How To Take Clinical Notes
On Monday, Brenda Bomgardner, a student intern at Regis University, wrote in asking for efficient ways to record her clinical notes. This is the first of five posts to help you sort through your choices for clinical note taking.
You can be reasonably confident that if you are working in an agency, the content and format for your clinical notes are already stipulated. However, for those of you entering private practice, you have more leeway in deciding what your client notes, often called “progress notes“, will look like.
All mental health disciplines require documentation of your clinical work. Although the required content for that documentation varies from discipline to discipline and from jurisdiction to jurisdiction, there are general categories of information that are required for you to keep in your records. These categories typically include contact information, your client’s presenting problem, your assessment, treatment and plan.
In addition to free form notes, there are at least four common ways to standardize and record this information. They are:
Next week, I’ll share with you how each of these differs. Then you can decide how best to keep your own clinical notes.
Do you know of other formats that you like to use? If so, please share them with us here so that we may all learn from you!
5 comments so far

Tamara, thank you for providing the variety of choices for client progress notes. I appreciate the “how to use” for each format helpful.
I will try each format and pick the one that works best for me.
Glad to be of help!
The regulation is spelled HIPAA, with two AA’s, not HIPPA, with two PP’s. Health Insurance Portability and Accountability Act.
Just FYI.
Oops! Thanks so much, Dolores, for taking time to correct my mistake! You are right, of course! I’ve corrected it!
Hope you’ll drop back in often to join the conversation as we build our community here at Private Practice from the Inside Out!
[...] primer, Building Your Ideal Private Practice. I used to think that if I was seeing my clients or charting notes on my clients that I was working on my business. After all, this is why I went to graduate school [...]