Slide Deck

Common Documentation Pitfalls

Introduce the purpose of this mini–slide deck: to spotlight frequent areas where progress notes fall short and spark a reflective conversation.

Pitfall #1: Missing Measurable Goals

Explain why clear, measurable goals matter – they anchor every intervention and let us gauge success.

Pitfall #2: Lack of Objective Data

Show how objective, observable data lends credibility and clarity to progress notes.

Pitfall #3: Vague Intervention Descriptions

Emphasize that interventions should be described so another professional could replicate them.

Pitfall #4: Inconsistent Session Details

Point out the importance of consistency in recording date, time, setting, and participants for each session.

Pitfall #5: No Progress Tracking

Stress the need to track progress toward goals over time to show growth or identify barriers.

Reflection Questions

Invite the counselor to self-identify which pitfalls resonate most and set a focus for improvement.

Journal

Script

Lesson Plan

Detective Coaching Guide

Guide the counselor to pinpoint gaps in their progress notes, conduct self-assessment, and co-create targeted improvement strategies in a focused 30-minute session.

High-quality documentation ensures compliance, continuity of care, and supports student outcomes. This session builds counselor confidence and skill in writing thorough, accurate progress notes.

Audience

Time

Approach

Materials

Prep

Gather and Review Materials

10 minutes

Step 1

Set the Stage

3 minutes

Step 2

Identify Common Pitfalls

5 minutes

Step 3

Self-Reflection