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Templates / Counsellors and therapists

Assessment forms, agreements and supervision papers, from one link.

People leave their forms until the night before a first session, and trainees forget their insurance papers. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for counsellors and therapists

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Eight templates for counsellors and therapists

Open a template to see every request in the order it is asked, and watch it written in and answered.

First session starter checklistfor people starting therapy · before the first session12 requests12 requests
First session starter checklistBen Carter · first session9 of 12 back
  • About you
  • FormYour details6 questionsAssigned to BCBen Carter, customerFrom Ruthin 2 daysComplete
  • QuestionName and pronounshow we should address youAssigned to BCBen Carter, customerFrom Ruthin 2 daysComplete
  • QuestionGP surgeryname and townAssigned to BCBen Carter, customerFrom Ruthin 3 daysReady to check
  • QuestionEmergency contactname and numberAssigned to BCBen Carter, customerFrom Ruthin 3 daysReady to check
  • What brings you
  • QuestionWhy you are comingin your own wordsAssigned to BCBen Carter, customerFrom Ruthin 3 daysComplete
  • QuestionAny counselling beforewhen, and how it wentAssigned to BCBen Carter, customerFrom Ruthin 3 daysAwaiting reply
  • FormWellbeing questionnaire10 short questionsAssigned to BCBen Carter, customerFrom Ruthin 4 daysReminder sent
  • QuestionCurrent medicationonly if you want to sayAssigned to BCBen Carter, customerFrom Ruthin 4 daysComplete
  • Before we meet
  • ApprovalCounselling agreementfees and cancellationAssigned to BCBen Carter, customerFrom Ruthin 5 daysReady to check
  • ApprovalConfidentiality and its limitsread and approveAssigned to BCBen Carter, customerFrom Ruthin 5 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to BCBen Carter, customerFrom Ruthin 6 daysComplete
  • DecisionHow we meetroom, video or phoneAssigned to BCBen Carter, customerFrom Ruthin 6 daysAwaiting reply
Associate counsellor starter checklistfor new associates · before their first session12 requests12 requests
Associate counsellor starter checklistAnna Pearce · associate counsellor9 of 12 back
  • Who you are
  • QuestionRight to work share codenine charactersAssigned to APAnna Pearce, counsellorFrom Ruthin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to APAnna Pearce, counsellorFrom Ruthin 3 daysComplete
  • UploadEnhanced DBS certificatecurrent certificateAssigned to APAnna Pearce, counsellorFrom Ruthin 4 days1 file sent
  • UploadCounselling qualificationdiploma or degreeAssigned to APAnna Pearce, counsellorFrom Ruthin 4 days2 files sent
  • Professional standing
  • UploadMembership certificateBACP, UKCP or NCPSAssigned to APAnna Pearce, counsellorFrom Ruthin 5 daysComplete
  • UploadIndemnity insurancecurrent certificateAssigned to APAnna Pearce, counsellorFrom Ruthin 5 daysAwaiting reply
  • FormSupervisor details6 questionsAssigned to APAnna Pearce, counsellorFrom Ruthin 6 daysReminder sent
  • UploadSupervision agreementsigned and datedAssigned to APAnna Pearce, counsellorFrom Ruthin 6 daysComplete
  • UploadData protection registrationICO certificateAssigned to APAnna Pearce, counsellorFrom Ruthin 7 days1 file sent
  • Working here
  • ApprovalAssociate agreementread and approveAssigned to APAnna Pearce, counsellorFrom Ruthin 7 daysReady to check
  • ApprovalConfidentiality agreementread and approveAssigned to APAnna Pearce, counsellorFrom Ruthin 7 daysComplete
  • TableRooms and days wantedday, from, toAssigned to APAnna Pearce, counsellorFrom Ruthin 8 daysAwaiting reply
Review and agreement renewalfor people in therapy · after six sessions, then yearly8 requests8 requests
Review and agreement renewalJasmine Cole · six session review6 of 8 back
  • How therapy is going
  • FormWellbeing questionnaire10 short questionsAssigned to JCJasmine Cole, customerFrom Ruthin 3 daysComplete
  • QuestionWhat has helped so farin your own wordsAssigned to JCJasmine Cole, customerFrom Ruthin 3 daysComplete
  • QuestionWhat you want to focus onfor the next sessionsAssigned to JCJasmine Cole, customerFrom Ruthin 4 daysReady to check
  • QuestionAnything to tell uschanges in your lifeAssigned to JCJasmine Cole, customerFrom Ruthin 4 daysReady to check
  • Details and agreement
  • QuestionChanges to your detailsGP, phone or contactAssigned to JCJasmine Cole, customerFrom Ruthin 5 daysComplete
  • ApprovalUpdated agreementread and approveAssigned to JCJasmine Cole, customerFrom Ruthin 6 daysAwaiting reply
  • DecisionWhat happens nextcontinue, pause or finishAssigned to JCJasmine Cole, customerFrom Ruthin 6 daysReminder sent
  • DecisionReminders bytext or emailAssigned to JCJasmine Cole, customerFrom Ruthin 6 daysComplete
Ending therapy packfor people finishing therapy · in the last two sessions7 requests7 requests
Ending therapy packClaire Holt · ending therapy5 of 7 back
  • Looking back
  • FormFinal wellbeing questionnaire10 short questionsAssigned to CHClaire Holt, customerFrom Ruthin 3 daysComplete
  • QuestionWhat has changedin your own wordsAssigned to CHClaire Holt, customerFrom Ruthin 3 daysComplete
  • QuestionWhat you will keep doingthe things that helpAssigned to CHClaire Holt, customerFrom Ruthin 4 daysReady to check
  • QuestionYour support afterwardspeople and servicesAssigned to CHClaire Holt, customerFrom Ruthin 4 daysReady to check
  • Moving on
  • DecisionFollow-up sessionin six weeks, or notAssigned to CHClaire Holt, customerFrom Ruthin 5 daysComplete
  • ApprovalHow we keep your notesread and approveAssigned to CHClaire Holt, customerFrom Ruthin 6 daysAwaiting reply
  • FormFeedback on your therapy6 questionsAssigned to CHClaire Holt, customerFrom Ruthin 7 daysReminder sent
Online and phone sessions set-upfor people meeting online · before the first video session11 requests11 requests
Online and phone sessions set-upLuke Barker · online sessions9 of 11 back
  • Where you will be
  • QuestionAddress for sessionsin case of emergencyAssigned to LBLuke Barker, customerFrom Ruthin 2 daysComplete
  • DecisionWhere you will join fromhome, work or elsewhereAssigned to LBLuke Barker, customerFrom Ruthin 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to LBLuke Barker, customerFrom Ruthin 2 daysReady to check
  • QuestionGP surgeryname and townAssigned to LBLuke Barker, customerFrom Ruthin 3 daysReady to check
  • QuestionSomewhere privatequiet, and who else is inAssigned to LBLuke Barker, customerFrom Ruthin 3 daysComplete
  • How it works
  • DecisionVideo or phonepick oneAssigned to LBLuke Barker, customerFrom Ruthin 3 daysAwaiting reply
  • DecisionTech check timepick a slotAssigned to LBLuke Barker, customerFrom Ruthin 3 daysReminder sent
  • QuestionNumber if it dropsthe mobile we should ringAssigned to LBLuke Barker, customerFrom Ruthin 3 daysComplete
  • ApprovalOnline session termsread and approveAssigned to LBLuke Barker, customerFrom Ruthin 4 daysReady to check
  • ApprovalIf the line dropsread and approveAssigned to LBLuke Barker, customerFrom Ruthin 4 daysReady to check
  • ApprovalRecording and privacyread and approveAssigned to LBLuke Barker, customerFrom Ruthin 4 daysComplete
Yearly supervision and insurancefor the therapist · each year, before membership renews11 requests11 requests
Yearly supervision and insuranceSam Fisher · yearly pack9 of 11 back
  • Insurance and membership
  • UploadIndemnity insurancecurrent certificateAssigned to SFSam Fisher, counsellorFrom Ruthin 7 daysComplete
  • UploadMembership certificateBACP, UKCP or NCPSAssigned to SFSam Fisher, counsellorFrom Ruthin 7 daysComplete
  • UploadData protection registrationICO certificateAssigned to SFSam Fisher, counsellorFrom Ruthin 8 days1 file sent
  • QuestionDBS update service IDif you use itAssigned to SFSam Fisher, counsellorFrom Ruthin 8 daysReady to check
  • Supervision
  • UploadSupervision agreementsigned and datedAssigned to SFSam Fisher, counsellorFrom Ruthin 10 daysComplete
  • TableSupervision logdate, hours, supervisorAssigned to SFSam Fisher, counsellorFrom Ruthin 10 daysAwaiting reply
  • UploadSupervisor’s letterconfirming supervisionAssigned to SFSam Fisher, counsellorFrom Ruthin 12 daysReminder sent
  • Learning, hours and policies
  • TableCPD recorddate, course, hoursAssigned to SFSam Fisher, counsellorFrom Ruthin 12 daysComplete
  • TableCounselling hoursby monthAssigned to SFSam Fisher, counsellorFrom Ruthin 12 daysReady to check
  • QuestionComplaints this yearyes or no, then detailsAssigned to SFSam Fisher, counsellorFrom Ruthin 14 daysReady to check
  • ApprovalPolicies for this yearread and approveAssigned to SFSam Fisher, counsellorFrom Ruthin 14 daysComplete
Trainee counsellor placementfor trainee counsellors · before the placement starts11 requests11 requests
Trainee counsellor placementRhys Evans · trainee counsellor9 of 11 back
  • Your course
  • FormCourse details6 questionsAssigned to RERhys Evans, traineeFrom Ruthin 3 daysComplete
  • QuestionPlacement hours neededand by whenAssigned to RERhys Evans, traineeFrom Ruthin 3 daysComplete
  • QuestionTutor contactname, email, phoneAssigned to RERhys Evans, traineeFrom Ruthin 4 daysReady to check
  • ApprovalPlacement agreementread and approveAssigned to RERhys Evans, traineeFrom Ruthin 7 daysReady to check
  • Suitability
  • UploadEnhanced DBS certificatecurrent certificateAssigned to RERhys Evans, traineeFrom Ruthin 5 daysComplete
  • UploadStudent insurancecurrent certificateAssigned to RERhys Evans, traineeFrom Ruthin 5 daysAwaiting reply
  • FormTwo references6 questionsAssigned to RERhys Evans, traineeFrom Ruthin 5 daysReminder sent
  • UploadPhoto IDpassport or licenceAssigned to RERhys Evans, traineeFrom Ruthin 5 daysComplete
  • Working here
  • FormSupervisor arrangements5 questionsAssigned to RERhys Evans, traineeFrom Ruthin 6 daysReady to check
  • ApprovalConfidentiality agreementread and approveAssigned to RERhys Evans, traineeFrom Ruthin 7 daysReady to check
  • TableDays you can offerday, from, toAssigned to RERhys Evans, traineeFrom Ruthin 7 daysComplete
Employer and referrer setupfor employers and referrers · before the first referral8 requests8 requests
Employer and referrer setupNorthgate Foods · staff counselling6 of 8 back
  • Their details
  • FormCompany details6 questionsAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 3 daysComplete
  • TableWho may refername, role, emailAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 3 daysComplete
  • FormInvoice details5 questionsAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 4 daysReady to check
  • Working together
  • QuestionSessions agreedhow many, and how longAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 5 daysReady to check
  • QuestionPurchase order numberif you use oneAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 5 daysComplete
  • DecisionWhat we report backattendance only, or noneAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 6 daysAwaiting reply
  • ApprovalData sharing termsread and approveAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 7 daysReminder sent
  • ApprovalService termsread and approveAssigned to PNPriya Nair, wellbeing leadFrom Ruthin 7 daysComplete

Written for counsellors and therapists. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Forms done before the first session

People fill in their details and agreements from their phone in their own time, so the first hour is for the work.

One link for each person

Each person opens their own link, with no account or password to remember, and sees only what you have asked them for.

Yearly papers chased for you

Send the insurance, membership and supervision pack early each year, and Docsroom chases whoever has not replied until it is in.

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