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Progress Notes, Intake Forms, and Assessments templates in our Template Library

Discover new Progress Note, Intake Form, and Assessments templates in our Template Library. You can quickly add any template from here, and customize it as you see fit.

Below, you'll find a complete list of the templates we currently have available for each type of documentation: 

Note: If you don't find the exact template you'd like to use, feel free to make a copy to adjust to your liking or create your own.

Progress Notes

Note: See How to use progress and psychotherapy notes to learn how to use progress note templates in your client's chart. 

Intake Forms

Note: See Sending intake forms and documents to clients to learn how to send intake forms to clients. 


Note: See Adding assessments, diagnoses, and treatment plans to learn how to use assessments templates in your client's chart. 

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