Please read this entire page for important information. Sorry it’s so long but it’s necessary.
Blank Forms and Templates
Please click on the button below to download your zipped file with Documentation Wizard blank forms and templates.
Please save them in a file marked “Master Forms” or something that you will recognize! These documents are written in Word, which makes it possible for you to make minor changes to suit your individual needs. Add your name, licensure, and license # at the top of each document, as indicated. That said, please remember do NOT share them with other therapists. These forms are copyrighted.
These forms can be used as paper records. However, they were designed to be completed on the computer and do not have much space for narrative done by hand. They are formatted in Tables so that the areas expand to meet your writing needs. You can make templates for each of your clients by filling in all the identifying information and saving them in the client file.
Master Forms Basic: Customizable Documentation Templates:
Word Documents give you the most flexibility for customization.
Fillable PDFs are a bit easier to use and will keep their formatting though there is less ability to customize them. I’ve also included static PDFs in case you have trouble printing with the WORD documents or you do not use WORD.
- Diagnostic Summary (as Word Docs and fillable PDFs)
- Treatment Plan (as Word Docs and fillable PDFs)
- Session Note (as Word Docs and fillable PDFs)
- Case Consult (as Word Docs and fillable PDFs)
- Discharge Summary (as Word Docs and fillable PDFs)
Additional consultations are always available if you need help. Please contact me here
You will be downloading a ZIP FILE containing Fillable PDFs, static PDFs, and WORD documents. You will need to unzip the file once you download it . To use the PDFs you will need Adobe Reader. Fillable PDFs are not supported in browsers. To open the WORD documents, I recommend using Microsoft Word 2016 for the best results.
Example Forms and Templates
Please click on the button below to download the zipped file with Documentation Wizard example forms and templates. These are case examples of ICD 10 Forms for Joanne Jingle
The included example forms and templates include:
- Six real case examples for each form (PDFs)
- Detailed explanation on how to write a Treatment Plan (PDF)
- Tips for Completing Out-patient Review Forms (PDF)
- Extensive list of Barriers to Treatment (PDF)
You will be downloading a ZIP FILE containing static PDFs. You will need to unzip the file once you download it . To use the PDFs you will need Adobe Reader.
If you need help, support, or a more focused explanation for your specific area, please contact me to discuss further consultations.
Thank you for purchasing and using the Documentation Wizard forms and templates.
Did you change your mind about getting the Master Form PLUS package?