Tools
Free downloads — Word templates and a small Mac app. No login or signup. Templates pair with the matching field guides.
- AppsmacOS universal · 23 MB · v0.1.0
Client Transaction Correlator
Mac app that correlates card transaction data with client zip codes from SimplePractice exports — so you can quickly see where your revenue is coming from geographically. All processing happens locally.
⚠ Not notarized — right-click → Open the first time to bypass Gatekeeper.
- DownloadsMicrosoft Word (.docx)
Superbill Template
Word template formatted for out-of-network reimbursement. Fill in your provider info once and update the client details and session dates per billing period.
- DownloadsMicrosoft Word (.docx)
Progress Notes — Full Page
Detailed printed progress note template, one session per page. Designed to be filled in during or immediately after a session.
- DownloadsMicrosoft Word (.docx)
Progress Notes — Compact
Streamlined version of the progress notes template — two sessions per page, for practitioners who want minimal documentation overhead.