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The PDF session form is a valuable tool for documenting client sessions, especially when clients are using their health insurance. Therapists can use this form to maintain accurate records for each session, which is essential in the event of an insurance audit. Additionally, the completed form can be uploaded to Headway after each session. An accompanying document is also provided, containing detailed instructions and examples of treatment plan goals and SOAP notes to support proper documentation.

NOTE: If you have any problems downloading the documents, please contact me at marlenefilla@therapist.net and I will email them to you!

Disclaimer: 

Therapists are responsible to be informed about specific insurance requirements. Health insurance companies frequently update their documentation standards, and it is the provider’s responsibility to stay informed and ensure that all submitted documentation meets the current requirements of each payer. 

Session Note for Insurance Purposes

$25.00Price
  • If you’re a licensed U.S. therapist wanting to see clients through insurance without the billing headache, I recommend Headway. They take care of claims, get you credentialed, and you keep control over your caseload. I get a small referral bonus as well as you when you join and I truly think it’s worth it. Here’s the link: https://share.findheadway.com/marlenefilla19

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