Wellness Documentation Tool

What This Tool Does

Use this form to document learner observations, concerns, and follow-up actions. Fill in the details, select a concern level, and download as a .docx file for your records. This keeps wellness documentation consistent across all LST members.

Concern levels:

Monitor (Green) — no immediate action needed, continue observing
Document (Yellow) — pattern emerging, document and discuss with team
Escalate (Red) — immediate attention required, escalate to supervisor

Date

Time

Learner Name

Team

Observation Details

Tips for effective observations:

Describe specific behaviors you observed
Note the context and environment
Include direct quotes when relevant
Document both positive and concerning behaviors

Concern Level

Monitor (Green)Document (Yellow)Escalate (Red)

Actions Taken

Tips for action documentation:

List specific steps taken to address the situation
Note any conversations or interventions
Include follow-up plans or next steps
Document any resources provided or referrals made

Follow-up Plan

Tips for follow-up planning:

Set specific dates for check-ins
Outline clear next steps
Identify who will be involved in follow-up
Note any resources or support needed

Note: This is a sample documentation template. Feel free to adapt it to your organization's specific needs and requirements. You can modify the fields, add additional sections, or adjust the format to better suit your documentation process.