Files you keep, not a signup
Every template here downloads as a file. No email address, no account, no “we’ll send it to you” — you click, you have it, and it is yours to edit, rename and put in a shared drive with your own logo on it.
That is worth stating because the alternative is so common. A gated template is not really a template; it is a lead form wearing one, and the price is that your address goes on a list before you have decided anything. It also means the file you end up with is frequently a locked PDF you cannot actually adapt, which defeats the purpose — a note format you cannot change to match how your team documents is a format your team will not use.
The formats are deliberately boring: whatever opens in the spreadsheet or word processor you already have. Nothing here needs our software, and nothing here stops working if you never buy any.
When a template is the wrong tool
A template is a starting point for something you will fill in by hand. If the thing you actually need is the arithmetic done for you, the free calculators are the other half of this: timed units under the 8-minute rule, RBT supervision hours, and a superbill generator that produces a finished document rather than a blank one to type into.
And if you are downloading the authorization tracker because authorizations keep running out mid-month without warning, the spreadsheet is a workaround for a scheduling problem. It is a good workaround — it is why the tracker exists — but worth naming as one.
When the spreadsheet stops keeping up
14 days, no card required. Use made-up patients while you evaluate — real patient information waits until a business associate agreement is in place.