First workplace counseling session checklist
For an employee using an employee assistance program or workplace counseling benefit. Do not bring confidential employer files.
What to get
Appointment confirmation
Employee assistance program access code, if provided
Photo ID
Insurance card or payment details
Completed intake forms
Telehealth link, if virtual
Private non-work device, if available
Headphones
Private room reservation for the session
Personal summary of work-life concerns
List of scheduling boundaries
Current medication list
Questions about privacy and billing
Emergency contact information
Notebook
Pen
Who this list is for
This checklist is designed for employees attending their first workplace counseling session, especially if you’re using an employee assistance program. It fits both in-person and virtual appointments. Don’t bring any confidential employer documents—focus on what’s needed for your session.
How to use this list
Start by confirming your appointment. If you received an access code for the employee assistance program, have it ready. Gather your photo ID and insurance card or payment details. Complete any intake forms ahead of time. For virtual sessions, check your telehealth link, use a private non-work device if possible, and have headphones ready for privacy. Reserve a private room if you’re at work. Prepare a personal summary of what you want to discuss, a list of your scheduling boundaries, and a current medication list. Write down questions about privacy or billing, and bring emergency contact information. Cross off each item as you prepare.
What to skip
Don’t bring confidential work files or notes about coworkers unless the counselor specifically requests them. Avoid using shared or public devices for telehealth sessions—privacy matters. Skipping the private room reservation can lead to interruptions. Don’t assume you’ll remember all your concerns or questions; write them down.
What is on this list
Key items include appointment confirmation, employee assistance program access code, photo ID, insurance card, completed intake forms, telehealth link, private device, headphones, private room reservation, and a personal summary of work-life concerns. The list also covers scheduling boundaries, current medication list, privacy and billing questions, and emergency contact information. Cross off what you’ve already set aside.
Before your session
Check your device and internet connection if your session is virtual. Make sure your private room is reserved and ready. Review your notes and questions. Have your ID, insurance card, and access code within reach. If you’re at work, let your supervisor know you’ll be unavailable for the session. Afterward, store any paperwork securely and jot down any follow-up questions for next time.
FAQ
Who is "First workplace counseling session checklist" for?
This checklist is designed for employees attending their first workplace counseling session, especially if you’re using an employee assistance program. It fits both in-person and virtual appointments. Don’t bring any confidential employer documents—focus on what’s needed for your session.
How should I use "First workplace counseling session checklist"?
Start by confirming your appointment. If you received an access code for the employee assistance program, have it ready. Gather your photo ID and insurance card or payment details. Complete any intake forms ahead of time. For virtual sessions, check your telehealth link, use a private non-work device if possible, and have headphones ready for privacy. Reser…
What should I skip or avoid with "First workplace counseling session checklist"?
Don’t bring confidential work files or notes about coworkers unless the counselor specifically requests them. Avoid using shared or public devices for telehealth sessions—privacy matters. Skipping the private room reservation can lead to interruptions. Don’t assume you’ll remember all your concerns or questions; write them down.
What is on the "First workplace counseling session checklist" list?
Key items include appointment confirmation, employee assistance program access code, photo ID, insurance card, completed intake forms, telehealth link, private device, headphones, private room reservation, and a personal summary of work-life concerns. The list also covers scheduling boundaries, current medication list, privacy and billing questions, and eme…
What should I know about before your session?
Check your device and internet connection if your session is virtual. Make sure your private room is reserved and ready. Review your notes and questions. Have your ID, insurance card, and access code within reach. If you’re at work, let your supervisor know you’ll be unavailable for the session. Afterward, store any paperwork securely and jot down any follo…
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For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.