The Assessment and Treatment Plan Session (97151) Note Bundle is essential for clinicians just starting out, as well as for more seasoned clinicians who are looking to make sure their ABA session notes demonstrate medical necessity, and to ensure compliance with payor requirements and contracts. 


This bundle includes:

 97151 Session Note Template ($20 value)

  • This is an editable word document for an assessment and treatment plan session note. It is a two-page document with checkboxes for drop-down menus and can be used as a guide for formatting your template if you use an online system.

  • It includes both essential clinical and non-clinical information section 

  • This template should be reviewed with the payor requirements for each of your funding sources. 


97151 Session Note Template with Instructions/Guidance ($20 value)

  • This is an editable word document that can be used as a job aid for staff who need extra support with writing medically necessary session notes. 

  • Staff can add additional information to eh sections that they find helpful when documenting medical necessity for each of the required sections


97151 Self-Monitoring Checklist  ($15 value)

  • This is an editable word document that staff can use to ensure that they have completed all of the required components of the 97151 session note. 

  • Staff are able to cross-reference this with their session note to ensure payor requirements have been met. 


97151 Barriers to Assessment Document ($10 value)

  • This is an editable document that provides common barriers that can interfere with the assessment and treatment planning process for clients. 

  • Staff are able to add additional information to the document and customize this to meet their clients’ needs. 


97151 Quality Assurance (QA) Measure ($20 value)

  • This is a 3-page editable document that can be used to evaluate the 97151 session note 

  • Behaviorally Anchored Rating Scales (BARS) have been customized for each of the evaluation sections (e.g., general information, assessment and treatment plan activities, and spelling/grammar)

  • This document can easily be adapted to a Google Form or Microsoft Form


97151 Session Note Audit Tracker ($35 value)

  • This excel file is designed as a quality assurance measure for displaying and tracking staff performance when writing 97151 session notes. 

  • It utilizes the BARS scoring system within the 97151 quality assurance (QA) measure

  • It has conditional formatting features to highlight if staff are not meeting the expected criteria with session note standards.

  • It also identifies which section of the note requirements that staff might need extra training and/or support

  • The data entered automatically shows on the graph and provides a cumulative view of staff performance over time


97151 Session Note Narrative Examples ($20 value)

  • This editable word document contains several examples consisting of written narratives to accompany the assessment and treatment plan session note template.

  • It is a helpful training resource for staff who are learning how to document medical necessity within their notes and need extra support with the written summary section. 


97151 Writing Support Resources ($10 value)

  • These writing supports provide staff with helpful information that can be used to further develop their writing skills. 

  • Included are resources for common grammar and spelling issues.

  • The support documents can be edited and customized for each staff member to help support their individual learning needs.


+ Free Bonus Material ($30 value)

DSM-5 for ASD clinical information cheat sheet (SCDs and RRBs)

97151 Important information document 

97151 Session note template designed as a 1-page word document with fillable sections

97151 Session note template with example text 

97151 Keywords document

97151 Assessment and Treatment Plan Session Note Bundle

  • Please keep in mind that because our products are distributed digitally, it is our policy that all sales are non-refundable.

  • Be sure to download all attached files as the links will expire after 30 days. All products and details will be in the zip file sent via email after purchase.