Skip to main content

A New Era for US Healthcare: Heidi and R1 RCM Unite in Landmark Revenue Cycle Management Partnership.

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Mental Health Counselor Template

Guidance Counsellor Mental Health Session

A professional Mental Health Counselor template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Enhance your mental health counselling practice with this comprehensive Guidance Counsellor Mental Health Session template. Specifically designed for mental health counselors and school guidance counsellors, this template provides a structured framework for documenting individual sessions. Capture essential details from the referral reason and background context to a detailed session summary, including student presentation and engagement. Effectively record interventions, strategies, and any psychoeducation provided. This template also ensures thorough risk and safety assessments are documented, alongside clear outcomes and future plans. Heidi, our AI medical scribe, can seamlessly populate this template from your session transcripts, allowing you to focus more on your students and less on administrative tasks. Perfect for maintaining meticulous records and tracking student progress.

Preview template

Guidance Counsellor Mental Health Session **Referral reason / presenting issue:** Student presented with increased anxiety symptoms, particularly social anxiety in group settings, impacting her ability to participate in classroom activities and extracurriculars. **Background / Context** 16-year-old female student, referred by her English teacher due to observed withdrawal and reluctance to present in class. Previous history of mild social anxiety in primary school which had reportedly improved. Parents aware of current difficulties and supportive of counselling. No prior formal mental health interventions. **Session Summary** Student appeared somewhat withdrawn initially, maintaining limited eye contact. Affect was flat. Discussed feelings of overwhelm and fear of judgment when speaking in front of others. Expressed a desire to improve her confidence but felt trapped by her anxiety. Engagement improved as the session progressed, particularly when discussing her interests outside of school. Insight into her anxiety triggers and avoidance behaviours was fair. Main themes included social comparison and fear of failure. **Intervention / Strategies** Introduced basic psychoeducation on the 'fight or flight' response and how anxiety manifests. Discussed initial coping strategies, including diaphragmatic breathing techniques and identifying positive self-talk statements. Explored the concept of a 'brave ladder' for social situations. Provided a handout on anxiety management techniques for adolescents. Agreed to explore CBT strategies in future sessions. **Risk / Safety** No disclosures of self-harm, suicidal ideation, violence, or abuse. Student reported feeling generally safe and denied any intent to harm herself or others. Identified protective factors including a supportive family and a close friend. No immediate safety concerns identified. **Outcomes** Student reported feeling slightly less overwhelmed by the end of the session, expressing a sense of relief at having shared her concerns. Understood the breathing technique and agreed to practice it. Expressed willingness to engage in further sessions to develop confidence. **Plan / Follow-up** Scheduled a follow-up session for next week, 1 November 2024, to continue exploring CBT techniques and further develop coping strategies. Agreed to notify the English teacher (with student's consent) regarding ongoing support to ensure consistency in the classroom approach.
**Referral reason / presenting issue:** [presenting issue] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Background / Context** [background and context] (Summarise relevant background information or history leading to session, including referral source and previous interventions. Keep factual and concise. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Session Summary** [session summary] (Summarise discussion points, student presentation, and main themes. Include observations on engagement, affect, and insight. Only include detail of direct quotes or behaviours if relevant to wellbeing, risk, or plan. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Intervention / Strategies** [interventions and strategies] (List the key interventions or approaches used, such as CBT strategies, emotion regulation, grounding, psychoeducation, or safety planning. Include any resources provided, referrals, or strategies discussed. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Risk / Safety** [risk and safety assessment] (Only include if relevant to session. Summarise any disclosures of risk such as self-harm, suicidal ideation, violence, or abuse. Record assessment outcome, protective factors, and actions taken. Include details of consultation, reports, or follow-up actions. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Outcomes** [outcomes] (Summarise session outcome. Include student response to support, progress made, and any agreed strategies or goals. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) **Plan / Follow-up** [plan and follow-up] (Outline next steps. Include timeframe for follow-up, referrals, and any staff notified in line with consent and confidentiality requirements. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Mental Health Counselor

Used

4 times

Type

Note

Last edited

3/6/2026

Created by

Anonymous

Related Templates

Note

Psychiatry Follow Up

John Keulen

Mental Health Counselor, Netherlands

Note

Guidance Counsellor School-Based Intervention Case Note

Anonymous

Mental Health Counselor, Australia

Note

Parent Meeting

Josh Woods

Mental Health Counselor, Australia

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility