Tutorial video on how to review a client's demographic form
Video demonstrating how to complete case notes from your task list.
Individual session notes timestamp: start - 1:24
Couple/Family session notes
timestamp: 1:25 to end
Video demonstrating how to attach a photo/file to a case, such as a photo of a sandtray or a copy of a worksheet the client completed in session.
Often used note options and when to use them:
Supervisor Consultation - to document consultation with a supervisor around matters related to safety & risk
Closing Summary - to close a case use this note
Transfer Case Summary - to transfer a case use this note
Telephone Call - use this note to document all incoming and outgoing phone calls related to a client
Photo - attach a photo to this note to add to a client file
Provider consultation - to document any consultation with another provider with whom you share the client
Brief client meeting - to document time spent with a client that was less than 15 minutes
Treatment Plan - attach the treatment plan to this note to add to a client file
Readiness Process - attach the GEST Readiness Packet to this note to add to a client file
Hormone Therapy Letter Release - attach the hormone letter release to this note to add to a client file
Surgery Letter Release - attach the surgery letter release to this note to add to a client file
Release - attach a release to this note to add to a client file
Tutorial video on completing a treatment plan in Titanium
When closing or transferring a case in Titanium, you need to complete a Closing Summary or Transfer Case Summary note for each client in the case. For each summary, you will also need to complete & attach a Termination form New data form to the note.
See tutorial video for step-by-step walkthrough.