Course · 5 learning hours

Informed Consent and Client Documentation

What to write down, what to keep, what to shred, and what your notes will say about you if anyone ever reads them.

Documentation is the least glamorous part of practice and the first thing anyone asks for when something goes wrong. It is also, quietly, the thing that most distinguishes a professional practice from an informal one.

The standard this course teaches

Enough detail that a reasonable colleague could understand what happened in a session and why. Not more. Over-documentation creates its own risks, and many practitioners swing between keeping nothing and keeping far too much.

Consent as a conversation, not a form

A signature at intake is not consent if the client did not understand what they were agreeing to. This course treats consent as an ongoing conversation, with the form as its record rather than its substitute.

What you will leave with

An adaptable consent form, a note structure that takes minutes rather than an hour, and a retention policy you can actually follow.

How the course runs

Self-paced across seven modules with downloadable templates. Certificate of completion states hours and date and carries a verification link.

What the course covers
  1. What informed consent means outside a clinical setting
  2. Building a consent form clients actually read
  3. Session notes: sufficient, honest, and brief
  4. Records retention and secure disposal
  5. Client requests for their own records
  6. Notes and complaints: what documentation does when a concern is raised
  7. Templates and adaptation
Who this is for. Practitioners who take client histories, keep notes, or want their records to hold up. This course is continuing education. It does not qualify anyone to begin practice and is not training for entry into an occupation.
Enrollment

$295

Enrollment opens with the founding cohort. Join the list and we will write to you once, when this course opens. No other email.

ICONIC Academy awards certificates of completion for continuing professional education. It is not a degree-granting institution and does not offer degrees of any kind. Certificates are not licenses, do not confer any scope of practice, and are not a qualification to begin practice. Courses are intended for practitioners already working in their field.