Success Tip #1: How to Break The Ice With Medical Professionals Using Summary Notes
We started our practice back in 2009 and now provide about 900 counseling sessions each month. We want to share some of the things we have learned through the years.
Medical professionals are an excellent referral source. Sending them summary notes from existing clients with the client's written permission is one way to break the ice, allow medical professions to get to know you, and do something good for your clients.
Types of medical professionals: Medical Doctors, Nurse Practitioners, and Chiropractors
Sample Summary Note:
123 Lane Street,
Town, NJ 55555
Jane is a client at POCC and is being treated for symptoms consistent with clinical depression. Client started treatment on 2/14/17 and has been seen 7 times over the past 8 weeks. Client reports taking medication as prescribed. She reports moderate improvement. No reported suicidal ideations, plans or intent. Client is receiving cognitive behavioral therapy to help overcome depression.
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