EFT Case Management & Documentation 2 — Questions and Answers
Question 1: When documenting a client's SUDS (Subjective Units of Distress Scale) rating during an EFT session, what should a practitioner record?
- Only the starting SUDS level before tapping
- The SUDS level at the start, after each round, and at session end (Correct answer)
- Only the final SUDS level to measure overall progress
- SUDS levels at 10-minute intervals regardless of tapping rounds
Correct answer: The SUDS level at the start, after each round, and at session end
Tracking SUDS at start, after each round, and at session end provides a complete picture of the client's progress and helps identify which aspects or phrases were most effective.
Question 2: A client discloses a traumatic memory during an EFT intake that falls outside the practitioner's scope of practice. What is the MOST appropriate documentation step?
- Document the issue and proceed with EFT since it is safe for all traumas
- Record the referral recommendation and the client's response to it in the case notes (Correct answer)
- Avoid documenting the disclosure to protect client privacy
- Note it only in a personal log not shared with the client's file
Correct answer: Record the referral recommendation and the client's response to it in the case notes
Documenting the referral recommendation and the client's response ensures transparency, protects the practitioner, and creates a record that appropriate care was taken.
Question 3: What does the term 'aspect' refer to in EFT case documentation?
- A specific acupressure point used during tapping
- A distinct dimension of an issue such as an emotion, sensation, or memory that requires separate treatment (Correct answer)
- The client's overall SUDS score for a session
- The number of tapping rounds completed in one session
Correct answer: A distinct dimension of an issue such as an emotion, sensation, or memory that requires separate treatment
In EFT, an 'aspect' is a distinct component of an issue (e.g., a specific emotion, body sensation, or memory fragment) that may need its own tapping sequence.
Question 4: Why is it important to document the specific wording of the Setup Statement used during an EFT session?
- It is required by law in most US states for EFT practitioners
- It allows the practitioner to identify language patterns that were effective and replicate or build on them in future sessions (Correct answer)
- It replaces the need to track SUDS scores
- It ensures the client can be billed for the exact phrases used
Correct answer: It allows the practitioner to identify language patterns that were effective and replicate or build on them in future sessions
Documenting setup statement wording helps practitioners identify effective language patterns and creates continuity between sessions.
Question 5: Which of the following is considered a best practice for storing EFT client records in the United States?
- Keeping handwritten notes only, as digital records are not secure
- Using HIPAA-compliant storage with access controls whether paper or digital (Correct answer)
- Sharing records freely with other wellness practitioners to coordinate care
- Deleting records after 1 year to protect client privacy
Correct answer: Using HIPAA-compliant storage with access controls whether paper or digital
HIPAA-compliant storage with proper access controls is the US standard for protecting health and wellness-related client information.
Question 6: During a follow-up EFT session, the client reports that a previously resolved issue (SUDS 0) has returned. How should this be documented?
- As a treatment failure and new case opened from scratch
- As a re-emergence of the issue with the new SUDS rating and any identified new aspects or triggers (Correct answer)
- By crossing out the previous resolution note and replacing it
- Only verbally discussed; re-emergences do not require documentation
Correct answer: As a re-emergence of the issue with the new SUDS rating and any identified new aspects or triggers
Documenting re-emergences with updated SUDS and new aspects provides a complete clinical picture and helps identify whether deeper core issues remain.
Question 7: An EFT practitioner wants to track client progress across multiple sessions for a phobia. Which documentation tool is MOST useful for this purpose?
- A single-session narrative note written at the end of treatment
- A session-by-session log comparing SUDS scores and aspects addressed over time (Correct answer)
- A billing record that notes total sessions completed
- A client satisfaction survey administered once at the end of treatment
Correct answer: A session-by-session log comparing SUDS scores and aspects addressed over time
A session-by-session log with SUDS scores and aspects addressed allows the practitioner to visualize trends, plateaus, and breakthroughs across the course of treatment.
EFT Case Management & Documentation 2
When documenting a client's SUDS (Subjective Units of Distress Scale) rating during an EFT session, what should a practitioner record?