Before Session
- Review current goals and relevant updates
- Confirm schedule and location
- Prepare approved materials
- Check that data-collection tools are ready
- Review safety or medical information you are authorized and required to know
- Arrive prepared and on time
During Session
- Follow the current treatment plan
- Collect data as required
- Use professional communication
- Protect client dignity and privacy
- Seek supervision when a situation exceeds your training or plan
After Session
- Complete required documentation promptly
- Secure or sanitize materials as appropriate
- Communicate relevant information through approved channels
- Confirm next scheduled service
- Escalate safety, clinical, or documentation concerns promptly
Next Step
Format as a downloadable one-page professional checklist.