Illustrative example · Sam is a fictional client
Rough capture
Session recap“Community access after lunch. Grocery shop. Sam found eight items from the list and needed one prompt at self-checkout. She said she felt proud. Follow up the budgeting spreadsheet next week.”
Draft session note
For your review- Support provided
- Supported Sam with community access and grocery shopping.
- What happened
- Sam independently located eight items from her shopping list. She required one verbal prompt while using the self-checkout.
- Next time
- Follow up on the budgeting spreadsheet.
Carried forward
When you finalise the note, the “Next time” detail stays in Sam’s record. Review the suggested follow-up and choose whether to create it with an owner and due date.
Before the next session, open the last finalised note, confirmed strategies and any follow-ups you created from the client record.

