Free Template
Session notes without breaking the connection.
Stay present with your client. Free template you can use today, or let AI write the session notes for you while you focus on the conversation.
Who uses this template
- ›Licensed therapists documenting individual therapy sessions
- ›Counselors managing recurring client work
- ›Coaches running structured coaching engagements
The template
Copy this structure into Word, Google Docs, Notion, or your favorite notes app. Or skip the manual work and let Note Genie generate the therapy session notes for you from a recorded meeting.
Session Information
Date, duration, session number, session type (individual, couples, family).
Presenting Concerns
What the client wanted to focus on today and any in-session shifts.
Themes & Observations
Recurring themes, breakthroughs, defenses, or shifts in affect or relational pattern.
Interventions Used
Techniques and frameworks applied during the session (CBT, IFS, motivational interviewing, etc.).
Progress Toward Goals
Movement on the treatment plan goals from intake or prior sessions.
Plan for Next Session
Homework or focus areas to revisit, plus any external referrals.
Tip: Copy the plain-text version below into your document, then save as .docx or .pdf. Or download the AI version that fills it in automatically — see the example below.
Plain text — copy & paste
THERAPY SESSION NOTES ===================== Meeting: ___________________________ Date: ___________________________ Attendees: ___________________________ 1. SESSION INFORMATION (Date, duration, session number, session type (individual, couples, family).) ___________________________________________ ___________________________________________ ___________________________________________ 2. PRESENTING CONCERNS (What the client wanted to focus on today and any in-session shifts.) ___________________________________________ ___________________________________________ ___________________________________________ 3. THEMES & OBSERVATIONS (Recurring themes, breakthroughs, defenses, or shifts in affect or relational pattern.) ___________________________________________ ___________________________________________ ___________________________________________ 4. INTERVENTIONS USED (Techniques and frameworks applied during the session (CBT, IFS, motivational interviewing, etc.).) ___________________________________________ ___________________________________________ ___________________________________________ 5. PROGRESS TOWARD GOALS (Movement on the treatment plan goals from intake or prior sessions.) ___________________________________________ ___________________________________________ ___________________________________________ 6. PLAN FOR NEXT SESSION (Homework or focus areas to revisit, plus any external referrals.) ___________________________________________ ___________________________________________ ___________________________________________
AI-generated example
What the AI gives you back
Here's what Note Genie produces when you record a meeting and apply the Therapy Session Notes template. No manual typing.
Session 8 — 50 minutes — Individual
Themes: Continued work on perfectionism narrative inherited from family of origin. Client reported a breakthrough moment mid-week where they declined a non-essential request from a coworker without spiraling into guilt — first time in their recall. Interventions: IFS — invited dialogue with the 'never enough' part. Part revealed protective function around childhood fear of withdrawal of love. Plan: Continue parts work. Homework — notice and journal moments where 'never enough' activates. Next session in 1 week.
Tailored for therapy
See how teams in therapy use Note Genie day to day — workflows, real examples, and what changes when AI handles the notes.
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