Session Prep Sheet
A little preparation can give your next session a clearer starting point.
This free, fillable Session-Prep Sheet helps therapists organize client updates, identify discussion priorities, and explore goals before an appointment. Complete it yourself as part of your preparation, or share a blank copy with clients to fill out before their session.
What’s included:
- Fillable fields for the client’s name and date.
- Three questions about recent experiences, session priorities, and goals for the coming weeks.
- Separate response fields with text that wraps onto multiple lines.
- A dedicated fillable area for session notes.
Designed for in-person and telehealth therapy, this flexible resource can support a pre-session check-in or help open the conversation.
Client privacy matters: Use secure, practice-approved methods to send, receive, and store completed forms. Follow applicable privacy requirements and your practice’s policies. The PDF itself does not provide secure transmission or storage. If using it for private therapist notes, keep those separate from copies shared with clients.
Free fillable and printable PDF download. Use a PDF reader that supports fillable forms, and save a copy to retain your entries. No physical product will be shipped.
Want more tools for starting and organizing your practice? Explore the full Foundations bundle, including a launch checklist, platform comparison and fact sheet, Excel startup expense planner, and weekly closeout checklist.