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.


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