Prepare for the Next Session

What this helps you do.

A prep brief should help you recall the last conversation. It should also show what is missing, instead of filling gaps with a guess.

A repeatable brief based on your own client records.

The workflow.

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

1. Choose the approved notes and open commitments for this client. Keep their records separate from other clients.
2. Ask for the previous session focus, unfinished actions and questions left open. Require a source for each point.
3. Mark any missing or conflicting information for review. Do not let the system decide which version is true.
4. Read the brief against the original notes. Use it to prepare your questions, not to decide what the client must discuss.
5. After the session, add the approved summary to the record used for future prep.

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.