Ultime Play Therapy Documentation Guide: 15 FREE Resources and Downloads for Better Assessments, Goal Setting, And Progress Notes

Buckle up because we are about to do a deep dive into all things documentation resources!  I wanted to house all of my best-of-the-best free resources, guides, downloads, tips, cheat sheets, and mini-master classes all in one place. 
 
If you struggle with notes and documentation - this one's for you!  AND make sure you share this with any other play therapists, office neighbors, or virtual pals that might need this resource list too! 
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 I have this list broken down into four categories - resources for diagnostic assessments, goal setting, progress notes, and other documentation topics! 
 
Let’s dive in! 
 
Diagnostic Assessment Resources
 
Make your assessments more comprehensive by asking these questions 
 
Check out my resources and guide HERE for my 20+ questions I ask in my diagnostic assessment sessions to help me get a clearer picture of what a child’s diagnosis is and how it is impacted by all areas of their life!  This is definitely work smarter not harder resource! 
 
Goal Setting
 
Understand why setting goals is important 
 
Check out this resource HERE to help you do a deeper dive in understand the importance of goal setting.  Once we can understand why we are setting goals, the how becomes much clearer! 

Ask better questions 
 
This resource HERE all about the four questions I ask to help me write quality treatment plan goals.  Just like with the diagnostic assessment resources about better questions gets you better results! 
 
And this resource HERE gives you another question to add to the mix to help you write better goals!
 
Know exactly what needs to be in your treatment plan 
 
This absolutely FREE download HERE shows you the 12 essentials you need in your treatment plan! Make sure you are checking off all the boxes with this FREE Guide! 
 
Write goals focused on resilience 
 
The most effective thing you can do is write your goals for what you want the outcome to be vs. what you don’t.  Check out this FREE Download HERE of 12 resilience focused goals you can use in play therapy! 
 
Progress Notes 
 
Learn my best tips 
 
Check out my best tips for play therapy progress notes HERE! Learn my top four tips for better notes! 
 
Write faster notes 
 
Stop leaving your office at night with undone notes piling up.  Check out this FREE Mini Webinar HERE on the 5 step roadmap to faster progress notes! 
 
Write good notes even when sessions seem unproductive 
 
First, figure out the actual reason why your sessions may seem “unproductive” HERE!  Once you learn my top 7 reasons why sessions may seem unproductive you can use that information to make your note! 
 
If you are still feeling stuck check out my absolutely FREE Cheat Sheet HERE with the 15 phrases for documenting progress in an unproductive session! 
 
Clearly document play therapy as your intervention 
 
Insurance companies LOVE (and require) therapy interventions to be a part of the progress note.  But what about when you are a play therapist?  Learn these two ways HERE to differentiate play therapy from “just playing” in your progress note!
 
Switch up your language 
 
Sometimes your notes can get stale and repetitive.  Check out these 5 ways to document “said” in your progress notes HERE! 
 
Other Documentation Resources
 
Board report proof your documentation 
 
Okay, well we never have FULL control over whether we are reported to our board BUT with some of these tips you can definitely lower the risk and liability!  Check out this one thing HERE that I absolutely never recommend to be in your play therapy documentation! 
 
Next, check out these very real life 7 things that could lead to a board report in your documentation HERE! The more you know the better you will feel and the better your documentation will be! 
 
Focus on more than just notes 
 
Play therapy client files have more than just notes.  AND we are responsible for being ethical and compliant with all of it.  From page one to one thousand.  Check out 7 things you should be paying attention to in your files that aren’t notes HERE!
 
Wheeeww! And that wraps up my best-ever-ultimate-play-therapy-documentation-guide list!  These 15 free resources, downloads, checklists, mini-master classes, and guides can help you on your journey to stress free documentation! 
 
AND if you are struggling with documentation, you need The 5 Minute Note Course that gives you support on all things progress notes. 
 
​Learn to shrink your note writing process to write effortless and effective notes within your therapy day! This course includes all the details, guides, and cheat sheets to help you know what to write and how to write it.  AND includes templates and cheat sheets specifically for progress notes for play therapy! 
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