Counseling Note Template

Unlike progress notes, there is so no specific recommended way to format a counseling note. How you choose to structure the information is entirely up to you, and the type of data you are recording. Because of this, we have designed the template with a fairly free structure, allowing you to take control over how you want to present your notes.

The specific information that you include in your counseling notes is largely dependent on the type of session that you have with a client. The purpose of these types of documents is to record information that may be valuable at a later date that doesn’t typically go in progress notes. This could include general thoughts, ideas, hypotheses, or observations.

Because the aim of counseling notes is to remind you of important details regarding a session with a patient, you need to ensure they are accurate. As such, the best time to write your counseling notes is immediately after you have an encounter with a patient. This ensures the information is accurate and detailed enough to be of value in the future.