![]() ![]() The naming convention that I use is the client's initials and then the date, which I do in a 6 digit format, year first. Client Note - Okay - so for each client session, I start a new note.This contains blank worksheets or templates that I can duplicate to use for any client. ![]() You can see that I also have a folder called Templates. I could see myself putting that information in the name of the folder, so "Monday 11am - RT" for example. These folders are in the order that I see them each week. The rules of my workplace hold that client names have to be anonymized when used outside of their protected system, so I use initials for each client. Within this I have a different folder (which Notability calls a Subject) for each client. First,įirst of all, I have a section (which Notability calls a Divider) called Client Notes. I'll walk you through the tools I have, how I use Notability to take notes, how I organize them, and some of my hacks for following up and remember important things about each client. ![]() For any of these scenarios, this video is for you. Or maybe you recently got an iPad and are intrigued with the idea of taking notes on it. Or you keep leaving your notebooks in another place and don't have access to them when you need them. And maybe you are already taking paper notes and are having a hard time organizing them. Almost anyone who meets with people takes some kind of notes: financial advisors, physical trainers, case workers, life coaches, salespeople of any kind - you get the idea. But therapists aren't the only ones who take client notes. I have a world class terrible memory and am highly distractible, so taking notes helps me to pay attention in the moment AND it also creates a convenient written record to assist my memory later on. One of the hacks that use to pay attention in ANY environment is to take lots of notes. I've just recently become a mental health therapist. ![]()
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