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.
• 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.
• 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.