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Template library · Assessments & screeners

Session Reflection template

Capture client reflections immediately following a coaching session.

Post-session client reflection

  • 11 fields across 3 sections
  • Included with MyWellOps
  • Edit it, or save your own version

What’s in it

Assessment Details

  • Client NameText
  • Date of BirthDate
  • Client ID / MRNText
  • Date of AssessmentDate
  • Clinician / CoachText
  • Location / ModalityText

Reflection

  • Key insight from this sessionText
  • Action(s) to take before next sessionText
  • Support neededText

Signatures

  • Client SignatureSignature
  • Date signed (client)Date

When to use it

Use an assessment at the start of work to set a baseline, then repeat it at review points so you and the client can see what has changed.

How it works in MyWellOps

  1. Pick it from Documents.
  2. Send it to the client to complete, or fill it in together during a session.
  3. Each completed copy is kept on the client’s record, so earlier results are there to compare.

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