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Guides & Resources

Sorca Guides

Practical, plainly-written guides for UK private practice — session notes, compliance, outcomes and the admin around them. Written to be useful whether or not you ever use Sorca.

Writing Progress Notes Faster Without Cutting Clinical Corners

Practical ways to write therapy notes faster while keeping them clinically sound. Templates, dictation, structure tips, and honest trade-offs for UK therapists.

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Which outcome measures should you actually use in private practice?

PHQ-9, GAD-7, CORE-10 or something else? A plain guide to choosing outcome measures that fit private practice in the UK.

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Setting Your Fees as a UK Private Therapist (and Revisiting Them)

How to set therapy fees in UK private practice: market rates, sliding scales, when to raise fees, and how to talk about money with clients.

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Starting a private therapy practice in the UK: a first-90-days checklist

A practical, step-by-step guide for UK therapists setting up in private practice — covering registration, insurance, GDPR, fees, and admin from day one.

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Writing a therapy discharge summary that actually closes the loop

A practical guide for UK therapists on what to include in a therapy discharge summary, who gets a copy, and how to write one efficiently.

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How long should you keep therapy records in the UK?

UK therapists: how long to keep therapy records, what your professional body says, GDPR rules, and what to do when retention periods end.

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Risk assessment documentation in therapy: what to record and what to escalate

A practical guide for UK therapists on what to include in risk assessment notes, how to structure them, and when to escalate — with template prompts.

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Group therapy session notes: writing the individual record inside a group session

How to write group therapy session notes that meet UK professional standards — covering structure, individual vs group content, and what to record.

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Couples therapy notes: whose record is it, and what goes in it?

A practical guide for UK therapists on structuring couples therapy notes, managing joint vs individual records, and what to document session by session.

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How to Write a Clinical Formulation (5P and Beyond)

A practical guide for UK therapists on writing clinical formulations using the 5Ps and other frameworks, with worked examples and documentation tips.

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ACT session notes: the hexaflex as a documentation frame

How to write ACT therapy notes using the hexaflex as a structure. Practical guidance for UK therapists on what to record and why it matters.

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Writing IFS session notes: capturing parts work without losing the thread

How to write clear, clinically useful IFS session notes that track parts, Self-energy, and therapeutic movement without drowning in jargon.

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Documenting an EMDR session: SUDS, VoC and phase notes

How to write clear, defensible EMDR session notes — covering SUDS, VoC, phase tracking, and what to include when processing is incomplete.

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CBT session notes: a worked example (thoughts, evidence, homework)

A practical CBT session note example for UK therapists — covering thought records, behavioural experiments, homework, and the formats that work best.

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Choosing Practice Management Software as a UK Therapist: A Buyer's Checklist

A practical guide to evaluating practice management software for UK therapists — what to check, what to avoid, and what questions to ask before you buy.

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Safeguarding record-keeping in private practice: what to write down and why it matters

A practical guide for private therapists on what safeguarding records to keep, how to structure them, and how long to retain them. UK-focused.

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The evidence on admin and therapist burnout (and what reduces it)

Admin is the leading burnout driver for therapists. Here's what the research says and practical steps to reduce the load in a UK private practice.

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Keeping a Supervision Log That Survives Your Renewal

A practical supervision log template for counsellors, covering what to record, how long to keep it, and how to produce a clean renewal summary.

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Writing insurer reports in UK private practice (PMI, without the dread)

A practical guide for UK private therapists on writing insurer reports for PMI clients — what to include, what to avoid, and how to stay compliant.

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How long should a session note take? Benchmarks and how to cut them

Most therapists spend 15–30 minutes per note. Here's what's typical, what's too long, and practical ways to write better notes faster.

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Is an AI scribe safe for therapy? An honest risk assessment

Worried about AI scribes in therapy? This honest guide covers data privacy, GDPR, confidentiality risks, and what to check before you start using one.

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Writing a GP letter as a private therapist: structure, tone, and a template to adapt

How to write a clear, professional GP letter as a private therapist — structure, tone, what to include, and a template you can adapt.

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The therapist's guide to UK GDPR: consent, SARs and erasure

Practical UK GDPR guidance for private-practice therapists: lawful bases, subject access requests, erasure rights and what to document.

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BACP renewal requirements: supervision and CPD hours explained

How many CPD and supervision hours does BACP renewal require? A plain guide for practising therapists, with what to record and where to check.

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Getting informed client consent for AI note-taking: a practical script

How to explain AI-assisted clinical notes to clients, get genuine informed consent, and handle common questions. Includes a ready-to-use script.

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What happens if your therapy notes are audited (and how to be ready)

A practical guide for UK therapists on what a therapy notes audit involves, who can request your records, and how to keep your documentation audit-ready.

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Reducing No-Shows: Reminders, Policies and What Actually Works

A practical guide to writing a therapy no-show policy, setting cancellation fees, and using reminders to protect your private practice income.

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PHQ-9 and GAD-7 in private practice: scoring, RCI and when to re-rate

How to score the PHQ-9 and GAD-7, interpret reliable change, and use routine outcome monitoring well in UK private practice.

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BIRP vs SOAP vs DAP: Choosing the Right Note Format for Your Practice

Compare BIRP, SOAP, and DAP clinical note formats. Understand what each captures, which modalities suit them, and how to choose for UK private practice.

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How to write a SOAP note (with UK therapy examples)

A practical guide to SOAP notes for UK therapists: structure, worked examples in CBT and person-centred, and common mistakes to avoid.

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Best AI Therapy Companion UK 2026

A practical buyer guide for choosing an AI therapy companion with voice support, GDPR controls, and therapist integration.

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Best Therapy Homework Tools

How to evaluate homework adherence tools for CBT and between-session support in real clinical workflows.

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Best AI Note-Takers for UK Therapists (2026)

An honest UK-criteria comparison of AI scribes for therapy — Sorca, Klarify, Upheal, Mentalyc and Heidi — judged on UK GDPR and ICO posture, audio handling, note quality in therapy modalities, professional-body fit and price in pounds.

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