Clinical Intake & Assessment

High school individual counseling intake session guide: counselors use this one-on-one 30-minute outline to gather students’ history, strengths, and risk factors in a structured, empathic way. This Tier 3 resource ensures consistency, thoroughness, and rapport-building during clinical assessments.

In this 30-minute Tier 3 individual support session, 8th-grade students will learn and practice clinical intake interviews through a structured role-play activity. This lesson is crucial for developing active listening, structured data collection, and foundational counseling skills. Components include a detailed Lesson-Plan Script, Key Intake Questions Slide Deck, and Pair Role-Play Activity.

A focused small-group module guiding counselors through the core components of a thorough clinical intake, emphasizing consistency and empathy. Strengthens assessment frameworks for targeted support. Audience: Small group of school counselors. Tier 2. 1 session of 60 minutes.

In this 80-minute, full-class Tier 1 session for undergrad counseling students, we’ll guide learners through building a live DSM-5-focused intake and assessment toolkit. Students will explore each tool, assemble their own kit in collaborative stations, and demonstrate proficiency with an interactive quiz. This lesson is essential for grounding future counselors in practical diagnostic formulation skills.

A digital check-in sheet for virtual individual counseling sessions with 11th grade students. Enables counselors to build rapport, capture emotional well-being, set goals, and track progress over multiple sessions. Designed for Tier 3 support in 15-minute meetings.

An individualized 30-minute coaching session for a 12th grade student on writing professional clinical intake and assessment notes. This lesson is important because clear, confidential documentation is a core skill for future counseling or therapy professionals. Includes scaffolding, simulation, and reflection to build mastery.

An individual counseling script guiding one-on-one sessions through setting wellness goals and tracking progress. This Tier 3 session helps counseling students develop personalized wellness plans, reflect on progress, and measure goal achievement over 50 minutes.

An individual counseling script guiding one-on-one sessions through setting wellness goals and tracking progress. This Tier 3 session helps counseling students develop personalized wellness plans, reflect on progress, and measure goal achievement over 50 minutes.

A 20-minute Tier 3 introductory counseling session for individual 6-8th grade students, covering confidentiality, what to expect in counseling, a pre-test on coping skills familiarity, and a get-to-know-you questionnaire including a summer check-in. This lesson helps build trust and set the stage for future sessions.

A 20-minute Tier 3 counseling refresher session for individual 6-8th graders who’ve used counseling before. This session briefly reviews confidentiality, checks in on coping skill practice, and gathers updated insights to recommit to growth and well-being.

This two-part 50-minute session for K–12 counseling teams teaches accurate and sensitive documentation of therapy sessions, emphasizing best practices for progress notes. Participants will learn transcript techniques, dos and don’ts, and apply skills through role-plays, live recordings, and peer feedback to improve their documentation quality.

A 90-minute, one-on-one coaching guide designed for individual school counselors to master the clinical intake meeting. From pre-session preparation to rapport-building and reflective practices, this lesson ensures counselors connect confidently and compassionately.

An individualized intake script and rubric for one-on-one sessions, enabling precise identification of concerns and goals. This Tier 3 lesson supports a 9th grade student during a 20-minute clinical intake and assessment session, guiding the counselor through structured questioning and goal setting.

A focused, individualized 30-minute session to help a 7th-grade student identify and track behavioral patterns and triggers. This Tier 3 protocol supports intensive, personalized assessment and reflection to guide therapy goals and progress.

A personalized journaling and action-planning resource guiding 9th graders in counseling & therapy to set mental health goals and track progress through self-reflection and monitoring. Tier 3 individual support in a single 20-minute session.

A guided individual counseling session using open-ended questions and reflective exercises to help a student articulate and manage emotions. This Tier 3 session is designed for an 8th grade student and takes 30 minutes, focusing on individual counseling techniques to foster self-awareness and emotional regulation.

An 8-session individual counseling series for a 6th grade boy navigating his parents’ divorce and split household. These 30-minute sessions build trust, teach emotional regulation, coping strategies, and resilience, empowering the student to express feelings and develop healthy support systems.

Individualized behavior assessment session for a 3rd grade student, incorporating a behavior frequency log, DSM-5 aligned indicators, structured intake questions, and clear definitions. This session helps counselors establish baseline data, identify patterns, and inform targeted interventions over a 40-minute one-on-one session.

A one-on-one counseling session for a 4th grader with ADHD and behavioral symptoms, focused on building self-awareness of emotions and strategies for maintaining focus. This 60-minute, Tier 3 intervention will help the student identify triggers, practice coping skills, and develop a personalized action plan.

This 50-minute one-on-one counseling session helps a 10th grade student explore feelings of being stuck, identify personal barriers to motivation, and craft actionable strategies for forward momentum. It’s designed as an intensive Tier 3 intervention to empower individual growth and goal achievement.

A brief structured check-in tool to monitor ongoing suicide risk factors and update safety plans dynamically with a 9th grade student in a 20-minute one-on-one session. This Tier 3 individual intervention helps counselors assess current risk, track mood trends, and provide coping support to keep students safe.

This lesson involves a simulation-based activity where students role-play as grief counselors and clients. Through this exercise, students will learn effective communication and empathy skills, which are crucial for interpersonal relationships and emotional intelligence. The lesson includes feedback sessions to help students reflect on their performance and improve their skills, making it a valuable experience for personal and professional development.

A one-on-one, 15-minute counseling session for an 8th-grade male student focused on body image and anxiety. This session will use reflective activities to build self-awareness, challenge negative self-talk, and develop coping strategies. Tier 3 support tailored to individual emotional needs.

An adventure-themed counseling session enabling 12th grade students to track emotional peaks and valleys and plan coping strategies. In this Tier 3 individual counseling session (60 minutes), the student embarks on a guided exploration of their emotional landscape to build self-awareness and resilience.

In a three-session individual counseling program, Owen will learn to identify at least two physical sensations linked to his dysregulated emotions like anxiety, frustration, and anger. This Tier 3 lesson uses game-based activities to keep Owen motivated and on track in short 20-minute sessions.

This individual counseling session is designed to help 7th-grade students recognize and manage their emotions effectively. Through personalized discussion and activities, students will learn to identify their emotions, understand their triggers, and apply coping strategies. This session aims to enhance emotional intelligence and resilience, which are crucial for personal and academic success.

In this fun, interactive 45-minute session, 6th graders will explore what counseling is, why it’s valuable, and how it can support them and their peers. Through games, discussions, and reflective activities, students will build comfort with counseling concepts, learn active listening skills, and discover when and how to seek help. This Tier 1 lesson fosters a supportive classroom community and equips all students with foundational social-emotional skills.

This lesson is designed for 12th grade students to help them assess their mental and emotional health while dealing with college applications and making significant career decisions. The objective is to equip students with strategies to manage stress and make informed decisions. The lesson will last 45 minutes.

In this individual counseling session, the student will engage in personal storytelling and reflection to explore their emotions and perspectives. This session is important as it helps the student develop self-awareness and emotional intelligence, which are crucial for personal growth and emotional well-being.

In this collaborative Tier 2 lesson, 11th graders will piece together the clinical intake process from referral to assessment report, reinforcing mastery of each step and boosting team communication. Across one 50-minute session, students will engage in a hands-on puzzle activity to visualize and internalize the workflow.

In this engaging 45-minute lesson for 9th graders, students explore the basics of clinical intake by mapping and sharing their personal narratives. This Tier 1 lesson demystifies the intake process, builds empathy, and strengthens storytelling skills—perfect for counselors and teachers introducing Counseling & Therapy concepts.

A one-on-one counseling session for 5th graders focused on identifying emotions and learning coping strategies. This Tier 3 individualized lesson empowers students to understand their feelings and practice tools for emotional regulation within 30 minutes.

An individualized counseling plan helping a 9th grade student process personal loss through art and reflection journals; this Tier 3 plan uses creative expression to support healing over a 50-minute session, fostering emotional growth and resilience.

This individual counseling session welcomes 6th grade students who are one year below grade level and often struggle with social skills and anxiety. In a 20-minute one-on-one format, students will build rapport, learn basic coping strategies, and set personal goals. This lesson establishes trust and paves the way for future growth.

A targeted individual assessment for 12th graders to evaluate their emotional strengths and growth areas in a 60-minute session, complete with follow-up suggestions to support personal development. This Tier 3 counseling & therapy lesson helps seniors reflect, set goals, and build self-awareness.

In this Tier 3, single-session 60-minute lesson, teachers will guide an 11th-grade student through understanding and managing dissociation resulting from trauma. This trauma-informed session builds self-awareness, grounding skills, and coping strategies to empower the student to feel present and safe.

An individualized CBT session guiding an 11th grade student through identifying and disputing core beliefs using targeted reading, worksheets, and reflection. This Tier 3 lesson deepens self-awareness and equips the student with practical CBT strategies in a single 55-minute session.

An individualized journaling resource helping 9th grade students trace client narratives and weave coherent progress trails—boosts reflective skills in counseling & therapy documentation over a single 20-minute session.

An individual digital escape-room challenge where students solve logic puzzles to uncover missing SOAP note sections, reinforcing their understanding of counseling progress note documentation. This Tier 3 intervention is tailored for 12th graders and delivered in a 35-minute session to master SOAP note components.

A 60-minute individual counseling session designed for adult clients to identify personal goals, explore obstacles, and develop an actionable plan. This Tier 3 intervention supports deep personal insights and empowers clients to take the next steps toward growth.

A three-session individual counseling plan for a 9th grader experiencing severe anxiety and feelings of isolation. This Tier 3 support uses evidence-based coping strategies, reflective activities, and trust-building exercises to empower the student, improve self-esteem, and develop resilience in daily school life.

In this 30-minute one-on-one session, the teacher guides a 12th grader through self-assessment, coping strategies, and goal-setting to support their mental health. This individual Tier 3 intervention builds self-awareness and equips students with personalized tools to manage stress and emotions.

A 30-minute one-on-one Tier 3 counseling session for a 3rd-grade student, using a detective theme to help them identify, label, and understand their emotions. This session builds self-awareness and expands emotional vocabulary through engaging activities.

In this 45-minute, one-on-one CBT session, a 9th grade student will learn to identify triggers, challenge unhelpful thoughts, and practice coping strategies to manage anger. This individualized Tier 3 support equips the student with evidence-based tools to improve self-regulation and emotional well-being.

An engaging 30-minute interactive lesson introducing 6th-grade students to the basics of counseling—what it is, who counselors are, and how talking can help. Students will learn key terms, practice active listening, and experience a mock counseling scenario. This Tier 1 classroom-wide lesson builds social-emotional skills and fosters a safe, supportive environment.

This one-on-one counseling session equips an 11th-grade student with the Inner Mirror Strategy, helping them identify and challenge unhelpful thought patterns through metaphorical mirroring. By guiding self-reflection and positive reframing, the session promotes healthier self-talk and emotional resilience. (Tier 3, 50 minutes)

In this detective-themed individual counseling session, a 5th grade student will track anxious thoughts like clues and learn strategies to ‘catch’ and challenge them. This 45-minute Tier 3 activity helps build coping skills and self-awareness in a personalized, engaging format.

In this individualized Tier 3 session, students will learn how to develop a personalized treatment plan to manage anxiety related to family and relationship stressors. This 30-minute session equips a 12th grade female with clear coping strategies, self-awareness tools, and a step-by-step action plan to reduce stress and build resilience.

One-on-one counseling session designed for a 10th grader to explore and develop personal coping strategies for stress and anxiety. This 40-minute session will guide the student through self-reflection, skill-building, and planning actionable coping techniques to use in daily life.

A 30-minute Tier 1 counseling session designed to introduce 2nd graders to the counseling space, routines, and expectations. This lesson helps students feel safe, build rapport, and learn what to expect in future counseling sessions through engaging activities.

In this 15-minute one-on-one counseling session, the counselor aims to build rapport with 9th graders using warm, inviting, and thoughtful questions and a simple reflective activity. Establishing trust quickly is crucial for supporting students’ mental health, setting the stage for future help-seeking and emotional well-being.

In this 45-minute individualized counseling session, the 9th grade student will explore mindfulness-based techniques to manage stress and build self-awareness through guided practice. This session fosters coping skills and emotional regulation, helping the student find calm in daily life.

An engaging one-on-one session where the counselor guides the student to identify and label emotions using detective metaphors. Helps build emotional awareness and vocabulary for a 5th grader in a 30-minute individual counseling session.

This follow-up individual counseling session aims to build on the previous lesson by introducing journaling and positive self-talk as additional strategies to manage overthinking. These techniques can help the student process thoughts and emotions more effectively, leading to improved mental well-being and focus.

A 35-minute, one-on-one counseling session guiding an 11th grade student through layered self-reflection exercises to uncover deeper emotions using targeted prompts and activities. This Tier 3 lesson provides structured materials (framework, journal, script, activity) to help the student build emotional awareness and coping strategies.

An individualized counseling plan guiding a 9th grader to articulate and explore their emotions through reflective techniques and coach-led dialogue in a 45-minute session.

This lesson introduces students to Cognitive Behavioral Therapy (CBT), focusing on the interplay between thoughts, feelings, and behaviors. Students will explore how these elements influence each other and learn practical strategies to manage stress and anxiety. This lesson is crucial for developing self-awareness and emotional regulation skills, which are essential for mental well-being and academic success.

This small-group workshop equips counselor trainees with hands-on tools for DSM-5 biopsychosocial formulations through practical exercises. Tier 2 group support enhances case conceptualization skills in a 50-minute session.

In this 30-minute session, 12th grade students in a Tier 2 support group will learn strategies to cope with tough emotions like anxiety, anger, and sadness. Through interactive discussions, a guided activity, and personal reflection, students will gain practical tools to manage their emotional well-being and build resilience.

This 6-week program is designed for a 9th-grade male student who enjoys art and struggles with mental health. The objective is to improve executive functioning skills, identify emotions, regulate emotions, and learn coping skills. Each session lasts 10 minutes and includes a lesson plan, worksheet, activity, game, discussion, project, and a cool-down activity.

This lesson explores the role of counseling services in shaping students' identities and experiences in public schools. It is designed for adults, focusing on how counseling can support the development of well-rounded individuals in a diverse society. The session will last 30 minutes and is crucial for understanding the integration of counseling in educational settings.

In this 20-minute individual session for 5th and 6th graders new to counseling, students will get to know their counselor, learn about counseling goals, and feel comfortable sharing. This welcome session builds rapport, sets expectations, and lowers anxiety, fostering a trusting relationship from day one.

This 50-minute, group-focused lesson equips counselors and interventionists with concrete strategies to recognize trauma signs and apply de-escalation scripts in real time. By the end, participants will have a ready-to-use trauma-informed toolkit for supporting students. Audience: Adult professionals. MTSS Tier: 2. Includes embedded practice and collaborative planning.

In this 30-minute individual Tier 3 session, a 4th-grade student will explore how mental health influences mood, behavior, social interactions, and academic success. This foundational psychoeducation session builds understanding and self-awareness to support therapeutic progress.

This 15-minute individual Tier 3 lesson guides a secondary student in designing a concise mental health screener to triage referrals into Tier 2 group or Tier 3 one-on-one counseling. It empowers the student to craft clear, targeted questions for quick identification of support needs, ensuring swift and appropriate district mental health services.

In this 30-minute Tier 3 one-on-one session for 10th graders, students assess their stress levels, uncover personal triggers, and craft a customized action plan to manage anxiety. This targeted lesson empowers students with self-awareness and practical coping strategies for real-life challenges.

This 30-minute Tier 1 counseling lesson for 7th graders introduces students to the purpose, process, and safe space of school counseling. Students will build rapport with the counselor, learn confidentiality guidelines, and co-create group norms to ensure a supportive environment.

An individualized 30-minute counseling session for an 8th-grade student focusing on deep breathing and grounding techniques to manage anxiety in real time. This Tier 3 lesson equips the student with on-the-spot tools for emotional regulation and fosters self-awareness and resilience.

A one-on-one Tier 3 grief counseling session designed for a 9th-grade student, empowering them to identify and process emotions, externalize grief, and develop personalized coping strategies. This 30-minute session equips the counselor with a structured plan and materials to guide the student toward self-compassion and resilience.

Short, focused exercises to teach mindfulness techniques for stress reduction and emotional regulation for an individual 11th grade student. This Tier 3 session is a 30-minute individual counseling mini-session to equip the student with practical tools for emotional regulation.

In this 30-minute Tier 3 individual counseling session, a 9th grade student engages in reflective empathy exercises to build self-awareness and deepen empathy. Through guided reflection, mirror exercises, and journaling, the student will learn to identify feelings, step into another’s perspective, and practice compassionate self-talk—crucial skills for emotional resilience and healthy relationships.

This 6-session individual lesson for a 6th-grade female student focuses on reducing anxiety, excessive worry, and overthinking using Cognitive Behavioral Therapy (CBT) interventions. Each 45-minute session is designed to empower the student with practical skills to manage anxiety, fostering emotional well-being and resilience.