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Free Supervision Case Log Template

Free clinical supervision case log — questions, decisions, rationale and actions recorded de-identified per supervisee, exportable for accreditation.

~5 min per entry
Structured record
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Free clinical supervision case log — questions, decisions, rationale and actions recorded de-identified per supervisee, exportable for accreditation.

Disclaimer: this template supports supervision documentation; requirements vary by licensing board and employer. Align fields with your regulatory obligations before use.

Confidentiality note: record de-identified case codes by default; follow your professional obligations on any client-identifying detail.

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About this template

Supervision that leaves no trail fails everyone — supervisors cannot show their work, supervisees cannot evidence development. This case log records each session as question, decision, rationale and actions with owners and due dates, de-identified by default and exportable for accreditation hours. Five minutes after the session while it is fresh.

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Fillable sample log preview (live once the app is published).

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Fill it in to see how responses flow.
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What's Included

The case, modality, goals and reflection fields per session.

1

Case-level structure

Each discussion recorded as question, decision, rationale.

2

Action tracking

Owners and dates make follow-through visible.

3

De-identification first

Case codes instead of names by default.

4

Accreditation export

Log hours and content for board filings.

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How It Works

From copy to an auditable supervision log in four steps.

1

Copy the template

Import the case log into your workspace — free.

2

Set your fields

Match your board's documentation requirements.

3

Log after each session

Five minutes while the discussion is fresh.

4

Review quarterly

Aggregated supervision history at a glance.

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Who Is This For

Who keeps it — supervisees, supervisors or training leads.

1

Clinical supervisors

One consistent record across every supervisee.

2

Therapists in supervision

Evidence of development for boards and insurers.

3

Training program leads

Visibility across a supervision cohort.

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Key Features

What makes this case log hold up for records and review.

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Sample Questions Inside

A preview of the real fields — adapt to your board's documentation needs.

  1. Supervisee and date of session
  2. Cases discussed (de-identified codes)
  3. Main clinical question raised
  4. Decisions and rationale agreed
  5. Actions, owners and due dates
  6. Client-safety or ethics flags? (select)
  7. Supervisor notes for the record (open)
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Frequently Asked Questions

What should a supervision case record contain?
The clinical question raised, cases discussed de-identified, decisions with rationale, actions with owners and dates — the four things accreditation reviewers actually look for.
How do we keep client confidentiality in supervision logs?
De-identify by default: case codes, initials only where necessary, and a confidentiality-classification field on every entry.
Is this form only for individual supervision?
It works for individual and group formats — add a participants field for group supervision.
Is it free to use?
Yes — copy it into your FormLM workspace and align fields to your board's requirements.
How often should it be logged?
Per session, immediately after — same-week records stay accurate; month-later reconstruction misses decisions.
Can supervisees see their own log?
Typically yes — sharing the running record strengthens the development conversation.

Supervision with a real trail

Five-minute case logs supervisors and boards both trust — free.