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. To learn more, visit How to use the Template Library.
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 profile.
- ABA Initial Session Note
- Acupuncture SOAP Note
- ADIME Basic Note
- ADIME Note
- Articulation Goal Tracker
- Bedside Swallow Evaluation New Template
- Biopsychosocial Assessment & SOAP
- CBIT - Daily Treatment Note
- Chiropractic New Patient Examination
- Chiropractic SOAP II
- Chiropractic SOAP Note
- Counseling Progress Note
- DAP Note
- Detailed Speech Language Pathology Note
- Eagala Equine Specialist Note
- Eagala Mentoring Process - Session Journal
- Eagala Session Progression Note
- EMDR Therapy Case Conceptualization Note
- EMDR Therapy Treatment Summary Note
- Family Progress Note
- Gilman HIPAA Progress Note
- Group Therapy Progress Note
- Group Therapy Progress Note II
- Initial Detailed Visit - Acupuncture
- Lactation Consult Evaluation
- LEAP First Consultation
- Nutrition Progress Note
- Occupational Therapy Adult Evaluation
- Occupational Therapy Evaluation
- Occupational Therapy Instrumental Activities of Daily Living (IADLs) Evaluation
- Occupational Therapy Pediatric Evaluation
- Occupational Therapy Pediatric Evaluation - Fine Motor
- Occupational Therapy Pediatric Evaluation - Primitive Reflex
- Occupational Therapy Pediatric Evaluation - Self Care and ADLs
- Occupational Therapy Pediatric Evaluation - Sensory Integration
- Occupational Therapy Pediatric Evaluation - Visual Motor
- Occupational Therapy Re-Evaluation
- Occupational Therapy Torticollis Evaluation
- Oral Mechanism Examination
- Orofacial Myofunctional Evaluation
- Pediatric Stuttering Assessment Results
- Physical Therapy Initial Evaluation
- Progress Note - Lactation Consultant
- SLP Gender-Affirming Voice Evaluation for Non-Binary Clients
- SLP Gender-Affirming Voice Evaluation for Transgender Men
- SLP Gender-Affirming Voice Evaluation for Transgender Women
- SOAP Note
- Speech-Language Pathology Evaluation
- Speech-Language Pathology Re-Evaluation
- Standard Progress Note
- Suicide Risk Assessment & DAP
Intake Forms
Note: See Sending intake forms and documents to clients to learn how to send intake forms to clients.
- ABA Child Intake Form
- Acupuncture Intake Form
- Adolescent Intake Questionnaire
- Adoptive Family Intake - Lactation Consultant
- Adult ADHD Self-Report Scale (ASRS-v1.1) Symptom Checklist
- Adult and Adolescent CBIT Intake Form
- Adverse Childhood Experience (ACE) Questionnaire
- Alcohol Use Disorders Identification Test (AUDIT): Self-Report Version
- Automobile Accident Intake
- Chiropractic Intake Form
- Clinically Useful Depression Outcome Scale (CUDOS)
- Couple Therapy Policy: Limited Secrets Policy
- Couples Counseling Initial Intake Form
- COVID-19 Pre-Appointment Screening Questionnaire
- DASS 21
- Disabilities of the Arm, Shoulder and Hand (DASH)
- Dissociative Experience Scale (DES-II)
- Drug Abuse Screening Test (DAST-10)
- EAT 26
- Eat a Rainbow Evaluation
- Eating Assessment Tool (EAT 10)
- Edinburgh Postnatal Depression Scale (EPDS)
- Feeding History and Infant Behavior
- Follow-Up LEAP Symptom Survey
- Food Journal Week 1
- GAD
- Hand Profile
- In Case of an Emergency - Telehealth
- Initial LEAP Patient Consult Form
- Initial LEAP Symptom Survey
- Intake Form - Lactation Consultant
- Intake Questionnaire - Long Version
- Massage Therapy Intake Form
- Mood Disorder Questionnaire (MDQ)
- My Symptom Questionnaire (MySQ)
- For more information visit: www.IFNAcademy.com
- Neck Disability Index
- Nutrition Assessment - IFNA
- For more information visit: www.IFNAcademy.com
- Nutrition Intake Form
- Nutrition Intake with pediatric add-on
- Occupational Therapy Child Intake Form
- Oswestry Lower Back Pain Disability Questionnaire
- Pain Assessment Intake Form
- Pediatric CBIT Intake Form
- Pediatric Stuttering History
- PHQ-2
- PHQ-9
- PHQ-9 - En Español
- Physical Therapy Intake Form
- PTSD Checklist for DSM-5 (PCL-5)
- Release of Information
- Release of Information - En Español
- Release of Information - For CA Providers
- Release of Information - Short
- Shoulder Pain and Disability Index (SPADI)
- Speech Language Adult Intake Form
- Speech Language Child Intake Form
- Speech Pathology Areas of Involvement
- Standard Intake Questionnaire - En Español
- Standard Intake Questionnaire Template
- Substance Abuse Intake Form
- Testimonial Release Form - Client (Name Disclosed)
- Testimonial Release Form - Client (Name Not Disclosed)
- Testimonial Release Form - Colleagues
- The CRAFFT Questionnaire (version 2.1)
- Trans Woman Voice Questionnaire (TWVQ)
- Transgender Self Evaluation Questionnaire (TSEQ)
Assessments
Note: See Adding assessments, diagnoses, and treatment plans to learn how to use assessments templates in your client's chart.
- Adult/Adolescent CBIT Initial Evaluation
- Biopsychosocial Assessment
- CBIT Initial Evaluation
- Discharge Summary Note
- Expanded Dietary Analysis of the H.A.N.D.S. on Assessment
- For more information visit: www.IFNAcademy.com
- Expressive One Word Picture Vocabulary Test - Results
- Good Faith Estimate for Health Care Items and Services
- H.A.N.D.S. on - A Clinical Nutrition Assessment Tool
- For more information visit: www.IFNAcademy.com
- Initial Clinical Mental Health Assessment and Treatment Plan
- Mental Status Note
- Neck Pain Disability Index Questionnaire
- Patient Safety Plan
- Receptive One Word Picture Vocabulary Test - Results
- School Readiness Assessment Results
- Suicide Risk Assessment
- Test of Adolescent and Adult Language - 4th Edition (TOAL-4)
- Treatment Review Note
