Template for Case Consultations

Given that consultations often include PHI, it would be great to have a HIPAA compliant tool that summarizes key points and suggestions discussed.

Uses could include 1) care coordination, 2) peer consultation, 3) clinical supervision.

For a little added context, I’m working towards Gottman Certification, which involves regular consultations with a Gottman approved consultant. During the call, we review video recordings of sessions. The consultant has consented to my using UpHeal to facilitate note taking.