The Clinical Note Taking Templates have been fully revised and expanded, providing a structured, practical framework for documenting clinical work across all stages of therapy.
 
Updated in December 2025, this resource includes 55 pages of core content, along with a print-friendly black and white version of the templates, bringing the total to 83 pages.
 
Designed for psychologists and mental health clinicians, this resource supports accurate, efficient, and ethically compliant documentation. It provides a clear system for writing clinical notes that are defensible, clinically meaningful, and aligned with professional standards, including AHPRA requirements.
 
Clinical notes are not just an administrative task. They are a core part of clinical reasoning, communication, and risk management. Many clinicians feel uncertain about how much detail to include, how to structure their notes, and how to document decision-making in a way that is both concise and defensible. This resource provides a clear and consistent framework to support high-quality documentation without unnecessary complexity.
 
What’s included:
 
Initial assessment template
A comprehensive framework for first sessions, supporting you to gather relevant history, presenting concerns, risk information, and therapeutic goals. Prompts are included to guide clinical thinking and ensure important details are not missed.
 
Progress notes template
A clean, streamlined structure designed to support clear and efficient documentation of session content, interventions, clinical observations, risk considerations, and progress over time. Prompts encourage purposeful, clinically relevant note taking rather than purely descriptive entries.
 
Final session and discharge template
A structured framework to support ethical and comprehensive termination documentation, including summaries of progress, outcomes, risk status, and recommendations for ongoing care.
 
Designed for real clinical workflows
Each template has been developed to support the way clinicians actually work. The layouts are clean, intuitive, and flexible, allowing you to document sessions efficiently while maintaining depth and clinical relevance.
 
Flexible format
This resource includes both a full-colour version for digital use and a black and white version of the templates optimised for printing, allowing you to use it across tablet, desktop, or handwritten formats.
 
Who this is for
This resource is designed for psychologists and mental health clinicians who want a documentation system that is structured, defensible, and aligned with contemporary practice. It is suitable for early-career psychologists building confidence in note taking, as well as experienced clinicians seeking a more streamlined and consistent approach.
 
Key features
• 55-page comprehensive template set
• Additional black and white print-friendly version of the templates included (83 pages total)
• Structured clinical note taking templates for assessment, ongoing sessions, and discharge
• Supports AHPRA-aligned, ethical, and defensible documentation
• Built-in prompts to strengthen clinical reasoning and decision-making
• Streamlined layouts to reduce administrative load while maintaining quality
• Flexible formatting for use across tablet, desktop, or print
 
Delivered as a digital PDF.
 
Available individually or as part of the Practice Tools Bundle for a discounted rate.