Educational, training, and employment historyĬouples counseling is “not the same thing as individual counseling, with two clients in the room instead of one” (Williams, 2012, p. The employee will typically complete it before meeting a counselor and includes: The Employee Counseling Intake Form is written with a staff member seeking change in mind, but it can equally be used for other purposes. A member of staff seeking new opportunities.It may be offered in response to (Lagerveld & Blonk, 2012): The New Client Intake Form can be completed before the first session to capture personal information relating to the client, such as:Įmployee counseling can take many forms and may be performed face to face, by telephone, and even live chat or email. Getting started with new clients and structuring the first counseling sessions requires an initial understanding of their background, concerns, and primary thoughts on how and where they require help and support (Cochran & Cochran, 2015). Treat the intake and assessment forms as templates, designed to be modified as required, and either kept separate or combined depending on the counseling approach, techniques adopted, and needs of the client. In the next section, we introduce sample assessment forms, typically used in the client’s first (and perhaps second) session to assess their situation, concerns, and goals in more depth and form a clearer and shared understanding of where they are and how they may need help. We use the intake form to capture the client’s personal details and their initial thoughts on why they seek treatment, and this may be completed before their first session with the counselor. This article has kept the forms distinct for convenience and clarity. The intake and assessment forms can be merged – their degree of information overlaps and they’re both used in early sessions – or they may remain separate, even if only in terms of form completion. Together, they provide crucial opportunities to capture information regarding the client, their needs, and their hopes for treatment (Corey, 2013). ’s Relevant ResourcesĬonducting Intake Sessions: 3 Forms & TemplatesĬounseling typically begins with the intake and the assessment process.2 Best Forms for Group Counseling Sessions.Telehealth Counseling Forms: 5 Helpful Templates.A Look at Informed Consent Forms: 3 Samples.Best Counseling & Assessment Forms (+ Templates).Conducting Intake Sessions: 3 Forms & Templates.These science-based exercises explore fundamental aspects of positive psychology, including strengths, values, and self-compassion, and will give you the tools to enhance the wellbeing of your clients, students, or employees. This article introduces templates and forms that support the intake, assessment, referral, and other key stages of the counseling journey.īefore you continue, we thought you might like to download our three Positive Psychology Exercises for free. 1).Īs with any other professional service, especially one that focuses on client wellness and safety, procedures, policies, and forms are required to ensure appropriate record keeping and handling of the client and their information. Part of this relationship includes building an appropriate therapeutic framework that provides “a safe and consistent professional structure for the therapeutic work to take place” (Knox & Cooper, 2015, p. Counseling has many definitions and approaches, but most recognize the significance of the therapeutic relationship (Nelson-Jones, 2014).
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