Therapist Notion Template Therapy Practice Planner Client Tracker Session Notes Mental Health Forms Social Worker Private Practice Organizer

Managing a therapy practice means endless paperwork — session notes, intake forms, invoices, and patient records. This Notion Template for Therapists brings everything into one private, organized system: client tracker, session notes, appointment planner, and invoice manager — built specifically for therapists, psychologists, counselors, and social workers in private practice.

✅ TEMPLATES for Notes (SOAP, BIRP, DAP, Progress Notes), Intake & Discharge Forms included!

➜ HOW IT WORKS

1. PURCHASE the item and download the PDF with the link to access your template.

2. DUPLICATE the template to your Notion workspace to start editing. 

3. EASY SET UP Follow the instructions to set up & use the template immediately. 

➜ WHAT'S INCLUDED

• DASHBOARD: overview your weekly tasks and sessions, active clients & upcoming payments

• CLIENT MANAGER: organize and access your client list

• CLIENT PAGE: a dedicated page for each patient to collect the patient's data, tasks, therapy session notes and documents, and to create a personalized therapy plan

• BUSINESS HUB: set and track business goals, collect important resources for your practice

• PLANNER: efficiently manage your agenda, avoiding burnout and overlapping of tasks and sessions

• THERAPY HUB: organize all your services and programs, and access the Note Library

• INVOICE MANAGER to help stay on top of your cash flow and track payments from your clients

• SOAP, BIRP, DAP, Progress Notes Templates, Therapy Session Notes, Intake & Discharge Forms

➜ IMPORTANT NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our priority, so please reach out if you have any issues with your order! 

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you. 

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimised for desktops and laptops. When used on smaller devices, the pages' appearance may vary compared to the listing photos.

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form, even if you have made modifications. By purchasing this product, you accept these terms.

Copyright ©️ MintCanvas Studio