Self Care Assessment Worksheets
Enable your clients to reflect on and take note of the areas of self-care they want to improve. This Self Care Assessment Worksheet includes a variety of self-care activities for your client to rank, allowing them to highlight the specific areas they want to work to improve.
Fact Checked by Nate Lacson.
What Is A Self-Care Assessment Worksheet?
A Self-Care is a tool to help your client check in with themselves and reflect on their level of self-care. It can be easy to let self-care slip over time, and if this is a gradual process tied up with mental health issues or other external, emotional issues, your client may not have even realized where they have let their self-care lapse. That being said, your client may only have the capacity for certain parts of their self-care, so it is important that they prioritize the areas of their self-care that are important to them.
This worksheet splits your client’s self-care into five key areas, with a ranking system allowing your client to self-report how well they feel they meet each particular self-care activity. We understand that all your clients will have different self-care needs and priorities, so we have also added a space for your client to highlight which activities they want to improve on in their own lives.
Printable Self Care Assessment Worksheets
Download these Self Care Assessment Worksheets and determine how well your client is implementing a self care plan and routine.
How To Use This Self-Care Assessment Worksheet
If you want to jump straight to seeing this worksheet in action, take a look at our Self-Care Assessment Worksheet example in the following section. Otherwise, if you want to ensure your clients will get the most out of this worksheet, just follow the step-by-step guide below.
Step One. Download the Self-Care Assessment Worksheet
The first step is a simple one, and it’s to download a copy of the Self-Care Assessment Worksheet, which you can do using the link on this page.
Step Two. Provide a copy to your client
Next, provide a copy of the Self-Care Assessment Worksheet to your client. This worksheet can be completed entirely digitally, so it is up to you if you send them a digital copy or print it out to be filled out by hand. We recommend keeping it digital for security reasons and to allow your client to access the worksheet from whichever device they prefer.
Step Three. Allow your client sufficient time to complete the worksheet
This worksheet is made up of five sections each with a variety of self-care activities your client will need to reflect on. They will also need to select those activities that they want to improve on in their own lives. As such, ensure your client has enough time to complete the worksheet to the best of their ability. The more accurate their answers, the better you will be able to help them improve their self-care.
Step Four. Discuss the Assessment results with your client
Next, if your client is happy to share their answers with you, you may wish to discuss their responses together during their session with you. This discussion might focus on any “0’s” or “1’s” they gave, and which activities they highlighted as “Want to Improve”.
Step Five. Store the Self-Care Assessment Worksheet securely
Lastly, if your client did choose to share the completed worksheet with you, ensure you store it securely in their clinical record as it contains confidential information.
Self-Care Assessment Worksheet Example (Sample)
To get a better idea of how your client might complete this Self-Care Assessment, we have created an example Self-Care Assessment Worksheet for you to have a look at. This example is based on a fictional client and highlights several features of this Assessment Worksheet such as the interactive text boxes, ranking system, and “Want to Improve?” checkbox. You can read the example Self-Care Assessment Worksheet here, or download it as a PDF if you prefer.
Download this Self Care Assessment Worksheet Example (Sample) here:
Who Can Use these Printable Self-Care Assessment Worksheets (PDF)?
Regardless of the reason your client has come to see you, this self-care assessment can help them identify areas of their self-care they want to improve. For people struggling with mental illness, it’s common for self-care to lapse and for some aspects of self-care to be dropped entirely, such as spending time with friends, making time to do enjoyable activities, or getting outside in nature.
As such, any professionals who see clients that may have let certain aspects of their self-care slip as they seek treatment for their mental health can benefit from offering this self-care assessment to their clients. These professionals might include:
- Clinical psychologists
- Therapists
- Counselors
- Mental Health Nurses
- Psychiatrists
- Social Workers
- Family Doctors
- Nurse Practitioners
Or any other healthcare worker who feels their clients could benefit from pausing and assessing their self-care.
Why Is This Form Useful For Therapists?
Gauge your client’s current self-care needs
In order to know what to focus on with your client, it’s important that you take stock of their current self-care habits. This assessment is designed to help you do just this, with the added advantage of allowing your client to highlight the parts of their self-care that are important for them to work on improving.
Focus on what is important to your client
Speaking of which, self-care will look different for everyone, and not everything on the list provided will be applicable or even beneficial for all of your clients. As such, this worksheet allows your clients to select those activities that they actually want to improve.
Monitor their progress over time
This assessment can be a great way to monitor progress if completed twice over a period of time in which your client works on their self-care. Completing the assessment a second time will allow them to see how far they have come, and reflect on what they have improved on since their initial assessment.
Why Use Carepatron For Self-Care Assessment Worksheet Software?
Assessment worksheets, intake forms, progress notes, there is no shortage of admin work in the mental health profession and it all adds up to a sizeable chunk of practitioners' days. Luckily, there are smart solutions out there to reduce your administrative workload and help to streamline the management of your practice. Carepatron is one of the best software solutions available today, with a whole range of tools and features you’ll wonder how you ever lived without it!
Through Carepatron you can automate SMS and email appointment reminders for your clients, manage your team’s calendar in one place, send out automated bills and manage your payments, allow your clients to book their own appointments with you- either in person or via Carepatron’s telehealth capability, and much more! Not to mention, you can access this Self-Care Assessment Worksheet right from within Carepatron’s comprehensive library of templates.
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Commonly asked questions
That’s bound to be the case for some clients, as someone can’t organize a date with their significant other if they are single! Additionally, some clients may not wish to practice prayer or any number of other self-care activities. If this is the case, they can either leave it blank or add a “0” and then leave the “Want to Improve?” checkbox blank.
The results of the self-care assessment are most useful for deciding which areas to focus on improving, and for checking in on some areas your client may have let slip or forgotten to attend to recently. As such, the results of the Self-Care Assessment will be invaluable for our Self-Care Worksheet, in which your client will make a plan for improving these areas of their self-care.
This Self-Care Assessment has many different sections for your client to consider, so it may be a good idea to provide them with a copy of the worksheet for them to take home and complete in their own time. This will in turn maximize the time you have together in sessions with you for discussing their results.
