Tools to Simplify, Strengthen, and Streamline Your Documentation
You weren’t taught this in grad school — but you can learn it here.
Explore free tools and resources designed to help you feel confident, compliant, and caught up on your notes without burning out.
Real tools for real therapists—because “I’ll finish my notes later” isn’t working anymore.
My Gifts For You
Level Up Your Documentation Game with These FREE Resources!
After over a decade of running a group practice, supervising clinicians, and documenting my own marathon of sessions — I built these freebies to help you document smarter, not harder.
Quiz: What’s Your Documentation Archetype?
Find out which documentation style secretly runs the show in your practice — and what it says about you.
Discover your biggest blocks to timely, ethical documentation
Get personalized tips and strategies based on your archetype — delivered straight to your inbox each month
Instantly unlock a Tips & Tricks download packed with quick wins to help you get ahead on your notes
Takes about 5 minutes — and you’ll walk away with a few lightbulb moments.
Every documentation style comes with its own quirks and superpowers. This quiz helps you uncover both — so you can stop fighting your nature and start using it to work smarter.
Goldilocks' Guide to Therapy Notes
Too Much, Too Little, or Just Right?
Tell the difference between essential and excessive details in your notes
Use four simple reflection questions to find your “just right” every time
Write notes that protect your license and your lunch break
If you’ve ever felt like Goldilocks wandering through documentation — one note too sparse, the next too detailed — this guide will help you finally find the “just right” fit for your clinical voice.
The Clarity Companion™: Treatment Plan Edition
An AI-guided chat that helps you finally know what framework to build your treatment plan around — and get there in just 5 minutes.
Clarify what direction your treatment plan should take before you even start writing
Map out goals, interventions, and progress markers in a guided, conversational flow
Explore how The Clarity Wheel™ and Freedom From Notes™ systems can simplify your planning process
This guided AI chat helps you think like a treatment planner, focusing on reflection and clinical reasoning rather than client-specific details. You’ll be prompted to explore patterns, goals, and interventions—without entering any client names or identifiable information. In just a few minutes, you’ll create a personalized framework that brings more clarity, structure, and flow to your planning process.
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Get real talk, tools, and therapist-approved tips for ethical, efficient documentation — straight to your inbox.
Every month, I share stories, strategies, and small accountability nudges to help you stay on top of your notes (without burning out in the process). You’ll also be first to hear about new trainings, templates, and what’s happening inside The Procrastinators Club.
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