Your whole private practice on one calm page.
Inquiries, clients, intake, treatment plans, appointments, session notes, billing, documents and CE hours, all linked so nothing is entered twice.
From first inquiry to discharge
Every client record links to their intake, plan, sessions, appointments and billing.
Clients
Each client with their type, status, no-show fee and rollups for balance due and next appointment.
- Individual, couple, family, minor
- Active, on hold, discharged, waitlist
- Balance due rollup
Appointments
A month calendar you can drag to reschedule, linked to the client and the session.
- Drag-and-drop calendar
- Linked to sessions
- Upcoming appointments view
Billing
Every invoice linked to its session, with payment status and a revenue chart on the dashboard.
- Unpaid, paid, partial, insurance pending
- Linked to sessions
- Revenue chart
Session notes
A record for every session with a progress rating, shown as a session timeline and progress chart. Keep identifiable clinical notes in a system covered by a signed agreement.
- Notes per session
- Progress rating
- Session timeline
Everything your practice runs on
Lead-to-client inquiry pipeline
Client roster with balance rollups
Intake form tracking
Treatment plans with review dates
Drag-and-drop appointments
Session notes with progress chart
Billing with revenue chart
CE hours by licence cycle
For clinicians who run their own practice
Admin in one place, so you can focus on clients.
Intake to discharge, organised.
Plans, sessions and documents linked.
A shared system for the whole team.
From checkout to set up in minutes
Check out
Pay securely by card. Your access PDF arrives right away and in your order email.
Duplicate
Open the link in the PDF and click Duplicate. The template copies into your own Notion.
Follow the guide
The user manual and setup video walk you through it. Clear the sample rows and add your own.
Questions, answered
Is it HIPAA compliant?
No, not by itself. Notion signs a HIPAA Business Associate Agreement only on its Enterprise plan, so if HIPAA applies to you, keep identifiable client information and clinical notes out of it on other plans. Initials do not de-identify a record under the HHS Safe Harbor method. Use it for practice admin and keep clinical records in a system covered by a signed agreement.
Do I need a paid Notion plan?
Not for solo admin use. The template runs on the free Notion plan, which limits file uploads to 5 MB each and limits blocks once 2 or more members share a workspace. Teams will likely need a paid plan, and storing protected health information needs the Enterprise plan with a signed agreement. This is an organising tool, not medical, therapy, legal or compliance advice.
How do I get it after paying?
Right after checkout you get a PDF with your Duplicate link, the setup guide and the video. It is also in your order email.
Can I change it to fit my business?
Yes. It’s your own copy, so you can rename, add or remove anything.
Is there a refund?
Because it’s a digital product you can copy instantly, all sales are final. If something doesn’t work, email hello@notionmarkethub.com and we’ll help.
Spend less time on admin.
9 linked databases for inquiries, clients, sessions, billing and CE hours.
Get the template · $49