information and biological, psychological, social, environmental, family, and cultural domains using structured checkbox prompts.
✓ Mental Status Exam Builder — 2 sheets
Includes 96 pre-filled statements, 18 customizable statements, and a ready-to-copy MSE summary report.
✓ Case Formulation Template — 2 sheets
Organize client vulnerabilities, strengths, problems, triggers, hypotheses, therapy focus, interventions, and goals. Includes:
✓ Treatment Plan Goals Note — 2 sheets
Build structured treatment plans using dropdown menus for presenting problems, diagnoses, goals, objectives, interventions, expected outcomes, modalities, and progress monitoring.
Includes 200 presenting problems, 80 diagnoses, 130 goals, 110 objectives, 140 interventions, 140 expected outcomes, 50 modalities, and 50 progress-monitoring tools.
✓ Universal Session Template Builder — 3 sheets
Generate SOAP, DAP, BIRP, clinical progress, and general progress notes using guided dropdown selections.
The Solution Tree includes 1,400+ connected therapy solutions for 18 common presenting issues, with suggested approaches, interventions, homework, tools, focus areas, and note phrases.
✓ Discharge Summary Note — 2 sheets
Document diagnosis, reason for discharge, treatment summary, progress, participation, insight, interventions, risk, aftercare, support systems, and strengths.
🌿 KEY FEATURES
✓ Organized dropdown menus and checkboxes
✓ Automatically generated text and summaries
✓ Customizable wording, lists, fonts, and colors
✓ Printable and reusable layouts
✓ Separate copies can be created for clients or sessions
✓ Generated notes can be copied into your document or EHR
💻 FORMAT
This is a digital Google Sheets product. After purchase, you will receive PDF files containing links to create your own spreadsheet copies in Google Drive.
A free Google account and internet access are required. These templates are designed primarily for Google Sheets and may not function correctly in Excel, Apple Numbers, or other programs.
📌 IMPORTANT
These templates are documentation-support tools and do not replace professional judgment, clinical training, supervision, legal guidance, or workplace requirements. Review and adapt all generated content before using it in client documentation.
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!
