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Plan (P): What you plan on doing on behalf of the participant or plan for participant to do; Date of next meeting or follow up Example: Next meeting date Scenario & Sample SOAP Note: Scenario #1 Cassandra is a 25 year -old trainee who has attended 12 weeks of job training in OCA. She just attended a mock interview and obtains her results, but feels bad about how she did. She comes to your office to discuss. Sample SOAP Note #1 (S) Trainee reported frustration over job prospects due to low score results in mock interviews. (0) Trainee was tearful during meeting. (A) Validated trainee's feelings and provided encouragement. Trainee is meeting expectations in program. (P) Plan is to provide one on one job coaching for trainee daily until graduation starting next Monday November 10, 2008 at 3p.m. Do's and Don'ts — As a general rule, Taller San Jose staff should observe some of the following Do's and Don'ts when writing a case note: Do's • Be brief • Keep quotes to a minimum • Record immediately after meeting • Use proper spelling, grammar, and punctuation • Document all contacts or attempted contacts Don'ts • Avoid value -laden language, opinionated statements • Avoid using names Taller San Jose case notes are to be kept current at all times. Staff should use Taller San Jose's data management system to document case notes. In highly sensitive cases, those situations where staff deems it inappropriate to write a case note in ETO, a Taller San lose Supplemental Case Note may be typed or written, signed by the staff member writing the supplemental case note and placed in the intern's file. Staff must make note in ETO when a supplemental case note has been written. Documenting Case Notes in ETO: The Support Services Specialist is responsible for documenting case notes in ETC. The following will be recorded: Meeting Details ✓ Date dd Page 39 Taller San Jose, Support Services Manual C17F?1T`�A��