Documentation Consultations: Case Consult Notes, Collaterals and Collaborations!

This is a "meaty" documentation consult! My good friend and amazing therapist, Rajani Venkatraman Levis, LMFT, requested a consult to create a note template for her own case consultations. So, we create one in this video! 

We also create a template for interaction with collaterals, such as a former therapist, a physician or a psychiatrist. Rajani also discusses a "co-therapy session" she conducted with another therapist and we talk about how documentation might be different for such a scenario.

You can snag these templates by entering your info underneath the video. 

Lastly, Rajani shares a great resource for therapists! It's not related to notes per se, but it's certainly related to all the sitting we do in this profession. Hope you enjoy!

Click here to find out more about Rajani's resource for improving your posture. 

Enter your information below to sign up for weekly email tips and you'll also get immediate access to the two note templates we created in this video!

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And let us know what you think about the templates! How do you write your consultation and collateral notes?