136 – Best Practice in Taking Client Notes in Counselling

When Client Notes Are Requested - Student Support Networks























In episode 136 of the Counselling Tutor Podcast, Ken Kelly and Rory Lees-Oakes discuss the situations in which you may be required to release client notes. Moving onto 'Check-In with CPCAB', Rory talks to Kelly Budd about support networks for students. For the final section of the podcast, the 'Practice Matters' slot returns by popular demand; this week, it focuses on best practice in taking client notes in counselling.



















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When Client Notes Are Requested (starts at 2.05 mins)







Do you know how to respond if you receive a phone call from the police requesting that you release a set of client notes?







Rory describes the three situations in which you have to release notes:









when a client consents to this







in response to a court order







when required by a coroner









It's important to be cautious if you receive such a phone call, checking out carefully that the person calling is who they say they are and really does have the authority to request the release of notes.







Make sure you take a note of the caller's name, position and organisation - together with a landline number; if the caller claims only to have a mobile number, this is a sign that the call may not be authentic.







Ken and Rory explain the steps you need to take when client notes are requested, and who to involve in this process - in particular, your insurance company, your supervisor and your agency (if applicable).







They also talk about the importance of ensuring that the possible release of notes is covered in the initial contract you make with clients, so that they are already prepared for this eventuality - and about the General Data Protection Regulation (GDPR) and who owns client notes.







Do you have experience of this situation, or questions about how you would respond?







If so, why not start a discussion (giving no client details, of course: client confidentiality is vital) on the Counselling Tutor Facebook page? There, you'll find tens of thousands of counselling and psychotherapy students ready to support each other.















Check-In with CPCAB: Student Support Networks (starts at 14.38 mins)







Rory talks to Kelly Budd (Head of Qualifications) about the importance and value of online or face-to-face meetups as ways to keep in touch with your peers when studying counselling or psychotherapy.







This matters especially at level 4 and above, when the experience of training can be intense and life-changing.







Student support networks can:









enable you to bond with peers







help you unpack the emotions you are feeling







learn to relate effectively with others







gain strength through shared experience









Rory and Kelly discuss the extent of contact with peers outside the training environment, and possible forms it might take.







On the topic of how best to respond to peers, they remind us that - above all - treating others with kindness is key.