Resources
Operational tools, templates & clinical forms for behavioral health teams.
Ready-to-use, immediately downloadable. Built from real consulting and clinical work — not generic templates.
BundleBest Value
Complete Clinical Forms Bundle
All 7 clinical forms in one download — Progress Note, Biopsychosocial Assessment, Treatment Plan, Discharge Summary, Safety Planning, Group Session Note, and Supervision Notes. Save over 35% vs. buying individually.
$99 / bundle
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BundleBest Value
IOP Documentation Starter Pack
5 core SOPs for IOP programs: intake, group note documentation, treatment plan updates, discharge, and incident reporting. Save 30% vs. individual.
$249 / bundle
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Audit Tool
Self-Directed Workflow Audit Kit
40-point audit checklist, staff interview guide, scoring rubric, and findings report template. Identify your highest-priority workflow gaps in one structured review.
$299 / kit
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Workflow Framework
EHR Documentation Workflow Guide
Step-by-step framework for standardizing how clinicians document across an EHR system. Includes note type definitions, timeframe standards, and common errors table.
$79 / download
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SOP Template
Clinical Intake SOP
Full intake workflow from initial contact through post-intake documentation. 10-step workflow table, risk screening protocol, and documentation timeframe standards.
$49 / download
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SOP Template
Clinical Staff Onboarding SOP
Covers EHR orientation, documentation standard review, first-90-days checklist, and supervisor sign-off workflow. 10-step onboarding table included.
$59 / download
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SOP Template
No-Show & Late Cancellation Policy SOP
Covers documentation requirements, staff communication protocol, and EHR entry standards for missed appointments. Includes threshold tracking system.
$39 / download
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Clinical Form
Biopsychosocial Assessment Template
Comprehensive intake assessment covering presenting problem, psychiatric and medical history, trauma screening, mental status exam, diagnostic impressions, and treatment recommendations.
$39 / download
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Clinical Form
Treatment Plan Template
Structured treatment plan with up to 3 goals, short-term objectives, interventions, target dates, crisis plan, and client participation documentation.
$29 / download
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Clinical Form
Progress Note Template
Individual session documentation covering mood/mental status, risk screening, interventions, treatment goal progress, and plan. Risk checkboxes included.
$19 / download
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Clinical Form
Group Session Note Template
Group therapy documentation with individual client entries for attendance, participation, clinical observations, and risk screening. Built for IOP and outpatient groups.
$19 / download
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Clinical Form
Discharge Summary Template
Case closure documentation covering reason for discharge, treatment summary, goal outcomes table, aftercare plan, and referrals made.
$19 / download
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Clinical Form
Supervision Notes Template
Clinical supervision session documentation with cases reviewed table, risk case documentation, professional development notes, action items, and signature blocks.
$19 / download
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Clinical Form
Safety Planning Form
7-step collaborative safety plan covering warning signs, coping strategies, social supports, crisis resources, means restriction, and reasons for living.
$15 / download
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Need something built specifically for your organization?
Templates are a starting point. If you need a custom audit, bespoke SOPs, or ongoing operational support, consulting engagements deliver what templates can't.