How to Keep UCE Client Notes

CLIENT NOTES – should be kept diligently with each call with each client without exception.

DOWNLOAD CLIENT TRACKING FORM HERE

Client Notes Should Include:

• Personal details noted about client (work, family, number of kids, illness, etc)
• Doubts or challenges with program
• Your concerns or worries about the client
• Anything else relevant

NOTE: Your client tracking form should be saved in that client’s Dropbox folder.