Organize Your Counseling Client’s Records

Made for Mental Health Counselors

Organize Your Counseling Client’s Records

120 min

Organize client documentation and create a strong collection of client information.

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Use this when

You need to organize client documentation and create a strong collection of client information.

You'll need

Client Name
Client Contact
Session Date and Time
Session Notes
Progress Review Notes
Practice Administration Tasks
Client Goals
Client Progress
Session Prep Notes
Client Feedback
Additional Notes or Comments
Client Intake Information
Practice Policies and Procedures

You'll get

You'll walk away with:
Client information organized
Session prep completed
Progress review conducted
Practice administration tasks managed.

By the end of this playbook

You will have:

You'll walk away with:
Client information organized
Session prep completed
Progress review conducted
Practice administration tasks managed.

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