This worksheet gives clinicians guidelines on conducting an exit interview as well as a list of questions and issues to address with clients. (1223, interviews)

The BIRP (Behavior, Intervention, Response, Plan) Checklist gives clinicians a guide to create uniform Progress Notes. (0621, Progress Notes, practice management, resources)

This form can help therapists get a quick overview of a clinical sessions. (0421, practice management, clinical notes)

This is a template to record Data, Assessment, and Planning notes (DAP) for client sessions. (0121, practice management, progress notes)

Clinicians can use this form to get feedback on each session. Ongoing feedback has been shown to foster a therapeutic alliance, a critical factor in client change. (081619)

This form can be used by therapists or counselors to focus clients on a specific agenda for an individual session. You can email it to a client prior to the session, give it to a client in the waiting room, or you can use it for your own notes.

This checklist is designed to help therapists ensure they have “covered all the bases” with new clients.

This generic treatment plan can be modified and used to document client objectives, strategies, and methods of assessment.

This worksheet can be used as a guide for therapists to ask solution-focused questions during the early sessions of therapy. The questions are designed to stimulate the growth process of clients from their very first encounter with a therapist.

This form can be used to keep track of therapeutic tasks/homework.