Let's face it...

writing notes is hard.  You're not quite sure what to say and how to say it, and by the time you look up from your computer your next client is here and you're stuck with a half written note.  

Or maybe you convince yourself that you will do it "later". You end up cramming all this paperwork into late nights, weekends, or even before your first appointment of the day.

It seems like no matter how hard you work you just can't get on top of your notes. Your stuck with feelings of overwhelm, guilt, and avoidance.

There is another way.  A way to get your notes done on time, within your work day.  You can leave the office knowing you can come in to work with a clean slate in the morning.  

Let me share my years of note writing experience with you to help you learn how to write efficient and effortless notes in between sessions without adding hours to your work week to keep up.  

Imagine how different your practice would be if you left the office on time with notes complete. 

Imagine how it would impact your stress levels and overwhelm to be confident that what you have in your note is in compliance with insurance standards.  How would that impact how you show up in your work with clients, and how would it spill over into your personal life? What would you do with more time to do the things that work for you? Less stress and overwhlem?


Through this program we will create healthy and efficient habits to help make note writing integrate seamlessly into your practice. 

The 5 Minute Note will help you get clear on what you need in your notes, how to write the most efficient note within, all tailored to your unique therapy style and requirements. 

Because here is the secret....no two note writing practices are the same.  The Play Therapist, EMDR Therapist, DBT Therapist, and CBT Therapist will all have different notes.  Through this course you will figure out how to write notes that work for you and your practice in the most efficient way possible!

This course is broken down into 10 days with short videos, worksheets, and actionable steps that are easily to complete each day.  Two full hours of content that hone in on the most important and crucial pieces of information to develop the note writing practice that works for you - no fluff.

Bonus modules on ending sessions on time, resetting between clients, and a Bonus Mini Course on how to catch up on progress notes if you are behind are included with the course! 

Are you ready to invest in yourself?  

You might be wondering if it is achievable, but also if it is affordable? The answer to both is YES! If you could free up a night or weekend by completing your notes on time –  just two or three hours one time - the course pays for itself! 

Think of what you will gain if you can make this a permanent shift in your note writing practice.  You CAN afford this and you CAN get back the hundreds of hours lost to notes over the course of your career. 

Seriously – what would you do with that time and freedom?

Course curriculum

  • 1


    • Introduction

    • Course Planning Calendar (printable)

    • Behind on Notes? Listen In!

    • Disclaimer

  • 2

    Day 1: The Pain Points of Note Writing

    • The Pain Points of Note Writing

    • Find Your Why Worksheet (editable)

    • Paint Points Worksheet (editable)

    • Time Study Worksheet (editable)

  • 3

    Day 2: The WHY of Notes

    • The WHY of Notes

    • Why Now Worksheet (editable)

  • 4

    Day 3: When To Write Notes

    • When To Write Notes

    • Structuring Your Day Worksheet (editable)

  • 5

    Day 4: What To Write

    • What To Write

    • Required Note Information (editable)

  • 6

    Day 5: Bringing It All Together

    • Bringing It All Together

    • Progress Note Cheat Sheet

    • My Note Customized Cheat Sheet (editable)

    • BONUS: Play Therapy Progress Note Cheat Sheet

    • BONUS: EMDR Progress Note Cheat Sheet

  • 7

    Day 6 & 7: Documenting In Session

    • Documenting In Session

    • Session Note Recording Form

    • Session Note Recording Form (editable)

  • 8

    Day 8: Reflection

    • Reflection

    • Evaluation Worksheet (editable)

  • 9

    Day 9: Assessment

    • Assessment

    • Assessment Worksheet (editable)

  • 10

    Day 10: When It Hits The Fan

    • When It Hits The Fan

  • 11

    BONUS: Resetting Script

    • Resetting Script

  • 12

    BONUS: Ending Sessions On Time

    • Ending Sessions On Time

  • 13

    BONUS MINI COURSE: The Progress Note Catch Up

    • Introduction

    • Module 1: This Week

    • Module 1 Homework: This Week's Calendar (printable)

    • Module 2: Name It

    • Module 2 Homework: Catch Up Planning Sheet (printable)

    • Module 3: The Catch Up Plan

    • Module 3 Homework: Planning Calendar (editable)

    • Module 4: Let's GO!

    • Module 5: Half Way There

    • Module 5 Homework: Let's Assess (editable)

    • Module 6: The Finish Line