Slide Deck

Common Documentation Pitfalls

Pitfall #1: Missing Measurable Goals

Pitfall #2: Lack of Objective Data

Pitfall #3: Vague Intervention Descriptions

Pitfall #4: Inconsistent Session Details

Pitfall #5: No Progress Tracking

Reflection Questions

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Journal

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Script

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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

10 minutes

Step 4

Coaching Conversation

8 minutes

Step 5

Action Plan & Next Steps

4 minutes

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The Documentation Detective

Liza Paussa

Tier 3
For Schools
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