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Dr. Joelisse Galarza-Davis, LCSW-S

Resources for mental health professionals, made by a mental health profesional.

School Mental Health Documentation Bundle

School Mental Health Documentation Bundle

$10

Overview:

If you are a school counselor or school social worker, you know how important clear documentation is for supporting students, collaborating with teams, and protecting your professional practice.

This School Mental Health Documentation Bundle was created by a school social worker with over 7 years of experience working in school-based mental health and student support systems.

This toolkit provides practical templates and tracking tools to help you stay organized, document services clearly, and support ethical documentation practices in school settings.

This bundle includes:

• Student Session Documentation Template
• Parent / Guardian Contact Documentation Form
• Crisis Intervention Documentation Template
• Student Safety Plan Template
• Student Support Referral Form
• Student Check-In Record
• Student Support Follow-Up Form

PLUS

• School Mental Health Caseload & Service Tracker (Google Sheets)


This resource is perfect for:

• School social workers
• School counselors
• Mental health professionals working in schools
• Student support teams


Why this toolkit is helpful:

• Stay organized with your caseload
• Track student services and interventions
• Maintain clear and professional documentation
• Support collaboration with school teams and families
• Strengthen ethical documentation practices


All templates are designed to be simple, practical, and adaptable to your school or district’s documentation practices.

As a special thank you for purchasing, I am also including my discharge activities bundle, perfect for end of year student sessions. 🤍

Download the Documentation Toolkit

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