September 26, 2023

Counseling formsCounseling has many definitions and approaches, however most acknowledge the importance of the therapeutic relationship (Nelson-Jones, 2014).

A part of this relationship consists of constructing an applicable therapeutic framework that gives “a secure and constant skilled construction for the therapeutic work to happen” (Knox & Cooper, 2015, p. 1).

As with every different skilled service, particularly one which focuses on shopper wellness and security, procedures, insurance policies, and types are required to make sure applicable document protecting and dealing with of the shopper and their data.

This text introduces templates and types that assist the consumption, evaluation, referral, and different key levels of the counseling journey.

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Conducting Consumption Periods: 3 Varieties & Templates

Counseling sometimes begins with the consumption and the evaluation course of. Collectively, they supply essential alternatives to seize data relating to the shopper, their wants, and their hopes for remedy (Corey, 2013).

The consumption and evaluation types could be merged – their diploma of knowledge overlaps and so they’re each utilized in early periods – or they could stay separate, even when solely by way of type completion.

This text has stored the types distinct for comfort and readability. We use the consumption type to seize the shopper’s private particulars and their preliminary ideas on why they search remedy, and this can be accomplished earlier than their first session with the counselor.

Within the subsequent part, we introduce pattern evaluation types, sometimes used within the shopper’s first (and maybe second) session to evaluate their state of affairs, considerations, and objectives in additional depth and type a clearer and shared understanding of the place they’re and the way they could need assistance.

Deal with the consumption and evaluation types as templates, designed to be modified as required, and both stored separate or mixed relying on the counseling strategy, strategies adopted, and wishes of the shopper.

Basic counseling consumption

Getting began with new shoppers and structuring the primary counseling periods requires an preliminary understanding of their background, considerations, and first ideas on how and the place they require assist and assist (Cochran & Cochran, 2015).

The New Client Intake Form could be accomplished earlier than the primary session to seize private data regarding the shopper, similar to:

  • Identify, age, and speak to particulars
  • Employment standing
  • Causes for in search of assist
  • Bodily and psychological well being historical past
  • Counseling objectives

Worker counseling consumption

Worker counseling can take many types and could also be carried out nose to nose, by phone, and even stay chat or e mail. It could be provided in response to (Lagerveld & Blonk, 2012):

  • An incident at work
  • Worker psychological well being considerations
  • Returning to work after a interval off
  • A member of workers in search of new alternatives
  • Issues over bullying

The Employee Counseling Intake Form is written with a workers member in search of change in thoughts, however it could possibly equally be used for different functions. The worker will sometimes full it earlier than assembly a counselor and consists of:

  • Restricted private data
  • Contact particulars
  • Occupation and standing
  • Supervisor/supervisor identify
  • Academic, coaching, and employment historical past
  • Change sought
  • Cause for attending counseling

{Couples} counseling consumption

{Couples} counseling is “not the identical factor as particular person counseling, with two shoppers within the room as a substitute of 1” (Williams, 2012, p. 1). The therapeutic relationship with the shopper might be totally different, and it’s essential to know the wants, considerations, and private historical past of every particular person and the couple as an entire.

Each members of the connection full the Couple Counseling Intake Form, and whereas asking the identical questions, the shape will typically floor totally different factors of view and insights.

Data requested sometimes consists of:

  • Private particulars (e.g., identify, age, and so on.)
  • Standing of the connection
  • Size of relationship
  • Cause for in search of assist
  • Relationship strengths
  • Relationship dangers and considerations

Finest Counseling & Evaluation Varieties (+ Templates)

Counseling assessment formsA typical first counseling session is prone to embody questions similar to “What brings you in?” and focuses on therapeutic listening, the place data gathering could type a pure by-product of the therapeutic course of (Nelson-Jones, 2014).

The next types (some basic, others with particular makes use of) present templates for the preliminary and ongoing evaluation of a shopper and their wants. There’s some overlap with the consumption types, however they provide a seamless alternative to assemble extra and useful data, notably within the early periods.

Worker evaluation

Whether or not carried out earlier than or throughout an early session, it is very important perceive the explanations for the worker attending or being referred to counseling.

The Employee Counseling Assessment Form could be useful for understanding and discussing a difficulty or occasion that has arisen at work that has led to an worker being referred for counseling. It continues on from the unique worker consumption type, asking:

  • Cause for referral
  • Particulars of the incident and witnesses
  • Corrective actions agreed upon between counselor and worker
  • Worker feedback
  • Penalties of not taking the agreed-upon steps

{Couples} counseling evaluation

It may be useful for the counselor and a strong and rewarding train for the couple to evaluation how they met (Williams, 2012).

Use the Couple Counseling Assessment and/or the Couple Counseling Relationship History Assessment to evaluation and assess how the couple met, what drew them to one another, and their present diploma of difficulties.

Every member of the connection could have very totally different solutions in response to questions, similar to:

  • How did you meet?
  • What first attracted you to your companion?
  • What continued to draw you to your companion?
  • What do you suppose first attracted them to you?
  • What do you suppose continued to draw them to you?
  • Describe your early years collectively.
  • How have been issues higher then?
  • How are issues higher now?
  • What present irritating occasions or conditions exist?
  • How glad are you together with your marriage?
  • What areas require focus?

Reviewing the solutions makes it attainable to develop a plan and a dedication to day by day caring behaviors.

Evaluation of abilities

Typically shoppers lack the talents wanted to handle troublesome conditions or issues (Nelson-Jones, 2014).

By way of contemplating and discussing an issue or state of affairs that has been upsetting, it’s attainable to determine insufficiently sturdy abilities and potential objectives for counseling.

Use the Assessment of Insufficiently Strong Skills worksheet to mirror on and seize the character of the issue and the place there are alternatives to enhance, together with thoughts and communication abilities.

Work with the shopper in the course of the session to explain the issue or state of affairs and create objectives.

Capturing such areas for talent enchancment will direct future counseling periods.

A Take a look at Knowledgeable Consent Varieties: 3 Samples

Counselors have to be sufficiently competent to supply their companies to the shopper. They have to be certified or present process supervision, educated based on the rules and mandates within the location they’re working towards, self-aware, and have labored out their very own points (Sommers-Flanagan & Sommers-Flanagan, 2015).

The thought and apply of knowledgeable consent is intently aligned with counselor competence, the place “shoppers have the suitable to know your coaching standing and the supervision preparations you could have” (Sommers-Flanagan & Sommers-Flanagan, 2015, p. 19).

The counselor ought to share their {qualifications}, the strategies they are going to be utilizing, and the way lengthy counseling will seemingly final.

The next is a choice of examples of knowledgeable consent. There are a lot of others accessible which may be appropriate on your wants and could be discovered through a fast on-line search.

  • Counseling and psychotherapy – It can be crucial that the shopper is made conscious that the counselor is licensed, the quantity and size of periods, and the best way to make or cancel appointments. And whereas confidentiality is significant, the shopper sometimes provides consent for the counselor to behave after they or others are in peril or prone to hurt.
  • Informed consent for therapy agreement – Knowledgeable consent agreements will typically make clear the character of the shopper’s voluntary participation and their dedication to attend appointments on time. It’s also important to state that whereas remedy is normally helpful, there are not any ensures that the shopper will get higher.
  • Counselor in training – When counselors are in coaching and coping with shoppers (generally youngsters), it’s vital all events are made totally conscious they’re at the moment below supervision and but to qualify.

These three samples of knowledgeable consent aren’t exhaustive and have to be created in keeping with native legal guidelines and steerage, and safeguard the rights and wishes of the shopper always.

2 Helpful Referral Varieties

Referral formsThere could also be instances when a person just isn’t conscious of their want for assist or requires assist and doesn’t know what to do. Different companies and people could also be referred to as upon to refer them for counseling.

Basic Referral for Counseling

The General Referral for Counseling form could be accomplished by a involved different occasion or by the shopper themselves if self-referring and consists of:

  • Private particulars, together with identify, tackle, age, and so on.
  • Causes for referral, important incidents, and so on.
  • Particulars of the individual referring (similar to title, position, contact particulars)
  • Examples of conduct
  • Actions taken to this point
  • Urgency of referral

Pupil Referral to Faculty Counselor

Faculty and faculty years could be irritating for college kids, and there could also be instances when they’re unable to manage. Warning indicators could embody (Anderson College, n.d.):

  • Extreme procrastination
  • Poorly offered work
  • Rare class attendance
  • Hassle concentrating
  • Disruptive conduct
  • Showing overly nervous, tearful, or tense

Enjoying again their conduct to the coed could be useful in agreeing with them (and their mother and father) that they might profit from referral to a college counselor.

The Student Referral to School Counselor form could be accomplished by the trainer or supervisor, captures their causes for referral, and consists of:

  • Pupil and guardian identify
  • Behavioral causes for referral
  • Particulars of any incidents
  • Actions taken up to now
  • Any dangers that should be captured

Telehealth Counseling Varieties: 5 Useful Templates

The availability of distant healthcare or telehealth continues to develop within the fields of counseling and remedy (Kanatouri, 2020).

Highly effective on-line platforms similar to Quenza present a wealth of ready-made instruments, performance, and templates to be used with face-to-face or distant shoppers.

The article titled How to Build and Send Counseling Forms explains the best way to use telehealth types successfully and gives the next templates:

Every of the above types and templates can shortly be constructed or modified for telehealth functions with a web based software similar to Quenza. The platform was constructed for practitioners by the founders to fulfill the necessity for a user-friendly, partaking healthcare platform.

2 Finest Varieties for Group Counseling Periods

Group counseling formsGroup counseling is usually a extremely efficient technique of providing assist to extra shoppers, with people studying from different members and the counselor (Cochran & Cochran, 2015).

“The final word purpose in course of for a lot of teams is to assist group members reply to one another with a mix of therapeutic attending, and sharing their very own reactions, and associated experiences” (Cochran & Cochran, 2015, p. 329).

Group work could be underpinned by types that act as interventions themselves or seize the work for analysis throughout or after its efficiency.

Evaluating a gaggle’s efficiency

Use the Support Group Evaluation Form to seize particular person experiences of the group’s efficiency that may assist construction counseling going ahead.

For instance:

What did you want most in regards to the group?
What did you want least in regards to the group?
How do you charge the group total? (0 = had no worth; 10 = extremely useful)
How a lot of a distinction has this group made to your life? (0 = none in any respect; 10 = an excellent deal)
Did you are feeling secure elevating factors or asking questions? (0 = in no way; 10 = an excellent deal)

Parental consent for group counseling

Like particular person counseling, mother and father’ consent have to be sought to attend group periods.

Use the Group Counseling Permission Form to get consent from mother and father earlier than introducing a toddler to group counseling.’s Related Assets

We now have many free sources, together with types for counseling, similar to:

Extra intensive variations of the next instruments can be found with a subscription to the Optimistic Psychology Toolkit©, however they’re described briefly under:

Planning and preparation are integral to purpose achievement and a strong intervention in counseling.

This kind facilitates planning in reverse chronological order to attenuate the probability of viewing the current actuality as an impediment to reaching the shopper’s desired finish state.

    • The 1st step – Establish and visualize the top purpose.
    • Step two – Establish and description the steps to get there.
    • Step three – Take motion and mirror on the progress.
  • The Power Audit

Full this audit type to assist shoppers handle their vitality all through the day.

    • The 1st step – Use the shape to trace vitality ranges.
    • Step two – Plot day by day vitality ranges.
    • Step three – Use the shape within the counseling session to debate the best way to replenish vitality ranges.
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A Take-House Message

A collaborative working relationship is key to a constructive therapeutic alliance and ought to be embedded from the very outset of counseling (Nelson-Jones, 2014).

Creating, finishing, and safely storing consumption, evaluation, referral, and different important types assist guarantee:

  • A sturdy therapeutic alliance between counselor and shopper
  • The shopper’s wants are put first
  • Confidentiality is maintained, and applicable data are stored
  • Remedy is suitable and dealing towards shopper objectives

Acceptable type use encourages a whole understanding of the shopper’s circumstances, whether or not as a person, a part of a pair, an worker, or a scholar. The types facilitate remedy by clarifying and speaking the counseling strategy and the shopper’s expectations.

For the coed, member of workers, or the couple, the types document the altering dynamics, understandings, and state of affairs and could be referenced to measure progress towards remedy objectives.

The types and templates on this article could be merged and modified as applicable to the construction and theoretical strategy adopted by the counselor. They supply suggestions, learnings, and confidence for the rising skilled, doubtlessly marking avenues for future coaching and talent improvement.

For a HIPAA-compliant system that creates and shops all of your types electronically, and makes it straightforward to ship them to shoppers for completion, think about Quenza, constructed with the practitioner in thoughts.

We hope you loved studying this text. Don’t overlook to obtain our three Optimistic Psychology Workouts without cost.

  • Anderson College. (n.d.). When to refer college students to counseling companies. Retrieved February 23, 2022, from
  • Cochran, J. L., & Cochran, N. H. (2015). The center of counseling: Counseling abilities via therapeutic relationships. Routledge, Taylor & Francis Group.
  • Corey, G. (2013). Idea and apply of counseling and psychotherapy. Cengage.
  • Kanatouri, S. (2020). The digital coach. Routledge.
  • Knox, R., & Cooper, M. (2015). The therapeutic relationship in counselling and psychotherapy. SAGE.
  • Lagerveld, S., & Blonk, R. (2012). Work-focused psychotherapy might help staff return to work sooner. American Psychological Affiliation. Retrieved February 23, 2022, from
  • Nelson-Jones, R. (2014). Sensible counselling and serving to abilities. Sage.
  • Sommers-Flanagan, J., & Sommers-Flanagan, R. (2015). Research information for counseling and psychotherapy theories in context and apply: Abilities, methods, and strategies (2nd ed.). Wiley.
  • Williams, M. (2012). {Couples} counseling: A step-by-step information for therapists. Viale.