Group Wellness Education Session Note

Date: [Date]

Session Time: [start–end time, or total duration and minutes attended by this participant] (If exact start/end times are unavailable, document total duration and note this.)

Location/Modality: [site name; in-person / video / hybrid]

Program/Session: [class or program name; session number if part of a series] (Omit session number if standalone workshop.)

Facilitator(s): [name(s) and credentials]

Participant: [participant name]

Privacy Note: (This note is filed in the individual participant's chart. Never include other participants' names, diagnoses, or identifiable information. Refer only to "group discussion" or "another participant" without identifiers.)

Session Overview

[Session topic/title] for [target audience]. Learning objectives: [2–4 concise, measurable objectives]. Methods: [didactic / discussion / demonstration / guided practice / other]. Materials provided: [handouts, worksheets, links] (If no materials provided, state "None.")

Attendance & Participation

Attendance: [present / late / left early; time in and out if available]

Group Size: [number only]

Engagement: [Behaviorally specific description of participant's contributions, questions asked, exercises completed] (Avoid vague statements like "participated well.")

Privacy Acknowledgment: [Confirmed agreement to group format and confidentiality expectations reviewed / previously established in earlier session]

Education & Comprehension

Key Teaching Points: [core concepts actually delivered this session]

Skills Taught/Practiced: [techniques or skills addressed] (Omit if none.)

Risk Counseling: [topics addressed] (Include only if delivered.)

Participant Questions: [questions raised and responses provided] (If none, note "Questions invited; none voiced.")

Comprehension Verification: [teach-back summary / return demonstration / stated understanding] (Include only if performed.)

Individual Action Plan

Personalized Takeaways: [1–3 specific action items tied to participant's stated needs or session discussion]

Goal: [SMART goal if set] (If not set, briefly note why: one-time workshop, participant deferred, etc.)

Barriers/Supports: [barriers discussed and resources or strategies identified]

Follow-up: [next session date/topic if scheduled; homework or between-session tasks; escalation guidance for when to seek individualized care]

Variance

(Include this section only if a variance, safety event, or significant technology failure occurred during the session.)

[Objective description of event, relevant participant statements, and actions taken] (Do not infer diagnoses.)

Signature

Facilitator: [signature, credentials, date]

(Omit sections or fields that do not apply rather than writing "N/A.")