004 Treatment and Progress Notes

004 Treatment and Progress Notes

That is not to say that you cannot and should not change the way you and your therapy practice do progress notes but you want progress notes to be universally the same for each client and each therapist in your therapy practice.

What You Will Learn in this Podcast:

  • Specifics on what you need in a treatment note

  • How to set up a treatment note template

  • What notes you need to have in case of an audit

  • How to minimize time writing notes

  • Why you need to stop handwriting notes

  • How to write notes on your smartphone or tablet for free

  • Why, as a newbie independent clinician,  you don’t need to pay monthly fees to a note writing software company


Click HERE to Download and Use My Progress Note

Treatment notes are something that you want to get right from the beginning.

You also want your notes to look professional.


If you are billing a government institution like Medicaid or your billing private insurance they will pick up on your disorganization and give you more scrutiny than you deserve. This is one reason therapists need to stop handwriting notes and move into the digital age.


If you have any suggestions on how you write notes please leave a comment below. Also please let us know of any audit experiences that you have had in the past and what you learned from them.


Click HERE for Free Resources


Links Mentioned



Academy of Private Practice – Start, Run and Grow a Therapy Practice – Video Based Lessons and Downloadable Tools – Plus Consulting – Enrollment Only Happens 3 Times A Year

Ebook – A How to Manual for Starting and Running a Private Practice

Free Progress Note Template for Your Practice

Free Forms that Scott uses in his Clinics

Free Client Tracking Spreadsheet – How Scott keeps up with due dates, client information and so much more

FREE Ebook – What 150 Practice Owners Know – Get the Ebook by taking the survey – MUST have a private practice to take the survey

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FREE Tools & Resources


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Free Forms – Used in My Clinic


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