Therapy Planner

First Section: includes self-care strategies, positive affirmations, professional checklist lists tips for license requirements, continuing education, networking and marketing. New Referrals Tracker: allows professionals to keep track of new client referrals to increases productivity and a smooth admissions flow Client Tracker: allows professionals to track client’s admissions and discharge dates. This adds to personal reminders for paperwork due dates and insurance requirements. Treatment plans tracker: ability to list client’s treatment plan expiration date and new date. Monthly Calendar: gives full control and access to scheduling your month your way. Each sheet contains a positive quote to keep you motivated. Weekly Appointments: provides space for 17 hours a day, 7 days a week (total 52 weeks) so that there is opportunity to create a detailed and thorough weekly schedule for events, appointments, meetings, trainings and personal endeavors Session Planning: allows professionals opportunity to prepare and take brief notes during sessions to improve memory and quality documentation Meeting Notes: improves memory and the ability to recite essential information that is presented during presentations, trainings, clinical rounds and informal discussions Monthly Budget: tracks income (checking and savings) along with monthly expenses, planned budgets and knowing what has been spent. Helpful for business expenses related to supplies for the company, transportation fees, EHR fees, client sessions/groups, office supplies, future tax write-offs, etc. General Notes/Reminders/To-Do: open space for whatever you need. Creating a general to do-list, setting reminders, writing down passwords, etc.