Register today for the May LIVE Misery or Mastery Webinar and Save $50! Learn More

Clinical Forms



Whether you attended a documentation training and now wish to purchase forms that support the thorough and effective documentation you just learned, or you wish to figure out how to use them on your own, you can purchase Clinical Forms directly for only $287.

Customizable Documentation Templates:

Available as Word Docs, Fillable PDFs, and static PDFs. Word Docs and fillable PDFs can be customized to meet your clinical needs. There is no need to decide before purchasing. All three versions will be sent so you can decide what works for your practice. And remember, the forms can always be downloaded again at any time from your account.

Word Docs use MS WORD Templates to lock the formatting in place while providing plenty of narrative space that expands to meet your distinct reporting needs. Useful dropdowns for CPT Codes and Severity attributes save time and reduce errors. The option to use a date picker for all dates and dropdowns for times also enhance the ease of use for these forms. Checkboxes are incorporated to remind the user to answer often repeated responses such as risk assessment or modality. For best results, we recommend using the most recent version of Microsoft Word in Microsoft 365.

The fillable PDFs include all the same attributes as the WORD Docs and a few more such as automatic phone number formatting. However, their format is static and does not expand for long narratives.  The narrative spacing is created based on Beth’s years of practice.  If you are significantly technically challenged, these may be the forms for you. We recommend using the free Adobe Reader with the fillable PDF forms.

Use the static PDFs (non-fillable) if you’d like a pre-formatted version that may more easily print for you.  This is a good solution if you do not use Microsoft WORD.  We recommend using Adobe Reader.  The PDF may not function correctly in a browser.

You are welcome to make minor adjustments to the documents to suit your clinical needs, but you are NOT permitted to share them with others or remove the copyright.

For more information on how to use your form and other technical questions, please visit our FAQs page

This package includes:

  1. Diagnostic or Intake Summary
  2. Initial Treatment Plan
  3. Treatment Plan Review
  4. Session Note
  5. Case Consult
  6. Discharge Summary
  7. Summary of Treatment


  1. Example Forms for Case #1 – a real life example for a client with Major Depressive Disorder during the Pandemic.
  2. Example Forms for Case #2 – a real life example for a client with Binge Eating Disorder and a therapeutic breech.
  3. Example Forms for Case #3 – a real life example for a client with PTSD and legal involvement.
  4. Extensive list of Barriers to Treatment
  5. Tips for Completing Outpatient Reviews
  6. Video with Beth demonstrating how to complete a Session Note using a Fillable PDF (it’s like a mini documentation training!)
  7. Video with Beth demonstrating how to complete a Session Note using a Word Doc (it’s like a mini documentation training!)
  8. Since starting anything new can be challenging, 3 weekly emails with tips on how to streamline the use your new forms.

Thank you for your interest in Documentation Wizard.  Please let me know how they help you in your practice here.