The Coaching Note template is designed to support coaching, wellness, and hybrid clinical workflows. Unlike traditional therapy documentation, Coaching Notes use a streamlined Focus, Insight, Action (FIA) format and do not require diagnostic language, making them well suited for coaching and self-pay services.
The Coaching Note template is available for Consultation Appointments and can be selected directly from the Consultation Note workflow. The note template includes:
- No diagnosis requirement
- Flexible date ranges
- Customizable Focus Areas
- Structured FIA documentation format
- Compatibility with Consultation Appointments
These features help keep documentation concise, organized, and focused on client growth and outcomes.
Before Creating a Coaching Note
The Coaching Note template is available by default in the Note Templates tab of the Library.
Practice Administrators and Clinical Administrators can:
- Enable or disable the template
- Customize the template
- Create copies of the template
Creating a Coaching Note
- Open or create a Consultation Appointment.
- Begin a new Consultation Note.
- From the template selector at the top-right of the note, select Coaching Note.
- The note will open using the Coaching Note template.
Coaching Note Structure
The Coaching Note uses the FIA (Focus, Insight, Action) framework.
Focus
Document the primary topics, goals, challenges, or areas of discussion addressed during the session. Examples may include:
- Career development
- Stress management
- Relationship goals
- Wellness planning
- Leadership coaching
The template includes customizable Focus Areas that can be tailored to your practice's workflow.
Insight
Document important observations, discoveries, reflections, or client realizations that emerged during the session. Examples may include:
- New perspectives
- Patterns identified
- Progress toward goals
- Barriers or challenges discussed
Action
Document next steps, assignments, commitments, or plans discussed during the session. Examples may include:
- Action items
- Follow-up tasks
- Practice exercises
- Goals for future sessions
Customize the Coaching Note Template
The Coaching Note can be customized by the Practice Administrator and Clinical Administrator using the Note Builder. They can:
- Copy the template
- Add or remove sections
- Add, remove, or change checkbox options for Focus Areas
- Adjust placeholder text to best suit your practice
To customize the template:
- Navigate to Library > Note Templates.
- Select Coaching Note.
- Edit the template using the Note Builder by selecting the Edit pencil icon.
- Save your changes.
Additional Notes
- Coaching Notes are intended for use with Consultation Appointments.
- The template is designed for coaching, wellness, and other services that may not require traditional diagnostic documentation.
- Practices can customize the template to align with their preferred documentation requirements.