Practical Provider Group Clinical Templates
Everything You Need to Walk Into Your First Session Prepared
24 ready-to-use clinical templates, diagnosis quick references, and specialty guides — built by a practicing PMHNP for new-grad PMHNPs, NPs, and PCPs stepping into independent psychiatric practice.
One-Time Payment · Instant Download
No one hands you a folder of ready-to-use templates when you finish your program. You’re expected to build your own intake forms, figure out what a defensible SOAP note actually looks like, and somehow remember DSM-5-TR criteria, first-line medications, and monitoring schedules for a dozen different diagnoses — all while seeing your first real patients. This pack is the folder I wish someone had handed me. It’s what I actually use and reference in my own practice, cleaned up and organized so you can start using it today.
Clinical Judgment Framework — Read First
Before you dig into templates and quick references, this short framework walks through how to actually use everything in this pack — as support for your clinical reasoning, not a replacement for it. It’s the first file in your download, unnumbered inside any folder, so it’s the first thing you see.
Four folders. Twenty-four documents. Organized by how you’ll actually use it.
Templates
The core paperwork of a psychiatric practice, ready to customize with your practice name and logo.
- Psychiatric Intake Evaluation
- Psychiatric Follow-Up Note
- SOAP Progress Note
- Treatment Plan
References
Cross-cutting tools you’ll reach for no matter what diagnosis or population you’re working with.
- CPT Billing Reference Guide (2025)
- Screening Battery (adult, pediatric & neuropsych referral)
- Crisis Assessment Guide
- Pharmacology Reference
Diagnosis Quick References
Eleven of the most common diagnoses in outpatient psychiatric practice, each in a fast, scannable format.
- MDD, GAD, PTSD
- Bipolar I & Bipolar II
- Schizophrenia & Schizoaffective
- ADHD, OCD, PDD
- Dementia
Population & Specialty Guides
Because real caseloads don’t stay in one diagnostic lane.
- Geriatric Reference
- Pediatric & Adolescent Reference
- Corrections & Forensic Quick Sheet
- Perinatal Psychiatry Reference
Built for the provider who wants to be ready before they need it.
NPs with a Psych Caseload
PCPs Managing Psych Patients
Outpatient & Community Mental Health
Geriatric & Long-Term Care
Pediatric & Adolescent
Corrections & Forensic
Perinatal Psychiatry
I’m Dr. Priscilla Garrett, DNP, PMHNP-BC.
I built Practical Provider Group because the jump from “student” to “the person responsible for the chart” happens overnight, and almost nothing in training prepares you for the paperwork and pattern-recognition side of the job. This pack isn’t clinical supervision, and it isn’t a substitute for your own clinical judgment or your collaborating/supervising relationships where required by your state. It’s the practical scaffolding that lets you spend your mental energy on the patient in front of you instead of reinventing a SOAP note format at 9pm.
How to Use These Resources
These are supplementary tools, not a replacement for your clinical work.
- Complete your own thorough clinical assessment of the patient in front of you.
- Perform full medication reconciliation, including the patient’s presentation, medication history, and any contraindications specific to that patient.
- Use these resources alongside — never instead of — your organization’s policies, your state’s practice regulations, your licensing board’s requirements, and current, safe, evidence-based clinical practice.
This pack does not constitute clinical supervision, medical advice, or a guarantee of appropriate care for any individual patient. You remain fully responsible for your own clinical decision-making.
Before You Buy
What format are the files in?
Editable Word (.docx) documents, organized into folders so you can find what you need fast.
Do I get the files instantly?
Yes. After checkout you’ll get an email receipt with your download links, and you can access your files anytime from your account on this site.
Will these work with my EHR?
The templates are standalone documents, not embedded in any specific EHR. Most providers copy the structure/content into their EHR’s note fields, or use the Word docs directly for paper-based or hybrid workflows.
Is this clinical supervision or medical advice?
No. This pack is educational and organizational content — clinical templates and reference material — not a substitute for your own clinical judgment, your state’s practice requirements, or any required supervisory/collaborative relationship. See “How to Use These Resources” above.
Can I share these files with a colleague or repost them?
No. Everything in this pack is proprietary content created by Practical Provider Group, LLC and licensed to you for your own individual clinical use only. Redistribution, resale, or sharing outside your own practice is prohibited.
What’s your refund policy?
Because this is an instant digital download of proprietary content, all sales are final and no refunds are issued once the files have been downloaded. If you run into a technical problem accessing your files, contact hello@practicalprovidergroup.com and I’ll make it right.
Stop rebuilding the wheel every time a new diagnosis walks through the door.
Practical Provider Group, LLC provides professional coaching and clinical education. This is not clinical supervision and does not replace any supervisory or collaborative relationship required by your state’s scope of practice. All content is proprietary to Practical Provider Group, LLC; no refunds after download.