December 4, 2022

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 acceptable therapeutic framework that gives “a secure and constant skilled construction for the therapeutic work to happen” (Knox & Cooper, 2015, p. 1).

As with all different skilled service, particularly one which focuses on consumer wellness and security, procedures, insurance policies, and varieties are required to make sure acceptable document conserving and dealing with of the consumer and their data.

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

Earlier than you proceed, we thought you may wish to obtain our three Optimistic Psychology Workouts without spending a dime. These science-based workout routines discover basic facets of constructive psychology, together with strengths, values, and self-compassion, and will provide you with the instruments to boost the wellbeing of your shoppers, college students, or workers.

Conducting Consumption Classes: 3 Types & Templates

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

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

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

Within the subsequent part, we introduce pattern evaluation varieties, usually used within the consumer’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 varieties as templates, designed to be modified as required, and both saved separate or mixed relying on the counseling strategy, strategies adopted, and wishes of the consumer.

Basic counseling consumption

Getting began with new shoppers and structuring the primary counseling classes 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 might be accomplished earlier than the primary session to seize private data referring to the consumer, reminiscent of:

  • Title, age, and get in touch with 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 varieties and could also be carried out head to head, by phone, and even reside 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 employees in search of new alternatives
  • Issues over bullying

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

  • Restricted private data
  • Contact particulars
  • Occupation and standing
  • Supervisor/supervisor identify
  • Instructional, coaching, and employment historical past
  • Change sought
  • Purpose 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 consumer will likely be completely different, and it’s essential to grasp 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 completely different factors of view and insights.

Info requested usually consists of:

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

Greatest Counseling & Evaluation Types (+ Templates)

Counseling assessment formsA typical first counseling session is prone to embody questions reminiscent of “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 varieties (some normal, others with particular makes use of) present templates for the preliminary and ongoing evaluation of a consumer and their wants. There’s some overlap with the consumption varieties, however they provide a seamless alternative to assemble further and invaluable data, significantly within the early classes.

Worker evaluation

Whether or not carried out earlier than or throughout an early session, you will need to perceive the explanations for the worker attending or being referred to counseling.

The Employee Counseling Assessment Form might 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:

  • Purpose 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 assessment how they met (Williams, 2012).

Use the Couple Counseling Assessment and/or the Couple Counseling Relationship History Assessment to assessment 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 completely different solutions in response to questions, reminiscent of:

  • How did you meet?
  • What first attracted you to your associate?
  • What continued to draw you to your associate?
  • 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 had been issues higher then?
  • How are issues higher now?
  • What present nerve-racking occasions or conditions exist?
  • How glad are you along with your marriage?
  • What areas require focus?

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

Evaluation of expertise

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

Via contemplating and discussing an issue or state of affairs that has been upsetting, it’s doable to determine insufficiently robust expertise and potential objectives for counseling.

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

Work with the consumer through the session to explain the issue or state of affairs and create objectives.

Capturing such areas for ability enchancment will direct future counseling classes.

A Have a look at Knowledgeable Consent Types: 3 Samples

Counselors have to be sufficiently competent to supply their companies to the consumer. They have to be certified or present process supervision, skilled in response to the rules and mandates within the location they’re training, self-aware, and have labored out their very own points (Sommers-Flanagan & Sommers-Flanagan, 2015).

The concept and apply of knowledgeable consent is intently aligned with counselor competence, the place “shoppers have the best 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 doubtless final.

The next is a collection of examples of knowledgeable consent. There are various others obtainable which may be appropriate on your wants and might be discovered through a fast on-line search.

  • Counseling and psychotherapy – It is crucial that the consumer is made conscious that the counselor is licensed, the quantity and size of classes, and the right way to make or cancel appointments. And whereas confidentiality is important, the consumer usually provides consent for the counselor to behave once they or others are in peril or vulnerable to hurt.
  • Informed consent for therapy agreement – Knowledgeable consent agreements will typically make clear the character of the consumer’s voluntary participation and their dedication to attend appointments on time. It’s also important to state that whereas remedy is often useful, there aren’t any ensures that the consumer will get higher.
  • Counselor in training – When counselors are in coaching and coping with shoppers (typically youngsters), it’s important all events are made absolutely conscious they’re at the moment beneath supervision and but to qualify.

These three samples of knowledgeable consent will not be exhaustive and have to be created in step with native legal guidelines and steering, and safeguard the rights and wishes of the consumer always.

2 Helpful Referral Types

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

Basic Referral for Counseling

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

  • Private particulars, together with identify, handle, age, and many others.
  • Causes for referral, important incidents, and many others.
  • Particulars of the particular person referring (reminiscent of title, function, contact particulars)
  • Examples of habits
  • Actions taken up to now
  • Urgency of referral

Scholar Referral to Faculty Counselor

Faculty and school years might be nerve-racking for college students, and there could also be instances when they’re unable to manage. Warning alerts could embody (Anderson College, n.d.):

  • Extreme procrastination
  • Poorly introduced work
  • Rare class attendance
  • Bother concentrating
  • Disruptive habits
  • Showing overly nervous, tearful, or tense

Taking part in again their habits to the coed might be useful in agreeing with them (and their dad and mom) that they might profit from referral to a college counselor.

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

  • Scholar and guardian identify
  • Behavioral causes for referral
  • Particulars of any incidents
  • Actions taken so far
  • Any dangers that have to be captured

Telehealth Counseling Types: 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 reminiscent of 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 right way to use telehealth varieties successfully and affords the next templates:

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

2 Greatest Types for Group Counseling Classes

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

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

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

Evaluating a bunch’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 fee the group general? (0 = had no worth; 10 = extremely invaluable)
How a lot of a distinction has this group made to your life? (0 = none in any respect; 10 = a terrific deal)
Did you are feeling secure elevating factors or asking questions? (0 = in no way; 10 = a terrific deal)

Parental consent for group counseling

Like particular person counseling, dad and mom’ consent have to be sought to attend group classes.

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

We now have many free assets, together with varieties for counseling, reminiscent of:

  • BASIC-ID Template for Multi-Modal Teaching
    This helpful template makes use of multi-modal teaching to evaluate shoppers’ habits and the right way to break them.
  • Session Suggestions Kind
    Seize your client’s evaluation of a session and use it to enhance future counseling.
  • Teaching Consumption Kind
    Complete this form earlier than attending life teaching to assist the counselor put together for the primary session.
  • Transient Psychological Standing Examination Kind
    Use this form to seize the outcomes of a quick psychological standing examination.

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

Planning and preparation are integral to objective 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 attaining the consumer’s desired finish state.

    • The first step – Establish and visualize the top objective.
    • Step two – Establish and description the steps to get there.
    • Step three – Take motion and replicate on the progress.
  • The Vitality Audit

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

    • The first 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 right way to replenish vitality ranges.
  • 17 Optimistic Psychology Workouts
    When you’re searching for extra science-based methods to assist others improve their wellbeing, take a look at this signature assortment of 17 validated constructive psychology instruments for practitioners. Use them to assist others flourish and thrive.

A Take-Dwelling Message

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

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

  • A strong therapeutic alliance between counselor and consumer
  • The consumer’s wants are put first
  • Confidentiality is maintained, and acceptable information are saved
  • Therapy is acceptable and dealing towards consumer objectives

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

For the coed, member of employees, or the couple, the varieties document the altering dynamics, understandings, and state of affairs and might be referenced to measure progress towards therapy objectives.

The varieties and templates on this article might be merged and modified as acceptable 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 ability growth.

For a HIPAA-compliant system that creates and shops all of your varieties 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 spending a dime.

  • 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 guts of counseling: Counseling expertise via therapeutic relationships. Routledge, Taylor & Francis Group.
  • Corey, G. (2013). Principle 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 may also help workers return to work sooner. American Psychological Affiliation. Retrieved February 23, 2022, from
  • Nelson-Jones, R. (2014). Sensible counselling and serving to expertise. 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.