Non-therapeutic sessions & service types

Not every session is a clinical one. ShrinkNotes supports the modalities you actually offer and keeps clinical features — CPT codes, treatment plans, superbills — cleanly out of the way when they don’t apply.

What service types can I choose?

  • Psychotherapy — the default; treated as clinical.
  • Life Coaching — non-therapeutic.
  • Spiritual Direction — non-therapeutic.
  • Other — non-therapeutic.

How do I set a session’s service type?

Open the appointment editor and pick from the Service Type dropdown at the top. It also serves as the appointment’s title, so you can tell at a glance what kind of session it is. New appointments default to Psychotherapy.

What’s different about a non-therapeutic session?

When a session isn’t psychotherapy, the clinical machinery steps aside:

  • No CPT codes. The CPT display and override selector don’t appear, and there’s no duration-based CPT mapping.
  • Not on superbills. Non-therapeutic sessions are excluded from superbill line items.
  • Treatment plans hidden for clients whose work is entirely non-therapeutic.
  • A service-type badge appears on non-therapeutic session cards so they’re easy to distinguish.
Mixed caseloads are fine. If a client has both therapy and non-therapy sessions, clinical features stay available. Only clients with exclusively non-therapeutic sessions have treatment plans and diagnoses hidden.

Last updated 2026-08-11