Progress Notes & Documentation

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.

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 interactive workshop for K-12 school counselors focused on best practices for writing clear, concise progress notes to track student growth and meet legal standards. This Tier 1 session includes foundational theory, practical activities, and reflection to ensure counselors leave confident in their documentation skills.

A small-group intensive focusing on advanced SOAP documentation techniques to help adult counseling participants capture nuanced clinical information efficiently. This single 45-minute session empowers learners with sophisticated strategies for writing precise, actionable progress notes and fosters collaborative learning through interactive activities.

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.

This individualized coaching module empowers school counselors to investigate gaps in their progress notes and refine documentation quality through self-assessment and targeted improvement. Delivered in a single 30-minute session for Tier 3 support.

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.

In this Tier 2 group lesson, 10th grade counseling students collaborate to create a fictional client case from scratch and then draft a complete SOAP note. This fun, hands-on game strengthens clinical documentation skills and encourages creativity within a structured format. Audiences: 10th Grade Counseling Group, 1 session of 40 minutes.

Coaching overworked counseling interns to streamline progress note documentation, reclaiming 20% more time weekly through targeted individual support in a single 60-minute session.

In this interactive mystery-solving breakout, students become note detectives who decipher clues from counseling progress notes to identify student needs and strengthen their critical reading and documentation skills. This lesson builds analytical and documentation literacy, crucial for understanding counseling processes and effective communication. Audience: 8th Grade, MTSS Tier 1, Single 50-minute session.

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.

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.

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.

An individual digital quest where the counselor trainee unlocks levels by crafting perfect SOAP notes. This self-paced, gamified experience builds mastery of clinical documentation skills in 45-minute sessions, tailored for one-on-one training under Tier 3 supports.

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.

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.

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.

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.

Hands-on small-group practice to transform raw session data into concise, impactful SOAP entries. This Tier 2 small-group lesson helps counseling students master SOAP notes in a 40-minute session, reinforcing documentation skills essential for effective therapy.

In this Tier 2 small-group session, high school counselors will master efficient note-taking templates and shortcuts to save time without sacrificing documentation quality. Over a 40-minute session, participants will learn strategies, practice with drills, and apply gamified challenges to streamline their progress notes.

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 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 one-session, 30-minute Tier 1 lesson, 7th graders will learn about the process of ending counseling support, reflect on their progress, and create plans for maintaining well-being. This lesson builds emotional awareness and empowers students to transition from school counseling services.

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.

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.

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.

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.

A personalized journaling and action-planning session guiding 9th graders to tune into their emotions and boost self-awareness through goal-setting, reflection, and self-monitoring in a single 30-minute counseling session.

This series of 10 counseling lessons is designed for a 1st grade special education student who is demonstrating a pattern of poor choices affecting their social interactions. The lessons aim to develop personal accountability and self-regulation skills, crucial for improving social relationships and overall classroom behavior. Each session is 30 minutes long, focusing on interactive and engaging activities tailored to individual needs.

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.

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.

In this 45-minute session, adult learners will explore the process of constructing a psychiatric diagnostic formulation, integrating patient history, symptoms, and biopsychosocial factors. This lesson is vital for enhancing clinical reasoning, improving patient care, and ensuring accurate, individualized treatment plans.

This one-on-one counseling session aims to boost self-esteem in a 7th grade student on an IEP through personalized activities and discussions. By focusing on self-acceptance and personal growth, the student will learn practical strategies to enhance their self-esteem. This session is important as it empowers the student to recognize their unique strengths and fosters a positive self-image, which is crucial for their overall well-being and academic success.

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.

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 ten-session, 30-minute Tier 3 counseling series for an 8th-grade student with ODD, teaching how to identify triggers, express anger using “I” statements, and practice coping strategies. This scaffolded plan supports self-regulation, reduces outbursts, and builds mature communication skills.

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.

This lesson is designed for a 20-year-old intellectually disabled male who struggles with identifying and regulating his emotions. The goal is to help him recognize his emotional triggers and develop strategies to manage them effectively, reducing incidents of eloping and yelling. This individual lesson will be conducted in a single 30-minute session, focusing on personalized strategies and understanding.

A short, individual 4-session check-in for anxious students to track self-esteem, motivation, and counseling goals. This quarterly 10-minute per session document empowers students with self-reflection and provides counselors with data for targeted support.

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.

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.

In this 30-minute session, clinical staff will learn to develop holistic treatment plans for junior girls by integrating developmental, social, and emotional considerations. This lesson empowers staff to create structured, individualized care plans, enhancing treatment outcomes and wellness. Audience: Clinical Staff, Tier 1 supports, 1 session of 30 minutes.

This series of 10 counseling lessons is designed for a 1st grade special education student, focusing on helping Elijah replace inappropriate communication with respectful verbal interactions during social encounters. Each 30-minute session will build on the previous one, teaching Elijah to manage frustration and negative emotions by using kind words and seeking adult support. These lessons are crucial for Elijah's social development and emotional regulation, providing him with essential life skills for positive interactions.

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 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.

This 20-minute one-on-one session teaches a 12th-grade student how to accurately categorize real client quotes into SOAP note sections—crucial for professional counseling documentation skills.

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 lesson teaches the student effective conflict resolution techniques to handle disagreements peacefully. Through scenario-based activities and discussions, the student will learn to negotiate and find mutually beneficial solutions.

In this 20-minute, tier 2 small group game, counseling trainees compete in a fast-paced relay to complete SOAP notes on sample cases, enhancing documentation speed and accuracy. Perfect for counselor training groups looking to sharpen their progress note skills under pressure.

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.

In this individual counseling session, a 7th grade student will learn to set personal SMART goals, create actionable steps, and track their progress. This structured, 40-minute plan empowers students with self-awareness and planning skills for real-life growth.

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.

An individual 15-minute SEL counseling session for a 7th grader to identify stress triggers and practice quick, evidence-based coping strategies like breathing and grounding. This targeted Tier 3 intervention helps students develop self-regulation tools they can use anytime to feel more in control and resilient.

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.

A six-session individualized intervention for a 6th grade student to build self-regulation and coping skills. Each 30-minute session guides Eva to practice pre-taught strategies and use a self-monitoring checklist for transitions and multi-step assignments, aiming for 80% accuracy in 3 of 5 trials. This Tier 3 plan provides structured practice, menu of strategies, and progress tracking.

This three-session individual counseling series for 8th graders focuses on reframing negative thinking patterns into positive ones. It's crucial for developing emotional resilience and improving mental well-being. Each session lasts 30 minutes and is designed to provide personalized support and practical strategies for managing negative thoughts.

An interactive workshop unpacking SOAP note components to boost counselors’ confidence in documentation and improve client care consistency. Perfect for K-12 school counselors in a single 60-minute session, this Tier 1 lesson ensures clear, actionable skills.

This lesson is designed for a visually impaired student experiencing low self-esteem and emotional dysregulation. Over four 20-minute sessions, the student will learn and apply positive coping skills such as 'stop and think' strategies, 'I statements', anxiety coping skills, and grounding techniques. This lesson aims to empower the student to manage overwhelming scenarios and build resilience.

This two-session lesson is designed for a 13-year-old girl to explore and develop coping mechanisms after surviving trauma. The lesson aims to empower her with practical strategies to manage emotions and build resilience. Each session is 25 minutes long and includes a lesson plan, activity, and discussion to facilitate understanding and application of these vital skills.

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.

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.

These two 20-minute individual counseling sessions help Adrian identify and replace negative self-talk with positive or neutral self-statements, understand the link between thoughts, feelings, and behaviors, and practice coping strategies like deep breathing and taking space. By mastering these skills, Adrian will build resilience, improve self-awareness, and positively impact his learning and peer interactions.

Over three 30-minute group sessions, middle school students will explore an introduction to Cognitive Behavioral Therapy (CBT), learning how thoughts influence feelings and behaviors. This Tier 2 lesson helps students develop skills to identify and challenge unhelpful thoughts, promoting resilience and emotional well-being.

This individual counseling session is designed to help a 9th-grade student understand and navigate peer dynamics, focusing on recognizing and addressing aggressive behavior among peers. The session aims to develop the student's empathy and conflict resolution skills, contributing to a more positive personal and school environment. The session will last 30 minutes.

This 5-session individual lesson is designed for a 6th-grade boy with ADHD, focusing on decreasing conduct incidents and improving emotional regulation, personal accountability, and maintaining positive peer relationships. The sessions will include engaging activities, discussions, and readings to help the student develop essential life skills in a supportive environment.

An individualized counseling toolkit enabling one-on-one clients to chart personal directions, set measurable objectives, and track progress toward well-being. This high school-focused, single 60-minute session empowers students to define goals, develop personalized treatment plans, and monitor their growth toward emotional and behavioral health.

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.

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.