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Client interaction is the core - Coggle Diagram
Client interaction is the core
Understand where the client is in the process
What is their current status
Accomplished by tags
Their addiction type
Red flags, like suicide attempts
do they need to visit clinic on a regular basis
if they are on medication
if they are lying pathologically
- COULD THIS TAG BE SUBSUMED UNDER THEIR ADDICTION OR OTHER PATHOLOGY? - AYESHAH
What was done and what needs to be done
Accomplished by journal logs
Recent notes
Early warnings for the client
see what tasks they've accomplished
What is there treatment plan (formulation)
Accomplished with coaching program template
When their coaching ends - payment wise
Managing other professionals aka "resources"
Keep track of conversations with them
Using private journal specific to a professional.
That journal is also merged with the coach's private journal (WHICH JOURNAL ARE YOU REFERRING TO HERE? - WE TALKED ABOUT KEEPING THE CLIENT AND COACH'S JOURNAL SEPARATE TO AVOID ACCIDENTAL LEAK OF SENSITIVE INFORMATION - AYESHAH
Keep track of files shared with/by professional, including legal agreements
Accomplished with the dedicated "agreements & docs" tab for a specific professional
Understanding groups, ie family
Track relationship between people in group
Accomplished by the inbuilt genogram type of chart
Understand and track problems of each individual family member
Accomplished by having profile for each family member with their own journal, tags, "agreements & files", profile sections
Track outstanding/upcoming tasks and early warnings
Accomplished with the global dashboard
Specific "dashboard" inside each client's folder
Track billing
What questions do we need to answer?
Share access
With clients
We'll discuss it moving forward
With other coaches
We'll discuss it moving forward
With bookkeeper
We'll discuss it moving forward