While we need to document our sessions with clients, there are times where as practitioners we may not do a very good job of it. This is a problem when we are working with complex clients, particularly those with a trauma profile and where the case notes may be needed for legal purposes or for compensation.
In this training the aim is to learn:
- The 4 stages of treatment with this population
- Client formulation summary
- The basic outline of what should be in your intake session and the main body of your client notes
- What a complex trauma summary should entail to keep you on track with this client group
- Trauma informed language to use in your case notes to protect you and the client
- Documentation of risk
- Legal things to consider
This is the second in a 3-part series on trauma with Lucy Wise. The sessions are:
• Trauma - What is it? Thursday 12 March 2026
• Trauma case notes - Thursday 26 March 2026
• Medical trauma - Thursday 16 April 2026
About our presenter: Lucy Wise
Lucy Wise is a psychologist with clinical endorsement and 25 years’ experience in trauma treatment and system consultation. Her early research examined developmental differences in children's versus adults' crime scene perceptions, informing interview protocols for abuse victims and establishing her interest and passion in trauma-informed practice.
Following extensive public sector work, she entered private practice in 2007 and established the Launceston Psychology Clinic in 2022, where her work has included:
- Professional consultation for organisations
- Maintenance of an active interest and client load working with people with disabilities and psychiatric disorders including eating disorders, anxiety, depression, personality disorders, substance abuse and trauma
- Working extensively in Workers Compensation with different populations including wellbeing (police, fire, ambulance)
- Supervision as an Ahpra board approved supervisor and for the Eating Disorder credentialling program
- Working for the Ahpra performance team, which led to the development of training programs to improve standards for her own clinicians and others in the field
- Developing trainings on Workers Compensation, case notes for clinicians and trauma training, and a screening tool for medical trauma.
Lucy has also provided clinical services to survivors of institutional abuse through the Commission of Inquiry process, and opinion to legal services on the impact of trauma on the functional capacity of a victim. This work led to the development of evidence-based client resources, including therapeutic workbooks for between-session skill implementation for clients working on trauma or those with medical trauma. She currently has in print “my Cancer Guidebook” and “my trauma recovery guidebook” and is working on her third book “my relationship breakdown recovery guidebook”.
Lucy's training program development emerged from clinical observations of inconsistent trauma-informed approaches across service sectors. Her integrated model addresses both client-facing trauma-informed protocols and staff vicarious trauma prevention, recognising the interconnection between practitioner wellbeing and service quality.

Webinar timing: 7:00 – 8:00 PM AEDT
Access to the recording of this webinar: A recording of this webinar will be available through the CPD Webinar Library, but for the best experience and the opportunity to ask your questions, join us live. Everyone who registers will be advised via email as soon as the recording is available. Members have unlimited access to the recording, and non-members will have access for 6 months.