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Clinician tools

The documentation, caseload, risk, supervision, and billing tools clinicians reach for every week — 41 in all. Each one is a fillable, printable template or tracker that works offline and keeps every entry on your own device.

Private by design.These tools save to your browser (IndexedDB) and never send anything to Meridian or any server — consistent with our promise that no client PHI is ever stored server-side. Print or export to your EHR, then clear the tool when you're finished. Use a private, encrypted device. Back up, restore, or wipe everything at once on the My data page.

Session tools

Structured templates for the work in the room — check-ins, progress notes, treatment plans, intakes, discharges, and group logs.

Session check-in

Quick start-of-session form: mood, sleep, substance use since last visit, and the client's agenda items.

Session check-ins — by age & style

A library of ready-to-use, age-banded session openers — young children, adolescents, adults, older adults — each with a suggested flow. Browse on screen or print one straight from its card.

Open toolReview required

Progress note (DAP / SOAP)

Structured DAP or SOAP note with intervention checkboxes, a risk-assessment block, and next-session goals.

Open toolReview required

Treatment plan worksheet

Problem list with measurable goals, objectives, interventions, and target dates — structured for audit compliance.

Open toolReview required

Treatment plan update / review

The periodic plan review: progress on each goal with measure scores as evidence, revised goals, level-of-care changes, client participation, and the next review date.

Open toolReview required

Intake assessment

Biopsychosocial intake: presenting problem, psychiatric / medical / substance / family / social history, MSE, and formulation.

Open toolReview required

Diagnostic interview checklist

A structured interview companion — a checklist mental status exam across every domain, plus symptom-screening modules organized by suspected presentation, ending in a risk screen and diagnostic impression.

Open toolReview required

Case formulation worksheet

The four-P framework — predisposing, precipitating, perpetuating, and protective factors — that ties assessment to the treatment plan.

Open toolReview required

Termination / discharge summary

Presenting concerns, treatment course, goals met and unmet, aftercare recommendations, and referrals.

Open toolReview required

Group therapy session log

Attendance tracker, group themes, individual participation notes, and a co-facilitator debrief — for IOP / PHP.

Termination planning checklist

A structured close-out: readiness indicators, timing, the final-session agenda, relapse-prevention review, referrals, and documentation.

Open toolReview required

Group therapy curriculum templates

Ready-to-adapt session-by-session curricula — DBT skills, CBT for depression, process, grief, and anger management — with themes, activities, and homework.

Measurement-based care

Administer the standard outcome measures in session, score them against the published cutoffs, and track each client's trajectory across sessions — every administration stays on your device.

PHQ-9 depression measure

Administer and score the PHQ-9 with severity interpretation, an item-9 safety flag, and session-over-session trend tracking per client.

Open toolReview required

GAD-7 anxiety measure

Administer and score the GAD-7 with severity interpretation and per-client trend tracking across sessions.

Open toolReview required

PCL-5 PTSD measure

Administer and score the PCL-5 with DSM-5 cluster scoring, provisional-diagnosis criteria, and per-client trend tracking across sessions.

Open toolReview required

Clinical reference & practice guides

Educational quick-reference — diagnostic decision trees, medications, evidence-based protocols, MI, cultural formulation, and outcome measures. Reference only, never a substitute for clinical judgment.

DSM-5 differential diagnosis guide

An interactive decision tree that walks the common differentials across the depression, anxiety, trauma, psychotic, and substance-related spectrums.

Open toolReview required

Psychotropic medication reference

Common psych meds by class — SSRIs, SNRIs, antipsychotics, mood stabilizers, anxiolytics, stimulants — with dose ranges, side effects, black-box warnings, and monitoring. Searchable.

Open toolReview required

Evidence-based practice cheat sheets

Quick-reference cards for CBT, DBT, EMDR, Motivational Interviewing, CPT, PE, and ACT — key concepts, session structure, and common interventions.

Motivational interviewing pocket guide

OARS skills with examples, change talk vs. sustain talk, an interactive readiness ruler and decisional-balance worksheet, and rolling-with-resistance techniques.

Cultural formulation guide

The DSM-5 Cultural Formulation Interview outline — cultural identity, conceptualizations of distress, stressors, vulnerability and resilience, and the clinician-patient relationship.

Outcome measurement toolkit

A reference for PHQ-9, GAD-7, PCL-5, AUDIT-C, C-SSRS, OQ-45, BDI-II, and BAI — what each measures, scoring, cutoffs, cadence, and limitations. Links to built-in screeners.

Telehealth best practices

A New Hampshire–oriented telehealth guide — platform and HIPAA requirements, informed consent, emergency protocols for remote clients, documentation addenda, interstate practice rules, and alliance-over-video tips.

Open toolReview required

NH mental health law quick reference

Plain-language summaries of the New Hampshire statutes that shape practice — duty to warn (RSA 329:31), involuntary emergency admission (RSA 135-C), mandatory reporting (RSA 169-C), confidentiality, minor consent, telehealth, and insurance parity. Reference only, not legal advice.

Open toolReview required

Caseload management

Registers that keep your caseload, referrals, and waitlist organized — with overdue alerts, all on your device.

Case management tracker

Client register with session dates, billing status, treatment-plan due dates, outcome scores, and overdue alerts.

Caseload analytics dashboard

Log each session and watch the numbers build — sessions this week and month, no-show and cancellation rates, outcome-score trends, and an estimated-revenue view. Charts stay on your device.

Referral helper

Build a referral in minutes: pick the need, payer, and catchment area to get matched NH options, then compose a copyable referral summary — no identifiers required.

Referral tracking sheet

Log outgoing and incoming referrals: source, date, reason, follow-up status, and outcome.

Waitlist management

Priority queue with referral date, acuity, preferred times, contact attempts, and disposition.

Risk documentation

Defensible, structured records for the moments that matter most — risk, critical incidents, and duty to warn.

Risk assessment documentation

Structured risk and protective factors, clinical judgment, plan modifications, and consultation notes.

Open toolReview required

Safety planning quick guide

A reference for delivering the Stanley-Brown Safety Planning Intervention collaboratively — facilitation prompts for each step, lethal-means counseling talking points, documentation requirements, and a follow-up protocol.

Open toolReview required

Critical incident report

Date, nature, individuals involved, immediate actions, supervisor notification, and follow-up plan.

Open toolReview required

Duty-to-warn documentation

NH RSA 329:31–compliant template: threat assessment, identifiable victim, actions taken, notifications, and clinical reasoning.

Open toolReview required

Supervision & professional development

Track supervision hours, consultations, CE, and supervisee growth toward NH licensure requirements.

Clinical supervision log

Date, supervisee, cases discussed, competency areas, directives, and hours logged toward NH Board requirements.

Caseload wellness dashboard

Your sustainability at a glance: professional-wellbeing (ProQOL-informed) score trends beside your caseload volume and no-show load, with plain-language flags when the two collide.

Peer consultation record

Question, participants, recommendations, decision reached, and follow-up actions.

CE tracking

Log continuing-education hours by category — ethics, cultural competency, clinical — with provider and certificate status.

Supervisee evaluation

Competency rubric across assessment, treatment planning, ethics, cultural humility, documentation, and self-care.

Open toolReview required

Billing reference

The codes and paperwork that keep the practice running — CPT/ICD-10 lookups, prior auths, and superbills.

CPT / ICD-10 quick reference

Common therapy CPT codes with time requirements, a modifier guide, and the top mental-health ICD-10 codes.

Prior authorization tracker

Insurer, auth number, sessions approved, date range, and renewal deadlines with expiry alerts.

Superbill generator

Fillable, printable superbill: client and provider info, NPI, diagnosis and service codes, fees, and session dates.

Open toolReview required

Your data & privacy

Everything the clinician tools save lives in this browser, never on a server. Back it up, move it, or wipe it — the controls are yours.

My data — export, import & clear

Download everything the tools have saved in this browser as a JSON backup, restore from a backup file, or permanently clear all of it in one action.

Related

Screeners & worksheets Coding & billing guide Documentation guide