Lesson Plan
Effective Note-Writing Plan
Help the student develop clear, concise clinical intake and assessment notes by identifying essential components, practicing documentation through a simulated session, and reflecting on clarity and confidentiality.
Accurate, confidential clinical documentation is vital for ethical counseling practice, ensuring continuity of care and clear communication among professionals.
Audience
Time
Approach
Materials
Prep
Review and Setup
5 minutes
Step 1
Introduction and Learning Objectives
5 minutes
Step 2
Review Dos & Don’ts
7 minutes
Step 3
Note-Taking Simulation
10 minutes
Step 4
Review with Sample Notes
5 minutes
Step 5
Self-Assessment Reflection
3 minutes
Slide Deck
Dos & Don’ts of Case Notes
Do: Use Clear, Objective Language
Don’t: Use Vague or Subjective Terms
Do: Include Essential Note Components
Don’t: Omit Critical Details
Do: Maintain Confidentiality & Ethics
Don’t: Include Personal Opinions or Jargon
Key Takeaways
Activity
Answer Key
Journal
