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The therapist or counselor is free to design their own for use with their clients, but typically the client intake form will include the following details: Patient name. Medical ID. Date of birth. Current age. Phone number/email. Address. Emergency contact. Insurance information.
How to use this template for Employee Counseling Forms Step 1: Fill in employee information. Step 2: Select the reason for the counseling session. Fill out the next two sections. Step 4: Have the employee fill out their statement. Step 5: Signatures and document storage.
How to counsel an employee Set up a meeting. To begin, set up a meeting with employees that may experience workplace stress. Address the issue. Choose the best type of counseling. Decide if you want to counsel or appoint a counselor. Provide feedback. Follow up. Keep open communication. Use software to track performances.
The three major types of records that counselors keep are: clinical case notes, financial, and treatment plan.
A counseling statement is a form of verbal or written counseling given to employees in the workforce who have violated a company policy. Counseling statements, the least severe form of disciplinary action, serve as warnings for violations.

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A statement of the reason for the meeting. The employees response to your concerns. The manner in which the employee will seek to improve performance. Provisions for follow-up, where appropriate, such as a meeting to review progress.
A counseling intake form is a document a client completes before their first session with a therapist or counselor. The form typically includes personal information, such as the clients contact details, medical history, and current concerns and reasons for seeking therapy.

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