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Counseling & Therapy
Clinical Intake & Assessment

Clinical Intake & Assessment

Discover a curated collection of free resources on Clinical Intake & Assessment, designed for educators, students, and parents. Gain practical skills in gathering client information, identifying needs, and applying assessment tools through interactive lessons, real-world scenarios, and actionable templates. Empower your learning with essential insights that bridge theory and practice in counseling and therapy settings.

Biopsychosocial Interview

DSM-5 Diagnostic Formulation

Screening & Outcome Measures


Suggested Resources

Community Resources

Community Resources

Intake Interview

In this 30-minute Tier 3 individual support session, 8th-grade students will learn and practice clinical intake interviews through a structured role-play activity. This lesson is crucial for developing active listening, structured data collection, and foundational counseling skills. Components include a detailed Lesson-Plan Script, Key Intake Questions Slide Deck, and Pair Role-Play Activity.

Tier 3
5/8
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Mehak Gill

h

NY Psychologist

Meet Your Counselor: An Interactive Introduction

This lesson introduces students to the school counselor through interactive activities, helping them understand the counselor's role in supporting personal and academic growth and the importance of mental health. This session is crucial for building a supportive school environment and encouraging students to seek help when needed.

Tier 1
2/25
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Robert Conceison

S

MA Counselor

Counselor's Toolbox: Skills for Success

This lesson introduces 5th-grade students to essential skills and tools used by school counselors, focusing on problem-solving and effective communication. These skills are crucial for students' personal and academic success, helping them navigate challenges and build strong relationships.

Tier 1
2/25

Glenda Glenn

a

NC Counselor

Meet Your Counselor

This lesson will introduce students to their school counselor through interactive activities and discussion. It's essential for students to feel comfortable approaching their counselor for support, and this lesson aims to build that familiarity and trust.

Tier 1
2/25
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Andrea Asbun Handal

q

TX Counselor

Getting to Know Your Counselor

This lesson aims to introduce the school counselor to third-grade students. The session will include a fun and interactive activity, watching a brief video, and a group discussion to help students understand the role of their counselor and learn some personal facts about them. This will build a foundation of trust and familiarity, which is crucial for students to feel comfortable seeking help from their counselor in the future.

Tier 1
2/25
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Vanessa Duckett

q

TX Counselor

Meet Your School Counselor!

In this lesson, students will be introduced to the school counselor and learn about their role in the school. This lesson is important as it helps students understand the support available to them, ensuring they are aware of who to turn to for help with social, emotional, or academic issues.

Tier 1
2/25
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Kate Guilmette

t

VT Counselor

Counselor Bingo

In this engaging lesson, students will get to know their school counselor through a fun and interactive Bingo game. This activity helps students understand the counselor's role and feel comfortable approaching them for support. It also encourages listening skills and provides a platform for questions and discussions.

Tier 1
2/25
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Vanessa Duckett

q

TX Counselor

Counseling Corner

A one-on-one counseling session for 5th graders focused on identifying emotions and learning coping strategies. This Tier 3 individualized lesson empowers students to understand their feelings and practice tools for emotional regulation within 30 minutes.

Tier 3
5/13
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Abby Downing

S

MA Counselor

Therapy Introduction for Kids

This lesson introduces 3rd-grade students to the concept of therapy in a simple and engaging way. Through a guided discussion, students will learn what therapy is, why people might go to therapy, and how it can help. This lesson is important as it helps normalize the idea of seeking help and promotes mental health awareness from a young age.

Tier 1
3/21

Ryan Holt Ph.D.

E

CA Psychologist

Can You Catch Anxiety?

In this detective-themed individual counseling session, a 5th grade student will track anxious thoughts like clues and learn strategies to ‘catch’ and challenge them. This 45-minute Tier 3 activity helps build coping skills and self-awareness in a personalized, engaging format.

Tier 3
5/20

Theresa

I

FL Counselor, Social Worker

Counselor's Toolbox

In this lesson, students will learn about the various tools and resources that a school counselor uses to help with problems and emotions. The students will then create their own 'toolbox' of coping skills and resources that they can take home. This lesson is essential as it helps young students understand the support available to them and equips them with basic emotional tools for resilience.

Tier 1
2/25
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Erika Morris

q

TX Counselor

Meet Your School Counselor: A Friendly Introduction

Students will get to know the school counselor, understand their role, and learn how they can help. The session includes a fun ice-breaker game and a Q&A segment. This lesson is important because it builds a positive relationship between students and the counselor, making them more likely to seek help when needed.

Tier 1
2/25

Kim Coffman

q

TX Counselor

Meet Your Counselor: An Introduction

This lesson helps students get to know their school counselor in a fun, interactive way. Establishing a connection with the counselor can create a stronger support system for students and provide them with a familiar face to turn to for help.

Tier 1
2/25
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Amy Hill

q

TX Counselor

Welcome to School Counseling

This lesson aims to introduce Grade 6 students to the school's counseling services. It helps students understand the role of the counselor and the type of support they can provide. The lesson is essential for fostering a supportive school environment where students feel comfortable seeking help when needed.

Tier 1
2/25
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Amy Hill

q

TX Counselor

Superhero Skills: Managing Anxiety for Third Graders

This three-session lesson is designed to help an anxious third grader develop effective coping skills, identify and overcome barriers, and improve communication and listening skills. Through engaging discussions and activities, the student will learn to manage anxiety and stress, empowering them with strategies to handle challenging situations. Each session is 15 minutes long, focusing on individual support for a student with undiagnosed anxiety.

Tier 3
3/12
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Kiley Horn

D

AZ Counselor

CBT Triangle and Brain Connection

This lesson introduces 4th-grade students to the CBT triangle, which connects thoughts, feelings, and behaviors, and its relationship with brain function. Through engaging activities, students will learn how their thoughts can influence their emotions and actions. This lesson is important as it empowers students with self-awareness and emotional regulation skills, fostering resilience and mental well-being.

Tier 1
2/25
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James Kelliher

t

VT Counselor

Meet the Counselor

In this lesson, students will be introduced to the role of a school counselor. They will participate in an interactive game and discussion to understand how a counselor helps students. This lesson aims to make students comfortable with the counselor and know who to approach when they need help.

Tier 1
2/25

Heather Meldrum

j

OK Instructor

Meet the Counselor: Exploring Feelings and Emotions

Students will meet the school counselor and learn about different feelings and emotions through storytelling and drawing. This lesson helps young students understand and express their emotions effectively, which is crucial for their social-emotional development.

Tier 1
2/25
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Erika Morris

q

TX Counselor

Coping with School Anxiety

This lesson is designed to help a 10th-grade student develop and implement personalized coping strategies to manage anxiety related to attending school. Through a combination of discussion, activity, and quiz, the student will explore their feelings, create actionable strategies, and assess their understanding. This lesson is important as it empowers the student to overcome barriers and improve their ability to complete assigned tasks.

Tier 3
2/25

Kyle Ryan

E

CA Psychologist

Counselor Bingo

In this lesson plan, students will get to know their School Counselor through an engaging bingo game. This will help them understand who their School Counselor is, what they do, and how they can help. The game format makes it fun and interactive, which is ideal for keeping 2nd graders' attention.

Tier 1
2/25
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Cynthia Espino

q

TX Counselor

Counselor Meet and Greet Bingo

This lesson involves an interactive bingo game designed to help students learn interesting facts about their counselor while also sharing about themselves. This session fosters a friendly and approachable image of the counselor, helping students feel more comfortable seeking guidance and support. By engaging in this activity, students will develop communication skills and build a sense of community within the classroom.

Tier 1
2/25
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Robert Conceison

S

MA Counselor

What’s on Your Mind?

A guided individual counseling session using open-ended questions and reflective exercises to help a student articulate and manage emotions. This Tier 3 session is designed for an 8th grade student and takes 30 minutes, focusing on individual counseling techniques to foster self-awareness and emotional regulation.

Tier 3
5/21
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jsperry

S

MA Counselor

Meet Your School Counselor

In this 30-minute lesson, first graders will meet their school counselor through a fun and interactive presentation. They will learn the role of the counselor and how they can assist them throughout the school year. This lesson encourages young students to approach their counselor whenever they need help or guidance.

Tier 1
2/25
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Erika Morris

q

TX Counselor

Meet the Counselor Adventure

In this lesson, students will go on a fun scavenger hunt around the classroom to find clues that introduce them to the school counselor and their role. This interactive activity helps make the introduction memorable and engaging for young students.

Tier 1
2/25
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Vanessa Duckett

q

TX Counselor

Getting to Know Your Counselor

In this lesson, students will have an interactive session with their school counselor to understand the counselor's role, how they can help, and when to approach them for support. This lesson aims to build trust and awareness among students, encouraging them to seek help when needed.

Tier 1
2/25
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Lindsey Price

q

TX Counselor

Meet Your School Counselor

Students will get to know their school counselor through an interactive Q&A session. This lesson is crucial as it helps students understand the supportive role of the school counselor and encourages them to seek help when needed.

Tier 1
2/25

Leticia Gonzalez

q

TX Counselor

Color Your Feelings

This lesson is designed to help a 3rd-grade student with emotional disturbance learn coping skills for managing anxiety. Through a creative and experiential approach, the student will use a coloring worksheet to identify and express where they feel emotions in their body. This activity is important as it provides a non-verbal way for the student to connect with their emotions, fostering self-awareness and emotional regulation.

Tier 3
2/25

Ryan Holt Ph.D.

E

CA Psychologist

Assessing Mental and Emotional Health for College Applications

This lesson is designed for 12th grade students to help them assess their mental and emotional health while dealing with college applications and making significant career decisions. The objective is to equip students with strategies to manage stress and make informed decisions. The lesson will last 45 minutes.

Tier 1
2/25
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Ellie Cuenca

h

NY Instructor

Comfort and Success Exploration

This lesson is designed for a 3rd-grade student in an individual counseling setting. The goal is to help the student identify what they need to feel comfortable and successful when facing a perceived school challenge. This is important as it empowers the student to articulate their needs, fostering self-awareness and self-advocacy skills.

Tier 3
2/25
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Gianna Akerberg

S

MA Counselor, Social Worker

Emotion Exploration Journey

In this individual counseling session, the student will engage in personal storytelling and reflection to explore their emotions and perspectives. This session is important as it helps the student develop self-awareness and emotional intelligence, which are crucial for personal growth and emotional well-being.

Tier 3
2/25

Vanessa Armas

E

CA Psychologist

Artful Anxiety Busters - Individual Session

This individual session uses art and personal reflection to help an 8th-grade student reduce anxiety. Through a creative activity and guided self-reflection, the student will explore ways to manage their feelings and develop coping strategies. This session is important as it provides the student with practical tools to handle stress, enhancing their emotional well-being and academic performance.

Tier 3
2/25

Erica Carlos

E

CA Psychologist

Meet Your Counselor: A Guided Introduction

Students will have an opportunity to meet their school counselor, learn about the counselor's role, and understand how they can seek help. This lesson is important to familiarize students with the resources available to them and to promote a safe and supportive school environment.

Tier 1
2/25
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Amy Hill

q

TX Counselor

Meet Your School Counselor

Students will get to know the role of the school counselor, how they can help, and how to approach them for support. This lesson promotes social-emotional learning, helping students feel comfortable and supported in their school environment.

Tier 1
2/25
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Ashley Bennett

q

TX Counselor

Understanding CBT: Thoughts, Feelings, Actions

This lesson introduces students to Cognitive Behavioral Therapy (CBT), focusing on the interplay between thoughts, feelings, and behaviors. Students will explore how these elements influence each other and learn practical strategies to manage stress and anxiety. This lesson is crucial for developing self-awareness and emotional regulation skills, which are essential for mental well-being and academic success.

Tier 1
2/25

Deb Schmill

h

NY Instructor

Mind Matters Toolkit

A one-session, 30-minute individual counseling lesson for 6th graders focused on mental health counseling and building personal coping strategies. This Tier 3 lesson helps students identify emotions, learn coping tools, and practice self-talk to manage stress and anxiety.

Tier 3
5/16
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Jacqueline Russell

I

FL Counselor

Meet Your School Counselor

This lesson introduces students to their school counselor, helping them understand the counselor's role and how they can help. The session includes an introduction, a discussion about the counselor, fun facts, and a Q&A segment. This lesson is important as it helps to build a rapport between students and the counselor, making them feel comfortable seeking guidance and support.

Tier 1
2/25
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Mariana Portillo

q

TX Counselor

Introduction to CBT: Understanding Thoughts and Feelings

This lesson serves as an introduction to Cognitive Behavioral Therapy (CBT) for middle school students. It aims to help students understand the connection between thoughts, feelings, and behaviors. Through discussion, group activities, and a CBT exercise, students will learn how to identify and challenge negative thoughts. This foundational lesson is important as it equips students with basic CBT skills that can be built upon in future sessions.

Tier 1
2/25
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Jessica Handley

p

TN Instructor

CBT for Kids: Thoughts, Feelings, and Behaviors

This lesson is designed for 1st to 3rd grade students with special needs and behavior challenges. The objective is to engage students in a fun, collaborative, and hands-on activity that helps them understand the connection between helpful and unhelpful thoughts and their feelings and behaviors using cognitive behavioral therapy (CBT) principles. The lesson is designed to be completed in 15 minutes.

Tier 2
2/25
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Kristen LaRosa

D

AZ Counselor

Conquering Test Anxiety: Building Confidence and Calm

This 4-session lesson is designed for students in grades 3-5 to help them manage and overcome testing anxiety. Through engaging activities, games, and discussions, students will learn strategies to build confidence and remain calm during tests. Each session is 20 minutes long, focusing on different aspects of anxiety management and providing practical tools that students can use in real-life testing situations.

Tier 1
4/3
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Hazel Boatwright

a

NC Social Worker

Emotional Regulation Skills

This counseling session is designed to help a 5th-grade student learn and practice emotional regulation skills. By focusing on coping strategies such as deep breathing, positive self-talk, and visualization, the student will gain tools to manage emotions effectively. These skills are crucial for personal development and can enhance the student's ability to handle stress and emotional challenges.

Tier 3
2/25

Hollie Overholt

E

CA Counselor

Counselor Connection

In this engaging 30-minute lesson, 3rd–5th grade students will get to know their school counselor, understand the counselor’s role, and build comfort for future support. This Tier 1 classroom lesson includes interactive activities and games to establish a trusting relationship and introduce essential counseling services.

Tier 1
5/13
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Kasi Trent-Ashley

q

TX Counselor

Coping Strategies Exploration

This lesson is designed for a one-on-one counseling session with a 4th-grade student. The focus is on helping the student identify five coping strategies they can use when experiencing heightened emotions. This lesson is important as it equips the student with practical tools to manage their emotions, promoting emotional regulation and resilience.

Tier 3
2/25
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Gianna Akerberg

S

MA Counselor, Social Worker

Grief Counseling Simulation

This lesson involves a simulation-based activity where students role-play as grief counselors and clients. Through this exercise, students will learn effective communication and empathy skills, which are crucial for interpersonal relationships and emotional intelligence. The lesson includes feedback sessions to help students reflect on their performance and improve their skills, making it a valuable experience for personal and professional development.

Tier 1
2/25
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Stephanie Cordero

q

TX Counselor

Calm and Collected

This lesson aims to help 4th-grade students identify and manage anxiety through collaborative discussion and active exercises. Addressing anxiety at a young age is crucial as it helps students develop coping mechanisms and contributes to their emotional well-being, promoting better classroom engagement and overall mental health.

Tier 1
2/25
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Caighla Wilson

S

MA Math, Language Arts

Meet Your School Counselor!

Students will meet their school counselor and learn about their role in the school. This lesson is important because it helps students feel comfortable seeking support and understanding the resources available to them.

Tier 1
2/25
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Kate Guilmette

t

VT Counselor

Anxiety Busters: Game On!

This lesson aims to help a 7th grade boy reduce anxiety through engaging activities and visual aids. By incorporating game-based and experiential learning strategies, the lesson will provide practical tools and techniques to manage anxiety effectively. This approach is crucial for building resilience and promoting mental well-being in middle school students.

Tier 3
2/25

Kristen Williams

E

CA Psychologist

Making Americans: School Counseling Impact

This lesson explores the role of counseling services in shaping students' identities and experiences in public schools. It is designed for adults, focusing on how counseling can support the development of well-rounded individuals in a diverse society. The session will last 30 minutes and is crucial for understanding the integration of counseling in educational settings.

Tier 1
4/7
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brynn.cooper

S

MA School Administrator

Calm and Confident

This lesson aims to introduce second graders to Cognitive Behavioral Therapy (CBT) techniques to help them manage anxiety. Through a combination of game-based learning, experiential activities, and discussion, students will learn to identify anxious thoughts and practice calming strategies. This lesson is important as it equips young students with tools to manage their emotions, promoting emotional well-being and resilience.

Tier 1
2/25

Stacie Browne-Gallagher

h

NY Counselor, Psychologist, General Education Teacher, Special Education Teacher, Social Worker, Behavior Interventionist, School Administrator

Understanding and Coping with Trauma

This lesson aims to help 7th-grade students understand trauma and develop coping strategies. Through experiential and game-based learning, students will engage in activities that promote trauma-informed awareness and collaborative learning. This lesson is crucial for fostering resilience and emotional intelligence, equipping students with tools to manage stress and trauma effectively.

Tier 1
2/25
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Arthur Tripp

a

NC Instructor

Quiet Courage

In this 15-minute one-on-one session, a 12th-grade student will learn personalized coping strategies to manage cafeteria noise and feelings of rejection sensitivity dysphoria. This lesson helps build self-awareness and resilience through mindfulness, self-advocacy, and practical tools for real-life challenges.

Tier 3
Yesterday

EmmA

i

OH General Education Teacher

Anxiety Toolbox Adventure

This lesson introduces 4th-grade students to tools for managing anxiety through engaging activities. Students will participate in a game-based learning activity to explore different anxiety management strategies, followed by a collaborative project to create a 'toolbox' of these strategies. The lesson concludes with a worksheet to reinforce learning and an exit ticket to assess understanding. This lesson is important as it equips students with practical skills to manage anxiety, promoting emotional well-being and resilience.

Tier 1
2/25
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Darcy Lord-Evans

a

NC Counselor

Anxiety Busters

This lesson focuses on helping 8th-grade students understand and manage anxiety through interactive and experiential learning strategies. Students will participate in a discussion to share their experiences and learn from each other, followed by a worksheet activity that provides practical exercises to manage anxiety. This lesson is important as it equips students with tools to handle stress, promoting mental well-being and academic success.

Tier 1
2/25

Yvonne Brown

E

CA Psychologist

Understanding Anxiety

This lesson plan aims to help 8th graders understand and manage anxiety through discussions, activities, and worksheets. By exploring the concept of anxiety, students will learn to identify their own feelings and develop strategies to cope with them. This lesson is important as it equips students with essential emotional regulation skills, promoting mental well-being and resilience.

Tier 1
2/25

Alma Pacheco

q

TX Counselor

Healing Through Expression

This lesson aims to provide a safe and supportive environment for homeless students to express and process their trauma. Through a guided discussion and a creative activity, students will have the opportunity to share their feelings and learn coping strategies. This lesson is important as it helps students build resilience and emotional awareness, which are crucial for their well-being and academic success.

Tier 2
2/25
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Lisa Messer

a

NC Social Worker

Mind Detective

In this single 30-minute Tier 3 session, a 4th grade student will learn to identify common cognitive distortions and reflect on their own thoughts to improve emotional regulation. This lesson helps the student recognize and challenge unhelpful thinking patterns, building self-awareness and coping skills.

Tier 3
5/14

Ashley Angel

E

CA Counselor

Meet Your School Counselor!

In this lesson, students will meet their school counselor, learn about their role, and understand how they can help. This lesson is crucial as it fosters trust and comfort with the counselor, ensuring students know where to seek help for various issues.

Tier 1
2/25

Heather Meldrum

j

OK Instructor

Case Builder

In this Tier 2 group lesson, 10th grade counseling students collaborate to create a fictional client case from scratch and then draft a complete SOAP note. This fun, hands-on game strengthens clinical documentation skills and encourages creativity within a structured format. Audiences: 10th Grade Counseling Group, 1 session of 40 minutes.

Tier 2
5/13

Morgan

J

GA Nurse

The Mirror Within

This one-on-one counseling session equips an 11th-grade student with the Inner Mirror Strategy, helping them identify and challenge unhelpful thought patterns through metaphorical mirroring. By guiding self-reflection and positive reframing, the session promotes healthier self-talk and emotional resilience. (Tier 3, 50 minutes)

Tier 3
Today

C Canaan

B

AL Counselor

The Worry Monster: Understanding Anxiety

This 8-week program uses a story-based approach to help 3rd grade students understand what anxiety is and how it might feel. Each week, students will engage in activities that build on their understanding and coping strategies for anxiety. Parent letters will be sent home weekly to keep families informed and involved.

Tier 1
2/25
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Victoria Claas

v

WI Counselor

Anxiety Busters: School Edition

This lesson helps a 4th-grade student practice and demonstrate ways to decrease personal anxiety associated with school activities and peer interactions. Through experiential and game-based learning, the student will engage in activities that promote relaxation and confidence. This lesson is important as it equips students with practical strategies to manage anxiety, enhancing their overall school experience and social interactions.

Tier 3
2/25

Iana Aguilera

E

CA Instructor

Understanding and Coping with Grief

This lesson introduces 5th-grade students to the concept of grief and provides them with strategies to cope with it. Using a combination of restorative practices, trauma-informed teaching, and game-based learning, students will engage in a discussion, watch a video, and complete a reflective activity. This lesson is important as it equips students with the emotional tools to handle loss and trauma, fostering resilience and emotional intelligence.

Tier 1
2/25
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Marshetta Wheeler

q

TX Counselor

Anxiety Busters

This lesson helps 5th grade students learn how to manage anxiety through active learning. Students will engage in a discussion to understand what anxiety is and how it affects them, followed by a worksheet activity to practice anxiety management techniques. This lesson is important as it equips students with practical skills to handle stress and anxiety, promoting emotional well-being and resilience.

Tier 1
2/25
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Melissa Mader

S

MA Counselor

Anxiety Busters

This lesson focuses on helping a 4th-grade student practice and demonstrate ways to decrease personal anxiety associated with school activities and peer interactions. Through experiential learning and game-based activities, the student will learn practical techniques to manage anxiety. This lesson is important as it equips the student with essential skills to navigate school life more comfortably and confidently.

Tier 3
2/25

Iana Aguilera

E

CA Instructor

Art as Therapy: Expressing Emotions

In this lesson, students will explore the concept of art as a therapeutic tool to express grief and emotions. Through guided art projects, students will engage in personal reflection and emotional release. This lesson is important as it provides students with a creative outlet to process emotions, which can enhance emotional well-being and resilience.

Tier 1
2/25
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Stephanie Cordero

q

TX Counselor

Calm and Collected: Coping Skills

This lesson introduces 5th grade students to coping skills for managing anxiety through active and collaborative learning. Students will engage in a project-based activity to explore different coping strategies, participate in a discussion to share personal experiences, and complete a worksheet to reinforce their understanding. This lesson is important as it equips students with practical tools to handle anxiety, promoting emotional well-being and resilience.

Tier 1
2/25
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Sara Townes

S

MA Social Worker