Psychologist Template Guide

Document withClarity, Compassion,and Clinical Precision

Psychological care requires deep insight—and accurate, compliant documentation. From intake evaluations to progress notes and treatment planning, your records must reflect clinical reasoning, therapeutic intent, and patient safety.

Clinical Excellence: The SCRIBE AI Psychologist Template is designed to help you capture your sessions with empathy and structure, built on best practices in mental health documentation.

Psychologist in Therapy Session

🧾 Why a Psychologist Template Matters

Your notes are more than records—they're a legal document, a clinical compass, and a collaborative communication tool. The right structure saves time, reduces liability, and enhances care outcomes.

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Streamlined session documentation

SOAP, DAP, or narrative formats with built-in structure

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Clinical reasoning support

Built-in structure for treatment planning and therapeutic intent

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Risk documentation

Comprehensive suicidality and safety planning documentation

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Insurance-ready formats

CPT alignment for seamless billing and compliance

👥 Who Uses This Template?

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Clinical Psychologists

(PhD, PsyD)

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Counseling Psychologists

Licensed Practitioners

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Neuropsychologists

Cognitive Assessment

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Behavioral Health Providers

Integrated Care

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School & Forensic Psychologists

Specialized Settings

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Private Practice & Clinics

All Settings

🧩 Inside the Psychologist Template

SCRIBE AI's Psychologist Template blends flexibility with clinical rigor, supporting structured therapy documentation without interfering with therapeutic flow.

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1

Identifying Information

Basic demographic and administrative info (auto-filled where integrated with EHR)

Key Components:

  • Name, age, gender
  • Date of service
  • Provider name & credentials
  • Session number (e.g., 4 of 12)
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2

Presenting Problem / Reason for Visit

What brings the client to therapy today?

Example:

"Client reports increased anxiety and disrupted sleep after recent job loss."

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3

History & Background

Relevant mental health, medical, family, and trauma history

Key Components:

  • Psychiatric diagnoses (past/current)
  • Previous therapy or medication use
  • Substance use history
  • Support systems or psychosocial context
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4

Mental Status Examination (MSE)

Observational data recorded during the session

Key Components:

  • Appearance & behavior
  • Mood and affect
  • Thought content/process
  • Insight and judgment
  • Attention, memory, orientation

Example:

"Oriented x3, cooperative, affect restricted, thought process linear, denies SI/HI."

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5

Therapy Session Content

What was discussed or observed in-session?

Key Components:

  • Subjective: Client's own report—mood, experiences, triggers
  • Objective: Therapist observations—affect, body language, engagement

Example:

"Client described feelings of hopelessness. Tearful at times. Difficulty identifying positive coping skills."

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6

Clinical Assessment

Professional interpretation of session dynamics, progress, or diagnostic updates

Key Components:

  • Clinical impression
  • Diagnostic criteria (if changed/updated)
  • Response to current treatment
  • Risk factors (suicidality, self-harm, violence)
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7

Plan / Treatment Strategy

Outline the goals, interventions, and next steps

Key Components:

  • Therapy modality used (CBT, DBT, ACT, etc.)
  • Homework or practice assigned
  • Crisis plan or safety agreement
  • Progress toward existing treatment goals
  • Frequency and duration of future sessions

Example:

"Continue CBT with focus on cognitive restructuring. Assign thought journal. Reassess suicidality next session."

🚫Common Pitfalls in Psychology Notes

Overly vague content ('Client is improving')
Missing MSE or risk assessment
No linkage between diagnosis and intervention
Failure to document client consent, goals, or crisis response

🧪 Use Case Examples

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Anxiety Therapy Session

Subjective:
Client reports racing thoughts and muscle tension daily.
Objective:
Restless, attentive, breath-focused during session.
Assessment:
Generalized Anxiety Disorder, moderate improvement noted.
Plan:
Practice progressive muscle relaxation daily, continue weekly CBT.
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Depression Follow-Up

MSE:
Affect flat, reports passive SI without intent.
Assessment:
Depressive episode ongoing, partial response to behavioral activation.
Plan:
Initiate mood-tracking journal. Safety plan updated and reviewed.
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Trauma Therapy

Presenting Problem:
Childhood abuse, recent intrusive thoughts.
Session Content:
Processed memory recall. Client tearful but engaged.
Plan:
Continue TF-CBT, establish grounding techniques. Follow-up in 1 week.

Best Practices for Psychologist Documentation

  • Use specific behavioral language (not just 'client seems better')
  • Record diagnostic rationale and DSM-5 alignment when applicable
  • Include therapeutic technique used
  • Be concise but clinically meaningful
  • Always document risk levels and safety plans

🛡️Legal & Ethical Compliance

SCRIBE AI supports psychologists in maintaining:

  • HIPAA and ethical documentation standards
  • Clear risk documentation (SI, HI, abuse reporting)
  • CPT coding alignment (e.g., 90834, 90837, 90791)
  • Insurance audit readiness
  • Progress tracking for goal-oriented therapy

Simplify Therapy Notes with SCRIBE AI

SCRIBE AI gives psychologists structured, AI-guided tools to enhance your documentation workflow

Real-time charting

Chart in real time or post-session with efficiency

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Modality templates

Use note templates for different modalities or diagnoses

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Reduced cognitive load

Reduce cognitive load and documentation time

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Defensible records

Protect yourself with accurate and defensible records

Try the Psychologist Template Now

Therapeutic work deserves documentation that is clear, protective, and purposeful. Focus on care—not clerical work—while ensuring your notes meet clinical, legal, and ethical standards.

Document
with Intention
Practice
with Confidence
Use
SCRIBE AI

Conclusion

Therapeutic work deserves documentation that is clear, protective, and purposeful. The SCRIBE AI Psychologist Template helps you focus on care—not clerical work—while ensuring your notes meet clinical, legal, and ethical standards.

Document with intention. Practice with confidence. Use SCRIBE AI.