Therapist Forms: SOAP DAP BIRP Progress Notes, Treatment Plan Template, Session Check-In, Welcome Packet

Spend less time building forms and more time with clients. This Clinician Toolkit gives therapists, counselors, and social workers clean, professional templates for the paperwork that fills every week. Made by the team at Paris Counseling, a working multi-location behavioral health practice.

WHAT'S INCLUDED
- Session Check-In: clients (3 pages) - mood, sleep, stress, and energy scales, wins and challenges, today's topics, homework review, and an end-of-session feedback sheet
- Treatment Plan: clinicians (4 pages) - presenting concerns, strengths, blank diagnosis fields, problem/goal/objective/intervention table, review dates, signatures, SMART goal worksheet, and progress review table
- Progress Notes: clinicians (3 pages) - SOAP, DAP, and BIRP pages with guidance under each heading, client ID, session type, CPT/service, risk check, and signature lines
- Welcome Packet: new clients (4 pages) - what to expect, how sessions work, first-session prep, getting-to-know-you questions, therapy goals, and a "what helps me feel comfortable" sheet
- ThankYou-ParisCounseling.pdf (1 page) - printing tips and links to more free resources

HOW TO USE
Print and fill in by hand, or write on them in a PDF app on a tablet. Hand out the check-in in the waiting room, build the treatment plan together early on, use the note format your payer prefers, and send the welcome packet before the first visit.

WHAT YOU'LL PRACTICE
- Collaborative treatment planning
- Writing measurable SMART objectives
- Consistent SOAP, DAP, and BIRP documentation
- Routine session feedback check-ins

PERFECT FOR
- Therapists, counselors, and social workers
- Group practices standardizing forms
- New private practices, interns, and supervisors

PLEASE NOTE
- This is a DIGITAL DOWNLOAD. No physical item will be shipped.
- Files are available to download immediately after purchase from your Etsy Purchases page.
- The "Watermark Removed After Purchase" text in the photos does not appear on the files you receive.
- US Letter size (8.5 x 11 in); prints fine on A4 with "fit to page."
- For personal, classroom, or therapy-practice use. Please do not resell or redistribute the files.
- Blank templates: customize to your practice, payer, and state requirements, and store completed forms securely per HIPAA.
- The welcome packet is not a consent or intake form. Attach your own consent, privacy notice, and policies.

This resource is educational and is not a substitute for professional mental health care.

(c) Paris Publishing LLC