Therapist Appointment Planner Social Worker Client Tracker Session Notes Planner Psychology Organiser Mental Health Forms Clinician Planner

Track appointments, sessions and clients with the ultimate Therapy Planner. This Notion Therapy template is for therapists, psychologists, mental health clinicians, counsellors, and social workers. This comprehensive template will help you onboard and offboard patients, organise session Notes, appointments and documents efficiently. 

➜ 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: organise and access your client list

• CLIENT PAGE: a dedicated page for each patient to collect the patient's data, tasks, notes and documents, and to create a personalised 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: organise all your services and programmes, and access the Note Library

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

➜ BONUS TEMPLATES for Notes (SOAP, BIRP, DAP, Progress 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

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