The checklist covers five key areas: client file review (treatment plans, signatures, inactive clients, draft notes), credentials and compliance (license renewal, CEU tracking, supervision logs, malpractice insurance), billing and administrative tasks (unbilled sessions, superbills, re-credentialing deadlines), caseload audit (progress check, termination readiness, difficult dynamics), and professional reset (referral list updates, boundary reflections, and acknowledging your wins). Each section includes practical tips and space for notes at the end.