Collaborative documentation

What is it?

  • Collaborative documentation is writing session notes together with the client so the client is included in the note-writing process
  • At the end of the session, the therapist and the client transition to talking about what just transpired (i.e., Such as progress made; insights discovered; what was learned; and what actions might be taken before the next session or week) 

Benefits to clients

  • It creates transparency and increases the amount of trust built in the therapy relationship and the client no longer may feel as though the therapist is hiding something and wonders about it 
  • It increases client involvement (e.g., What stood out as the main focus or issue or as something they could do differently over the next week? What insights came up?)
  • Notes become almost like a journal you write together making it more personal and less clinical

Personal Boundaries

What is a personal boundary?  It is a practice of the following:

  • Limit setting that "protects" a person from being a victim (e.g., so one doesn't feel hurt, harmed, or taken advantage of; or experiences misfortune while feeling helpless to do anything about it)
  • Limit setting that "contains" a person so that one is not offensive to others (e.g., so one controls, holds back, restrains, or keeps themselves in check)

What may I learn about personal boundaries in session?

  • Purpose and components of personal boundaries
  • Ground rules for avoiding "the blame game"
  • Ground rules for avoiding boundary violations
  • The essential goal of communication
  • What is at the center of troubled relationships
  • Dysfunctional vs. functional containment
  • The key boundary violation that destroys intimacy
  • Manipulation's toxicity
  • Ground rules for talking to others
  • Formats for using the talking and listening boundary
  • Ground rules for listening to others
  • The role of protection in listening
  • How to regulate your vulnerability and emotions
  • The five rules of listening
  • The number one cause of not being able to listen
  • Resentment's toxicity

Sources: The Meadows Workshop: Boundaries as Spiritual Practice, Facilitated by Pia Mellody, September 26, 2005; The Intimacy Factor by Pia Mellody​

Table of contents

  • Collaborative documentation
  • Personal boundaries
  • Emotional Freedom Technique (EFT)
  • Helpful informational handouts
  1. Personalized treatment plans
  2. Comprehensive record keeping
  3. Strength-based approach to therapy
  4. What works and what doesn't work in therapy?
  5. Why does therapy cost this much?
  6. Out of network provider "super bill"


Specializing in Love and Relationships

Emotional Freedom Technique

Emotional Freedom Technique (EFT) is a form of psychological acupressure that can help remove negative emotions, reduce or eliminate pain, and even implement goals. 

EFT involves custom-made verbal affirmations while tapping repeatedly on specific key locations and is based on the same energy meridians used in traditional acupuncture to treat physical and emotional ailments for over five thousand years.

Helpful informational handouts

Please feel free to share or download the attachments. I humbly request that you cite the sources listed. Thank you!

​Personalized treatment plans
Example of Intimate Relationship Conflict Treatment Plan (pdf)

Comprehensive record keeping
My standard of care practice guidelines for note taking (pdf)

Strength-based approach to therapy

Client-Directed, Outcome Informed (CDOI) Approach  /  a.k.a. Feedback Informed Treatment (FIT) (pdf)​

What works and what doesn't work in therapy?

Outcome Factors in Therapy (pdf)

Why does therapy cost this much? 

The 50-min hour and more (pdf)

Out of network provider "super bill" 

A Super Bill is a receipt/invoice that contains information that insurance companies require in order to consider requests for reimbursement (pdf)

Informational website only, no personal info is requested

Christina Duffy, MA, LMFT