The Therapist Documentation System

Finish your notes same day –
leave the office on time.

Simple step-by-step documentation + scheduling built for busy therapists who want their evenings back.

I'm ready to get back my time – $397

You know what happened in that session.
You felt it.

• The sandtray that finally shifted.

• The parent who told you, “He slept in his own bed all week.”

• The quiet kid who finally said it out loud.

You were there for all of it, tracking, reflecting, holding it.

You got into this work to do play therapy. To sit on the floor with a kid and help her make sense of something big.

Somewhere along the way, the job grew.

5 PM9 PM

1. A 6:30 on the books because mid-days feel too risky to leave open.
2. Notes after dinner.
3. Hours of unpaid work that nobody sees.

You care about doing good work.

Good work deserves a workday that ends.

You want your notes finished, your evenings back, and a schedule that works for your life.

But most nights you get home late –
and your notes come with you.

You catch yourself thinking:

• What am I actually supposed to write here?
• If I get audited, will any of this hold up?
• Ahhh – this note is taking longer than the session did.
• I can't give up my evening slots. Mid-days feel too risky.

👉I'm ready to finish notes same day

Let’s name what’s really happening.

You don’t struggle with documentation because you’re disorganized.

And you don’t work nights and weekends because it’s “part of the job.”

You struggle because:

• No one taught you how to decide what belongs in a note
• You’re paralyzed by the fear of doing it wrong
• Your schedule doesn’t feel financially safe unless you overaccommodate

So…you do what most therapists do:

• Overwrite to “cover yourself”
• Rewrite notes again and again in hopes you’ll get it “just right”
• Use evenings and weekends to catch up
• Say yes to evening sessions because mid-days feel too risky to trust

Here’s what matters most –
you aren’t failing.

You were never given clear rules for documentation, and you’re operating without systems that actually work.

This isn’t about doing
more work.

It’s about knowing what actually matters – and what doesn’t.

The fix doesn’t require overhauling your life or blocking off your weekends – start for just 15 minutes per day.

Built for busy therapists.
Designed to save time – not take it.

Enroll now $397

Trusted by 1,200+ therapists

Practice documentation and scheduling systems
designed for real caseloads.

What other therapists are saying:

“So, so helpful! I always had a hard time putting into words what happens in sessions.”

Sheila

“Exceptional, comprehensive, step-by-step instruction specific to play therapy documentation.”

Joyce

“This will really level up my notes and help me clearly show what we worked on.”

Abigail

Introducing

The Therapist
Documentation System

A simple step-by-step documentation and scheduling system so you get your notes done same day and leave the office on time.

Because it’s not about doing more…
it’s actually about doing less.

With the documentation system you’ll be able to…

• Remove unnecessary decisions
• Reduce overdocumentation
• Create guardrails so your workday actually ends
• Give yourself permission (and proof) to stop overworking

Inside you’ll get my exact systems to:

• Finish notes the same day using decision-based templates
• Document ethically without writing novels
• Build a schedule that fills mid-days without sacrificing income or ethics
• Close your laptop at the end of the day – consistently

And most importantly…stop second-guessing what should be in your notes – because now you know.

I’m ready to build a practice that fits my life.

👉Enroll now

Everything inside

The Therapist
Documentation System

$247VALUE

The 5-Minute Note: A decision framework that tells you exactly what to write – and what to leave out

The Impact:

Finish notes same day – without second guessing.

You’ll learn:

• What actually needs to be documented (and why) so you can stop rewriting notes
• How to finish notes the same day – realistically
• How to think like an insurance auditor (without writing more)
• How to ethically use AI to develop and review notes

You’ll get:

• All the required note information in one easy sheet
• Progress note templates and checklists for Play Therapy, medical necessity, and interactive complexity
• Audit ready support – easy notes audit checklist (so you know your notes hold up)
• 2 done-for-you AI prompts — get instant feedback on your notes – no extra programs needed.
• BONUS: A real-time walkthrough of note taking in my actual medical record

$89VALUE

Play Therapy Documentation: The training grad school didn’t give you, but everyone expects you to know. Covers play therapy diagnostic assessments, treatment plans, and progress notes, so all three tell one clear story.

The Impact:

Master play therapy documentation.

You’ll learn:

• The exact questions you need to be asking (and documenting) in your intakes
• How to demonstrate and document medical necessity
• How to create effective treatment plans that actually guide your work
• Translate play themes and interventions into clinical notes

Includes:

• Templates, formulas, and cheat-sheets for:Diagnostic AssessmentsTreatment PlansPlay Therapy Progress Notes
• 3 APT CEs

$197VALUE

Signature Scheduling Systems: The step-by-step system to create a schedule that protects your evenings and your income.

The Impact:

Finally, a full practice – no nights required.

The truth is, you can fix your notes — but if your calendar still depends on nights and weekends, you’ll always feel like you’re on call.

With these systems you’ll learn how to:

• Fill mid-day slots ethically by working with parents and schools
• Stop relying on evening and weekend spots to feel secure
• Maintain revenue without sacrificing boundaries

$67VALUE

Bonus

The Progress Note Catch Up: A judgement-free step-by-step plan to finally get caught up on notes. Designed for the reality of full caseloads and limited time.

The Impact:

Get out of backlog mode – for good.

You’ll learn how to:

• Break the “behind on notes” cycle without creating a new backlog.
• Decide what to tackle first so progress actually sticks
• Get out of avoidance mode and into steady forward momentum
• Catch up without panic, perfectionism, or all-or-nothing thinking

Perfect if:

• You’re already behind on notes and don’t know where to start.
• Your notes feel emotionally heavy and mentally overwhelming
• You’ve tried “catch up weekends” that never quite work

$149VALUE

Bonus

The Maternity Leave Master Plan: A step-by-step plan to pause your practice for maternity or extended leave. Because protecting your time includes the big seasons of life, too.

The Impact:

Pause your practice – not your peace.

You’ll learn how to:

• Pause your practice with a 45-point checklist – from the practical to the legal
• Hand off clients to interim therapists so nothing falls through the cracks
• Send every email with 9 done-for-you templates and scripts
• Come back on your terms with a back-to-office plan ready to go

Perfect if:

• You’re growing your family and don’t know where your clients will go.
• You need to pause your practice for an extended leave
• You want out of office to really mean out of office

This system is valued at $749 when purchased separately.

Right now, you can access everything for $397 –
no subscriptions, no renewals

Get instant access now

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Try this math

Count the hours you spent on notes after 5pm last week.

Now picture getting even one of those back, every week, for the rest of your career.

One hour back,
every week.

At your hourly rate, how many weeks until $397 has paid for itself?

Your hourly rate $

Hours back per week

−

1

+

4 weeks

After that, every hour back is yours: 52 hours a year.

Yes, give me the system · $397

“This was so helpful in establishing documentation standards with my organization.”

Course Participant

“Just starting private practice and working on my RPT – this was very needed. My documentation has already improved.”

Mary

“So, so helpful as someone who works with kids and does a lot of play therapy.”

Brooke

Join 1,200+ therapists who’ve simplified their notes, protected their time, and stopped working nights and weekends.

Master play therapy documentation

Imagine a practice where you…

Finish your last session. Write one last note. Go home.

Where your evenings belong to family, a good book, binge-worthy shows, and even the after-school chaos.

You want to be there for it all.

Every hour lost to documentation means more unpaid time, more stress, and less time for what truly matters.

It’s not unrealistic.

It just requires the right systems.

I’m ready to start now

Is this for you?

Let's make sure it's a fit.

This is for you if:

• You work with kids and families, and some of your best sessions are the hardest to write up
• You finish your last session and still have notes waiting at 8pm
• You write long notes because you're afraid a short one won't hold up
• You keep evening slots open because mid-days feel financially risky
• You want structure you can use tomorrow, with room for your clinical judgment

This is probably a pass if:

• You want software that writes your notes for you. This teaches you to decide what goes in, and it expects your clinical thinking.
• You're looking for EHR training. This works in any record system, and it covers the thinking behind the note rather than which buttons to click.
• You want to overhaul every note in one weekend. This works best a little at a time, starting with about 15 minutes a day.

Built on ethics, quality of care, and sustainability.

Because systems don’t reduce care.

They protect clinicians – so they can keep caring well.

“Useful for both new and seasoned clinicians.”

Kelly

“Very helpful. All university courses should include this type of training.”

Chas

Get the
Therapist Documentation System

• 5 courses
• 3 CEs
• $749 value

Yours today for just $397.

Finally, a practice that fits your life—not the other way around.

👉Give me the system!

Your Questions About The Therapist Documentation System – Answered.

I’m already swamped. How much time does this take?

About 15 minutes a day to start. The 5 Minute Note is built in short lessons, and most therapists feel a difference in how long notes take before they finish it. Play Therapy Documentation is three core modules that most therapists finish in under 3 hours. Everything else waits until you want it.

Do I need to finish every course to see results?

No. Most therapists start with progress notes, feel the relief, and come back for intakes, treatment planning, scheduling, or catch-up support when it fits.

Will this help me feel confident in an audit or insurance review?

Yes. You’ll learn what reviewers look for: medical necessity, clinical reasoning, and progress over time. You’ll also get a notes audit checklist to run your own notes against. The goal is notes that hold up because they’re clear, with no extra length needed.

Does this work for play therapy specifically?

It was built for it. You’ll learn to document play themes, interventions, and clinical meaning in language a reviewer understands, while keeping the nuance of what happened in the room.

How is this different from generic documentation templates or EHR trainings?

Templates and EHR trainings show you where to type. This system teaches you how to decide what belongs in the note in the first place. You’ll build the clinical reasoning that keeps your notes ethical, clear, and short enough to finish inside your workday, with frameworks made for real caseloads, real schedules, and the realities of working with kids, parents, and schools.

I see teens and adults too. Will this work for them?

Yes. The decision framework, medical necessity guidance, and treatment planning formulas apply across the lifespan, and there’s a general intervention template for teen and adult clients.

I’m already behind on notes. Where do I start?

Start with The Progress Note Catch Up. It’s a step-by-step, judgment-free plan for deciding what to tackle first and getting current without a lost weekend.

What’s the difference between The 5 Minute Note and Play Therapy Documentation?

The 5 Minute Note is your daily tool: what to write in each progress note and what to leave out. Play Therapy Documentation is the bigger picture: how your diagnostic assessment, treatment plan, and progress notes connect, plus 3 APT CEs. Together they give you a complete documentation system.

Does this include CE credits?

Yes. Play Therapy Documentation includes 3 APT non-contact CE credits. I’m an APT Approved Provider (19-580). Get CE information HERE.

Can I use AI with this?

Yes, ethically. You’ll get two prompts that check a note’s structure and flag what’s missing. The clinical meaning of the session stays with you, because you’re the one who was in the room.

The play therapist who built systems
so you don’t have to.

I’m Ann Meehan, LPCC, RPT-S, EMDRIA Consultant.

I help therapists reclaim their evenings, streamline documentation, and finally feel confident in their notes.

My obsession? Creating systems that actually work – so you can focus on therapy, not paperwork.

Here’s a truth bomb: I was always baffled why notes seemed like such a big deal…until I realized not every therapist had the same rock-solid training, examples, and support I did.

And then it clicked: therapists were drowning in documentation because they simply hadn’t been given clear systems.

That’s exactly what inspired me to create The Therapist Documentation System – a practical, step-by-step solution that helps you finish notes efficiently, protect your evenings, and feel confident in audits.

Over the years, I combined my training, internal audit experience, and a ton of real-world examples to build frameworks that are efficient, ethical, and totally sustainable.

Today, over 1,200 therapists use these systems to reclaim evenings, reduce stress, and finally focus on the work they love.

When I close my laptop, you’ll find me…

In our at-home playroom with my two kids

Out on the lake

In the sauna (that’s “SOW-nah”)

Growing a ridiculous amount of basil for pesto

👉See how it works

Imagine your next Tuesday.

Notes still open at 8:40 pm.

Finish your last session.Write one last note.Go home.

Your evening belongs to your family, a good book, the show you've been saving, even the after-school chaos. You get to be there for all of it.

The Therapist Documentation System5 courses3 APT CEs$397 one time

Start with 15 minutes tomorrow.

Yes, give me the system · $397

One payment. No subscription and no renewals.

You got into this work to do therapy. Let's make the paperwork the easy part.

Notes done. Evenings back. The Therapist Documentation System · $397 one time · 3 APT CEs Enroll now →