Therapist Planner & Session Notes: Four notebooks. One book.
Your week, your clients, your session notes, your supervision hours, and your numbers, in one undated planner.
278 pages · 6 × 9 in · Undated
Your week in a planner. Your notes in another notebook. Your hours in a spreadsheet. Your numbers in another one.
This book holds all four.
278 pages. Eight sections.
01 Monthly planning
Twelve undated months, each with a month grid, goals, and the month in numbers: active clients, sessions scheduled and held, income, supervision, and CE.
02 Weekly planning
Fifty-two undated weeks on two-page spreads, Monday to Sunday. Saturday gets as much room as a weekday. Times aren’t printed, because every practice keeps its own hours.
03 Clients
40 client profiles, two per page, each identified by a code from C-01 to C-40 and initials, never a full name. Each profile notes where that client’s session notes start.
04 Session notes
120 session notes, two per page, in order. Each one has the client code, session number, date, format (in person, telehealth, phone, or no-show), the note, and the plan for the next session.
05 Supervision & consultation
32 supervision records, each with what you bring in and the feedback you take away, and a page to total your supervision hours.
06 Practice & finances
Rates and cancellation policy, fee changes, twelve months of income and expenses, and a year-end summary.
07 Professional development
CE goals and license renewal, a CE log with a certificate checkbox, a reading list, and a year in review.
08 Notes
Ten lined pages for everything else.
04 · Session notes
What happened in the session, in your own words.
120 session notes, two per page, written in order. Each one has the client code, session number, date, and format (in person, telehealth, phone, or no-show), then the note and the plan for the next session.
They’re for the sessions you want to think through again or bring to supervision. Your clinical record stays where your practice keeps it.
05 & 07 · Supervision and CE
Supervision hours and CE, where you can see them.
If you’re working toward licensure, log every meeting: 32 supervision records, each with what you bring in and the feedback you take away.
Then total your hours by month, with individual and group supervision, client hours, and supervisor initials, and keep hours required, completed, and remaining on the same page. CE goals, license renewal, and a CE log sit in the same book.
This is your own tally. Keep your board’s official forms up to date.
03 · Clients
Clients by code, never by full name.
A notebook travels. It sits open on your desk, goes in your bag, and gets left on a chair.
So each client gets a code, from C-01 to C-40, and the rest of the book, including session notes and supervision, uses only that code. The book suggests keeping the key that matches codes to clients somewhere else, such as your EHR.
Undated
Start in any month.
No wasted pages if you buy it in April.
Twelve undated months and fifty-two undated weeks: you write the dates in. Weeks run Monday to Sunday.
Specs and questions
- Format
- Paperback
- Trim size
- 6 × 9 in
- Pages
- 278
- Interior
- Black and white, on white paper
- Lines
- 7 mm apart, close to college ruled
- Dates
- None. Weeks run Monday to Sunday.
- Sold on
- Amazon.com
Does it have dates?
No. You write in the month, the year, and the dates, so you can start in any month and lose no pages. Weeks run Monday to Sunday.
Are times printed on the weekly pages?
No. Each day has a narrow column on the left for times. It is left blank because every practice keeps its own hours.
Is it for counselors, LMFTs, and social workers?
Yes. It was made for therapists, counselors, social workers, and psychologists in the US, in private practice or working toward licensure.
Does it replace my EHR?
No. As the book itself says, it doesn’t replace your clinical records or the recordkeeping requirements of your state and licensing board. It’s a planner and a notebook.
Can I track supervision hours for my license?
Yes, as your own record. The hours page has room for individual and group supervision, client hours, and supervisor initials, with hours required, completed, and remaining. In the book’s words: this is your own tally. Keep your board’s official forms up to date.
How many session notes does it hold?
120, two per page, written in order. That won’t cover every session of a full caseload for a year, and it isn’t meant to. Use them for the sessions you want to think through again or bring to supervision.
Why are clients identified by code?
Because a notebook travels. Each client gets a code in the Clients section, from C-01 to C-40, and the rest of the book, including session notes and supervision, uses only that code. The book suggests keeping the key that matches codes to clients somewhere else, such as your EHR.
What size is it?
6 × 9 inches and 278 pages, in paperback, with a black and white interior and lines 7 mm apart.