Make every consultation count with this professional, structured template designed specifically for mental health providers.

This easy-to-use form guides you through a concise yet thorough consultation call, ensuring you capture essential client details while maintaining a professional and ethical standard of care. With built-in prompts for presenting concerns, mental health history, medications, suicide risk, and next steps, you’ll never miss a critical detail during those important first conversations.

Features:

• Clear, organized sections for client demographics, presenting concerns, and goals.

• Professional, client-friendly structure adaptable for any practice.

• Screening questions for counselling history, diagnoses, medications, and hospitalizations.

• Suicide risk prompts to ensure ethical and responsible assessment.

• Concluding discussion space to document rates, next steps, and referrals.

• Professional, client-friendly structure adaptable for any practice.

Perfect for:

• Psychologists, counsellors, social workers, and other mental health professionals.

• Streamlining intake processes and saving time during free consult calls.

• Building a clear record of consultations to support continuity of care and practice management.