Contact Note

A professional Counselors template for healthcare professionals.

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Specialty

Counselors

Used

26 times

Type

Note

Last edited

2/12/2025

Created by

Samantha Redd

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About this template

Need a clear and concise way to document client interactions? Our Contact Note template is perfect for counselors and therapists. This template helps you record essential details like the date, mode of communication, and the purpose of the contact. It also includes sections for a summary of the interaction, actions taken, and the plan moving forward. With Heidi, this template can be quickly populated from your session transcript, ensuring accurate and efficient record-keeping. Stay organised and compliant with this essential tool for mental health professionals.

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"1. Date and Time of Contact": "1 November 2024, 10:30 AM", "2. Mode of Communication": "Phone call", "3. Initiator of Contact": "Client", "4. Purpose of Contact": "Client called to report increased anxiety and difficulty sleeping.", "5. Summary of Interaction": "Client reported feeling overwhelmed by recent work deadlines and social events. They described experiencing racing thoughts and a sense of impending doom. They also mentioned difficulty falling asleep and staying asleep for the past week. The client denied any suicidal ideation or plans.", "6. Action Taken / Response": "Provided immediate support and active listening. Offered coping strategies for anxiety, including deep breathing exercises and mindfulness techniques. Encouraged the client to engage in relaxing activities before bed. Documented the call in the client's record. No follow-up needed at this time.", "7. Plan or Next Steps": "Client to continue using coping strategies. Advised client to contact the crisis line if symptoms worsen. Scheduled a follow-up session for next week to assess progress.", "8. Signature and Credentials": "Dr. Eleanor Vance, LPC, 1 November 2024"