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.

Get started by downloading the template to your device

Tailor the template to match your specific requirements

Implement your customized template and share with your team
Specialty
Counselors
Used
22 times
Type
Note
Last edited
12/2/2025
Created by
Samantha Redd