Before letting this section overwhelm you, read How Not to Get Overwhelmed by the Paperwork.

4-2 Intake Form

This four-page form gathers basic contact information, a health history, a list of other health care providers currently being seen, a list of medications and supplements being used, an overview of what the person wants to accomplish by working with you, including the nature of any medical problems, and it also gets the person thinking about self-care. You can complete this form while speaking with your client or have your client complete it prior to your first session together.

4-3 Informed Consent Statement

Among the most important ways to establish an effective working relationship with your clients is to be sure they know what is being offered, what is expected of them, and what the agreements are on such key issues as confidentiality, payments, and contacting you outside scheduled appointments. This long form covers these and many other important aspects of the healing relationship in detail. You can have your clients read and sign the form prior to your first meeting or you can go over the key points in person, allowing you to design a much shorter form for your clients to sign. The Informed Consent Statement in the Toolkit comes in four versions: two for practitioners whose work focuses primarily on Energy Medicine, and two for those whose work focuses primarily on Energy Psychology. For each, there is a version that is designed more for practitioners operating within a reasonably conventional health care framework—where the use of the terms Energy Medicine or Energy Psychology are appropriate—and one for practitioners operating under titles such as Energy Enhancement or Peak Performance Coach.

4-4 Session Narrative

Keeping a record of each session you have with a client is highly advised. This form is organized around five topics: 1) Update Since Last Session, 2) Overview of Energy Systems Worked With and Why, 3) Outcomes of the Interventions, 4) Homework, and 5) Considerations for Next Session. Many practitioners keep session notes on their computers, and this form can serve as a template.

4-5 Session Tracker Sheet

A supplement to your session narrative can be this well designed chart of the energy systems likely to be assessed and corrected during an Eden Energy Medicine session.

4-6 Authorization to Release Confidential Information

If you, for any reason, are going to tell another person anything about your client’s work with you, whether verbally or in writing, you are required to have signed permission from your client or your client’s legal guardian. This form makes it simple to appropriately request information from or provide information to other practitioners.

4-7 Record of Client Referral

One of your most important professional judgment calls involves referring a client to another practitioner. This form makes it easy for you to keep track of such referrals and also allows the client to give you written permission to follow up on such referrals.

4-8 Class Registration Form

As you begin to teach local classes, you will want to have a simple way for people to register. This is one model that outlines the information you need to gather as well as the information you will want the registration form to impart to your students. It can also be adapted for an online registration system.

4-9 Class Evaluation Forms

Asking your students to evaluate their experience in your class and to let you know what enhanced and what did not enhance their learning is one of the most effective steps you can take to foster your own development as an instructor. You can use this form or adapt it as you wish.