Common use of Documentation and Reporting Clause in Contracts

Documentation and Reporting. A written contract is signed by the supervisor and supervisee(s). Supervisor will document the date of contact, names of cases/groups discussed, progress toward learning goals, specific recommendations which may include additional consultation for the supervisee or supervisee’s client, suggested readings, and/or educational activities. Supervisee will document date of contact, questions/issues brought to the supervisor, supervisor’s recommendations, and follow-up action plan with rationale. The client record should document the client’s knowledge that supervision is taking place, the nature of information that is shared, and verification that the client has the name, address, and phone number of the supervisor.

Documentation and Reporting. A written contract is signed by the supervisor and supervisee(s). Supervisor will document the date of contact, names of cases/groups discussed, progress toward learning goals, specific recommendations which may include additional consultation for the supervisee or supervisee’s client, suggested readings, and/or educational activities. Supervisee The supervisee will document the date of contact, questions/issues brought to the supervisor, supervisor’s recommendations, and follow-up action plan with rationale. The client record should document the client’s knowledge that supervision is taking place, the nature of information that is shared, and verification that the client has the name, address, and phone number of the supervisor.