For mental health professionals working in schools or other educational settings, this NovoNote template documents meetings, case conferences and other communications with student support teams, teachers, and parents.
Time & Date:
Student:
Location:
Meeting Attendees:
List of attendees (name, role/position, relationship to student)
Apologies:
Meeting Purpose:
Summarise the reason for the meeting, specific concerns being addressed, or goals of the discussion
Student Overview and Current Concerns:
Describe the student’s current academic, social, emotional, or behavioural presentation. For each concern raised, document who raised it. Include any recent incidents, changes, or developments affecting the student. Document any strengths, skills, positive resources, or support networks identified.
Discussion And Key Issues:
Assessment and Intervention Review:
Review of any assessments or evaluations, and the effectiveness of current interventions, accommodations, or support strategies
Agreed Strategies and Action Plan:
Record details of any plans or strategies agreed to, specific actions to be taken and by whom, and how progress will be monitored
Risk Assessment and Safety Planning:
Document any safety concerns and any risk management strategies agreed upon
Additional Notes:
Any supplementary comments, observations, or relevant context that emerged during the meeting. Include any resources, budget or funding considerations discussed
Next Meeting:
Document the date and time of the next meeting and the specific focus or agenda
Meeting Summary:
Provide a brief paragraph summarising the key concerns discussed, main decisions made, and next steps planned for supporting the student
Time & Date: Tuesday, 4th June 2025, 3:30 PM
Student: Mary Blogs, Year 7
Location: School counsellor’s office
Meeting Attendees:
Meeting Purpose:
Review Mary’s academic progress and address increasing anxiety symptoms affecting her classroom participation and school attendance.
Student Overview and Current Concerns:
Discussion And Key Issues:
Assessment and Intervention Review:
Recent teacher observations using anxiety rating scales indicated moderate to severe anxiety symptoms during academic tasks. Current accommodations include access to quiet workspace, extended time for assignments, and permission to leave class when needed. Gaps identified in social skills support and anxiety management strategies during group activities.
Agreed Strategies and Action Plan:
Risk Assessment and Safety Planning:
No immediate safety concerns identified. Monitoring plan established for attendance patterns and emotional wellbeing indicators.
Additional Notes:
Next Meeting:
Meeting Summary:
The meeting addressed Mary’s increasing school anxiety and avoidance behaviours, with stakeholders agreeing on coordinated support strategies including classroom accommodations, social skills development, and individual counselling. A comprehensive monitoring plan was established with review scheduled in 4 weeks to assess intervention effectiveness and determine need for additional support services.
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