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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 <br />follow up <br />Example: Next meeting date <br />Scenario & Sample SOAP Note: <br />Scenario #1 <br />Cassandra is a 25 year -old trainee who has attended 12 weeks of job training in OCA. She just attended a mock <br />interview and obtains her results, but feels bad about how she did. She comes to your office to discuss. <br />Sample SOAP Note #1 <br />(S) Trainee reported frustration over job prospects due to low score results in mock interviews. (0) Trainee was <br />tearful during meeting. (A) Validated trainee's feelings and provided encouragement. Trainee is meeting <br />expectations in program. (P) Plan is to provide one on one job coaching for trainee daily until graduation starting <br />next Monday November 10, 2008 at 3p.m. <br />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 <br />writing a case note: <br />Do's <br />• Be brief <br />• Keep quotes to a minimum <br />• Record immediately after meeting <br />• Use proper spelling, grammar, and punctuation <br />• Document all contacts or attempted contacts <br />Don'ts <br />• Avoid value -laden language, opinionated statements <br />• Avoid using names <br />Taller San Jose case notes are to be kept current at all times. Staff should use Taller San Jose's data management <br />system to document case notes. In highly sensitive cases, those situations where staff deems it inappropriate to <br />write a case note in ETC, a Taller San lose Supplemental Case Note may be typed or written, signed by the staff <br />member writing the supplemental case note and placed in the intern's file. Staff must make note in ETO when a <br />supplemental case note has been written. <br />Documenting Case Notes in ETO: <br />The Support Services Specialist is responsible for documenting case notes in ETC. The following will be recorded: <br />Meeting Details <br />✓ Date <br />Page 39 Taller San Jose, Support Services Manual EXHIBIT A <br />