Speech Therapy
Private Practice Documenation

WELCOME private practice SLP's! Whether you are a veteran or a newbie, we can ALL help each other succeed. For me, paperwork has always been a thorn in my side until I stumbled upon Google Drive! I can save time, money, and stress!

What's Included in Private Practice Documentation Pack?

I see patients privately, which I LOVE; however, a lot of more paperwork falls in my lap. I have been streamlining the process in order to stay organzied and sane and still have time to play with my boys.

In this start up pack, I included templates and informational videos for:

  • Treatment Plan
  • Session Log
  • Insurance Overview
  • Daily Notes
  • Invoice

What's so awesome about this start up pack:

  • Convenience
  • Ease
  • User Friendly
  • Organization

Treatment Plan

This treatment plan sheet is basic but it easily outlines results of an evaluation, goals, and treatment frequency/duration in ONE sheet for parents. Concise information is key!

Session Log

I LOVE LOVE LOVE my session log sheet. Again, it is simple but a HUGE time saver and organizer. I can organize all the sessions and keep track of payments in just a few seconds. This form includes drop-down menus and other time saving features. 

Insurance Overview

This spreadsheet is another time saving feature. I realized by organizing insurance info in one spot, billing insurance takes seconds instead of minutes. Again, every minute counts in private practice :)

Daily Notes

This one is my favorite out of the packet. Using a spreadsheet and the duplicate feature, I can record updates on goals, update goals as needed, easily print notes for insurance, and of course, track progress quickly!


Some patients prefer to pay cash on a monthly basis or need a receipt for their records. This quick form is a great too!

Buy Now!

Click the button below and this case history form is instantly yours :)

› Case History Form

Bridget is an ASHA certified, practicing speech language pathologist. She is passionate about providing parents with information on child speech and language development as well as provide functional, easy activities to do at home! Parents have the power to make a real difference.

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