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Clinical Supervision Form Template

Streamline Your Clinical Supervision Sessions Effectively

Struggling to keep track of your clinical supervision notes? This template is designed for healthcare professionals who want to efficiently document patient care during supervision sessions. With clear formatting, it helps you ensure compliance with standards, facilitates better communication, and allows for thorough review of patient interactions, enhancing both care quality and team collaboration. Whether you're recording essential observations or planning future interventions, this structured template makes your documentation process straightforward and organized. Try using the live template today.

Full name
Role or title
Organization or placement site
Email address
Phone number
Primary supervisor name
Session date
Session format
In person
Video
Phone
Hybrid
Session type
Individual
Group
Triadic
Live observation
Case review
Duration in minutes
Agenda or goals for this session
Number of cases discussed
0
1
2
3
4 or more
Primary client initials or ID (do not include full names)
Client age band
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Presenting concerns
Any risk concerns identified
Yes
No
If risk was identified, describe actions and safety planning
Cultural or ethical considerations discussed
Safeguarding or mandatory reporting addressed as required
Yes
No
Areas of focus in this session
Please Specify:
Self-assessed competence for this session
Poor
Below average
Average
Good
Exceptional
I felt comfortable discussing challenges
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I applied evidence-informed approaches
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Learning needs or goals identified
Supervisor feedback was clear and actionable
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Hours to log for supervision
This supervision meets current licensure or program requirements
Yes
No
Confidentiality and privacy were maintained
True
False
Client identifiers were removed from shared materials
True
False
Documentation for this session is complete
Yes
No
Achievement of session goals
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
How likely are you to apply insights from this session in practice
0 Not at all likely
1
2
3
4
5 Extremely likely
Overall supervision quality this session
Poor
Below average
Average
Good
Exceptional
Supervisor availability between sessions
Very rarely
Rarely
Sometimes
Often
Very often
Overall satisfaction with supervision
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
Action items and responsibilities
Next session date
Additional notes
Preferred focus for next session
Case conceptualization
Intervention skills
Documentation
Ethics
Risk management
Cultural competence
Assessment
Professional development
Other
Please Specify:
Supervisee signature (type full name)
Supervisee signature date
Supervisor signature (type full name)
Supervisor signature date
I confirm this record is accurate to the best of my knowledge
True
False
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paper art illustration depicting a clinical supervision form template with design elements for FormCreatorAI article

When to use this form

Use this form when you lead individual or group supervision for interns, associates, or licensed clinicians. It helps you capture goals, case discussions, risk decisions, and action items so you maintain a clear, defensible record. Example scenarios: debrief a high-risk session and document your guidance and safety plan; prepare a performance review; or structure onboarding for a new supervisee. Link your guidance to client records maintained in the Mental health progress notes form. For cross-discipline teams, cross-reference summaries in the Clinical notes form to keep everyone aligned. The result is consistent documentation that supports growth, compliance, and readiness for audits.

Must Ask Clinical Supervision Questions

  1. What are your primary goals for today's supervision session?

    Clear goals help you prioritize time and set expectations. You can measure progress against them at the end of the meeting.

  2. Which client cases need consultation, risk review, or treatment planning support?

    This targets urgent clinical needs and reduces liability by ensuring timely guidance. Ask for a concise case summary and recent notes, such as the Patient progress notes form, to ground your feedback.

  3. Which competencies or skills should we focus on this week?

    Naming specific skills ties discussion to your development plan and licensing requirements. It also makes it easier to log hours and evidence of growth.

  4. Did any ethical, legal, or cultural issues arise since our last meeting?

    Early discussion prevents drift and shows your reasoning for decisions. If psychiatry is involved, align documentation with the Outpatient psychiatric progress note form to keep treatment records consistent.

  5. What action items, timelines, and supports are we agreeing to for next steps?

    Clear owners and due dates turn insights into practice. Reference where follow-up will be documented, for example in the Client progress notes form, so nothing gets lost.

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