Client Visit Documentation
Documenting Client Visits
- Home therapy plan
- Give your client documentation to take home for their home therapy plan
- Include descriptions and photos if possible
- Include exercises, asanas, pranayama, meditations, and any tools you recommend such as specific essential oils, gemstones, etc.
- You may not have every document ready at the 1st visit but plan to give as much as you can (see Plan 3 Take-Aways)
- Have full program documentation ready by 2nd visit
- You may not have every document ready at the 1st visit but plan to give as much as you can (see Plan 3 Take-Aways)
- Keep copies of client files for yourself so you have a baseline to which you may refer
- Allows you to keep up with progress
- You don’t want to ask client, “What did I ask you to do?” so you need to have a record
- Keep client information confidential
- Treat as you would HIPPA data (Google for more information)
- Do not expose data to 3rd parties
- Keep physical data under lock and key
- Keep electronic data encrypted or password protected
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