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    Counseling Consultation

    Created by

    Rebecca Thompson

    Specialty

    Counselors

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Counselors

    About this template

    A structured template for counselors to document client sessions, including presenting concerns, session discussion, thoughts and insights, obstacles, progress, summaries, and planned next steps. It also provides space to record the timing of the next session when explicitly available.

    Preview template

    Current Presentation

    • Persistent generalized anxiety and occupational burnout following a recent corporate restructuring.
    • Moderate severity (GAD-7: 12); manifests as initial insomnia (2–3 hours sleep latency), daytime fatigue, and reduced concentration at work, though basic ADLs remain intact.

    Session Content

    • Reviewed recent workplace stressors, specifically managing an increased workload after team downsizing. Discussed current adherence to sertraline (Zoloft®) 50 mg PO OD and reviewed sleep hygiene protocols.
    • Expressed feelings of guilt when logging off on time and fear of redundancy. Reported persistent cognitive distortions, primarily catastrophizing about performance reviews.
    • Recognised a core link between people-pleasing behaviours at work and childhood schemas of conditional self-worth, noting that overworking serves as a maladaptive safety behaviour to mitigate anxiety.

    Obstacles, Setbacks and Progress

    • Difficulty setting firm boundaries with senior management and disconnecting from work emails after hours.
    • Experienced a mild panic attack on Tuesday evening after receiving critical feedback on a project draft, resulting in working until 23:00 and subsequent sleep disruption.
    • Successfully implemented a 30-minute daily walk four times this week and completed three thought records, demonstrating improved ability to identify cognitive distortions in real time.

    Session Summary

    • Productive 50-minute CBT session focusing on boundary setting, cognitive restructuring of perfectionistic standards, and behavioural experiments to reduce safety behaviours.
    • Central themes included tolerance of uncertainty in the workplace and decoupling professional output from personal self-worth.
    • Patient was engaged, insightful, and euthymic with congruent affect; demonstrated readiness to move from cognitive awareness to behavioural change, though anticipatory anxiety remains elevated regarding upcoming conversations with management.

    Next Steps

    • Conduct a behavioural experiment by logging off strictly at 17:30 on at least three days over the coming fortnight, and continue daily thought records when anxious urges to check emails arise.
    • 28/05/2025 at 14:00 AEST.

    How to use this template

    This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.

    Tags

    Counselors