KAP Preparation Sessions - Documentation Toolkit
Help clients enter KAP treatment with clarity, readiness, and a documented plan for safety and support.
Preparation is more than reviewing logistics before a ketamine session. It is where therapists help clients understand the treatment frame, explore hopes and fears, build regulation skills, clarify boundaries, develop flexible intentions, and prepare for the range of experiences that may arise.
The KAP Preparation Progress Note Toolkit gives therapists a practical, trauma-informed, and clinically grounded framework for documenting this essential phase of ketamine-assisted psychotherapy.
Created for therapists who want preparation notes to reflect real psychotherapy, not just scheduling or psycho-education. This toolkit helps you document psychological readiness, treatment-plan linkage, risk considerations, grounding skills, support planning, client response, prescriber coordination, and next steps.
Inside this toolkit, you’ll receive:
A comprehensive KAP preparation progress note template
Preparation-session documentation prompts
Medical-necessity language
Diagnosis, symptoms, functional-impairment, and treatment-goal linkage
Psychological-readiness assessment language
Mental-status and risk-assessment prompts
Flexible intention-setting documentation guidance
Grounding and regulation-skills documentation
Set and setting preparation prompts
Touch, proximity, consent, and boundary language
Support-person, transportation, and aftercare planning prompts
Telehealth preparation and disconnection-plan documentation
Prescriber-collaboration and scope-of-practice language
Preparation readiness checklist
Reasons to pause, reassess, or seek consultation
Individual in-person preparation note example
Virtual preparation note example
Group preparation note example
Couples preparation note example with one planned dosing partner
Brief preparation note version
Audit-readiness checklist
Common preparation-documentation mistakes and stronger alternatives
This toolkit is designed to help you create preparation notes that show the clinical work involved in helping clients approach KAP with informed participation, realistic expectations, nervous-system support, meaningful consent, and an individualized plan.
Best for: KAP therapists, therapists collaborating with ketamine prescribers, clinicians offering virtual KAP support, KAP group facilitators, couples KAP therapists, and clinicians building a KAP practice.
Format: Digital download
Important note: This resource is educational and should be adapted to your professional license, state laws, payer requirements, practice policies, prescriber protocols, and actual services provided. It does not replace medical screening, medical clearance, medication management, legal advice, billing guidance, or professional consultation.
