Documentation Consultations: Crafting a Notes Strategy

In this installment of our consultation series I'm talking with Erin Findley, a licensed psychologist in California.

We dive deeper into writing notes and talk about some of the things that often keep therapists stuck in the cycle of catching up or avoiding notes. Part content, part process, we review the following:

  • What to do when you need to process sessions before writing notes
  • How to structure your day and schedule writing notes so you maximize your strengths and clinical process
  • How to avoid spending excessive amounts of time on your notes by identifying what is the most important information
  • Using structured therapies like EFT or EMDR to create some structure for your notes without making every note sound exactly the same

And just in case you haven't had a chance to download the sample notes from this series, enter your info below to sign up for weekly email tips and they'll be delivered straight to your inbox!

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Resources Discussed:

Click here to download the EMDR template created by my friend (and amazing therapist!) Rajani Venkatraman Levis.

And you can also click here to check out Simple Practice, Erin's electronic health record (EHR) that offers the option to customize your note templates. 

Now I'd love to hear from you. What other tips and strategies do you have for conceptualizing notes?