Safe Ways to Manage Counselling Client Records

For some counsellors, keeping the administrative side of their work organised is a breeze. Others struggle daily to manage a growing stack of paper notes, Word documents, spreadsheets and personal and professional calendars.

And that’s not to mention dealing with security and managing the ever present risk of losing a highly confidential client file.

Online client management systems offer secure ways to keep therapy client notes, and reduce the time you spend on admin, condensing – even eliminating – paperwork, and helping you to manage your caseload efficiently.

These systems provide safe ways to organise counselling client paperwork. Notes and records are locked behind passwords or encryptions, so even if the device that the notes are stored on gets into the wrong hands, no one but the therapist can access them. Some client management systems keep records as securely as an NHS system.

Some systems also offer patient outcome questionnaires and reporting, allowing you to track a client’s progress throughout a course of their therapy.

Ultimately, choosing an online client management system it comes down to how each individual therapist prefers to manage their records. We’ve created a new ebook to help you to identify what you need from a client management system in order to run your practice more effectively and more efficiently.

10 Things to Look for in an online client management system for counsellors