Tools for the room. Tools for the notes.
Child and family resources plus a full documentation suite — dropping together
Two drops in one this month. The first is for clinicians working with kids, teens, and families — practical tools you can use in session starting this week. The second is for everyone who has ever stared at a blank documentation field at the end of a long day.
Everything below is available in your library based on your membership.
Quick Capture Cards
Built to eliminate the translation step between messy session notes and your EHR. Circle what happened, flip it over, and your documentation writes itself.
Adult Session Quick Capture Card — v1.1
Download · PDF · Updated from v1.0
The original session card revised based on early feedback. Circle what happened during session, flip it over for structured notes, and your EHR entry is ready. If you downloaded v1.0 grab the updated version.
Download v1.1 ↓Child & Family Session Quick Capture Card
Download · PDF · New
The session card rebuilt for child and family work. Covers caregiver involvement, developmental considerations, safety, and school context. Same workflow — circle, flip, write — adapted for the complexity of family sessions.
Download Card ↓Adult Intake Quick Capture Card
Download · PDF · New
A live navigation tool for adult intakes. Glance at it mid-session to cover all domains without getting pulled too deep into one area. Especially useful in complex SUD and co-occurring presentations.
Download Card ↓Child & Family Intake Quick Capture Card
Download · PDF · New
The intake navigation card built for child and family work. Covers caregiver capacity, school functioning, household substance use, developmental history, and more — so nothing gets missed in a busy first session.
Download Card ↓Full documentation suite + parent psychoeducation
Treatment plan templates and narrative assessment banks for adult, adolescent, and child work — plus parent-facing psychoeducation tools you can hand to caregivers in session.
Adult Treatment Plan Template — v1.0
11 presenting problem blocks including Substance Use, Trauma/PTSD, Co-Occurring, Depression, Chronic Pain, High-Risk Sexual Behavior, and Anger/Aggression. Screener-linked objectives for SUD clients included.
Access in Library ↓Adolescent Treatment Plan Template — v1.0
10 problem blocks written for teen clients — including Identity & Self-Esteem, Suicidality/NSSI, and School Refusal. Caregiver language woven throughout. Confidentiality and assent notes included.
Access in Library ↓Adult Narrative Assessment Bank — v1.0
11 assessment domains with short copy-paste options and a full paragraph option for each. Screener reference boxes organized by category with score ranges built in. Built for outpatient intake structure.
Access in Library ↓Adolescent Narrative Assessment Bank — v1.0
Same structure as the adult bank with teen-specific language, caregiver/system sub-options throughout, and a full screener reference section including CRAFFT, PHQ-A, SCARED, RCADS, SDQ, CPSS, PEARLS, and more.
Access in Library ↓Child Treatment Plan Template — v1.0
9 problem blocks for clients ages 5–12, including Attachment/Caregiver Relationship Difficulties and Selective Mutism. Caregiver language throughout. Child-specific service delivery openers in every intervention section.
Access in Library ↓Child Narrative Assessment Bank — v1.0
12 domains including a dedicated Parental/Household Substance Use domain and Caregiver Capacity & Involvement domain. Screener boxes cover PSC-17, SDQ, SCARED, RCADS, CPSS, PEARLS, CANS, CAFAS, and more.
Access in Library ↓Before We Get Started — Parent One-Sheet
A one-page resource for parents and caregivers at the start of their child's treatment. Sets expectations, explains the process, and answers the questions caregivers are usually too nervous to ask.
Access in Library ↓Maslow's Hierarchy — Parent Reference Card
What each level means, what it looks like when a child is stuck there, and what to do. Index card size — print and laminate for home use or hand it out in session.
Access in Library ↓Maslow's Hierarchy — Session & Office Print
Full page version for a session room wall, desk display, or to hand to a caregiver during session. Same content as the reference card — larger format for in-session use.
Access in Library ↓Not a Member yet? Member access unlocks the full clinical resource library — including everything above — plus interactive learning boards, monthly content drops, and a 20% shop discount.
See membership optionsAll documentation tools are built for outpatient weekly individual therapy. Language should be individualized and client quotes incorporated wherever possible. These are documentation support tools — not standalone assessment instruments.