After each client session, I record a short snippet of information:

where: (e.g. All Ears Clinic)
clientref: (reference number from record system)
medium: (in person, zoom, etc.)
agency: JD Psychotherapy (i.e. JD Psychotherapy or New Pathways)
current issues: (This is a very short record of the issues at the last session, which helps compile a report for my supervisors)
hours: 1 (How long I spent with the client, rounded to the nearest half hour)
date: 2026-05-28 (When it happened)

With this information, I can keep track of my client hours and prepare reports. For instance, client lists for my supervisors, comparisons of activity between this year and last year, notice if my levels of online work are likely to breach what is allowed during training. The reports below show some of the results of this.

I also have a short checklist - if I complete this I know I have done everything and my nervous system relaxes

Check List for each Session

• Appointment
• Invoice
• Check Payment
• Notes
• Obsidian
• Audio file
• Book room

Link to original