For mental health professionals

Finish your session notes without starting from a blank page

ChartReady gives you evaluation, follow-up and therapy note templates, plus forms, a phrase bank and checklists, so every note starts from a clear structure.

See the kit and get it for $27

  • Instant PDF download
  • Copy into Word, Google Docs or your own system
  • One-time payment
  • 7-day guarantee
Covers of the ChartReady kit laid flat on a warm desk with pens and a notebook

Sound familiar?

A therapist in a calm consulting room writing notes in a notebook

Notes can pile up after sessions

Writing each note from a blank page can make end-of-day charting feel heavy.

Notes can end up looking different

Without a set structure, it is easy to leave out a section or word the same thing in several different ways.

Finding the right words takes time

Neutral, observational wording does not always come quickly at the end of a long day.

Forms and policies from scratch

Intake, consent, no-show and telehealth wording is easier to adapt from a model than to draft from nothing.

ChartReady gives you a starting point: ready-made structures and wording options you can copy, adapt and make your own.

An open binder with blank pages and a pen on a desk

A clear structure makes documentation easier to start

Notes, forms and policies follow patterns. ChartReady puts those patterns in front of you, with prompts for every section, so you can fill in your own findings in your own words.

Each volume gives you templates or wording options, and most include a fictional example and a checklist to review before you sign.

What is inside: 6 volumes

1

Initial Evaluation Note Templates

Full and brief templates, from reason for visit to plan.

2

Follow-Up Visit Note Templates

Structure for interval history, progress, assessment and plan.

3

Therapy Session Notes

SOAP, DAP and BIRP templates, with a quick guide to choosing one.

4

Risk and Safety Documentation Structure

A way to organize what you asked, what was said and what you did, following your own protocol.

5

Intake and Consent Form Templates

Model forms with fields for your practice details. Model language only.

6

Clear Charting Phrase Bank

Neutral, observational wording options for each section of a note.

Plus 5 bonuses

Cover of Bonus 1BONUS 1

Note Completeness Checklist

Helps with: checking that a note is complete before you sign. Review a note before you sign it.

Cover of Bonus 2BONUS 2

Mental Status Exam Wording Guide

Helps with: finding clear words for a mental status exam. Descriptive wording options by domain.

Cover of Bonus 3BONUS 3

Telehealth Documentation Checklist

Helps with: knowing what to chart for a video visit. What to record, per your own policy and state rules.

Cover of Bonus 4BONUS 4

No-Show and Cancellation Policy Templates

Helps with: drafting policies and charting missed visits. Model policy wording and a simple way to chart them.

Cover of Bonus 5BONUS 5

Customization Guide

Helps with: making the kit fit your practice. How to copy, adapt and print the templates.

Get all 6 volumes and 5 bonuses for $27

All 11 PDFs in one download

The 11 ChartReady PDF covers standing side by side

6 volumes and 5 bonuses. Read them on your computer or tablet, or print the pages you use most.

See inside

These are pages from the kit. Fields to complete are highlighted, so they are easy to spot.

A page from the Initial Evaluation templates
Initial evaluation template
A page from the Therapy Session Notes volume
Therapy session notes
A page from the Note Completeness Checklist
Completeness checklist
A page from the Clear Charting Phrase Bank
Phrase bank

For professionals who write notes, forms and policies

Whether you document evaluations, therapy sessions or group sessions, you can start from a clear structure.

A clinician writing notes in a counseling office

Therapists and counselors

Session notes in SOAP, DAP or BIRP, plus forms and policies.

A professional working on a tablet at a tidy desk

Psychiatric providers

Evaluation and follow-up note structure with a completeness checklist.

A professional reviewing printed pages by a window

Practices and clinics

Model intake, consent and policy language to adapt to your practice.

How you get it

1

Check out securely

One payment of $27 on the checkout page.

2

Download the PDFs

You receive access right after payment: 6 volumes and 5 bonuses.

3

Copy and adapt

Copy the templates into your own documents or system and adapt them to your practice.

The files are PDFs. You copy the text into Word, Google Docs or your own system; the PDFs themselves are not fillable forms.

Please note. ChartReady provides blank templates and wording options to organize your own documentation. It is not clinical advice, legal advice, or a substitute for your professional judgment, your employer's policies, or the laws and licensing rules of your state. Requirements vary by payer and state. Forms are model language only; have them reviewed by a qualified professional in your state before use. You are responsible for storing patient information in a way that meets your privacy obligations. The kit does not include medication names or doses. All example patients are fictional.

ChartReady: Mental Health Documentation Kit

The 11 ChartReady PDF covers standing side by side

6 volumes + 5 bonuses. 11 PDFs, instant download.

$27

One-time payment · 7-day guarantee

Launch offer: ends Oct 24

Get ChartReady for $27

7-day guarantee

If ChartReady is not what you expected, ask for a refund within 7 days of purchase through the checkout platform and you will get your money back.

Frequently asked questions

Is this legal or clinical advice?

No. It is a set of templates and wording options. You decide what to document and how, following your own judgment and the rules that apply to you.

Does it include medication information?

No. The kit does not include medication names or doses.

What format are the files?

PDF. You copy the text into your own word processor or system. The PDFs are not fillable forms.

Are the forms ready to use as they are?

They are model forms with fields for your own details. Required language differs by state, license type and payer, so adapt them and have them reviewed by a qualified professional in your state before use.

Can I share or resell the files?

No. The kit is for your own use only.

When do I receive it?

Right after payment, through the checkout platform.

Are the images real photographs?

The images in this kit were created with AI for illustration.

ChartReady: Mental Health Documentation Kit

6 volumes + 5 bonuses. Instant PDF download.

$27

One-time payment

Launch offer: ends Oct 24

Get ChartReady for $27

ChartReady · $27 Offer ends Oct 24Get it now