Client Notes Intake AddendumI'm looking for a go-to blank form or template to use when taking client notes that becomes a part of their file. Do you have a recommendation?

From Rich: This is so basic that it may not be of any help to anyone. But I do use this for every follow up session and find it helpful in keeping more organized. I also keep a spreadsheet that outlines dates and who I am meeting with, and a separate spreadsheet outlining client's patterns, health challenges etc. That all goes beyond the question though. T is tongue, P is pulse. In case it is of interest I am also attaching a list of things to make sure to cover when conducting an intake - it is something I originally wrote for myself when I first started practicing and no longer use, but some students have told me they find it helpful. It is not intended to be 100% comprehensive  

Thanks. Eileen, I do not see the attachment Rich mentioned in his response. Did he share something?

Please disregard the last message, I see Rich posted forms in today's class materials, thank you