Client Document Template:
To be given to a child client or patient after their therapy session, this template allows the clinician to easily produce a document that provides a simple, general summary of a child’s session. It also provides the child with a list of agreed homework activities to complete prior to their next appointment.
Hey Client’s Name,
Thanks for speaking with me today.
Session summary
Provide a clear and concise summary of the main issues discussed in today’s session. Highlight key topics, insights gained, and notable emotions or themes. Keep language simple, child-friendly, and easy to understand, avoiding technical terms.
Activities for you to do
- List all tasks, exercises, or reflections suggested by the clinician that the child has agreed to complete before the next session.
- Be specific and write in a friendly, encouraging tone.
- Include age-appropriate strategies, activities, or other agreed tasks.
Next appointment
List details of the next appointment including time, date, and location.
Include a positive, affirming sentence that encourages and supports the child based on session content.
Let me know if you have any questions. See you next time!
Hey Max,
Thanks for speaking with me today.
Session summary
Today we talked about those big feelings that sometimes happen at school, especially when you feel worried about making mistakes during maths. We used the feelings chart and you showed me that your worry feels like a jumpy frog in your tummy, and sometimes makes your hands shake. You did a great job trying the special “balloon breathing” and noticed it helped your body feel a bit calmer. We also talked about some brave things you could say to yourself when worry visits, like “It’s okay to make mistakes” and “I can ask for help.”
Activities for you to do
- Practice your “balloon breathing” (breathing in for 3, out for 4) each morning before school and colour in the breathing chart each time you do it.
- Try using your special “Worry Wizard” notebook to draw a picture of your worry when it shows up.
- Use your brave statements (“It’s okay to make mistakes” and “I can ask for help”) when you feel worried in maths class.
- Notice one thing you did well each day at school and tell your mum or dad about it.
- Try the “5 Senses Check” we practiced when you start feeling worried (find 5 things you can see, 4 things you can touch, 3 things you can hear, 2 things you can smell, and 1 thing you can taste).
Next appointment
Wednesday, 21 May at 3:45pm after school at Kids Connect Centre (the blue room with the fish tank)
You were such a brave explorer of your feelings today, and I was super impressed with how well you remembered to use your balloon breathing!
Let me know if you have any questions. See you next time!
Ms. Ruby Wilson
Child Psychologist
- Template Type
- Client Document
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