Explain why treatment is needed.
Document the findings that support your diagnosis and treatment recommendations, including functional impairment and baseline measures.
The complete Write it Right series
Get help with documentation from intake to discharge.
Renee Devine, MS, LMHC and I created these four courses to explain what to document throughout treatment. The bundle includes the complete Templates and Examples pack.
$97Four courses · templates and examples included · 30-day guarantee
AssessmentEstablishes why treatment begins. Baseline GAD-7: 16.
Treatment PlanOperationalizes the findings. Target: below 9.
SOAP NotesDemonstrate the work and change. Session 8 GAD-7: 12.
DischargeCloses the episode of care. Final GAD-7: 4.
Included toolsGold Standard and Good Enough templates, completed examples, workbooks, and self-audits.
The complete series4 + tools
Is this a good fit?
This training is for…
Therapists who want guidance across the full clinical record, from the first assessment to discharge.
Study at your own pace in Mini Course Generator. Download the PDFs from Google Drive to use alongside the lessons.
- You're learning clinical documentation and want examples of each document.
- You feel comfortable with some notes but uncertain about others.
- You want to understand how assessment findings relate to the plan and later notes.
- You provide supervision and want to review documentation using specific examples.
One client across four courses
See how the assessment informs the rest of the record.
Follow the documentation for one fictional client from assessment through discharge. Each course explains what to include and how it relates to earlier clinical findings.
Choose goals based on the assessment.
Goals, observable objectives, modality-based interventions, and discharge criteria say how treatment will respond.
Document the treatment you provided.
Record the session in S/O/I/A/P order, including the interventions you delivered and your assessment of the client's response.
Document communication and the treatment outcome.
Use consult and contact notes for communication outside sessions. Summaries describe the course of treatment, and the discharge summary records its conclusion.
F41.1 Generalized Anxiety Disorder, Moderate. Baseline GAD-7: 16.
Measurable goal, observable objectives, interventions, and target below 9.
Interventions delivered and the client's response. Session 8 GAD-7: 12.
Reason, course of care, final outcome 4, risk, and aftercare.
The review test
Check the connections across your documentation.
Compare the treatment goals with the assessment findings. Then check how you documented progress and outcome in relation to those goals.
Why did treatment begin?
Document the diagnosis and functional impairment, with your rationale for treatment.
What was treatment designed to change?
Specify measurable treatment goals, with objectives and interventions that address them.
What did treatment actually do?
Document the interventions delivered and the client's response. Explain progress or barriers and why continued care is indicated.
How did the episode of care end?
Explain the treatment outcome and reason for discharge, including risk findings and aftercare.
Four complete courses
You'll learn…
Take the series from intake forward for the full picture, or return to the course that matches the document in front of you.
Diagnostic Assessment
Work through the presenting problem and history, then the MSE and risk assessment. Develop the formulation and diagnosis, with medical necessity and prognosis. Includes telehealth and complex presentations.
Treatment Plans
Write measurable goals with observable objectives and modality-based interventions. Review the connections within the plan and practice revisions for more complex situations.
SOAP Notes
Work through S/O/I/A/P and administrative requirements. Study medical necessity across examples from different sessions, including more complex documentation.
Case Consults, Summaries & Discharges
Learn to write consult and contact notes, then treatment and discharge summaries. Includes difficult closures and a three-document capstone.
Marcus T. from intake to discharge
Compare Marcus's assessment findings with his treatment goals. Follow his progress through the session notes and discharge summary.
Practice with clinical cases
Draft your responses using the format guides and practice cases. Compare them with model responses, then use the self-review tools to check your work.
The actual workbooks
A workbook for each course.
Use the PDFs while you study, then refer back to them when you need an example. Choose a course below to see an inside page and its handout list.
The bundle includes the online courses and downloadable materials. No printed books are shipped.
Included in the bundle
Get the templates with the courses.
The complete $47 Templates and Examples pack is part of the bundle. Bundle buyers do not need to purchase it separately.
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Fill-in templates
Gold Standard and Good Enough structures for the documents across the record.
Completed examples
Compare a filled document with the teaching and the template beside it.
Workbooks and interactive lessons
Use the prompts to practice documenting clinical decisions and review your responses.
Audit checklists
Use practical self-review tools at the course and series level.
Two ways to use the series
For your own charts, or for the clinicians you train.
Study the examples to review your own documentation, or use the course concepts to guide documentation feedback in supervision.
Replace guesswork with a repeatable review
Learn what to include in each document and how to check your own work.
Use a shared language in supervision
Use the examples and self-audit questions to discuss specific documentation decisions.
Plan documentation training
Use the course topics to identify documentation skills to address during onboarding and supervision.
The people behind Write it Right
Meet your course creators.
Renee and I developed Write it Right to help therapists understand what to document and the reasoning behind it.
Rindie Eagle
MA, LPCC · Co-creator
Rindie is a licensed professional clinical counselor and the founder of Therapist Resources. Her work includes private practice and supervision of early-career clinicians.
Renee Devine
MS, LMHC · Co-creator
Renee is a licensed mental health counselor in private practice in Indiana. She brings experience with clinical documentation and audit review to the series.
Choose what fits
Choose the amount of training you need.
Start with an individual course if you want help with a particular document. The templates-only pack is available if you want reference documents without taking a course.
04→
01→
07→
0→
From Intake to Discharge · $97
All four courses, templates, completed examples, workbooks, interactive lessons, and self-review tools.
Individual courses · $37 each
Choose the assessment, treatment-plan, SOAP, or closure course on its own.
Templates and Examples · $47
The seven document types at two levels, without the courses.
Golden Thread and Medical Necessity Primer · Free
Six short lessons for understanding how the four document types connect.
Write it Right: From Intake to Discharge
Study the full documentation process at your own pace.
Work through the four courses and use the examples to review your own records. Where are you least certain about what to include?