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Therapy Transcript

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Lesson Plan

Transcript Techniques

Participants will learn and apply best practices for transcribing therapy sessions accurately and sensitively, mastering key techniques for clear, client-centered documentation.

Accurate, client-focused transcripts support ethical progress notes, enhance continuity of care, and reduce misinterpretation in counseling records.

Audience

K–12 Counseling Teams

Time

50 minutes

Approach

Interactive examples and hands-on practice

Prep

Gather and Prepare Materials

15 minutes

Step 1

Introduction to Transcription Best Practices

10 minutes

Step 2

Guided Transcript Analysis

15 minutes

Step 3

Role-Play Application

10 minutes

  • Provide each pair with one Role-Play Warm-Up Prompts
  • One partner reads the prompt; the other transcribes live for 5 minutes
  • Swap roles for the remaining prompt

Step 4

Group Debrief

10 minutes

  • Reconvene whole group; ask pairs to share examples of effective techniques
  • Capture key strategies on the whiteboard under headings: Clarity, Sensitivity, Efficiency
  • Invite brief reflection on challenges encountered

Step 5

Wrap-Up & Practice Assignment

5 minutes

  • Summarize top three transcription techniques identified today
  • Assign participants to transcribe a 2-minute clip from their own session recordings using the Reference Guide
  • Remind to bring transcripts to Session 2 for peer review
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Slide Deck

Do’s & Don’ts of Transcription

Best practices for accurate, sensitive therapy session documentation.

Welcome everyone! Introduce the purpose of this deck: to highlight key transcription best practices and common pitfalls. Emphasize how accurate transcripts support ethical, client-centered documentation.

Agenda

  1. Key Do’s & Don’ts
  2. Real-world Example
  3. Tips for Consistency & Quality

Outline today’s flow so participants know what to expect.

Do #1: Use Verbatim & Paraphrase Strategically

• Transcribe verbatim for significant client statements.
• Paraphrase fillers (um, ah) and off-topic remarks.

Example:
Client: “I, um, I feel really anxious today.”
Transcription: “Client stated they feel really anxious today.”

Explain when to capture verbatim quotes versus paraphrase filler. Show example and invite questions.

Do #2: Preserve Client’s Voice & Pronouns

• Mirror client language, tone, and pronouns.
• Use direct quotes when nuance matters.

Example:
Client: “They’ve been calling me by my new name.”
Transcription preserves client wording.

Stress the importance of reflecting client identity and voice authentically.

Do #3: Maintain Sensitive, Objective Language

• Avoid stigmatizing or loaded words.
• Use neutral descriptors (e.g., “client appeared tearful” vs “client was hysterical”).

Highlight neutral, descriptive language. Engage participants by brainstorming judgmental vs neutral terms.

Don’t #1: Alter or Censor Content

• Don’t remove or change client remarks—even if you deem them irrelevant.
• Omitting nervous laughter or tone can lose important context.

Clarify why altering or censoring undermines legal and ethical integrity.

Don’t #2: Inject Personal Interpretation

• Don’t add assumptions (e.g., “client seems depressed”).
• Record only observable behavior and client’s exact words.

Emphasize the boundary between observation and interpretation.

Don’t #3: Ignore Pauses & Non-Verbal Cues

• Don’t skip silence or emotional cues.
• Use (…) for pauses and [sigh], [crying] to flag emotional context.

Discuss how non-verbal cues add depth. Show how to annotate pauses and sounds.

Real-world Example

Before Editing:
Client: “I’m fine.” Therapist: “Tell me more.”

Improved Transcript:
Client stated, “I’m fine,” with a hesitant tone. Therapist prompted, “Tell me more.”

Walk participants through before/after versions. Ask them to spot improvements.

Tips for Consistency & Quality

• Follow a standardized format or checklist.
• Review transcripts within 24 hours.
• Conduct peer review using Transcript Editing Checklist.
• Store transcripts securely.

Introduce tools to maintain consistency and quality across transcripts.

Wrap-Up & Next Steps

• Review top Do’s & Don’ts.
• Apply these practices in your next transcript.
• Prepare for our role-play and live recording activity.

Recap the most critical Do’s & Don’ts. Preview next steps: role-play and live recording activities.

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Warm Up

Role-Play Warm-Up

Use these quick prompts to jumpstart your transcription skills. In pairs, one person reads the prompt aloud (in the client’s voice), and the other transcribes live for 2 minutes using best practices. Then switch roles.

Instructions:
• Partner A reads Prompt 1 aloud, Partner B transcribes.
• After 2 minutes, swap roles and move to the next prompt.
• Focus on capturing client voice, non-verbal cues, and using sensitive, objective language.


Prompts

Prompt 1:
Client (softly): “I… I really want to do well, but every time I try, my heart just races and I freeze up.”


Prompt 2:
Client (shrugs, sighs): “It’s weird—I feel better when I’m alone, but then I get really lonely.”


Prompt 3:
Client (laughs nervously): “I told my teacher how I felt, and she just… she didn’t get it. I don’t know what to do.”


Prompt 4:
Client (voice cracks): “My parents keep arguing, and I’m tired of being stuck in the middle.”


Prompt 5:
Client (pauses, whispers): “Sometimes I think about skipping school… I just can’t face everyone right now.”



After completing all prompts, regroup and share two challenges you encountered and one strategy that helped you capture the client’s voice accurately.

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Activity

Live Session Recording Activity

Time: 30 minutes
Materials:


1. Introduction & Setup (5 minutes)

  • Explain the goal: to practice capturing verbatim client statements, non-verbal cues, and context in a live mock session.
  • Quickly review key best practices from the Do’s & Don’ts of Transcription Slide Deck.
  • Pair participants and assign roles: “therapist” and “client.”

2. Mock Session Recording (10 minutes)

  • Each pair conducts two short, 3–5 minute mock sessions:
    • Partner A is the therapist; Partner B is the client reading from their own scenario or using the Sample Transcript Handout.
    • Therapist leads the conversation as in a real session, while the client’s partner records audio/video.
    • After 3–5 minutes, swap roles and repeat.

3. Transcription & Self-Review (10 minutes)

  • Participants replay their partner’s recording and transcribe the session in writing.
  • Use the Transcript Techniques Reference Guide to apply strategic verbatim quotes, paraphrase fillers, and annotate non-verbal cues.
  • Once drafted, each person uses the Transcript Editing Checklist to self-assess accuracy, sensitivity, and completeness.

4. Group Debrief (5 minutes)

  • Reconvene as a whole group.
  • Invite volunteers to share one challenge they faced and one strategy that improved their transcript.
  • Highlight insights on balancing verbatim quotes with paraphrase, capturing tone, and avoiding personal interpretation.

Outcome: Participants will gain hands-on experience recording and transcribing a live counseling exchange, reinforcing best practices for clear, client-centered documentation.

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Worksheet

Transcript Editing Checklist

Use this checklist to review and refine your transcript. Place a checkmark next to each item once complete. Use the space provided to note examples or questions.

Accuracy

  • Verbatim quotes used for significant client statements.


  • Filler words and pauses paraphrased or noted appropriately.


Client Voice & Language

  • Client’s pronouns, tone, and language preserved accurately.


  • Neutral, objective descriptors used for emotions and behaviors.


Context & Non-Verbal Cues

  • Pauses, sighs, laughter, and other cues annotated (e.g., (…) [sigh]).


  • Therapist statements and interventions labeled clearly.


Ethical & Legal Integrity

  • No personal interpretation or assumptions added.


  • Content not removed or censored; transcript is complete.


Format & Clarity

  • Transcript follows the standardized format and is chronological.


  • Spelling, grammar, and punctuation are accurate.



Reflection

1. Two strengths of my transcript:





2. Two areas for improvement:





3. Questions or notes for peer feedback:





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Cool Down

Peer Feedback Circle

Time: 10–15 minutes
Materials:

  • Participants’ drafted transcripts
  • Transcript Editing Checklist
  • Pens or highlighters
  • (Optional) Large paper or whiteboard for group notes

1. Form Feedback Triads (2 minutes)

  • Divide participants into groups of three.
  • Within each triad, assign roles: Presenter, Reviewer, Observer.

2. Round 1: Sharing & Reviewing (4 minutes per round)

  • Presenter reads aloud key excerpt (1–2 minutes) from their transcript.
  • Reviewer uses the Transcript Editing Checklist to identify:
    • One clear strength
    • One suggestion for improvement
  • Observer notes group process: Was feedback clear? How was tone?
  • After 4 minutes, rotate roles clockwise and repeat until all three have presented.

3. Synthesize Key Takeaways (3 minutes)

  • In each triad, review Observer notes.
  • Agree on two “big ideas” about strong transcription practice and one common challenge to address.
  • Jot these on a piece of paper or whiteboard.

4. Whole-Group Debrief (3–5 minutes)

  • Reconvene as a class.
  • Invite a few triads to share their two positive strategies and one challenge.
  • Capture these on the main whiteboard under headings: Strengths and Challenges.

Outcome: Participants leave with specific, peer-validated insights on improving transcript accuracy, sensitivity, and clarity.

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Therapy Transcript • Lenny Learning