Documentation Templates & Tools

Quality documentation is crucial for effective communication with other healthcare providers who may be treating the same patient. Clear, concise, and understandable documentation helps other professionals understand what is happening in therapy sessions, including the client’s struggles, symptoms, and barriers. For example, a psychiatrist treating a client with depression can use the therapist’s documentation to gain a better understanding of the client’s lifestyle and tailor medication accordingly. Discharge summaries and transfer documentation can also help new providers continue the client’s path to recovery. To create effective documentation, use a template, use understandable language, be comprehensive, and include objective measurements and data when possible.

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