Printable intake, SOAP and session-plan templates
Three ruled sheets for the days the laptop stays shut: an intake form for the first appointment, a SOAP note sheet with the data where a reader looks for it, and a session plan with a goal-by-goal grid. Print them, or download the PDFs.
- Sheets
- Intake · SOAP · Session plan
- Format
- PDF download, or print
- Consent forms
- Deliberately not included
Use the tool
Nothing to store — the sheets are blank by design and print from the page.
Consent forms are not here on purpose: consent wording belongs to your practice's legal pack and your regulator, not to a template.
What each sheet is for
The intake sheet collects who the person is, why they have come in their own words, the history that shapes the plan, and the practicalities — languages at home, who attends, best times. The SOAP sheet gives one session four sections with room for the data in the objective block and the home practice under the plan. The session-planning sheet puts each goal in a row with its target and criterion, the activity and materials, and how the data will be taken, so the note writes itself afterwards.
They are deliberately plain: no logo block, a practice line to fill in, and ruled lines sized for handwriting.
Why there is no consent form
Consent wording carries legal weight and differs by regulator and country. A generic template would be wrong somewhere, and wrong in a way that matters. The intake sheet points to the practice's own consent form instead.
From paper to the record
A completed sheet is a document to attach to the chart, or the source for a typed note. Inside SideClick the same structures are the patient record, the note editor with its pre-sign checks, and the care plan.
Questions, answered
Can I change the fields?
Not on the page — print what is here, or copy the layout into your own document. Suggestions for the sheets are welcome on the contact page.
Are the PDFs the same as the print?
Yes. The PDFs are rendered from the same page you are looking at, at A4, so the download and the print match.
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