1. Case File Essentials A companion to Case File Essentials: Becoming an Effective Biblical Counselor Series

2. This lesson explains the process of creating the appropriate case file to document your professional counseling case. This lesson is created as refresher training for the BC3 course offered by the LWBCC. The content of this lesson is provided to support student education purposes and does not reflect legal or counseling advice. Introduction

3. At the conclusion of this lesson you will be able to: Document a professional counseling case using all required LWBCC forms Organize LWBCC forms in your case file in the correct order Identify the content requirements for your professional case file Learning Objectives

4. In order to meet the LWBCC requirement to create a consistent and professional counseling experience for the counselee and the counselor, LWBCC has adopted standards for developing case files. Why is this lesson important?

5. Case files can be considered legal documents for several reasons, and it is our goal to prepare you to document your counseling sessions and counseling process as thoroughly and completely as possible. Why is this lesson important?

6. There are several principles that govern case file development including: Principle One: Case files are arranged to focus on the forms. The case file is divided into sections which contain all similar forms in session order. Case File Essentials: Principles

8. Letters of Recommendations

9. Counseling Agendas

10. Homework Assignments

11. Weekly Roundtable review forms

12. Appointment Sheets

13. All release forms

14. Counselor Notes and Observations

15. Completed Assignments

16. Case Summary and Weekly Roundtable Review forms as AppropriateCase File Essentials: Principles

17. Principle Three: All case files should include the counselor’s identification: The counselor must initial and date all pages of the case file AB 4/2010 Case File Principles

19. All file content sharing must be approved by the LWBCC Lead Counselor prior to disclosure (including Emergency Session and/or referral situations). Please see HIPAA documentation on information sharing directly with the counselee.Case File Essentials: Principles

20. There are several types of case files we use in Biblical Counseling. In Becoming an Effective Biblical Counselor, we describe the following case file types: Single case file Dual case file Emergency Session Case file Pre-Marital Case file Types of Case Files

21. In this lesson we will focus on Single Case File development. Let’s look at the actual single case file. Single Case Files

22. A single case file is used when you only have one counselee involved in a case. The counseling process and paperwork identified in Modules One – Four of the book, Becoming an Effective Biblical Counselor, is the basis for developing this case file. How do we prepare a single case file? Single Case Files

23. Single Case File Set-Up

24. Case File Form Placement

25. This lesson provided a review of the case file development and standards for LWBCC case files After completing this lesson you should now be able to: Create the appropriate case file to document your professional counseling case Describe the goals of creating a professional case file Demonstrate competency in developing and maintaining a professional case file Lesson Summary

26. This lesson is provided as refresher training for LWBCC BC3 students The content of this refresher training is provided for educational purposes only. For additional information on Case file essentials or to purchase the book, Becoming an Effective Biblical Counselor please: Contact the LWBCC directly at 856-384-8488 Contact your BC3 instructor by email at: bc3instructor@gmail.com Refer to your companion handbook, Becoming an Effective Biblical Counselor : Module Seven: Case file essentials Lesson Summary

27. You have now completed the lesson:Case File Essentials To further test your skills and application of the information, email your instructor to take the online assessment at: bc3instructor@gmail.com Online Assessment

28. Lesson created by: ChristianFaithWorks :Education ©2010 by Christian FaithWorks All images: Google images Design Group