Home
Forms Library
COUNSELING CONVERSATION RECORD FORM

COUNSELING CONVERSATION RECORD FORM 2025

COUNSELING CONVERSATION RECORD FORM Preview on Page 1

See details

4.6 out of 5

36 votes

The document is a Counseling Statement outlining performance and behavior issues of an employee, including frequent tardiness, rule violations, and poor productivity. It details specific incidents and corrective actions expected from the employee to improve their performance. The document also emphasizes the potential for disciplinary action, including termination, if issues persist.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out COUNSELING CONVERSATION RECORD FORM with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by entering the EMPLOYEE NAME and EMPLOYEE ID# at the top of the form. This identifies the individual involved in the counseling conversation.
Fill in POSITION and LOCATION to provide context about the employee's role and work environment.
Enter MANAGER NAME and DATE to document who is conducting the counseling and when it takes place.
In the DEPENDABILITY, RULE VIOLATION, and PERFORMANCE sections, check all applicable issues that pertain to the employee’s conduct. Be specific about incidents using the DESCRIPTION OF INCIDENT field.
Indicate whether this problem has been discussed previously by selecting YES or NO.
Outline CORRECTIVE ACTION EXPECTED OF EMPLOYEE clearly, ensuring they understand what is required moving forward.
Finally, ensure all signatures are collected where necessary, including Employee Signature and Manager Signature. If an employee refuses to sign, make sure both parties initial that section.

Start using our platform today for free to streamline your document editing and form completion!

See more COUNSELING CONVERSATION RECORD FORM versions

We've got more versions of the COUNSELING CONVERSATION RECORD FORM form. Select the right COUNSELING CONVERSATION RECORD FORM version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2015	4.6 Satisfied (36 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do you write a counselling session report?

There are some requirements for what must be included in a good example of counseling session notes include: Name. Type of Visit. Date. Length of Visit. Developments From Previous Sessions. Observations About the Client/Patient. Review of the Plan Previously Set in Place. Details of the Session.

How to create an intake form for counseling?

Components of effective therapy intake forms Basic client information. Medical and mental health history. Current symptoms and concerns. Treatment goals. Emergency contacts. Insurance information.

What is the AF form for record of individual counseling?

The AF Form 174, Record of Individual Counseling, is used either to record a verbal counseling session or as written counseling. It is used to document a record of positive or negative counseling and is useful when completing performance evaluations. It is the least severe form of written administrative actions.

How do you write a summary of a counseling session?

Brief summary of the session: Write a concise summary of the key points discussed during the session, focusing on the clients concerns, progress, and any new developments. Interventions used during the session: Include the therapeutic techniques or strategies you employed during the session.

How to chart a counseling session?

What to Include in Counseling Notes Clients personal information. Date, time, and duration of the session. What was discussed during the session. Any interventions or techniques used. The clients progress or any lack thereof. Observations about the clients mood, behavior, and affect. Treatment plans or homework assignments.

What is a counseling record?

Psychotherapy notes means notes recorded (in any medium) by a health care provider who is a mental health professional documenting or analyzing the contents of conversation during a private counseling session or a group, joint, or family counseling session and that are separated from the rest of the individuals

How to document a counseling session?

Best Practices for Writing Effective Therapy Notes Include only essential details, avoid jargon or excessive abbreviations, and write in an objective tone. Be specific and concise: Clearly document key information without overloading your notes. Aim for brevity while still capturing critical details.

COUNSELING CONVERSATION RECORD FORM 2025

Here's how it works

How to use or fill out COUNSELING CONVERSATION RECORD FORM with our platform