Number personality test
Download your free number personality test A printable nine-type assessment covering each type’s core desire, core fear, and stress response. It includes a wing scoring section and a page of prompts for talking a client through their result. Download template A number personality test sorts people into one of nine types, each named by a […]
Mini-mental state examination (MMSE) template and scoring guide
Download a free MMSE template, then score it: 25-30 is normal, 21-24 mild. Education and hearing shift where those lines fall.
Life plan worksheet: Free template and how to fill it in
Download your free life plan worksheet A printable form with boxes for six life areas, priorities, values, strengths, weaknesses, obstacles, solutions, and your support system. It closes with a reflection section you complete at review time. Email it to a client, or print it for yourself. Download template Most people can name what they want […]
Non-violent communication worksheet
A free one-page NVC worksheet with a client information block and four write-in boxes for situation, feelings, needs, and request.
Functional reach test: Scoring, norms, and fall risk
Learn how to run the functional reach test in five minutes, average three trials, and read the fall risk cut-offs, plus the setup mistakes that skew scores.
Case Management Note
Download your free case management note template This template covers client demographics, the presenting issue, interventions provided, client response, progress toward goals, and next steps. Once it’s filled in, print it or complete it on screen, then use it across social work, mental health, and care coordination caseloads. Download template A case management note records […]
HCPCS code H0007: Crisis intervention billing and denial fixes
H0007 covers outpatient alcohol or drug crisis intervention. Rates, modifiers, and ICD-10 pairings are set state by state, not nationally.
Sleep diary template: Free printable PDF and how to use it
Download a free printable sleep diary, then turn two weeks of morning entries into a sleep efficiency score you can act on.
HCPCS Code H0023: Behavioral health outreach billing guide
HCPCS Code H0023: Definition and official description According to the Centers for Medicare and Medicaid Services (CMS) HCPCS Level II code set, HCPCS Code H0023 is defined as follows: The H0000 series is dedicated to alcohol and drug abuse treatment services. Every encounter in it carries the same HIPAA-compliant documentation obligations as clinical care. H0023 […]
Life checklist: Free one-page self-assessment template
Download your free life checklist template A one-page self-assessment form with space for your current life status, your current aspirations, and one life aspect rated on a three-point scale. Print a copy for each aspect you want to review, in session or as homework between sessions. Download template Sitting down to sort your life out […]