Review Themes Across Sessions

What this helps you do.

Repeated words and actions can be useful to notice. A summary still needs your judgment and the client's own account of what happened.

A set of questions backed by references to the original notes.

The workflow.

Test with non-confidential material. Resolve the permissions and provider settings before using client information.

1. Choose a dated set of approved notes for one client. Resolve the permissions and provider settings before connecting them.
2. Ask for recurring topics and changes over time. Require the session date beside every supporting detail.
3. Ask the system to separate direct observations from possible interpretations.
4. Check the sources. Remove unsupported conclusions and turn the remaining ideas into questions you can explore with the client.

Keep a record of your decisions.

Write down the source material, approval step and destination before you connect the workflow. Revisit those choices when your process changes.