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Home/Resources/Clinical Documentation

Clinical Documentation Templates for Psychologists

Accurate and efficient clinical documentation is a professional obligation for all registered psychologists and allied health practitioners. This collection provides session note templates, case formulation frameworks, treatment plan structures, risk assessment documentation, and discharge summaries — all designed to meet the documentation standards expected by AHPRA, NDIS, Medicare, and private health insurers. Templates are adaptable to a range of practice settings including private practice, community health, and school psychology.

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Clinical Documentation resources

CBT Case Formulation Teaching Resource
Undergraduate PsychologyClinical Documentation
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CBT Case Formulation Teaching Resource

A structured 5 Ps CBT formulation template with a worked example, student worksheet, treatment plan, and educator marking rubric.

MindFrame

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$9.99

Frequently asked questions

How often should clinical records be updated under AHPRA requirements?

AHPRA requires psychologists to maintain adequate records of each client contact. Records should be completed promptly after each session and must be sufficient for another practitioner to understand the client's history, current presentation, and treatment plan.

Are these documentation templates suitable for telehealth sessions?

Yes. The session note templates include provisions for documenting telehealth platform, consent, and technology suitability as required for telehealth Medicare items and good clinical practice.

Related categories

Report TemplatesNDIS ResourcesProgress Notes and Session RecordsInformed Consent and Intake