Therapist Practice OS
$29A complete practice management workspace for therapists, counselors, and mental health professionals. Track clients, sessions, notes, billing, treatment plans, forms, and CEUs — all in one Notion system.
Buy on Gumroad All templatesWhat you get
- Six linked databases: Clients, Sessions, Billing, Treatment Plans, Forms, CEU Tracker
- Client intake CRM with referral tracking and insurance fields
- Session logging with intervention types, mood ratings, and progress notes
- Billing tracker for insurance claims, self-pay, sliding scale, and superbills
- Treatment goals by domain with status tracking and intervention plans
- Forms library: consent, screeners (PHQ-9, GAD-7), and progress measures
- CEU and license tracker so you never scramble at renewal time
- Setup guide and HIPAA awareness disclaimer included
Databases
ClientsIntake, insurance, and referral tracking
SessionsNotes, interventions, and mood tracking
BillingClaims, self-pay, and payment status
Treatment PlansGoals, objectives, and progress
FormsConsent, screeners, and assessments
CEU TrackerCredits, licenses, and renewal dates
From your first intake to your CEU renewal. Run your practice from one workspace.
Buy Therapist Practice OS for $29