268 Is it important for therapists or counsellors to make notes within the therapy session?
Watch on YouTubeVideo summary
The central topic of this discussion is whether therapists or counselors should take notes during a therapy session, a practice that varies significantly based on ethical requirements, personal style, and the specific needs of the client. While regulatory bodies in the UK, such as the UKCP and the TA world, mandate note-keeping for seven years to satisfy legal and insurance obligations, there is no consensus on when these notes should be written. Some practitioners, like Simon Bailey, take brief notes at the beginning of a session to capture key themes, quotes, or factual details—such as charges against a client—to jog their memory later, often asking permission from paranoid clients beforehand. Others, including Bob Cook, avoid note-taking entirely during the session to preserve the therapeutic connection and avoid triggering client fantasies about being judged or recorded behind their backs.
A significant argument presented is that writing notes can disrupt the flow of the session and damage the relational bond between therapist and client. This concern is rooted in a famous anecdote from Fritz Perls, who famously told his trainees to put away all pens and paper on the first day of training because note-taking breaks contact. Bob Cook elaborates that even if a therapist explains they are writing down information, clients may still harbor unconscious fantasies that the notes contain negative judgments or that the therapist does not like them. For clients with trust issues or those prone to intellectualizing emotions, the act of watching a therapist write can be perceived as a barrier rather than a helpful tool, potentially reinforcing feelings of being scrutinized or misunderstood.
However, the hosts emphasize that this is not a matter of right or wrong but rather a difference in approach and experience level. Many beginning therapists are discouraged from taking notes during sessions because they rely on rigid treatment plans learned in training to feel secure and avoid making mistakes. Bob Cook suggests that as therapists gain experience, they naturally move away from rote adherence to these rules and adapt their methods to suit individual client profiles. While some supervisors may take detailed notes after the session for supervision purposes, the consensus leans toward prioritizing the immediate presence with the client. Ultimately, the decision depends on the therapist's ability to balance administrative necessities with the emotional reality of the room, acknowledging that while factual records are essential for ethics and law, the impact on the client's internal world remains a complex and often unknowable variable.
Read the full video transcript
Hello everybody. Uh we're back with the
therapy show episode number 268
>> with myself Simon Bailey and the
wonderful Mr. Bob Cook.
>> Hello to you all. Hello to you Simon.
>> Um the subject today the title of the
subject is
is it important for therapists or
counselors to make notes during the
therapy session?
What an interesting title. It
>> is an interesting title. It it assumes
so much, doesn't it?
>> It assumes that we make notes.
It assumes why do we make note? You
know, the we have a purpose in making
making notes. It assumes that we do it
in the in the session rather than
outside or both. There's lots of
assumptions behind that. When Bob, when
you thought of that title,
what did you have in mind?
>> I was thinking of many different things.
One is ethical requirements.
Okay.
>> So, you're a member of the TA world.
You're also a member of the UKCP like
me. And if you're a member of the BACP
or whatever regulating body you are, you
are required to make notes for lots of
different reasons. Um I've had the
police call on me a few times for
example and asked to my notes for
clients and me too.
>> Yeah. Yeah. So we have to keep notes. Um
and it's ethical requirement
in the UK CPE it's seven years
>> or is it? Yeah. And the TA world is
seven years.
>> So um
>> the question I I I was really alluding
to though is do we make them in the
session?
>> Yeah. Oh, I'd realize that. I'm just
trying build this up. Some people do.
Some people do. So I run a a supervision
certificate course with many other
therapists like I've got one coming up
with 40 therapists online and counselors
and that questions often comes up and
many many well I was surprised but
therapists do keep notes in the session
often and and counsel as well and when
I've always asked them about that they
they seem surprised I asked um and they
said oh well I asked a client and I
don't take any notes anyway just some
themes and things I want to come back to
and things like that analysts
particularly did though they were behind
the client's eye range so it's a
different frame of reference alto
together um but um I was surprised that
that that many people uh nodded their
head and said oh yeah I keep notes as
well but I always have to check out
Christ now why I found it surprising is
because I don't keep notes in the
session
Um and I remember saying that back to
and the person said, "Oh, I do keep
notes." Oh, must have a wonderful memory
then. And um I have a good emotional
memory.
>> Um and I've never really needed to keep
notes. Um having said that, there are
people that do.
>> I don't know about yourself if you do or
you don't or do I keep notes make notes
during session? Well, I certainly do at
the beginning.
Oh, do you
>> certainly when I'm taking when I'm when
I'm interviewing clients at the
beginning of the the very beginning of
the the work?
>> Do you mean the assessment or do you
mean
>> assessment and then when they're they're
they're talking I'll make some notes.
Yeah. Um
>> that's the first session you're talking
about
>> the first session. Um, I will uh I have
a notebook to to hand for later on if if
there's something really really relevant
like a quotation,
>> I want to quote them on something or if
I know that they're at the beginning of
of a story and they mention something
and I I know I want to come back to that
at a later date and I'm not there's so
much involved. I might make a note about
an aid memoir to to to come back to
that.
>> Well, so that's interesting. So, do you
tell the client that? Do you say
something like, um, I just wanted to let
you know that is it okay for me to not?
>> Yeah.
>> So, you'll get that permission.
>> I get that permission.
>> Yeah.
>> And they all say yes today.
>> Yes. Oh, yes.
>> Because I was thinking of paranoid
clients.
>> Okay.
>> Extremely paranoid clients and very
disturbed clients. Um it's interesting
because in the um placements we do here
um they often have to record for um for
their training and when you go for UKCP
you often record because you need a
transcript in terms of the evaluation
and uh my experience when I talk to
supervises about these they said oh it's
okay until we have very paranoid clients
and they don't want you to um you know
record and they don't like you taking
notes and um
>> well so uh
so that's a different ball game and then
what do you do if somebody says no Simon
I'd really yeah you know I don't know
why you would be taking notes or some
sort of paranoia transaction
>> okay I've never had that
>> you've never had somebody paranoia have
you wor with many paranoids
>> not to my knowledge not not to that
level of paranoia but I've never had
anybody object and say no please don't
make any notes.
>> That's really interesting because
somebody who's paranoid paranoid with
you don't have to have a disorder we
could have say intense paranoid traits
if you like their major issue is trust.
So they're not going to trust you
whatever you say. Um trust is their
major issue. In fact I think most of the
is about looking at trust. So it's
interesting that no one's ever said
anything to you about that.
>> Okay. Yeah, it's interesting you bring
up supervision because notes are
important for supervision, aren't they?
>> Uh, well, it depends who you are talking
to because you know the question really
isn't so much about making notes. So, if
I've got supervises
um, and I've got quite a few of them,
they make supervision after the session,
not in the session.
>> Okay. Oh, yeah. Yeah.
>> And so, yeah, of course, they would take
notes to jog their memory. So we'll take
it to supervision hopefully. But I think
the question more I wanted to allude
that is about in the session.
>> Um is it interesting that you do at the
beginning and perhaps if you just want
to jot some quote down or something to
jog your memory you come back to. I
mean, I was always interesting I was
surprised because people did answer the
way you've answered um uh that they
would take notes and some people said
they would take notes religiously.
>> Mhm.
>> In the sessions and uh I found that
interesting because it's something I
never did.
Um it's my experience that when
counselors therapists are being trained
they're discouraged from making notes
during the session which seems to be
>> in my training in my training. Yes. I
don't know about listeners trainings
like counseling trainings or whatever
but I think I can imagine they probably
would be discouraged
>> for lots of reasons I can think of.
>> Well it breaks it it breaks that
connection doesn't it?
Yeah, I mean I remember a colleague of
mine uh who I really respected and is
very well known now and uh trained with
Pearls Fitz Pearls and if I've told you
this story before please uh online I
mean yeah and listeners bear with me but
he said uh he was about 21 at the time
and he's now about 85 and he said oh I
did a f first year training with Fritz
Pearls and I remember on the first day
there was about 18 of us all with our
notes and our pens and papers ready and
Fritz came and he said for my training
there'll be no no notes whatsoever I
don't want any notes taken please put
you all your um uh papers and pens so
they all dutively then Richard said oh
someone then asked dared to ask why and
he said in apparent said in quite a
stern voice apparently said well oh it's
obvious isn't it it takes away contact
>> from me and you.
>> And so this training, I do not want you
to take any notes because you've got out
of contact for me. And and Richard used
to say to me, "Oh, I I did do that, Bob,
but you know, just think if I kept some
notes of Fritz Pearl's wise stories or
something like that, they're probably
worth a fortune now." Okay.
>> And I always remember his stories about
that. And uh I'm not someone for notes
because I'm not philosopher. mainly what
you've just said about the connection,
but also people got trust issues whether
they tell you or not
will probably fantasize about what you
writing in those notes.
>> So even if you said, "Oh, I'm just
writing because I want to get some
information at the beginning of the
session or I'm just writing because of a
quote." My fantasy is they might adapt
to you and say, "Well, it's no problem."
But I think they I can't check this
fantasy out if I had to ask people.
>> They're gonna be always wondering what
you're writing.
>> Okay. Yeah, that's possible. That's
possible.
>> Although they will there would be a
there could be a problem in that if I do
make a note, it's quickly and it's not
particularly legible,
>> right? I'm not there nose down writing.
I might I will write something. And the
other aspect is when I contract at the
beginning of my the beginning of the
work with the client I do explicitly say
my notes are available to read if you
want to read them. This I think this is
a fundamental feature of TA
>> and they probably won't believe you.
>> Uh and how many have asked?
>> Yeah.
No, but I'm saying many many people and
you don't have to we have difference of
views on this. I think just wouldn't
tell you. Well, maybe maybe you're
right.
>> And I think it might threaten and I hear
it doesn't with you but or might take
rel trust longer
if they witness you taking notes.
>> Mhm.
>> Now some clients it might not bother
them at all. And I know from talking to
as I say different people that uh like
you they've taken notes.
Uh but I don't know whether that's to
add the whole of the therapy or you said
it was a just at the beginning. Well, I
will take I will do note takingaking at
the beginning and then as I said during
the course of the work if they say
something that's relevant or if I'm
think if I have a thought to myself that
okay we'll come back and we'll we'll
we'll approach this again through the
lens of a game or through the lens of
something else then I might make a note
on that.
>> And and what and do you and what do you
think clients think about that?
Um,
>> as I see you scribbling away.
>> I I'm not I don't sit and
>> I thought you draw you have an antidote
or whatever you were
>> you know. Yeah.
>> What do you think their fantasies might
be as they see you writing?
>> I hope I I hope I'm I believe I'm as
open as possible. But you're right. I'm
not taking into account the client's
fantasy.
>> It's just interesting. I think that's
why I wanted the title. I mean I I don't
I don't think it's right and wrongs
here. I think it's just a matter of
difference and difference of style. I do
think it break it can break the
connection though. And I do think also
people's fantasies are
um another world. We don't know what
they're thinking when they see a making
a note.
>> Um but that but I think they might
wonder why. Well, not why they might
wonder, oh is that person making a note
about me? But they'll probably never say
anything. So I don't know these are the
some of the reasons why I think trainees
are probably discouraged
in training
or certainly in my training anyway.
>> No, I think that seems the case in most
in most trainings in this country.
>> But you're talking about those
supervises and they're not from from
from Britain. know from overseas and
maybe they have a different number about
I have about eight supervises in Croatia
and Lubian and Si and I go and teach in
both those places so I know it's not
encouraged there
>> oh okay
>> so um but some people do so I was always
interested in that and the from the
frame particularly of the impact on
clients
Okay. What about making notes on the
board using a whiteboard and making your
notes and drawing diary?
>> You remind me. You remind me of Eric
Burn. Now, Eric Burn who is the
originator of TA and he's he said this
verbally, but he also wrote it down what
I'm going to say now in a book called uh
principles of group treatment in 1967. I
actually think it's chapter 13 because I
was always interested in these these uh
what he said and in that chapter I think
says you're not really a transaction
analyst to go to the board at least
three times in the session and what he
meant by that I think was uh what I what
we call nowadays educative TA
>> mh
>> where you might teach them say the
parent adult child personality model or
you might teach them game theory or he
might depends on the client in a way. I
he worked with quite a lot of disturbed
people but he also worked with a lot of
trainees.
So you know it's a whole other question
about educative therapy. Um but anyway I
don't think I smile when he says you're
not a TA therapist if you don't go to
the board three times. I'm equally
reminded of the person who I used to
work with at one of the universities who
said, "Oh, I don't I don't hold with
those engineering diagrams that TA use."
I think it's a it's a good co-creative
space on which to put about kind of
loops of behavior or ego states or
relational patterns.
>> I'm a great fan of educ what I call
educative therapy.
>> Not with people who intellectualize
that. That's right. Well, uh, I think
there's space for that.
>> Oh, yeah. I'm not saying there's space,
but I mean, what I mean by that, S is
simply that
>> I I tend to think that people
intellectualize as a way of sort of
going away from their emotions or they
intellectualize in a way of inviting you
into some sort of behavioral process of
sabotaging themselves. I do think twice
about it.
>> But those those people, they need you.
It's your way in, isn't it? It's your
door in through the intellect.
>> It may be.
It may be. It could be. So, you might
say, I think the way you're thinking
about it, it sounds like you are. Is
that if they're into thinking a lot and
intellectualizing sounds like the way
you just said that is that you're
thinking about um perhaps going to
cognition as a way to establish a
relationship.
>> Yeah. Exactly.
>> Yeah. And that might be one way of
thinking about this. Um, I just the same
reason I don't give homework to clients
who intellectualize or use cognition as
a way to go away from feelings. I think
about it anyway. I'm not saying I
religiously wouldn't, but I definitely
think about their sort of personality
style and their script before I um
yeah, sort of
transactions or what I do next in
therapy really.
>> Okay.
And the more I go along in therapy
anyway is I think it's horses for
courses.
>> Meaning
>> well some according to a person's script
profile and where they come from you
would do certain things and you wouldn't
with certain other people.
>> Absolutely. No. Yes.
>> So so
>> well not always. This is and I know you
sounds like you feel astonished when you
say that of course like that and I and
it's not no no many many many people
would have different way of thinking
about this
um yeah we were trained I think in a
certain way of being you know you
trained in in transaction analysis and
the training is very relationally
focused but if you were trained in CPT
or you're trained in different as other
aspects of therapy you may have a
different thought process and also
beginning therapists particularly to
keep themselves secure in terms of
security and uh secure and hoping that
they get things right and not wrong.
They often do what I call therapy by
rote because they've learned a certain
way to do things
and they don't often move to from that
until they get more experienced.
Especially on treatment planning for
example, you do this with somebody who's
schizoid. You do this with somebody
who's paranoid. You do this with
somebody who's hysteric. You do this
with somebody who's narcissistic. You do
this with somebody who's borderline. And
that's what you've learned in training.
And they follow it almost. I'm not this
is not a criticism. I think I think it's
>> about learning from training. It's it's
a way of the fear most beginning
therapist cancers have. They don't want
to get things wrong. They have a lot of
anxiety about right and wrong. So they
they often follow these treatment plans
and what they've learned in training
almost religiously.
>> So that ability that we talked about the
last podcast actually.
>> Yeah. uh only often only comes with
experience.
>> Yeah, of course. I've got nothing wrong
with and no objection to people
following the rules and following the
standard and then with experience
adapting that and bringing in their own
ideas and
>> it's almost like a process not an event.
You know,
>> what a what a well said.
>> Um I say that sentence.
>> It's one of my favorite sentences. Is it
>> it's a process? Another one of my
favorite sentences is it's all gris to
the mill, isn't it? And I think I often
have these favorite slogans of mine and
people who have followed my podcast or
our podcasts over the years. Um, I often
say these well-known little quotes of
mine or and they're on my website as
well. I love the one, you know, it's a
process, not an event because I think
you're right. Um, it's it's a more
evolutionary
Okay, I'll respond with one of my
favorites.
>> Oh, well, have you got have you got a
favorite quote as well?
>> I've got a favorite little saying that
comes from a wonderful client. I learned
from a wonderful client. The grass is
always greener.
>> True.
>> Finish the sentence.
>> No, where you water it.
>> Oh, is that what he says?
>> That's what she said.
>> I use that a lot and people
you know, with couples or with
individuals and they people go, "Oh,
yeah, right. I get that." And they take
it away
>> and they come back the next week and
said, "That was a really powerful
thing." You said,
>> "Well, I think often the way I think I
think symbolic symbolism and um almost
like words which are transactions which
appear to the left side of the brain are
often often quite powerful and bypass
cognition.
So I agree with you. Um, terms of notes
again, uh, another one of my supervis
probably been in the counseling world
sort of for 30 years and we talked about
notes. Um, and he said, "Oh, I always
kept quite a lot of notes, Bob." So I
said, "Did you write them in the
session?" "Oh, no, but I mean
afterwards." I used to give myself 20
minutes writing notes. And I said to
him, you know, I hardly ever wrote any
notes. Even then, I might have some
notes as supervision or terms of ethics.
I kept some bits of notes, but I never
really sort of did what you did after
every cry half an hour having copious
notes.
But I wish I had because I know you're
writing a book and what happened what on
your sort of like what's happened in the
therapy room for yourself over 40 years
and you've got all these notes to go to.
I haven't. So I'm quite envious. I said
to I would have loved to I wish I'd made
all these notes and then it it would
have made writing my book a lot easier.
>> So So but in terms of writing notes in
the session
uh no
>> we have a don't we have a a professional
obligation to keep notes a legal often
in insurance companies?
>> Yeah we have an ethical legal.
>> Yeah. Yeah. All the time. I always kept
some notes but not copious notes and
even when I was the few times I've been
asked by the police and recently
actually um I my notes I gave them quite
happily because they're so vague.
>> Okay.
>> They weren't very specific. I don't
think they're any use to the police
whatsoever because there was it was it
was more in thematic themes that we did.
you know, I always kept notes as vague
as possible and um I never but this guy
he wrote them copiously and now he's
writing this book about you know his
life and the as a therapist and he's got
these copious notes to go back to um so
you know that was interesting for me
because my memory trying to remember you
know what I've done for 39 years with
clients yeah uh very very hard but no I
I've always been interested about
whether people write notes succeed in
the therapy session and the impact it
made on clients and impact it makes on
therapists and um hence the title but I
think you're right most trainings and
it'd be interesting people put comments
at the bottom of this podcast on whether
they were discouraged or
>> right but again it after training you
one is reluctant to make notes one is
reluctant to to go against the
>> well my supervisor wasn't because he
wanted he knew I think he knew in his
head I I think he did it anyway because
it was something he did religiously like
a work ethic. But I think he must have
always thought that he might write a
book sometime.
So perhaps he wrote copious notes. And I
was always astonished how many people do
sit down after class and send 20 minutes
writing quite detailed intense notes.
>> Yeah.
>> Um because I never did and who's to say
you know rights and wrongs in this. But
I think the most important thing for me
was the whole the conversation about
what's the if you if you make notes in a
session
what's the impact or not on the client
and their fantasies and how it might
impact the working relationship. That
was my
>> that's your rationale for the question
and my I come from the place of I think
it's it's it it's discouraged and I
don't think it I think it's it
interrupts flow it interrupts the
relationship
but I'm not prescriptive about that.
>> So if I if the cloud comes out with
something that I need to hold and is
coming out with lots of information,
this happened the other day. I will make
a note to remind myself that maybe
before the end of the session or next
session to revisit that subject.
>> You write it in the session
>> while that person is talking to me.
>> And do you say anything to the client
and you said
>> and
>> yeah,
>> do you say anything to the client about
what you're writing?
>> I I said something um
>> I was wonder if you do you might not.
>> Is this okay?
Um, but once I've asked that question, I
don't ask it again. Vering towards you,
but I don't
mind
something
>> because mine's completely nil because I
think it impacts on what the client's
thinking and feeling.
>> And even if you say it, they won't I
don't believe they'll believe or they
might not believe you.
>> Okay.
>> So, I for example, I had somebody in
assessment today or was it the other
day? um well I've had this several
times. I was thinking of somebody who
said they they think people don't like
them and without contamination or
whatever. And
if you wrote something if I wrote
something down stay with me I wrote
something down and even if I said to her
I think well I'm just want to write
something down
my fantasy is they might think oh well
they don't like me and that reinforces
it and they're just jotting that down.
We don't what's happening up here.
>> Okay. But when
at that stage of the the session, I I'm
not making the notes. I'm I'm thinking
of an example the other day where you
talk about the police, somebody will
say, "I've been charged with something."
Then I will make a note of what they've
been charged with. Those factual points.
>> Yeah. But you see, that's from your
perception, Simon. I'm I I'm not saying
don't do it. I'm saying the impact on
the client is the one I'm interested in,
not your perception. I understand why
you're doing it. That must completely
why you're doing it.
>> I accept that.
>> Mine my interest is the impact on the
client of that.
>> Do they feel validated? Do they feel
>> I don't know.
I have no idea. But I am interested. Um
they could validate. They could feel
they're special. But I'm interested on
how it might affect or impact
the client and the relationship with the
therapist.
>> Maybe there's some some further
>> not from your perspect the therapist.
>> I understand
>> from the client the impact on the
client.
>> Yeah.
>> Bilaterally in the relationship.
>> Yeah.
Um, from your perspective, I can
understand what you're saying
completely.
And
that's what I'm interested in this
podcast that we don't know.
It'd be really interesting to do some
research on that.
>> And it would be interesting if people
would respond in the
>> jot it down in the podcast and
>> put it down what they think and feel
about and what they think their clients
may feel or not feel about knows they've
been taking the session. M
>> I know from a therapist perspective. I
hear that from you. I understand. It's
not that I'm thinking about.
>> Yeah. Maybe I'm discounting the impact
that it has on the
>> Well, it'll have an impact one way or
the other.
>> Yeah.
>> Validated maybe feeling special, feeling
it's your job.
>> Yeah.
>> Feeling that all those things. Um and it
might also have
an adverse reaction. M so
>> that's what was behind the
>> no it's an interesting
>> podcast I found that interesting
>> in a supervisionary session that might
be a bit different because I think
that's different but I think that you
know
another thing I wanted to just talk
about in this podcast is I this is my
fantasy again I'm not talking about from
your perspective and you why you're
doing them Simon I'm I'm talking about
what it may trigger
and we may never know.
>> Okay. Mhm.
>> Because they'll have had a history, most
clients have been defined,
labeled. They probably have a history of
internal negative critical
uh dialogue. And I wonder if they just
witness somebody for whatever reason,
even if they're told writing something
down, what that might trigger up for
them.
Okay. And
it would be a great conversation and
perhaps they have them regularly in
training to have
and see see what they of course or
students have their own therapist
>> and what the impact would be on them
if their therapist was making notes for
whatever reason. It'd be interesting.
>> It was indeed. And on that note, Bob, I
think we're going to finish there. We
come to the end.
>> Be interested in what the listeners
think about that.
>> I would like to know what other people
think.
>> Yeah. Yeah.
>> Um,
am I an outlier? I don't know.
>> Oh, you're what?
>> An outlier. Someone who's unusual. I
don't make notes all the time, but I'm
not going to prevent myself.
>> Yeah. I'm not saying he's right or
wrong, but I'm more
>> and also
um I know we've got to stop, but but but
I hope people perhaps could leave
something at the bottom because I'd be
interested what people think.
>> Okay, we will meet again uh next.
>> I hope so, Simon.
>> Sorry.
>> I hope very much so.
>> I do. Yeah, me too. Our next meeting,
the subject of which will be
When it's quiet in the therapy room, is
anything actually happening?
Well, the problem with this Simon is
asking me right at the end. I I want to
start talking about it and but the
problem with that is I I don't want to
take the thunder from the next podcast.
So, I fortunately unfortunately or
fortunately for the listeners, they are
going to be left in the world of
anticipation. But I hope you uh come on
next week to listen to uh at least some
of my thoughts and Simon's wise words.
>> Thank you very much, Bob. Thank you very
much everybody for listening and we'll
be with you again
in a week's time.
>> Yeah. Yeah.
>> Bye-bye.
>> Bye-bye. Bye. [music]
You've been listening to the Therapy
Show Behind Closed Doors podcast. We
hope you enjoyed the show. Don't forget
to subscribe [music] and leave us a
review. We'll be back next week with
another episode.