20 Helpful Counseling Types & Templates for Your Apply

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 applicable 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 consumer wellness and security, procedures, insurance policies, and kinds are required to make sure applicable document holding and dealing with of the consumer and their info.

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

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Conducting Consumption Periods: 3 Types & Templates

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

The consumption and evaluation kinds could be merged – their diploma of knowledge overlaps they usually’re each utilized in early periods – or they could stay separate, even when solely when it comes to kind completion.

This text has saved the kinds distinct for comfort and readability. We use the consumption kind 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 kinds, sometimes used within the consumer’s first (and maybe second) session to evaluate their scenario, issues, 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 kinds as templates, designed to be modified as required, and both saved separate or mixed relying on the counseling method, methods adopted, and desires of the consumer.

Common counseling consumption

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

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

  • Title, age, and call particulars
  • Employment standing
  • Causes for in search of assist
  • Bodily and psychological well being historical past
  • Counseling targets

Worker counseling consumption

Worker counseling can take many kinds and could also be carried out head to head, 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 issues
  • 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 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 identify
  • Academic, 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 might be totally different, and it’s essential to grasp the wants, issues, 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 usually floor totally different factors of view and insights.

Info requested sometimes contains:

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

Finest Counseling & Evaluation Types (+ Templates)

Counseling assessment formsA typical first counseling session is prone to embrace questions similar 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 kinds (some common, 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 kinds, however they provide a unbroken alternative to assemble further and priceless info, notably within the early periods.

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 could 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:

  • 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 evaluate how they met (Williams, 2012).

Use the Couple Counseling Assessment and/or the Couple Counseling Relationship History Assessment to evaluate 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 assume first attracted them to you?
  • What do you assume continued to draw them to you?
  • Describe your early years collectively.
  • How had 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 each day caring behaviors.

Evaluation of abilities

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

Via contemplating and discussing an issue or scenario that has been upsetting, it’s potential to establish insufficiently sturdy abilities 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 abilities.

Work with the consumer through the session to explain the issue or scenario and create targets.

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

A Take 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 based on 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 observe 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 might 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 seemingly final.

The next is a collection of examples of knowledgeable consent. There are various others accessible that could be appropriate to your wants and could be discovered by way of a fast on-line search.

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

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

2 Helpful Referral Types

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

Common Referral for Counseling

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

  • Private particulars, together with identify, tackle, age, and so forth.
  • Causes for referral, important incidents, and so forth.
  • Particulars of the particular person referring (similar to title, position, contact particulars)
  • Examples of conduct
  • Actions taken up to now
  • Urgency of referral

Scholar Referral to College Counselor

College and faculty years could be tense for college students, and there could also be occasions when they’re unable to manage. Warning indicators could embrace (Anderson College, n.d.):

  • Extreme procrastination
  • Poorly introduced work
  • Rare class attendance
  • Bother 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 faculty counselor.

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

  • Scholar and guardian identify
  • Behavioral causes for referral
  • Particulars of any incidents
  • Actions taken up to now
  • Any dangers that should 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 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 tips on how to use telehealth kinds successfully and presents the next templates:

Every of the above kinds and templates can shortly be constructed or modified for telehealth functions with an internet device similar to Quenza. The platform was constructed for practitioners by the PositivePsychology.com founders to satisfy the necessity for a user-friendly, participating healthcare platform.

2 Finest Types for Group Counseling Periods

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

“The final 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 could be underpinned by kinds 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 concerning the group?
What did you want least concerning the group?
How do you fee the group total? (0 = had no worth; 10 = extremely priceless)
How a lot of a distinction has this group made to your life? (0 = none in any respect; 10 = a terrific deal)
Did you’re feeling protected elevating factors or asking questions? (0 = by no means; 10 = a terrific 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 baby to group counseling.

PositivePsychology.com’s Related Assets

We’ve got many free sources, together with kinds for counseling, similar to:

  • BASIC-ID Template for Multi-Modal Teaching
    This helpful template makes use of multi-modal teaching to evaluate shoppers’ habits and tips on how to 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.
  • Transient 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 manner facilitates planning in reverse chronological order to attenuate the chance of viewing the current actuality as an impediment to reaching the consumer’s desired finish state.

    • The first step – Determine and visualize the top 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 shoppers handle their power all through the day.

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

A Take-Residence Message

A collaborative working relationship is prime 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 kinds assist guarantee:

  • A strong therapeutic alliance between counselor and consumer
  • The consumer’s wants are put first
  • Confidentiality is maintained, and applicable data are saved
  • Remedy is acceptable and dealing towards consumer targets

Applicable kind 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 pupil. The kinds facilitate therapy by clarifying and speaking the counseling method and the consumer’s expectations.

For the coed, member of workers, or the couple, the kinds document the altering dynamics, understandings, and scenario and could be referenced to measure progress towards therapy targets.

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

For a HIPAA-compliant system that creates and shops all of your kinds 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 Constructive Psychology Workouts without spending a dime.

  • 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 abilities via 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 may help 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 abilities. Sage.
  • Sommers-Flanagan, J., & Sommers-Flanagan, R. (2015). Research 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.