Counseling Summary Template

The Only Counseling Form You’ll Ever Need.

Track your entire counseling process clearly and efficiently in one editable document.

The Counseling Summary User Guide & Template is a time-saving, theory-informed tool designed for psychologists conducting counseling or psychotherapy. Created by a Licensed Psychologist, this form brings together all essential documentation into one seamless format from Intake, Progress Notes, and Counseling Session Summaries to Termination and Referrals.

Whether you're monitoring assessment data, tracking intervention goals, or preparing reports, this editable Word format form keeps everything in one place reducing paperwork and letting you focus on your client.

What’s included:

• Editable Counseling Summary Form (in Word format)
• User Guide (in PDF) to help you use the tool effectively

This form is built around the principles of Solution-Focused Brief Therapy (SFBT) but remains flexible for any theoretical orientation. It’s suggestive, not prescriptive, empowering you to adjust it based on your professional style and client needs.

Write less. Track more. Stay aligned with your theory.

Perfect for psychologists who value both structure and flexibility in documentation.