REVIEW VERSION — Pending final agency leadership and clinical/compliance approval. Not final clinical guidance; does not replace agency policy, supervision, professional judgment, or legal/regulatory requirements.

Sell the Next Right StepBehavioral Health Staff Training · Review Version
7

Resource 7 of 9

Follow Up Documentation Checklist

Every Recommendation Needs A Next Action

Every Recommendation Needs A Next Action

Document:

  • Recommendation discussed.
  • Client response.
  • Barrier identified.
  • Support offered.
  • Resource provided.
  • Follow up plan.
  • Client refusal, if applicable.
  • Supervisor consultation, if needed.