Free templates

The therapy template library

By Albert Wong, PhD, Clinical Psychologist

Complete, copy-paste templates for the documents a therapy practice runs on — written for licensed clinicians, with clinical accuracy ahead of marketing. Each page gives you the full plain-text template, a filled example using a fictional client, and straight answers to the questions that actually come up (including what insurance does and does not require). Copy them into any EHR or document; no signup, nothing tracked.

Progress note formats

Progress Note Template The overview: what every progress note must contain regardless of format, a format-agnostic template, and an honest comparison of SOAP, DAP, BIRP, and GIRP. Get the template → SOAP Note Template Subjective, Objective, Assessment, Plan — the format medical settings speak natively, adapted for psychotherapy, with a filled example. Get the template → DAP Note Template Data, Assessment, Plan — the three-section format many private-practice therapists find fastest to write, with a filled example. Get the template → BIRP Note Template Behavior, Intervention, Response, Plan — the intervention-forward format common in agency and community mental health work. Get the template → GIRP Note Template Goal, Intervention, Response, Plan — the goal-first format that ties every session note directly back to the treatment plan. Get the template →

Assessment & treatment planning

Intake Assessment Template A complete biopsychosocial intake: presenting problem, histories, mental status exam, risk assessment, and diagnostic impressions. Get the template → Treatment Plan Template Problems, measurable goals and objectives, interventions, and review dates — the document that makes medical necessity legible. Get the template →

Billing documents

Therapy Superbill Template Every field an out-of-network receipt needs for a client to file for reimbursement — plus a free generator that builds the PDF for you. Get the template → Therapy Invoice Template A clean private-pay invoice — service lines, payments, balance due — and the honest line between an invoice and a superbill. Get the template →

Intake & consent paperwork

Therapy Intake Form Template A complete adult intake form: contacts, presenting concerns, mental health and medical history, substance use, a safety screen, and the strengths question most forms forget. Get the template → Informed Consent Template A plain-language psychotherapy consent covering confidentiality and its limits, fees, communication, emergencies, records, and endings — a starting point for your attorney and board to review. Get the template → Telehealth Consent Template The telehealth supplement: technology and privacy limits, session location, emergency procedures, a tech-failure backup plan, and recording policy. Get the template →

Crisis & safety

Safety Plan Template The widely used six-step safety planning structure — warning signs, coping, distraction, people to call, professional crisis contacts including 988, and means safety. Get the template →

Letters & correspondence

Termination Letter Template A therapist-initiated termination letter with care-continuity built in: notice, closing sessions, specific referrals, crisis resources, and records access. Get the template → Records Request Response Template A response letter for release-of-information requests — fulfill, partially fulfill, or ask for a valid authorization first — with a before-you-send checklist. Get the template →

Practice administration

Supervision Hours Log Template A clean printable log for pre-licensure hours: daily table, activity codes, weekly summaries, running totals, and a supervisor attestation block. Get the template →

Prefer something interactive?

Several of these have living counterparts in our free tools collection: the superbill generator builds the PDF for you, the PHQ-9 / GAD-7 scorer handles the measures your notes cite, and the CPT code picker matches sessions to billing codes.

Templates here are general clinical-documentation education, not legal advice. Requirements vary by state, license type, agency policy, and payer contract — check yours.

Or skip the copy-paste entirely: Practice Harbor is an EHR built by a psychologist — these documents as living templates, with AI drafting, scheduling, and billing built in.

Start free — no credit card