# Recovery coaching note template

Prepared by Smores Health. Updated October 9, 2026.

An educational starting point. Have your organization review and adapt this
template before use. It is not a prescribed form or evidence of billing
eligibility. Complete and store records only in your approved record system.

## Service facts

- Participant name or approved identifier:
- Coach name and role:
- Program or service:
- Date:
- Start time, end time, and duration:
- Location or modality:
- Related participant-led goal or purpose:

## Coaching conversation

**Participant priority**
What did the participant choose to work on? Use their words or an accurate
paraphrase.

**Coaching support provided**
Describe what the coach actually did, including options explored, skills
practiced, resources discussed, or support provided.

**Participant response**
What did the participant say, choose, try, or decline? Distinguish what they
reported from what the coach observed.

**Progress or unresolved barrier**
What changed during this conversation? What remains unresolved? A plan is not
a completed outcome.

**Agreed next step**
- Action:
- Responsible person:
- Agreed follow-up date or timing:

## Completion and review

- Author signature and date:
- Role or credential required by your program:
- Supervisor review, if required:
- Additional fields required by your program:

## Fictional example

The participant wanted to feel more comfortable attending a recovery meeting.
The coach helped compare two meeting options and practiced an introduction
with them. The participant chose a Thursday meeting and requested a Friday
check-in. The coach agreed to follow up Friday. This records preparation and
a plan; it does not establish that the participant attended the meeting.

## Explore the workflow

Recovery coaching software:
https://smoreshealth.com/peer-support-software/recovery-coaching-software

Book a 20-minute Smores Health demo:
https://cal.com/team/smoreshealth/demo