For therapists & helping professionals
Spend less time on paperwork — more time on your practice
A 6-tool Google Sheets bundle with structured templates and customizable dropdown menus for every stage from intake to discharge — giving you a clear starting point instead of a blank document.
3+ YEARS · 17,000+ SALES · 4.9/5 
CUSTOMER RATING
Based on 810+ reviews from customers in my Etsy shop.
From blank pages to a clearer workflow
Starting from scratch → Begin with a ready-made structure
Repeating the same information → Use reusable templates and customizable dropdowns
Staying late to finish documentation → Wrap up routine notes sooner and keep more of your evening
Searching for the right wording → Choose from ready-made options and adapt them to the client
You bring the clinical judgment.
The tools bring the structure.
Use the bundle as a flexible starting point for documentation, while keeping the wording, decisions, and clinical approach your own.
Your complete Therapy Documentation Toolkit
One bundle, yours to use your way — choose the tools you need, when you need them, with no subscription, unlimited access, and no per-client limits.
Ready to Use Easy to Customize Step-by-Step PDF Guides
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You became a therapist — not a paperwork manager. Bring the complete Therapy Documentation Workflow Bundle into your practice and keep the tools you need within reach.
Start using your bundle in just a few clicks
Clear, practical, and ready for you to start using today.
1. Purchase the bundle
Complete your purchase using the email address where you’d like to receive your files.
2. Receive 2 files by email
Get a template-access file and one PDF guide covering all six tools.
3. Create your copies
Click the access links to save editable spreadsheet copies to your Google Drive.
4. Start using them
Use the templates in Google Sheets and customize the dropdowns and wording to fit your practice.
Trusted by customers across 17,000+ sales
What customers say about using the templates in practice
Why therapists choose this bundle
Practical tools for smoother day-to-day documentation.
Finish notes with less back-and-forth
Keep the information you need in one familiar format.
Reuse what already works
Start from the same practical setup instead of rebuilding each document.
Keep your documentation consistent
Use a familiar structure across clients and sessions.
Have wording options ready
Spend less time thinking through routine documentation phrases.
See exactly what you'll get
Six Google Sheets tools covering key stages of therapy documentation, each with its own step-by-step PDF guide.
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,
- Ready-to-copy MSE summary report.
Case Formulation
2 sheets
Organize client vulnerabilities, strengths, problems, triggers, hypotheses, therapy focus, interventions, and goals. Includes:
- 75 vulnerabilities and 75 strengths
- 100 problems and 300 triggers
- 25 therapy types and 100 focus areas
- 95 interventions and 150 goals
Treatment Plan Builder
2 sheets
Includes:
- 200 presenting problems, 80 diagnoses,
- 130 goals, 110 objectives,
- 140 interventions + 140 expected outcomes,
- 50 modalities + 50 progress-monitoring tools.
Session Note Builder
3 sheets
Generate SOAP, DAP, BIRP, clinical progress, and general progress notes using guided dropdown selections.
Includes 1,400+ connected therapy solutions for 18 common presenting issues, with suggested approaches, interventions, homework, tools, focus areas, and note phrases.
Discharge Summary
2 sheets
Document diagnosis, reason for discharge, treatment summary, progress, participation, insight, interventions, risk, aftercare, support systems, and strengths.
Your tools should support your thinking — not add to it
One bundle. Six tools. Use what you need, when you need it.
Built for flexible, everyday use
Your own editable copies
Save the spreadsheets to your Google Drive and work from your own files — not documents locked inside another platform.
No monthly subscription
Pay once and keep the bundle, with no recurring software fee.
Use across your caseload
Reuse your templates for your own client work without paying more as your caseload grows.
Set it up once, keep your version
Customize the dropdowns and wording once, then keep using the version that fits your practice.
Still have questions?
Answers to the most common questions before you purchase.
You’ll receive access to all 6 Google Sheets documentation tools, covering key stages from intake to discharge. You’ll also receive a step-by-step PDF guide covering the full bundle.
You can use the therapy documentation bundle alongside your EHR. It does not sync automatically, but you can use the spreadsheets to prepare your documentation and then transfer or upload the finished information.
- Session Note Builder — usually copy and paste the completed SOAP, DAP, or BIRP note into your EHR’s progress-note section.
- MSE Builder — usually copy and paste the completed MSE into the appropriate assessment or progress-note field in your EHR.
- Treatment Plan Template — usually copy the selected goals, objectives, interventions, and other required information into your EHR’s treatment-plan fields, since many EHRs have their own treatment-plan format.
- Biopsychosocial Assessment — this can be completed as a full document, saved as a PDF, and uploaded to the client’s EHR record. If your EHR requires specific intake fields to be completed directly, you can also copy the relevant information into those fields.
- Discharge Summary — can be saved as a PDF and uploaded to the client record, or the relevant information can be copied into the EHR’s discharge section if it has one.
- Case Formulation — this is usually best kept as your own clinical working/reference document rather than uploaded to the EHR unless you specifically want it included in the client record.
So, in practical terms: Session Notes, MSEs, and Treatment Plans are usually transferred into the EHR fields. Biopsychosocial Assessments and Discharge Summaries can often be kept as completed PDFs and uploaded to the client record. Case Formulation can remain a separate working document.
The exact workflow depends on your EHR and your practice’s documentation requirements, but the bundle is designed to work alongside an existing EHR rather than replace it.
If you enter sensitive or protected client information, you are responsible for using Google services, account settings, agreements, and procedures that meet the privacy and security requirements that apply to your practice.
No. You can use one tool, several, or the full bundle depending on what you need. There is no required order or sequence.
Yes. Once you create your own copies, you can customize dropdown options and wording to better fit your practice and documentation style.
Yes. Your copies are saved in your Google Drive, so you can keep your preferred setup and continue working from your own editable files rather than being locked into another platform.
Yes. You’ll need a Google account to create, save, and edit your own copies in Google Sheets.
After purchase, you’ll receive two download links by email — one for the file containing access links to all 6 Google Sheets tools, and one for the step-by-step PDF guide covering the full bundle.
Open the access file and click the link for the tool you want to use. Google will prompt you to create your own editable copy in your Google Drive.
Yes. You have 14 days from the date of purchase to request a refund if the bundle isn’t the right fit for you. Use the email below and enter the same email address you used for your purchase so I can locate your order.
No. The bundle is designed to support your documentation workflow. You remain responsible for meeting the professional, legal, privacy, and record-keeping requirements that apply to your practice.
First, check your spam or junk folder. If you still can’t find the email, use the contancts info below and contact me from the same email address you used at checkout. I’ll locate your order and get back to you within 24 hours.
Personal support from the creator
I’m Yuliya Abelovich, creator of the Therapy Documentation Workflow Bundle. I personally help with purchase questions and spreadsheet usage, and reply within 24 hours.
© 2026 All Rights Reserved. WiseSpreadsheetsShop
You already carry enough.Your documentation shouldn't add to it.
The Therapy Documentation Workflow Bundle brings together six customizable Google Sheets — so you can move a client from intake to discharge without building a single system from scratch. Ready-to-select dropdowns give you a place to begin, so you spend less energy figuring out where to start and more on the work that matters.
Everything included, clearly in view
Six practical tools for every stage of a client's care — from the first assessment to the final summary. 18 sheets in total, plus a step-by-step PDF guide for each one.
Biopsychosocial Assessment
Guided, checkbox-based intake across every domain.
7 sheets
Mental Status Exam Builder
96 ready-made statements into a clean summary.
2 sheets
Case Formulation
Vulnerabilities, strengths, and hypotheses in one view.
2 sheets
Treatment Plan Builder
Goals, objectives, and interventions, ready to shape.
2 sheets
Session Note Builder
DAP, SOAP, and BIRP notes with less effort.
3 sheets
Discharge Summary
A clear, complete closure for every case.
2 sheetsUse the spreadsheets together as one organized system — or open the single tool that fits the task in front of you.
You bring the knowledge.
The tools carry the structure.
After a full day of supporting other people, even a familiar task can feel heavier than it should. You may know exactly what needs to be done — but organizing the information, choosing a starting point, and repeating the same steps still takes energy.
These tools were created to carry more of that structure for you, especially on the demanding days.
One less system to build yourself
Every tool is built around the same four moves — so the whole bundle feels like one workflow, not six separate files.
Plan
Turn goals, objectives, and next steps into a clear structure.
Track
Keep important information organized and easier to review.
Document
Make recurring documentation more efficient and consistent.
Organize
Create repeatable systems for everyday clinical tasks.
The spreadsheets give you a prepared structure while leaving room for your own professional approach and way of working.
Made to support the process —
not just hold the information
Unlike static PDFs or paper worksheets, these spreadsheets are designed to be used, adapted, and returned to. Ready-made dropdowns give you a clear starting point and reduce repetitive decisions — and every tool comes with a PDF guide to help you get started with confidence.
Choose
Start with ready-made options where they're most useful — no blank-page paralysis.
Customize
Edit the wording, categories, and structure to fit your workflow and setting.
Reuse
Return to a system that's already organized and ready for the next client.
See how a small change makes the process feel lighter
These tools have become part of therapists' and helping professionals' everyday workflows — helping them save time, stay organized, and ease the mental effort behind recurring tasks.
"Perfect when your brain is tired."
"It has cut down on the mental load."
"Very easy to customize."
"Organized, professional, and so helpful when I feel stuck."
Every tool, in detail
Biopsychosocial Assessment
A thorough, guided intake. Checkbox prompts walk you through biological, psychological, social, environmental, family, and cultural domains, so nothing is missed on the first appointment.
Mental Status Exam Builder
Tick the statements that fit and the MSE assembles a clean, ready-to-copy summary report — 96 pre-filled statements plus room to customize your own.
Case Formulation
Keep your clinical thinking in one place. Vulnerabilities, strengths, problems, triggers, hypothesis, and treatment plan sit side by side on a single organized view.
Treatment Plan Builder
Presenting problems, diagnoses, goals, objectives, interventions, and expected outcomes — each section flows into the next, so a full plan comes together quickly.
Session Note Builder
A few structured inputs and a built-in solution tree do the heavy lifting — generating DAP, SOAP, and BIRP progress notes you can copy straight into your record.
Discharge Summary
A complete, professional closure. Identifying details, treatment summary, outcomes, risk, and aftercare — all built from customizable dropdown values.
Therapy Documentation Workflow Bundle
A ready-to-use collection of six customizable spreadsheets created to help therapists and helping professionals manage documentation from intake to discharge — with more clarity and less repetitive work.
Questions before you get started?
What is included in the bundle?
Six customizable spreadsheets that support documentation from intake to discharge — Biopsychosocial Assessment, Mental Status Exam Builder, Case Formulation, Treatment Plan Builder, Session Note Builder, and Discharge Summary — along with a step-by-step PDF guide for each tool (18 sheets in total).
How will I receive the files?
This is a digital product. You'll receive access to the files after completing your purchase — nothing is shipped.
Do I need advanced spreadsheet skills?
No. The spreadsheets are designed to be clear and approachable, and the included PDF guides walk you through the main features so you can get started right away.
Can I customize the spreadsheets?
Yes. You can adjust the editable wording, categories, fields, and dropdown options to better suit your workflow, setting, and clients.
Do the spreadsheets include dropdown menus?
Yes. Every tool uses ready-to-select dropdown options designed to make recurring decisions easier — and you can add or edit options at any time.
Can I use each spreadsheet separately?
Yes. The tools are designed to complement one another as one workflow, but each spreadsheet also works perfectly well on its own.
Are these tools a replacement for professional judgment?
No. The spreadsheets support organization and workflow. You remain responsible for applying your own professional knowledge, judgment, workplace requirements, and privacy procedures.
Can I ask for help?
Yes. Email wisespreadsheetsshop@gmail.com and I'll personally respond within 24 hours.
Have a question? I'm here to help.
Choosing the right tool — or understanding how a feature works — should feel simple. Send your question and I'll personally get back to you within 24 hours.
Get in TouchYour tools should support your thinking — not add to it
This bundle gives you practical structure while leaving room for your own knowledge, judgment, and way of working. Spend less time creating systems from scratch and more time using tools that are already prepared for you.