Documentation Standards

Last Updated July 3, 2026

A therapy intake note is completed during first session with client. Your session time should include time to complete you notes. All therapists receive 15 min of admin time to complete and sign the intake progress note. Please add this time to your Therapynotes calendar when working on the note.

Progress notes completed by associate level therapists are approved and signed off on by the clinical supervisor. If your notes are not completed on time, they will not be billed and could result in you not being reimbursed for the session in a timely manner or at all.

For all sessions, it is advised that you complete the note collaboratively in session or it needs to in TN within 24 hours of session completion. The clinical hour is 53 minutes with the client and 7 minutes to complete the progress note.

Each month, you are also required to fill out a monthly report that is due on the 30th/31st of each month. The link can be found in your Clinician Portal.

Requirements

  • Notes must be completed within 24 hours of the appointment
  • Monthly reports need to be submitted by last day of the month.
  • If you session is on the last day of the month, notes must be completed by 11:59pm that day.