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Counselor Forms
Planning Center
Individual Progress Note
BSC - Individual Progress Note
Case #
*
Date
*
Date of Session
*
SESSION INFORMATION
What was the duration (in minutes)
*
Advocate present:
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Yes
No
Was an apprentice present during the session?
*
Yes
No
Please list all attendees present
Name
Name
First
First
Last
Last
plus1
Add
minus1
Remove
CHECK-IN
Did counselee attend church every week since the last time you met?
*
Yes
No
Did counselee attend small group every week since the last time you met?
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Yes
No
Did counselee have any assigned homework due this week?
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Yes
No
If no, why was there no homework assigned to the counselee the last time you met?
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First session
I forgot to assign
I intentionally did not assign
Homework Check-In
Did counselee complete the assigned homework for this week?
*
Yes
No
If yes, what did counselee learn from the homework this week?
If no, why was the homework not completed?
List any new, significant events that occurred since the last time you met?
SESSION DISCUSSION
What were the main things discussed during the session? How did you address heart issues? How did you give hope and encouragement?
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What scriptures were shared or reviewed during this session?
*
NEXT STEPS
Please provide a summary of the homework you assigned for the next session, how it is related to the heart issues of the counselee, and what your expectations are for completion.
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Please list any additional action items, goals, or expectations you set for the counselee this week.
*
Please list any instructions you provided for the advocate in helping to care for the counselee this week.
*
SOS SCORE
Score
*
Initial
Progress
S.
*
O.
*
S.
*
Total
*
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