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Counselling Tutor

136 – Best Practice in Taking Client Notes in Counselling

Counselling Tutor

Ken Kelly and Rory Lees-Oakes

Education, Courses

4.6 β€’ 636 Ratings

πŸ—“οΈ 11 January 2020

⏱️ 37 minutes

🧾️ Download transcript

Summary

When Client Notes Are Requested - Student Support Networks In episode 136 of the Counselling Tutor Podcast, Ken Kelly and Rory Lees-Oakes discuss the situations in which you may be required to release client notes. Moving onto 'Check-In with CPCAB', Rory talks to Kelly Budd about support networks for students. For the final section of the podcast, the 'Practice Matters' slot returns by popular demand; this week, it focuses on best practice in taking client notes in counselling. Β * BACPAC practice management software for counsellors and psychotherapists is a sponsor of the Counselling Tutor Podcast. Get a 30-day free trial of BACPAC and a 30% discount by using the discount code CT2020 When Client Notes Are Requested (starts at 2.05 mins) Do you know how to respond if you receive a phone call from the police requesting that you release a set of client notes? Rory describes the three situations in which you have to release notes: when a client consents to this in response to a court order when required by a coroner It's important to be cautious if you receive such a phone call, checking out carefully that the person calling is who they say they are and really does have the authority to request the release of notes. Make sure you take a note of the caller's name, position and organisation - together with a landline number; if the caller claims only to have a mobile number, this is a sign that the call may not be authentic. Ken and Rory explain the steps you need to take when client notes are requested, and who to involve in this process - in particular, your insurance company, your supervisor and your agency (if applicable). They also talk about the importance of ensuring that the possible release of notes is covered in the initial contract you make with clients, so that they are already prepared for this eventuality - and about the General Data Protection Regulation (GDPR) and who owns client notes. Do you have experience of this situation, or questions about how you would respond? If so, why not start a discussion (giving no client details, of course: client confidentiality is vital) on the Counselling Tutor Facebook page? There, you'll find tens of thousands of counselling and psychotherapy students ready to support each other. Check-In with CPCAB: Student Support Networks (starts at 14.38 mins) Rory talks to Kelly Budd (Head of Qualifications) about the importance and value of online or face-to-face meetups as ways to keep in touch with your peers when studying counselling or psychotherapy. This matters especially at level 4 and above, when the experience of training can be intense and life-changing. Student support networks can: enable you to bond with peers help you unpack the emotions you are feeling learn to relate effectively with others gain strength through shared experience Rory and Kelly discuss the extent of contact with peers outside the training environment, and possible forms it might take. On the topic of how best to respond to peers, they remind us that - above all - treating others with kindness is key. Recent research at the Bedari Kindness Institute, University of California, Los Angeles (UCLA) revealed that kindness not only helps those receiving this but also those dispensing it, and can even help you live longer. For more information about CPCAB, please see its website. CPCAB is the UK's only awarding body run by counsellors for counsellors. Best Practice in Taking Client Notes in Counselling (starts at 25.30 mins) In the return of the popular 'Practice Matters' section, Ken and Rory talk about best practice in taking client notes in counselling. They distinguish between client notes and process notes, the latter relating to the counsellor's own response to the client and their material. Rory suggests that for taking client notes in counselling,

Transcript

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0:00.0

Welcome to the Counseling Tutor Podcast. The must listen to podcast for students of counseling and psychotherapy. Here are your hosts, Rory Lee's Oaks and Ken Kelly. Hi, I'm Rory and with me as always is Ken. How are you doing, Ken?

0:19.3

Exceptionally well, excited to be here. If you're listening in real time, you're picking us up after we've just had an academic break.

0:26.9

And we've got an exciting new format for you. We've added in a new section. So the original format of the Council and Tutor podcast is we cover three topics.

0:36.1

We're still going to be doing that. But our last topic that we're going to be covering today, we're going to be delving into the world

0:41.3

of being a practitioner in practice. So we're bringing back practice matters after much requests.

0:48.1

So let's see what you can expect from episode 136. We're kicking off with when your notes are requested. That's an interesting topic. So when

0:57.2

your notes are called for and you need to hand them over, how do you go about that? We've got

1:01.6

check-in with CPCAB where Rory, you spoke to Kelly Budd and you spoke about student support

1:08.4

networks during your time of study. Can you give us a kind of an indication of what we can expect?

1:13.0

Absolutely.

1:13.9

Kelly quite rightly outlines how useful it is for students to come together

1:19.2

and have maybe a supportive group, a meetup or maybe something online

1:24.1

so that they can support each other through the journey of counselling training,

1:28.8

especially important, I would say, if you're doing a level four or above course where

1:34.7

the pressure can sometimes really be on.

1:37.5

Oh, it can indeed support so needed, specifically during counselling study.

1:42.1

And then our last topic today, that is where we're delving

1:45.1

into practice matters. We're going to be speaking about best practice in note taking. You know,

1:50.2

if you maybe studied note taking last time where you were at college or university, times they

1:55.4

have changed. The legislation has changed. What is now best practice? So we're going to be looking

2:00.6

at that as our last topic.

2:02.0

But kicking us off, episode 136, talking about when your notes are requested.

...

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