Documentation for Compliance- Template Bundle; (includes all available documentation templates at a discounted price)
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**Everything you need to document ethically, clinically, and in alignment with insurance requirements—**all in one bundle.
This downloadable documentation bundle includes all four of our currently available compliance templates, created by a licensed therapist with insurance audits and real-world documentation needs in mind. Designed to support medical necessity, ethical obligations, and audit readiness, this bundle helps you document clearly, efficiently, and with confidence.
📄 Included in the Bundle:
🧠 Treatment Planning for Compliance
→ Prewritten, measurable goals by diagnosis
→ Objectives by modality (CBT, DBT, ACT, IFS, etc.)
→ Skill-based interventions tailored for treatment plans
🚨 Client Safety Documentation
→ Templates for suicidal ideation, self-injury, homicidal ideation, duty to warn, and higher level of care referrals
→ Each includes clinical justification and clear next steps
📚 Diagnostic Justification for Compliance
→ DSM-aligned, insurance-ready language for anxiety, mood, trauma, and adjustment disorders
→ Perfect for intake notes, audits, and supporting medical necessity
📝 Individual Progress Note Template
→ A simple, structured format with built-in medical necessity and compliance language
→ Quick to use, easy to personalize
This is the full set of compliance documentation templates currently available.
Purchasing the bundle gives you all four at a discounted price compared to buying individually.

