20 Helpful Counseling Varieties & Templates for Your Observe

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

A part of this relationship contains constructing an acceptable therapeutic framework that gives “a protected 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 shopper wellness and security, procedures, insurance policies, and varieties are required to make sure acceptable report conserving and dealing with of the shopper and their info.

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

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Conducting Consumption Classes: 3 Varieties & Templates

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

The consumption and evaluation varieties will 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 kind completion.

This text has saved the varieties distinct for comfort and readability. We use the consumption kind 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 varieties, sometimes used within the shopper’s first (and maybe second) session to evaluate their state of affairs, considerations, and targets in additional depth and kind 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, methods adopted, and wishes of the shopper.

Normal counseling consumption

Getting began with new purchasers 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 help (Cochran & Cochran, 2015).

The New Client Intake Form will be accomplished earlier than the primary session to seize private info regarding the shopper, equivalent to:

  • Identify, age, and make contact with particulars
  • Employment standing
  • Causes for searching for assist
  • Bodily and psychological well being historical past
  • Counseling targets

Worker counseling consumption

Worker counseling can take many varieties and could also be carried out head to head, by phone, and even stay chat or electronic mail. It could be supplied 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 searching for new alternatives
  • Issues over bullying

The Employee Counseling Intake Form is written with a workers member searching for change in thoughts, however it may well equally be used for different functions. The worker will sometimes full it earlier than assembly a counselor and contains:

  • Restricted private info
  • Contact particulars
  • Occupation and standing
  • Supervisor/supervisor title
  • Academic, coaching, and employment historical past
  • Change sought
  • Motive for attending counseling

{Couples} counseling consumption

{Couples} counseling is “not the identical factor as particular person counseling, with two purchasers within the room as an alternative of 1” (Williams, 2012, p. 1). The therapeutic relationship with the shopper 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 a complete.

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.

Data requested sometimes contains:

  • Private particulars (e.g., title, age, and so on.)
  • Standing of the connection
  • Size of relationship
  • Motive for searching for assist
  • Relationship strengths
  • Relationship dangers and considerations

Greatest Counseling & Evaluation Varieties (+ Templates)

Counseling assessment formsA typical first counseling session is more likely to embody questions equivalent to “What brings you in?” and focuses on therapeutic listening, the place info gathering could kind 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 shopper and their wants. There may be some overlap with the consumption varieties, however they provide a seamless alternative to assemble extra and beneficial info, 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 will be useful for understanding and discussing a problem 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 kind, asking:

  • Motive 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, equivalent to:

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

Reviewing the solutions makes it potential to develop a plan and a dedication to every day caring behaviors.

Evaluation of expertise

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

By contemplating and discussing an issue or state of affairs that has been upsetting, it’s potential to establish insufficiently sturdy expertise and potential targets 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 shopper throughout the session to explain the issue or state of affairs and create targets.

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

A Take a look at Knowledgeable Consent Varieties: 3 Samples

Counselors should be sufficiently competent to supply their companies to the shopper. They should be certified or present process supervision, educated in accordance with 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 observe of knowledgeable consent is carefully aligned with counselor competence, the place “purchasers have the appropriate to know your coaching standing and the supervision preparations you will have” (Sommers-Flanagan & Sommers-Flanagan, 2015, p. 19).

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

The next is a choice of examples of knowledgeable consent. There are lots of others out there which may be appropriate to your wants and will be discovered by way of a fast on-line search.

  • Counseling and psychotherapy – It is crucial that the shopper is made conscious that the counselor is licensed, the quantity and size of periods, and how one can make or cancel appointments. And whereas confidentiality is important, the shopper sometimes offers consent for the counselor to behave after they or others are in peril or susceptible 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 often useful, there aren’t any ensures that the shopper will get higher.
  • Counselor in training – When counselors are in coaching and coping with purchasers (typically kids), it’s vital all events are made absolutely conscious they’re at the moment below supervision and but to qualify.

These three samples of knowledgeable consent should not exhaustive and should be created according to native legal guidelines and steerage, and safeguard the rights and wishes of the shopper always.

2 Helpful Referral Varieties

Referral formsThere could also be occasions when a person just isn’t conscious of their want for help 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.

Normal Referral for Counseling

The General Referral for Counseling form will be accomplished by a involved different get together or by the shopper themselves if self-referring and contains:

  • Private particulars, together with title, deal with, age, and so on.
  • Causes for referral, vital incidents, and so on.
  • Particulars of the individual referring (equivalent to title, function, contact particulars)
  • Examples of conduct
  • Actions taken up to now
  • Urgency of referral

Pupil Referral to College Counselor

College and school years will be tense for college kids, and there could also be occasions 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 conduct
  • Showing overly nervous, tearful, or tense

Taking part in again their conduct to the scholar will be useful in agreeing with them (and their mother and father) that they’d profit from referral to a college counselor.

The Student Referral to School Counselor form will be accomplished by the instructor or supervisor, captures their causes for referral, and contains:

  • Pupil and guardian title
  • Behavioral causes for referral
  • Particulars of any incidents
  • Actions taken up to now
  • Any dangers that have to 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 equivalent to Quenza present a wealth of ready-made instruments, performance, and templates to be used with face-to-face or distant purchasers.

The article titled How to Build and Send Counseling Forms explains how one can use telehealth varieties successfully and provides the next templates:

Every of the above varieties and templates can shortly be constructed or modified for telehealth functions with an internet software equivalent to Quenza. The platform was constructed for practitioners by the PositivePsychology.com founders to fulfill the necessity for a user-friendly, partaking healthcare platform.

2 Greatest Varieties for Group Counseling Classes

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

“The last word aim 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 will 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 concerning the group?
What did you want least concerning the group?
How do you charge the group general? (0 = had no worth; 10 = extremely beneficial)
How a lot of a distinction has this group made to your life? (0 = none in any respect; 10 = an incredible deal)
Did you are feeling protected elevating factors or asking questions? (0 = in no way; 10 = an incredible deal)

Parental consent for group counseling

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

Use the Group Counseling Permission Form to get consent from mother and father earlier than introducing a baby to group counseling.

PositivePsychology.com’s Related Assets

We now have many free sources, together with varieties for counseling, equivalent to:

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

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

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

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

    • The first step – Determine and visualize the tip aim.
    • Step two – Determine and description the steps to get there.
    • Step three – Take motion and replicate on the progress.
  • The Power Audit

Full this audit kind to assist purchasers handle their power all through the day.

    • The first step – Use the shape to trace power ranges.
    • Step two – Plot every day power ranges.
    • Step three – Use the shape within the counseling session to debate how one can replenish power ranges.
  • 17 Constructive Psychology Workouts
    In the event you’re on the lookout for extra science-based methods to assist others improve their wellbeing, try this signature assortment of 17 validated optimistic psychology instruments for practitioners. Use them to assist others flourish and thrive.

A Take-House Message

A collaborative working relationship is prime to a optimistic therapeutic alliance and needs to 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 sturdy therapeutic alliance between counselor and shopper
  • The shopper’s wants are put first
  • Confidentiality is maintained, and acceptable information are saved
  • Remedy is suitable and dealing towards shopper targets

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

For the scholar, member of workers, or the couple, the varieties report the altering dynamics, understandings, and state of affairs and will be referenced to measure progress towards remedy targets.

The varieties and templates on this article will 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, probably marking avenues for future coaching and talent improvement.

For a HIPAA-compliant system that creates and shops all of your varieties electronically, and makes it straightforward to ship them to purchasers 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 Constructive Psychology Workouts without cost.

  • Anderson College. (n.d.). When to refer college students to counseling companies. Retrieved February 23, 2022, from https://anderson.edu/uploads/campus-life/refer-students-to-counseling-services.pdf
  • Cochran, J. L., & Cochran, N. H. (2015). The guts of counseling: Counseling expertise by therapeutic relationships. Routledge, Taylor & Francis Group.
  • Corey, G. (2013). Principle and observe 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 can assist workers return to work sooner. American Psychological Affiliation. Retrieved February 23, 2022, from https://www.apa.org/information/press/releases/2012/02/psychotherapy
  • Nelson-Jones, R. (2014). Sensible counselling and serving to expertise. Sage.
  • Sommers-Flanagan, J., & Sommers-Flanagan, R. (2015). Examine information for counseling and psychotherapy theories in context and observe: Abilities, methods, and methods (2nd ed.). Wiley.
  • Williams, M. (2012). {Couples} counseling: A step-by-step information for therapists. Viale.