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Child-Centered Documentation Workflow & Desk Reference

A Step-by-Step System for Child-Centered Play Therapy Documentation

Built for everyday clinical use, this 99-page PDF guide combines practical workflows, reference tools, and ready-to-use language to simplify documentation and support Child-Centered case conceptualization, treatment planning, caregiver communication, and progress notes while meeting the requirements of managed care.

Embedded hyperlinks allow for easy navigation throughout the guide, while 11 editable templates and worksheets help streamline everyday practice from intake through ongoing care.

What is CCD Workflow & Desk Reference

The Child-Centered Documentation Workflow & Desk Reference (WFDR) is a 90+ page practical guide designed to help play therapists move from overwhelm and uncertainty to a more organized, connected, and clinically grounded documentation process.
This resource walks you through the full Child-Centered Documentation (CCD) process — from the initial caregiver inquiry through case conceptualization, treatment planning, progress assessment, caregiver communication, and ongoing documentation workflows.
 
Designed as both a training companion and an everyday desk reference, the WFDR helps therapists translate child-centered clinical thinking into clear, usable communication and documentation.

What’s Included

A Full Start-to-Finish CCD Workflow

Step-by-step guidance for:

  • Responding to inquiries
  • Structuring the 20-minute caregiver consultation call
  • Follow-up emails and intake preparation
  • Caregiver-only intake sessions
  • Creating case conceptualizations
  • Building treatment plans
  • Writing progress notes
  • Assessing progress over time
  • Ongoing caregiver consultations and documentation workflows

Practical Scripts, Structure & Communication Support

Includes scripts, prompts, examples, and reminders for:

  • Initial caregiver calls
  • Intake sessions
  • Explaining play therapy to caregivers
  • Structuring caregiver consultations
  • Discussing measurable progress
  • Communicating the CCD theory of change
  • Translating internal growth into observable behavioral change
  • Includes the Rhythm of Communication (ROC) framework to help create consistency and clarity in caregiver communication throughout treatment

Support with Setting Up the CCD Framework from the Beginning

The WFDR walks therapists through how to:

  • Gather meaningful intake information
  • Identify presenting problems
  • Connect observable behaviors to diagnosis
  • Create measurable symptom objectives
  • Develop growth objectives rooted in child-centered theory
  • Build cohesive treatment plans using the Golden Thread approach

Templates, Worksheets & Reference Tools

Includes:

  • Behaviors of Concern Checklist*
  • Caregiver Feedback Form*
  • Case Conceptualization Templates*
  • Caregiver Case Conceptualization Templates*
  • Treatment Plan Maps*
  • Simple Planning Sheets*
  • Treatment Plan Templates*
  • Assessing Progress Worksheets*
  • Play Therapy Session Worksheets*
  • Progress Note Templates*
  • Interventions Lists
  • Diagnosis Reference List
  • Growth Objective Lists
  • Symptom Objective Lists
  • Clinical Language Reference Sheets
  • Play Themes & Polarities Reference Sheet
  • Insurance Documentation Support Cheat Sheet

    *A separate editable PDF version is included for easy customization

Progress Notes Made Easier

Includes copy-and-paste friendly wording, intervention language, and examples to support:

  • Play therapy progress notes
  • Caregiver session progress notes
  • Treatment planning language
  • Clinical phrasing
  • Insurance-friendly wording
  • Assessing progress over time

Learn how to:

  • Document meaningful moments in play
  • Track growth objectives
  • Describe play themes
  • Link internal growth to symptom reduction
  • Use affirming, developmentally-informed language

Embedded Hyperlinks for Easy Navigation

Embedded hyperlinks throughout the PDF allow you to quickly move between:

  • Workflows
  • Templates
  • Objective lists
  • Intervention lists
  • Worksheets
  • Reference guides
  • Case examples

making it easier to use while actively documenting, treatment planning, or preparing for sessions.

Bonus Detailed Case Example

Follow a full case example from intake through ongoing treatment to see how the CCD framework comes together over time.

The bonus case example includes:
  • Intake concerns and session excerpt examples
  • Case conceptualization
  • Treatment plan example including symptom objectives & growth objectives
  • Play therapy progress notes example including documenting themes and progress toward growth
  • Caregiver progress notes including documenting measurable progress

This Resource Helps You

  • Translate child-centered clinical thinking into organized documentation
  • Feel more confident creating treatment plans
  • Build measurable symptom objectives
  • Stay connected to CCPT values while meeting documentation demands
  • Improve caregiver communication
  • Assess progress more clearly
  • Organize your clinical thinking
  • Create more cohesive progress notes
  • Understand how the full CCD process fits together over time

Best Used Alongside CCD Training and the Book

The Workflow & Desk Reference is designed as a practical implementation companion to the Child-Centered Documentation framework.

This resource is best accompanied by:

The WFDR focuses on helping therapists apply CCD concepts in real clinical practice through workflows, templates, scripts, examples, and practical reference tools.

This Resource is Ideal For

  • Child-Centered Play Therapists
  • Play Therapy Interns & Associates
  • Therapists learning CCD
  • Therapists wanting more structure and confidence with documentation
  • Therapists looking for practical systems and templates they can actually use day-to-day

Legal Disclaimer

Federal and state laws, your licensing body’s code of ethics, your funding sources, and health plan contracts all carry specific requirements that you must follow.

This training is designed to provide a basic overview of how to integrate medical model requirements with child-centered play therapy theory. It is not intended to serve as a comprehensive guide to all obligations that may apply to your practice.

If you are practicing in the United States, you may find Navigating the Insurance Maze by Barbara Griswold helpful for understanding common requirements associated with health plans.

SPT makes no warranties or representations that the Child-Centered Documentation framework and its associated tools (hereafter referred to as “the Product”) will be sufficient, appropriate, or compliant with the laws, rules, or regulations applicable to your situation. The Product should be used only in conjunction with competent legal advice and a thorough review of its applicability to your specific practice setting.
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