Technology Tools I Have Developed for My Own Use in Clinical Practice

I developed these tools on my own time to help me free up my brain to dig in my clinical tasks, which require detail-oriented clinical information gathering. They provide a guidance to help me to make sure that i get everything I need to get. I will post more as I develop them. I always welcome feedback! Please contact me here or tweet me 🙂

Compliance Tasks and Planner

Thumbnail picture of a planner/task organizer, readable on the PDF link.

This is a planner that I made to track every day of the work that I do. Work has a compliance expectation of 75%. This saves me so much brain power.

The page after the cover helps me to track which days have been totally completed. The one after are a sample of billing codes. At the top of each work day, the date is already pre-filled, along with a blank spot to indicate the number of hours worked. At the bottom of the page is a quick translation of hours to minutes (with the amount of minutes totaling 75% in parenthesis).

From left to right, I have a checkbox that helps me determine if I documented or not, a place to put the client number or task, the billing code, number of minutes spent on the task (with the notch to add up the total numbers logged thus far), and the F, I, R, and P section of a note, to document any brief notes about the encounter.

Print double-sided and bind or staple.

Download PDF

Pending Completion


Thumbnail picture of a FIRP note, readable on the PDF link.

Ah… the simple, humble FIRP note, documenting the (F) who, what, why, and for what purpose, (I) what we did – preferably Evidenced-Based and noted on the treatment plan, (R) What happened and what the client said or did, and (P) what the client is going to do until next time, what the client is going to do to be safe, and when next appointments are.


Universal Psychosocial Assessment Booklet

Thumbnail picture of psychosocial assessment, readable on the PDF link.

The Universal Psychosocial Assessment is a daunting assessment if you do not have any direction. I made this for myself to help me stay organized and make sure I ask every question I need to, while allowing myself to dig deep into my assessment with my client. This has all 10 sections of the assessment in a handy-dandy, ready-to-shred-when-I’m-done-with-it, aesthetically-pleasing booklet.



Walk-In Clinic

I really didn’t like Walk-In Clinic for the longest time, but it’s grown on me. I like being able to link people to the help that they need. I also like getting as much clinically-relevant information as possible.

Page 1 is a checklist that I go over to make sure that tasks have been completed. If they haven’t been, I’ll be the one that does it. Pages 2 and 3 are essentially a mini Universal Psychosocial Assessment. I get this info, stick it in the Universal Psychosocial Assessment, but with lots of “needs further assessment due to short nature of Walk-In Clinic screening”.