Create organized psychotherapy notes with six Google Sheets templates for therapists, counselors, psychologists, social workers, and interns. This bundle combines first-session documentation, SOAP, DAP, BIRP, universal session notes, and progress-note builders. Drop-down menus, pre-filled clinical statements, and formula-generated summaries help reduce repetitive typing and support consistent documentation.
| Designed by | WiseSpreadsheetsShop |
|---|---|
| Type | Digital download |
| Product include | 2 PDF Files with Google Sheets Links and Instructions |
29.50 $
✨ 6 TEMPLATES INCLUDED
✓ First Therapy Session Notes
Record presenting issues, daily-life impact, health history, support systems, mood, observations, goals, coping strategies, strengths, therapeutic approach, and homework.
✓ SOAP Note Builder
Build Subjective, Objective, Assessment, and Plan sections with prompts for concerns, symptoms, appearance, affect, engagement, risk, progress, interventions, homework, and follow-up.
✓ DAP Note Builder
Document presentation, concerns, mood and affect, behavior, symptom severity, insight, motivation, progress, clinical impression, interventions, and next-session planning.
✓ BIRP Note Builder
Create Behavior, Intervention, Response, and Plan notes covering participation, behavior, risk, techniques, skills, engagement, insight, progress, barriers, and homework.
✓ Universal Session Template Builder
Generate DAP, SOAP, BIRP, clinical progress, and general progress notes from one session form. The Solution Tree contains 1,400+ connected therapy solutions for 18 common concerns, linking problems with approaches, steps, interventions, homework, focus areas, tools, and note phrases.
✓ Progress Notes Builder
Includes three builders for session dynamics, presenting issues and goal tracking, and emotional processing and insight development.
🌿 KEY FEATURES
✓ Customizable drop-down values
✓ Pre-filled documentation statements
✓ Formula-generated summaries
✓ Printable and reusable layouts
✓ Duplicate sheets for clients or sessions
✓ Copy notes into a document or EHR as values only
💻 FORMAT & ACCESS
This is a digital Google Sheets product. You will receive PDF files with links to create copies in Google Drive. A free Google account and internet access are required.
📌 IMPORTANT
No physical item will be shipped. These templates support documentation but do not replace professional judgment, clinical training, supervision, or workplace requirements. Review and adapt generated text 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!
