Master Clinical Forms



The forms used for Documentation Wizard are available for purchase separately.  Whether you attended a workshop training on how to use the forms and templates and now wish to purchase your own master copies or you wish to figure out how to use them on your own, you can now purchase access to them directly for only $187.

In the workshop, I discuss these forms and templates are copyrighted.  After purchasing them, you are welcome to make minor adjustments to the documents, but you are NOT permitted to share them with other therapists.

Master Forms Basic: Customizable Documentation Templates:

Available as both Word Docs, Fillable PDFs and static PDFs. Both versions can be customized to meet your clinical needs. Try each to decide what works for your practice.

Word Docs have the most flexibility in terms of being customizable and the “narrative” areas expand to meet your narrative needs. They can lose their formatting but most people find them easy to use.

Fillable PDFs have less flexibility in terms of customization but they will hold their formatting under all circumstances. If you are severely technically challenged, these may be the forms for you.

I also include 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.

Forms include:

  1. Diagnostic or Intake Summary
  2. Treatment Plan
  3. Session Note
  4. Case Consult
  5. Discharge Summary

PLUS helpful tips on how to use these forms as PDFs

  1. Real case examples of each form
  2. Detailed explanation of how to write a Treatment Plan
  3. Extensive list of Barriers to Treatment
  4. Tips for Completing Out Patient Reviews

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