Therapy Client Record

This template provides a comprehensive workspace for mental health professionals to manage client documentation efficiently. It is designed to house the entire clinical lifecycle of a client, starting with a detailed intake assessment, moving into a formalized treatment plan, and providing a reusable format for ongoing progress notes (SOAP). By centralizing demographics, history, and session records, clinicians can ensure continuity of care, maintain organized records for billing or compliance, and easily track progress toward therapeutic goals.