Therapist toolkit - Notion template
The Therapist Toolkit Notion Template is designed to be your all-in-one solution for managing a thriving therapy practice. Tailored specifically for mental health professionals, this template helps you stay organized, efficient, and focused on delivering the best care to your clients.
Key features:
- Client Management → Maintain detailed profiles for each client, including personal information, session history, treatment plans, and notes. Quickly access and update client information to ensure continuity of care.
- Treatment Goals → Set clear, measurable treatment goals for each client and track their progress over time. Easily review and adjust goals as needed to stay aligned with clients on their therapeutic journey.
- Session Scheduling & Tracking → Effortlessly schedule and track sessions with an integrated calendar. Automated follow-ups ensure you never miss a session or crucial review. Also, effortlessly monitor scheduled/completed sessions through an integrated calendar grid for the current month.
- Task Management → Organize professional and personal tasks with a comprehensive task management system. Prepare for sessions, complete admin work, and stay on top of personal to-dos.
- Session Notes → Record detailed notes during or after each session, categorized by client. Notes remain easily accessible for future reference to maintain continuity of care.
- Communication log - Record calls, emails, and client interactions for better continuity.
- Financial Tracking → Keep your practice financially healthy with tools to track income and expenses.
- Resources → Store and share therapeutic tools, worksheets, references, and handouts in one central library. Optionally link resources to clients for personalized care.
- Notifications → Get dynamic updates for Tasks & Sessions scheduled Today, This Week, and This Month—keeping you proactive and on top of your priorities.
- Automated Review Dates → Stay ahead in client care with automated reminders for treatment plan reviews and session follow-ups.
Whether you’re managing a large caseload or just starting your practice, the Therapist Toolkit Notion Template simplifies the administrative side of therapy, giving you more time to focus on what matters most—helping your clients.
IMPORTANT NOTE:
The Therapist Toolkit Notion Template is a powerful tool for managing various aspects of your therapy practice. However, it's important to note that Notion itself is not HIPAA compliant, meaning it does not meet the strict standards required for handling Protected Health Information (PHI).
To ensure HIPAA compliance while using this template, avoid storing any identifiable client information or PHI within Notion. Instead, use the template to manage non-sensitive aspects of your practice, such as anonymized session notes, treatment goals, task management, and financial tracking. For any PHI, it's recommended to use a separate, HIPAA-compliant platform.
Always prioritize the privacy and security of your clients' information by following best practices and considering additional tools that meet HIPAA requirements.
More info: HIPAA configuration – Notion Help Center