Skip to main content

Heidi II is here. Learn more.

HeidiHeidi
  • Pricing
Log inGet Heidi free
alt
alt

Resources

  • Explainers

  • FAQs

  • Progress Notes

  • Podcast

  • AI Tools

Why Heidi

  • Impact

  • Awards and Recognition

  • Evaluating Heidi

  • Patient Experience

Compliance

  • Trust Center

  • GDPR

  • HIPAA

  • AU/NZ

  • UK

  • Canada

Support

  • Help Centre

  • Heidi Guides

  • System Status

  • System Requirements

  • Contact Us

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility

imxYAA

© 2026 Heidi. All rights reserved.

Heidi Desktop goes where the browser can’t.

Dictate anywhere on your screen, capture telehealth audio straight from the call,
and skip the second login.

Download for macOSDownload for Windows
Therapist Template

CLEAR Note

A professional Therapist template for healthcare professionals.
Use templateBrowse templates

Specialty

Therapist

Used

10 times

Type

Note

Last edited

2025/06/16

Created by

Jane Smith

Use template

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 mental health professionals seeking to maintain detailed and structured records of their sessions. The CLEAR Note template ensures that all critical elements of therapy are documented, facilitating better client outcomes and streamlined communication. Ideal for therapists, this template supports a thorough and organized approach to client care.

Preview template

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 were made during the session. - No risks or mandatory reporting issues were 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 strength in their willingness to engage in therapy and openness to new strategies. - Challenges include difficulty in setting boundaries at work and managing time effectively. - The client has a supportive family environment, which is a positive context for therapeutic progress. - Emerging hypotheses suggest that the client's anxiety may be exacerbated by perfectionist tendencies. R – Plan & Next Steps - It was collaboratively agreed to focus on cognitive-behavioral techniques to address anxiety. - The client was referred to a stress management workshop and will focus on implementing daily mindfulness practices.

How to use this template

1Step 1

Download the template

Get started by downloading the template to your device

2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Note

Occupational Therapy Session Progress Note

HT

Heidi Team

Occupational Therapist

22

Note

OT Job History and Description

MJ

Marleen Joubert

Occupational Therapist

13

Note

Initial Occupational Therapy Assessment

HT

Heidi Team

Occupational Therapist

76