School-Based Session Note (Play Therapy)

A concise session note template for play therapy delivered in school settings. Designed for FERPA-compliant documentation with clear goal linkage to IEP/504 plans and emphasis on educational/functional impact.

Document Type

clinical note / Progress Note

Specialties

Play Therapy
Created by Augustun

Template Preview

(Keep the note scannable and brief. Use short paragraphs or compact bullets. Label play themes as impressions. Avoid verbatim dialogue or play-by-play content. If information is unavailable, briefly note why rather than leaving blank.)

Student: [name or initials per policy]

DOB/ID: [date of birth and/or student ID]

Grade/Teacher/School: [grade level, classroom teacher, school name]

Date of Service: [calendar date]

Session Time: [start time – end time / total minutes]

Location: [room/setting]

Service Type: [individual play therapy / dyadic / group / crisis]

Provider: [name, credentials, supervision status if applicable]

Record Context: [education record per FERPA / clinical record]

Consent: [on file / date obtained] (Note student assent if documented.)

Session Focus

  • [School-relevant reason for session] (e.g., emotional/behavioral concern impacting learning, IEP/504 minutes, peer conflict)
  • [Primary target(s) addressed] (1–3 concise targets)
  • [Goal linkage] (Reference IEP/504/counseling plan goal if applicable; otherwise note rapport-building or assessment phase)

Objective

(Observable, behaviorally anchored descriptions only.)

  • Presentation: [appearance, behavior, demeanor]
  • Affect: [range, valence, stability as observed]
  • Attention/Regulation: [on-task behavior, distractibility, arousal level]
  • Play Observations: [engagement with materials, limits needed, observed themes] (Label themes as impressions.)
  • Relational Stance: [approach toward therapist: collaborative / avoidant / controlling / dependent]
  • Transitions: [transition to session; regulation upon return to class; supports needed]

Intervention & Response

  • Approach: [child-centered / directive / TF-CBT-informed / integrative] (One-line summary.)
  • Techniques: [techniques used this session] (e.g., tracking, reflecting feelings, limit setting, sand tray, role-play, coping skills)
  • Student Response: [participation level and openness to intervention]
  • Progress Toward Goals: [statement with concrete example tied to school functioning] (e.g., class participation, peer interaction, task initiation)
  • Barriers: [attendance, privacy, avoidance, logistical factors] (Only if applicable.)
  • Educational/Functional Impact: [connection between session work and classroom engagement, peer functioning, or school routines]

Safety

  • [No acute safety concerns endorsed or observed.] (Use when appropriate.)
  • (If concerns present, document concisely):
    • Risk Details: [SI/SH ideation, intent, plan, access to means; harm to others; abuse/neglect disclosure; protective factors]
    • Actions Taken: [caregiver contacted, safety plan created/updated, mandated report filed with date/agency, crisis protocol followed]
    • Disposition: [returned to class / escort to caregiver / emergency services]

Plan

  • Next Session Focus: [1–2 targets for upcoming session]
  • Between-Session Supports: [classroom strategy, coping tool, caregiver involvement, or none] (Include any tools or instructions provided.)
  • Coordination: [teacher consult, IEP team, outside provider] (Note what was shared and under what consent/authorization.)
  • Referrals: [school or community resources] (Only if indicated.)
  • Next Appointment: [date/time / scheduling pending with reason]

Provider Signature: [electronic signature, credentials, date/time]

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