A working library of documentation templates and level-of-care standards, built to hold up under chart audit and licensing board review — from outpatient through inpatient settings.
Every document is written and reviewed by supervisors who use it in their own practices — not adapted from a generic compliance template.
Intake notes, progress notes, treatment plans, and discharge summaries formatted to the standard most payers and boards expect.
Medical necessity and step-down/step-up criteria across outpatient, IOP, PHP, residential, and inpatient levels of care.
Structured suicide, homicide, and safety risk assessment tools, with guidance on when and how to escalate care.
Goal-writing frameworks tied to measurable outcomes, built to satisfy both clinical utility and payer documentation review.
Pre-audit self-review checklists that mirror what a licensing board or payer auditor actually checks for.
Supervision session logs and evaluation forms designed to satisfy licensing board recordkeeping requirements for supervisors.
Documents are organized by level of care so you can find what applies to your setting without digging through a generic template pack.
| Level of Care | What's included |
|---|---|
| Outpatient | Intake, progress note, and treatment plan templates; standard risk assessment protocol. |
| IOP | Group note templates, step-down criteria from PHP, attendance and progress tracking tools. |
| PHP | Daily documentation standards, medical necessity criteria, coordination-of-care templates. |
| Residential | Milieu documentation, treatment team review templates, discharge planning checklist. |
| Inpatient | Admission and safety documentation, higher-level risk protocols, discharge summary standards. |
Tell us your practice setting and level(s) of care — access is tailored so you're not wading through documents that don't apply.
You'll receive credentials to the document library, organized by category and level of care, with editable formats.
Templates are reviewed and updated as payer and licensing board requirements shift, with change notes on what moved and why.
Tell us about your setting and we'll follow up with access details and a sample document.
We'll send a sample template along with access details.
Our Clinical Supervisor Connection directory helps you find an approved supervisor who can guide implementation at your practice.