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EDR Reports

 

Please find below the report templates for your EDR clients.

A completed report example can be found here;

Example Initial Report

* Indicates that the report does not go to the employer

The report will be sent to the referrer but not the client's employer (the referrer 

may be a charity for example funding their sessions).

-AGI

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-AMP*

Charity

(Account manager: Lucy)

No reports required

-ASC*

Charity

(Account manager: Lucy)

1st Session Assessment Form

Standard Final Session Report

-ASC is a charity referral source. The number of sessions authorised by ASC is the amount the client is able to have via this charity. However, the client can continue with you self-funded at £30 per session through TCS directly. If an -ASC client DNA's a session, the referrer is informed and if there is a 2nd DNA the casefile will be referred back to be closed.

 

-BBC

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-BHR

(Account manager: Nikita)

No reports required. If additional sessions are clinically recommended, please email info@therapycentreservices.com and we can request these with the client’s employer.

-BMTR

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-BWS*

Charity

(Account manager: Becca)

-BWS - Interim Report (*If further sessions are required PLEASE READ BELOW)

-BWS Final Session Report - NEW FORM (July 2023)

-BWS is a charity referral source. Please try to work to the allocated number of sessions. If a client would like to continue once these are completed they can either discuss the possible option of additional paid for sessions through their case manager at the referral source (However these may not be approved due to limited funding) or the client can self-fund at £30 per session through TCS directly. 

-BWS also have direct bereavement referrals - These clients are offered 6 sessions and -BWS is unable to authorise any further sessions. These clients can also self-fund as above if this is possible for them.

-CL

(Account manager: Lucy)

-CL Mid-way review

-COR

(Account manager: Becca)

No reports required

-DOS

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-DRB

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-EMM

(Account manager: Nikita)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-FPP

(Account manager: Lucy)

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-GIP

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-GJA

(Account manager: Becca)

No reports required

-INN

(Account manager: Becca)

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-ING

(Account manager: Adele)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-IWH

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-K2

(Account manager: Lucy)

This referrer does not allow any further sessions to be funded beyond the initially approved amount. However, they are happy for employee's to self-fund if they'd like to continue with you beyond these sessions. The referrer will be confirming on a client-by-client basis if reports will be required. We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

Standard Final Session Report

-KML*

(Account manager: Lucy)

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-KML3* (CYP Clients)

(Account manager: Nikita)

1st Session Assessment Form

Standard Final Session Report

-LIG*

Charity

(Account manager: Becca)

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

Please note if a -LIG client ends their sessions funded by -LIG

they can choose to self-fund and continue sessions with their Counsellor. We would 

request additional funded sessions initially, however any client can self-fund through TCS

if they want to do so.

-LOD

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-MAG

(Account manager: Nikita)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-MAG3* (CYP Clients)

(Account manager: Nikita)

1st Session Assessment Form

Standard Final Session Report

-MAR

(Account manager: Becca)

-MAR Final Session Report

-MER

(Account manager: Becca)

This referrer allows their employees to access our counselling service for as long as they require support.

At the 10th session we ask for a brief 3-sentance summary to be emailed over containing the therapy focus of the sessions so far and therapy focus for sessions going forward.

From that point onwards, we ask for a brief 3-sentance summary to be emailed over after every 5th session.

-NET

(Account manager: Lucy)

*Standard Interim Report (*If further sessions required)

-PACT

(Account manager: Nikita)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-PRI

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-SCH

(Account manager: Nikita)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-SCH3* (CYP Clients)

(Account manager: Nikita)

1st Session Assessment Form

Standard Final Session Report

-SOH

(Account manager: Lucy)

No reports required

-SPA

(Account manager: Lucy)

No reports required

If further sessions are recommended, please send over a brief summary (1-2 sentences) with your clinical recommendation for these to info@therapycentreservices.com 

If additional sessions are not authorised by the referrer directly, we are then able to enquire with the client's employer for funding, if these aren't approved either then the client is able to continue self-funded.

-SUG

(Account manager: Becca)

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-TBF

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-TRN*

(Account manager: Lucy)

-TRN 1st Session Assessment Form

-TRN Final Session Report

-TRN3 (CYP Clients)

(Account manager: Nikita)

-TRN 1st Session Assessment Form

-TRN Final Session Report

-UKEM*

(Account manager: Lucy)

-UKEM 1st Session Assessment Form

-UKEM Final Session Report

-VIS

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-VIS

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-VOE

(Account manager: Nikita)

Standard Final Session Report

-VVH

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-WA

(Account manager: Lucy)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

-WAL

(Account manager: Becca)

This referrer will be confirming on a client-by-client basis if reports will be required.

We will let you know if any are required upon allocating. Standard templates are below:

1st Session Assessment Form

*Standard Interim Report (*If further sessions required)

Standard Final Session Report

Please send all completed reports WITHIN 24 HOURS OF YOUR SESSION to info@therapycentreservices.com where this will be picked up by the relevant account manager for submission. Please then head to the client's Halaxy case file and using the "Add Files"  button on the bottom right beside ATTACHMENTS. Please then ensure you have deleted this report from your personal computer so you are not holding any personal client information outside of our encrypted systems.

Please only use your @therapycentreservices.com email address via mail.ionos.co.uk

to send all completed EDR reports. This is to ensure that we are ICO compliant and that all confidential emails are sent across our internal server.

For Qualified Counsellors - Please find our invoice template and further information below:

 

Qualified Counsellors Hub

If you have any queries, please don't hesitate to contact us.

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