Session Check-in Form Template
Streamline Your Client Check-ins with This Template
Balancing multiple clients' needs can be overwhelming, especially when it's time for check-ins. This Session Check-in Form Template is designed for mental health professionals looking to enhance their client interactions and track progress effortlessly. With this user-friendly form, you can gather vital session information, ensure compliance with health guidelines, and easily share forms during your sessions. Plus, it's WCAG-aligned for better accessibility, allowing everyone to participate comfortably. Start customizing and using the live template to improve your client sessions today.
When to use this form
This template fits right before or at the start of any appointment to set a clear agenda and capture progress. Use it in therapy, coaching, case management, or school counseling to triage needs, surface risks, and note outcomes. For group programs, pair it with the Intake form for group sessions new client form to collect first-time details and then run quick check-ins each meeting. In schools, combine it with the School counseling intake form to track attendance, mood, and goals over time. Clinics and telehealth teams can send it by email or tablet in the waiting room. The result: faster starts, better notes, and consistent data you can act on.
Must Ask Session Check-in Questions
- What is your main goal for today?
It sets a shared agenda so you prioritize the most important topic first. You get clearer outcomes and fewer tangents.
- Since our last session, what has improved, stayed the same, or gotten worse?
You get a focused progress snapshot without long narratives. You can compare to baselines from the Counseling intake form to see meaningful change.
- On a 0-10 scale, how are you feeling right now (mood, stress, or pain)? Any triggers?
A quick 0-10 score supports triage and trend tracking across visits. If you track pain or function, align the scale with the Physical therapy intake form to keep data consistent.
- Any changes in meds, sleep, substance use, or safety concerns since we last met?
This is critical for risk management and care coordination. Short, direct wording increases disclosure and gives you clear next steps.
- What is one small action you will take before our next meeting, and what support do you need?
Commitments drive follow-through and make outcomes measurable. Support needs can point to referrals you log with the Case management form.
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