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🌟 Introducing the 97151 Assessment and Treatment Plan Session Note Bundle from Sage Learning Systems: Elevate Client Success with Comprehensive Assessment and Targeted Care! 


In the world of client-focused healthcare, a robust assessment and precise treatment planning are essential for achieving transformative outcomes. Are you ready to revolutionize your assessment and treatment plan sessions by offering a comprehensive note bundle that empowers tailored care and fosters collaboration with clients and their families? Look no further – the 97151 Assessment and Treatment Plan Session Note Bundle is your ultimate solution for delivering exceptional assessment-based care.


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


Why Choose Our 97151 Assessment and Treatment Plan Session Note Bundle?

✅ Holistic Assessment: Our bundle ensures that every aspect of assessment and treatment planning is meticulously documented, leading to tailored and effective interventions.

✅ Client-Centered Care: Transparent notes empower clients to understand their care journey, building trust and promoting collaboration in the treatment process.

✅ Data-Driven Interventions: Well-documented sessions offer insights into clients' needs and progress, allowing you to design interventions that align with their unique goals.

✅ Collaborative Approach: Sharing thorough session notes with clients and families fosters a sense of partnership, enhancing their engagement and motivation.

✅ Customizable and Adaptable: We understand that each client is unique. Our bundle can be tailored to capture specific assessment details and goals for each session.

✅ Time and Resource Savings: Our bundle streamlines documentation tasks, enabling you to dedicate more time to delivering personalized care.


At Sage Learning Systems, we understand that assessment and treatment planning sessions lay the groundwork for success. Our 97151 Assessment and Treatment Plan Session Note Bundle empowers you to document sessions thoroughly, design targeted interventions, and establish clear communication with clients and their families.


Add the 97151 Assessment and Treatment Plan Session Note Bundle to your cart, and let Sage Learning Systems guide you on the path to continuous improvement. For more information, please contact us today!

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. 

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