Therapist Practice HQ

Run your whole private practice from one Notion page. Inquiries, clients, intake, treatment plans, appointments, session notes, billing, documents and CE hours are all connected, so nothing gets entered twice. Duplicate it into your workspace and start the same day.

Run your whole private practice from one Notion page. Inquiries, clients, intake, treatment plans, appointments, session notes, billing, documents and CE hours are all connected, so nothing gets entered twice. Duplicate it into your workspace and start the same day.

What’s inside: 9 connected databases

• Leads & Inquiries: every enquiry, its referral source and the consult outcome
• Clients: the hub of the system, with rate, status and two calculated totals
• Intake Forms: track what has been sent, received and reviewed
• Treatment Plans: goals, modality and review dates for each client
• Appointments: calendar and list views, linked to the session note and invoice
• Sessions: session notes, a session timeline and a progress chart
• Billing: invoices, paid/unpaid tracking and a revenue chart
• Documents & Consent Forms: everything signed or due for renewal, with expiry alerts
• CE Tracking: continuing-education hours and certificates per renewal cycle

Every record links to the next: an enquiry becomes a client, the client gets an intake and a treatment plan, each appointment opens its session note and its invoice. You enter things once.

Who it’s for

Therapists, counsellors, psychologists and coaches in private practice who want one calm system instead of six scattered tools.

What you get

• The full Notion template (one duplicate link)
• Built-in user manual page
• Sample data so you can see how it works (clear it in one step)
• Step-by-step walkthrough video
• Lifetime access and future updates

Good to know

• Works on Notion’s free plan.
• Designed as a HIPAA-conscious workflow structure. Check your own regulatory obligations and your Notion plan before storing identifiable clinical records.
• Delivered instantly as a PDF with your duplicate link. No account or login needed.
• Questions: hello@marjanarbab.com

New to Notion?

Notion is free to start. Get Notion here (affiliate link), then duplicate this template into your workspace.

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