TheCaseloadCo

Writing

Notes on the paperwork side of practice

Long-form pieces on documentation — how to structure a record, what to leave out, and where a template stops and your own jurisdiction starts. Written for clinicians, and honest about what a document designer can and cannot tell you.

More pieces are in progress — on what belongs in an intake form, and on the difference between a clinical record and a process note. If there is something you would find useful, say so and it will go near the front of the queue.