Therapist Task and Session Tracker Template

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Streamline your therapy practice with the Therapist Task and Session Tracker template. Designed for Marriage and Family Therapists in faith-based organizations, this template helps you visualize and allocate time to the most pressing tasks and sessions.

Ensure no client is overlooked and every session is well-prepared with effective time management. Track sessions, prepare reports, and stay on top of continuing education and team meetings effortlessly.

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Therapist Task and Session Tracker for Priority Matrix

Therapist Task and Session Tracker in Priority Matrix

Manage therapy sessions and tasks efficiently with this Priority Matrix template.

You can start using Therapist Task and Session Tracker or other Healthcare Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

High Impact, Urgent

  • Session with the Smith family due in 1 day
    ☐ Prepare session agenda ☐ Review previous session notes ☐ Set session goals
  • Session with the Johnson couple due in 2 days
    ☐ Prepare session agenda ☐ Review previous session notes ☐ Set session goals
  • Team meeting due in 2 days
    ☐ Prepare meeting agenda ☐ Review team updates ☐ Attend meeting
  • Session with the Davis family due in 3 days
    ☐ Prepare session agenda ☐ Review previous session notes ☐ Set session goals

High Impact, Not Urgent

  • Continuing education webinar due in 1 week
    ☐ Register for webinar ☐ Review webinar materials ☐ Attend webinar
  • Prepare monthly report due in 3 weeks
    ☐ Collect session notes ☐ Write report summary ☐ Review and finalize report
  • Client intake process review due in 4 weeks
    ☐ Review current intake process ☐ Identify areas for improvement ☐ Implement changes

Low Impact, Urgent

  • Update client files due in 5 days
    ☐ Collect client updates ☐ Update files ☐ Review and finalize updates
  • Billing and invoices due in 1 week
    ☐ Prepare client invoices ☐ Review and send invoices ☐ Track payments

Low Impact, Not Urgent

  • Book club meeting due in 2 weeks
    ☐ Read assigned book ☐ Prepare discussion points ☐ Attend meeting