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
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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