Therapeutic Wills: 6 Simple Steps to Get It Done

 
Therapeutic wills:
 6 simple steps to get it done
 
Sally Openshaw
 
Rationale for doing one
 
Provides greater client security
Complies with GDPR data management
Complies with ethical and professional requirements
Helpful to family members to leave this to someone else to sort out
Maintains a boundary between work and home
Provides a clear plan for closing your therapeutic estate
Reduces chaos at a time of distress
 
Step 1: Data audit
 
Identify all the information that will need to be managed
 Locate the spare keys to allow access to filing cabinets
Provide names used on paper filing systems to help locate material
Provide computer passwords for access
Identify where old notes are stored for safe, confidential destruction
Identify current client records for contacting
Guide around telephone records in diary that need removing
Remember files on laptop eg case studies and other data.
 
Test run data recovery and destruction plan
 
Your systems are familiar to you but not to another person coming in
To test that the guidance notes makes sense,  test run them by asking
another person to try to find everything using your notes
Identify confidential material from general material to destroy
Research and name local and reliable systems for destroying personal
data
 
Step 2: Choosing someone to be your
therapeutic executor
 
What qualities do you want this person to have?
Efficient with time
Small business management experience
Personable with understanding of relational attachment
Known to my own family for access issues
Trustworthy and willing to follow instruction
Local - know other providers for referral onwards
Distant – easier to close it down
Capacity to hold a therapeutic space with understanding of concepts of
shock and loss
 
Therapist or not?
 
Therapist ability to risk assess
Risk to open us cases not close down
Risk of additional case load without sufficient resource
Responsibility to pick up not referral onwards
Ethical dilemma for therapist
Client expectation – help me, work with me
Manage loss reaction in clients
 
 
Step 3: Legal considerations
 
Therapeutic will - linkage to general will but is a public document so
confidentiality vital to consider
Codicil linked to my normal will
Enduring Power of attorney – limited to counselling business
Dispersion of assets in accordance to your wishes
Self-employed business to close down
Limited company or community interest closure
Linkage to accountant to complete financial closure
Client property being stored by you - agreement re management
 
Step 4: Letting people know
 
Immediate need of current clients due that week
Removal of other commitments using diary if available
Past clients or clients on hold
Use of standard letters to contacts
GP – responsibility as chorographer of care
Client letter with some explanation (agreed with family)
Local newspaper story
Obit in professional bodies
 
Step 5: Removing any online and local profile
 
Google search you own name
Identify all the reference that come forward
Systematically inform and remove them all
Consider local reference points
Alter answer machine recording to provide revised information
Standard online response to email inquiries
 
Step 6: Writing your orbitotomy
 
Pre-request someone who knows you well professionally
Note any wishes of thanks or appreciation
Guidance of most appropriate location for obit
Reference back to family members for agreement on what to say
Dispersion of assets in accordance to your wishes
 
Practicalities
 
Monthly client summary sheet – not opened unless needed
Yearly contact sheet updated as required
Financial allocation for executor from business to carry out these
essential duties
Accountant, lawyer all provided with executor details
Supervisor linkage to be agreed
 
 
Suspicion around death
 
Link to supervisor and peer groups re concern about clients
Delay destruction of client or supervision notes
Linkage of clients taken to supervision on monthly summary
 
 
 
Conclusions
 
Logical process to follow
Test run it
Change you mind if circumstance alter
Keep it up to date not shut in a drawer
Expect it to be helpful but not perfect
Let your clients know by including a comment in your contract with
them as it is an extension of confidentiality
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Learn how to create therapeutic wills in 6 easy steps to ensure client security, GDPR compliance, and ethical standards. From conducting a data audit to choosing the right executor, this guide helps maintain boundaries and reduce chaos during distress.

  • Therapeutic Wills
  • Data Management
  • Client Security
  • Executor Selection
  • Ethical Standards

Uploaded on Jul 22, 2024 | 0 Views


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  1. Therapeutic wills: 6 simple steps to get it done Sally Openshaw

  2. Rationale for doing one Provides greater client security Complies with GDPR data management Complies with ethical and professional requirements Helpful to family members to leave this to someone else to sort out Maintains a boundary between work and home Provides a clear plan for closing your therapeutic estate Reduces chaos at a time of distress

  3. Step 1: Data audit Identify all the information that will need to be managed Locate the spare keys to allow access to filing cabinets Provide names used on paper filing systems to help locate material Provide computer passwords for access Identify where old notes are stored for safe, confidential destruction Identify current client records for contacting Guide around telephone records in diary that need removing Remember files on laptop eg case studies and other data.

  4. Test run data recovery and destruction plan Your systems are familiar to you but not to another person coming in To test that the guidance notes makes sense, test run them by asking another person to try to find everything using your notes Identify confidential material from general material to destroy Research and name local and reliable systems for destroying personal data

  5. Step 2: Choosing someone to be your therapeutic executor What qualities do you want this person to have? Efficient with time Small business management experience Personable with understanding of relational attachment Known to my own family for access issues Trustworthy and willing to follow instruction Local - know other providers for referral onwards Distant easier to close it down Capacity to hold a therapeutic space with understanding of concepts of shock and loss

  6. Therapist or not? Therapist ability to risk assess Risk to open us cases not close down Risk of additional case load without sufficient resource Responsibility to pick up not referral onwards Ethical dilemma for therapist Client expectation help me, work with me Manage loss reaction in clients

  7. Step 3: Legal considerations Therapeutic will - linkage to general will but is a public document so confidentiality vital to consider Codicil linked to my normal will Enduring Power of attorney limited to counselling business Dispersion of assets in accordance to your wishes Self-employed business to close down Limited company or community interest closure Linkage to accountant to complete financial closure Client property being stored by you - agreement re management

  8. Step 4: Letting people know Immediate need of current clients due that week Removal of other commitments using diary if available Past clients or clients on hold Use of standard letters to contacts GP responsibility as chorographer of care Client letter with some explanation (agreed with family) Local newspaper story Obit in professional bodies

  9. Step 5: Removing any online and local profile Google search you own name Identify all the reference that come forward Systematically inform and remove them all Consider local reference points Alter answer machine recording to provide revised information Standard online response to email inquiries

  10. Step 6: Writing your orbitotomy Pre-request someone who knows you well professionally Note any wishes of thanks or appreciation Guidance of most appropriate location for obit Reference back to family members for agreement on what to say Dispersion of assets in accordance to your wishes

  11. Practicalities Monthly client summary sheet not opened unless needed Yearly contact sheet updated as required Financial allocation for executor from business to carry out these essential duties Accountant, lawyer all provided with executor details Supervisor linkage to be agreed

  12. Suspicion around death Link to supervisor and peer groups re concern about clients Delay destruction of client or supervision notes Linkage of clients taken to supervision on monthly summary

  13. Conclusions Logical process to follow Test run it Change you mind if circumstance alter Keep it up to date not shut in a drawer Expect it to be helpful but not perfect Let your clients know by including a comment in your contract with them as it is an extension of confidentiality

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