EFT Case Management & Documentation 3 — Questions and Answers
Question 1: In EFT documentation, what is the purpose of recording 'tail-enders' that arise during a session?
- To note the final tapping point used in each round
- To capture unconscious counter-beliefs or objections that surface and may need to be addressed in future sessions (Correct answer)
- To document the client's post-session feedback form
- To record the practitioner's closing remarks at the end of a session
Correct answer: To capture unconscious counter-beliefs or objections that surface and may need to be addressed in future sessions
Tail-enders are limiting beliefs or objections that arise in response to positive affirmations; documenting them helps identify deeper core beliefs to target in future work.
Question 2: A practitioner notices a client displays significant emotional abreaction during a session. What should be documented regarding this event?
- Only the final SUDS score, since abreaction is expected and routine
- The nature of the abreaction, how it was managed, the client's state at session close, and any aftercare instructions given (Correct answer)
- Nothing, as documenting abreaction could alarm the client if they read the notes
- The practitioner's emotional reaction to the abreaction for supervision purposes
Correct answer: The nature of the abreaction, how it was managed, the client's state at session close, and any aftercare instructions given
Thorough documentation of an abreaction—including management approach and the client's stabilized state at close—demonstrates professional care and protects both client and practitioner.
Question 3: How should a practitioner document when a client chooses NOT to tap on a specific memory they disclosed?
- Leave it out of the notes entirely since no tapping occurred
- Note the disclosed topic and record the client's decision not to address it at this time, respecting client autonomy (Correct answer)
- List it as a completed aspect with a SUDS of 0 since it was not tapped on
- Document it as a contraindication for EFT
Correct answer: Note the disclosed topic and record the client's decision not to address it at this time, respecting client autonomy
Documenting both the disclosure and the client's decision to defer work on it respects autonomy while maintaining an accurate record of what was and was not addressed.
Question 4: What information should typically be included in an EFT intake document?
- Client's financial history and credit information
- Presenting issues, treatment goals, relevant health history, medications, and informed consent (Correct answer)
- Only the client's name and contact information to minimize paperwork
- A complete psychological assessment and DSM-5 diagnosis
Correct answer: Presenting issues, treatment goals, relevant health history, medications, and informed consent
A thorough EFT intake captures presenting issues, goals, health context, medications (which can affect responses), and consent to ensure safe and informed practice.
Question 5: Why might an EFT practitioner document 'borrowing benefits' effects observed in a group session context?
- To charge additional fees for benefits received vicariously
- To track individual participant outcomes even when tapping was not done directly on their personal issue (Correct answer)
- To prove that group EFT is inferior to individual sessions
- Borrowing benefits are not real and should not be documented
Correct answer: To track individual participant outcomes even when tapping was not done directly on their personal issue
Documenting borrowing benefits in group settings allows the practitioner to track unexpected positive shifts for individual participants and follow up appropriately.
Question 6: A client requests a copy of their EFT session notes. Under best-practice guidelines in the US, what should the practitioner do?
- Deny the request since session notes are the practitioner's private property
- Provide the requested records within a reasonable timeframe, consistent with applicable privacy laws (Correct answer)
- Provide only a summary and never the actual session notes
- Require the client to obtain a court order before accessing their own records
Correct answer: Provide the requested records within a reasonable timeframe, consistent with applicable privacy laws
Clients generally have the right to access their own health and wellness records, and practitioners should respond to such requests promptly and in compliance with applicable laws.
Question 7: What is the recommended approach when documenting a session where the client shifted from one core issue to a related but different issue mid-session?
- Document only the original presenting issue to maintain focus
- Note the topic shift, the reason identified for it, and outcomes on both the original and new issue (Correct answer)
- Treat it as a new session and open a second case file
- Do not document shifts since they indicate the session was not focused
Correct answer: Note the topic shift, the reason identified for it, and outcomes on both the original and new issue
Documenting topic shifts captures the natural flow of EFT work, where connections between issues often surface and need to be addressed, providing a complete session record.
EFT Case Management & Documentation 3
In EFT documentation, what is the purpose of recording 'tail-enders' that arise during a session?