1. Style Guide Purpose
This style guide add-on standardizes documentation practices to promote clarity, safety, and trauma‑informed care. It serves as an add-on to any existing documentation standard.
2. Style Guide Core Principles
- Safety and predictability
- Neutral, observable, non‑pathologizing language
- Minimize retelling and duplication
- Maintain client agency, choice, and consent
- Ensure specificity, clarity, and traceability
3. Language Standards
- Use active verbs of report (stated, observed, noted) and avoid interpretation unless labeled.
- Avoid passive voice (e.g., “was observed).
- Avoid judgmental terms (noncompliant, manipulative).
- Document behavior rather than inferred motives.
4. Template Elements
All add-ons for templates must include:
- Client Goals section at the top
- Micro‑consent toggles
- “Why we ask” explanations
- Retelling‑protection field referencing prior documents
- Separate fields for Client Voice, Practitioner Observation, Action Taken, Next Steps
5. Style Guide for Intake Forms
Style guide required elements:
- Completion‑time estimate
- “You may skip any question” assurance
- Sensitive‑section intro
- Optional retelling field
6. Style Guide for Case Notes
Style guide structure:
- Context
- Client Voice
- Practitioner Observation
- Actions + Choices Offered
- Next Steps
Style guide footer: “Note completed immediately after session.”
7. Style Guide for Incident Reports
- Document only observable actions.
- Avoid hypothetical motives or predictions.
- Specify notifications made, times, and persons contacted.
8. Style Guide for Multidisciplinary Summaries
- Separate lanes for medical facts, behavioral observations, family/legal context, and provider recommendations.
- Highlight misalignment neutrally: “Recommended by X on date; not approved by Y as of date.”
9. Formatting Standards
- 12–14 pt sans‑serif
- Clear spacing and visual blocks
- No use of red as the sole emphasis color
- Step indicators for multi‑section forms
10. Accountability Features
- Date and time‑stamp every entry
- Attribute decisions (full name and title)
- Distinguish fact vs inference
- Track missing or denied information
- Optional high-risk add-ons: care-denial tracking, caregiver visibility notes, and Safety Narrative Anchor updated for each event
Style Guide Worked Example
The style guide elements are marked in bold.
Case Note: Annual Medical Exam
Date/Time: 01/14/2026, 10:42 AM
Practitioner: Jamie Ortiz, FNP
Client: C.F., age 6
Context
The child attended her scheduled annual exam with her foster caregiver present. The visit included a height/weight check, hearing/vision screening, and a routine immunization review. Client Goals: maintain good health, address sleep concerns, support kindergarten readiness. Micro-consent: Child nodded agreement before each exam step. Why we ask: To help track changes over time and reduce repeated questioning. Retelling-protection: Sleep concerns previously documented in note dated 11/04/2025; referenced here without repeating details.
Client Voice
Child stated she “likes school” and noted she “gets tired at night” but “doesn’t like loud machines” when the discussion of a possible sleep study arose. She identified her goal as “feeling less scared at bedtime.”
Practitioner Observation
The practitioner observed the child to be calm, cooperative, and responsive to simple questions. No acute distress noted. Growth measurements fall within expected parameters. The practitioner noted mild dark circles under the eyes and observed increased blinking during the vision screen, recommending follow-up. Neutral, non-pathologizing language is maintained in accordance with Safety and predictability, Neutral, observable language, and Ensure specificity, clarity, and traceability.
Actions + Choices Offered
Practitioner offered options for managing sleep concerns (routine adjustments, environmental supports). The caregiver selected a trial of the behavioral sleep chart before referral to a specialist. Practitioner provided immunization review; no vaccines due today. The caregiver chose to schedule a vision follow-up. All actions aligned with Maintain client agency, choice, and consent.
Next Steps
- Caregiver to begin sleep-routine chart (1/15/2026).
- Vision referral submitted today.
- Follow-up primary care appointment in 6 months.
- Any new symptoms to be documented in the next Multidisciplinary Summary.
Note completed immediately after the session.