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Therapist Template

CLEAR Note

A professional Therapist template for healthcare professionals.
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Specialty

Therapist

Used

5 times

Type

Note

Last edited

16/06/2025

Created by

Madelaine Robillard

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About this template

The CLEAR Note template is a comprehensive tool designed for therapists to document client sessions effectively. This template helps therapists capture key aspects of therapy, including client concerns, legal and ethical considerations, engagement strategies, clinical impressions, and future plans. It is particularly useful for maintaining structured and detailed therapy notes, ensuring all critical elements are addressed. The CLEAR Note template is ideal for therapists seeking to enhance their documentation process, providing a clear framework for capturing the therapeutic journey. This template is compatible with Heidi, the AI medical scribe, ensuring seamless integration into clinical workflows.

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C – Client Focus (Presenting Concerns & Goals) - The client is seeking support due to increased anxiety and stress related to work and personal life balance. - The client wants to work on developing coping strategies to manage stress and improve overall mental well-being. L – Legal & Ethical Notes - Consent has been obtained for therapy sessions. - No disclosures have been made at this time. - No risks or mandatory reporting issues have been identified. E – Engagement & Approaches Introduced - Rapport was built through active listening and empathetic responses. - The Beck Anxiety Inventory was used to assess the client's anxiety levels. - Client education on stress management techniques was shared, including mindfulness exercises. A – Initial Clinical Impressions - The client shows strengths in self-awareness and willingness to engage in therapy. - Challenges include difficulty in setting boundaries and managing time effectively. - The client's work environment is highly demanding, contributing to stress. - Emerging hypothesis: The client's anxiety may be exacerbated by perfectionist tendencies. R – Plan & Next Steps - It was collaboratively agreed to focus on cognitive-behavioral strategies to address anxiety. - The client was referred to a stress management workshop and will focus on implementing daily mindfulness practices.

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