GoodNotes Session Notes Template

I run a small counseling nonprofit and want all of our therapists using the same, streamlined note-taking template in GoodNotes. The goal is a reusable digital sheet that makes every session note clear, complete, and compliant with our record-keeping standards.

Key functions I need built in:
• A header area for essential client information (name, ID number, date, counselor, and presenting concerns).
• A spacious, free-hand friendly section for the session summary—ideally lined or lightly dotted so handwriting stays neat without feeling boxed in.
• Checkboxes (or similar action markers) for follow-up tasks, referrals, and next-session goals, placed at the bottom for quick review.
* A section where I can keep lists or issue area - Tab so that it is easy to jump to them during a session

Design considerations:
– Layout must fit perfectly on standard GoodNotes page size and duplicate cleanly when staff add new pages.
– Visual style should be calm and professional, matching typical nonprofit counseling colors (soft blues/greens are our preference, but I’m open to your suggestions).
– Text fields, labels, and checkbox sizes need to accommodate both Apple Pencil handwriting and keyboard text entry.
– Please keep layers editable so we can tweak wording later if policies change.

Deliverables:
1. Final GoodNotes template file (.goodnotes or optimized PDF ready for import).
2. A brief one-page usage guide showing staff how to duplicate pages and keep formatting intact.
3. Source design file (e.g., Adobe Illustrator, Affinity, or similar) so we can adjust branding elements in-house down the road.

If you’ve crafted digital planners or therapy note forms before, I’d love to see examples. Once we approve the draft, we’ll run a week-long pilot with our counselors; after feedback you’ll provide the polished version. Looking forward to collaborating on a template that makes our documentation faster and more consistent.