You can add and customize Progress Note, Intake Form, Assessment, and Treatment Plan templates in our Template Library. To learn more, see How to use the Template Library.
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.
Below, you'll find a complete list of the templates we have available for each type of documentation:
Tip: We’ve also created additional free customizable letter templates that aren’t currently available in our Template Library for you to download. These templates include colleague referrals, treatment discontinuation, and more. To download a copy from Pollen Magazine by SimplePractice, see Free Fill-in-the-Blank Therapist Letter Templates.
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
Treatment Plans
Note: See Adding assessments, diagnoses, and treatment plans to learn how to use Treatment plan templates in your client's chart.
- Behavioral Health Treatment Plan
- Chiropractic Exam and Plan of Care
- Couples Behavioral Health Treatment Plan
- Occupational Therapy Treatment Plan - Adult
- Occupational Therapy Treatment Plan - Pediatric
- Physical Therapy Plan of Care
- SLP Adult Treatment Plan
- SLP Early Intervention Treatment Plan
- SLP Pediatric Treatment Plan
