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EAP CASE RECORD FORM INSTRUCTIONS: Please obtain during the initial assessment and retain in your record the client s signatures for the Statement of Understanding and Consent to Release Information.
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How to fill out eap case record form

How to fill out eap case record form:
01
Start by entering the client's personal information, such as their full name, date of birth, and contact details.
02
Provide a brief description of the client's presenting problem or reason for seeking assistance. This can include any relevant details about their current situation or any specific issues they are facing.
03
Document the client's history, including any previous counseling or treatment they have received, as well as any relevant medical or mental health conditions they may have.
04
Record any assessments or evaluations conducted with the client, including their results and any diagnoses made.
05
Write down the treatment goals agreed upon with the client. This can include specific objectives the client wants to achieve or areas they want to work on during their counseling sessions.
06
Document the counseling interventions provided and any progress made towards the treatment goals. This can include details of therapeutic techniques used, client responses, and any changes or improvements observed.
07
Include any referrals or recommendations made to the client. This can be for additional services or resources that may be beneficial to their overall well-being.
08
Finally, sign and date the form to ensure its validity and authenticity.
Who needs the eap case record form?
01
Employers and human resources departments often require the use of an eap case record form to keep track of employee counseling sessions and interventions.
02
Counselors and mental health professionals use the eap case record form to maintain a comprehensive and organized record of their clients' treatment progress.
03
Employees or individuals seeking counseling services can benefit from the use of the eap case record form as it provides a means of documenting their therapy journey and ensures continuity of care among different healthcare providers.
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