Counseld › Resources › Documentation toolkit › Document with Counseld
Tool 4
Document the rest with Counseld
In shortFor everyday records, the Counseld workspace does the heavy lifting: speak for up to two minutes, type, or photograph a handwritten note, and it is structured into concern, observations, plan and follow-up. Referrals, the daily log, student history and monthly principal reports live in the same place. Keep signed consent forms and child-protection records as your school requires.
From practice For everything you write every day, the Counseld workspace does the heavy lifting.
You speak for 2 minutes
“Met Aarav today, he was quiet, said he can’t sleep before tests. We tried box breathing. I’ll check with his class teacher and see him Thursday.”
Aarav M. · 7C Sample student
- Concern
- Sleep and worry before tests
- Observations
- Quiet; said “I can’t sleep before tests”
- Plan
- Box breathing; check in with class teacher
- Follow-up
- Thursday · added to calendar
| What you need to record | How Counseld helps |
|---|---|
| Session notes | Speak for up to 2 minutes, type a few lines, or photograph your handwritten notes. Counseld structures it into concern, observations, plan and follow-up. Audio is never stored. |
| Group and SEL sessions | Log class and group sessions alongside individual ones. |
| Daily activity | A daily log of sessions, meetings and other duties. |
| Teacher referrals and follow-ups | Log referrals as they come in. Pending referrals stay on your dashboard until you act. |
| Student history | Each student’s profile holds their full history, one search away. Confidential notes sit in a separate, access-controlled layer. |
| Monthly reports | Reports for your principal draft themselves from your real data. |
| Patterns over time | Concern Insights shows patterns across your caseload, by month. Keep your worksheets in a private Resource Library. |
Check locally Keep these on paper, or as your school requires: signed consent forms, and safety or child-protection records, which follow your school’s protocol and are stored separately. Print notes and reports only when necessary, or when your school asks for a paper copy.
Start free at counseld.inWrite your next session note in 2 minutes. No card needed.
Counseld Documentation Toolkit · Not a substitute for supervision, school policy or legal advice.
Get the printable toolkit
All 9 pages as a print-ready PDF: the WORDS rules, the teacher referral slips, the intake form and the psychosocial check-in. Free.