When I first started counseling, I wanted to keep notes on my students, but had been advised in grad school to be careful about what I kept. My professors cautioned me that if I were ever subpoenaed, I would need to hand over office notes. I am not a legal expert, but wanted to be able to refer back to a brief note on a student when I followed up with them. In addition, I am a data fanatic and I wanted a way to document how many individual counseling sessions I conducted each school year.
So, based on my theoretical orientation of counseling (Solution Focused Counseling), I developed this handy individual meeting summary for us School Counselors. It allows you to document the student's info, how they self-identified on the feeling rating scale, make notes, and notate when you will follow-up with them. I keep this in my contact binder, along with my School Counselor's Phone Log. I find it helps me stay organized, and also serve my students better. I don't write down anything too personal in the notes section, just enough to jog my memory! I hope this helps you...please let me know if you have questions/suggestions. Get the Individual Meeting Summary Form HERE.
Wednesday, December 2, 2015
Tuesday, December 1, 2015
Organize: Your School Counseling Phone Records to Protect Yourself
Problem: You receive a voicemail message from an angry parent while you are out of your office teaching a classroom lesson. Of course you promptly call the parent back, but you get their voicemail. You leave a message and go about your day, which of course flies by. The next morning your principal calls you in and says she got a phone call from the angry parent saying that you didn't call her back!
Solution: Document, document, document! Use a phone log to document each and every phone call you make. I like to use a spreadsheet which I keep in a my Contact Binder. This has saved me so many times, as I often make ten or more calls a day. If ever questioned, I can go look up the date and time of each and every call made, plus the number I called and the outcome! Not to mention, it is just handy to have this information in a binder for future reference. Do yourself a favor and document.
Get the Phone Log HERE.
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