Caregiver/Handler Education Note (Equine Therapy)

Date/Time: [Date and time]

Provider: [Name, credentials]

Documentation Mode: [Patient-Specific Caregiver Training (Clinical) / Program/Equine-Team Training (Operational)]

Patient Present: [Yes / No] (If No, state reason.)

Setting: [Location] — [ground work / mounted / mixed]

Service/Discipline: [Discipline]

Patient/Plan-of-Care Linkage

(Include only when Documentation Mode is Patient-Specific Caregiver Training. Omit entire section for Program/Equine-Team Training.)

• [Patient identifiers per facility standard]
• [Relevant diagnoses and precautions pertinent to training]
• [Current therapy goals being addressed]

Learners

(List each trainee. Note interpreter services or communication supports if used. Briefly note readiness factors or barriers if relevant.)

• [Learner name] — [Role: caregiver / handler / side-walker / volunteer / other] — [Readiness factors or barriers if applicable]
• (Add additional learners as needed.)

Training Objectives

• [Trigger for training: new skill / safety concern / staff turnover / discharge planning / other]
• [Objective stated in observable/measurable terms]
• (Add additional objectives as needed. If any objectives were not fully met, state explicitly.)

Education Provided

(Document what was taught and why it required skilled instruction. Use action verbs: instructed, demonstrated, coached, modeled. Content may include safety around equines, transfers/guarding, positioning, communication cues, or home program carryover as applicable.)

• [Content taught and clinical rationale]
• [Teaching methods: verbal instruction / demonstration / guided practice / written materials]
• [Materials provided, if any]
• (If patient was present, note tolerance and any modifications made.)

Understanding Verification

(Required. Do not infer—if verification was not performed, document reason and follow-up plan.)

• [Learner name]: [teach-back / return demonstration / deferred] — [Observed performance] — [Cueing level: independent / minimal verbal cues / moderate cues / physical assist / unable] — [Safety criteria maintained: Yes / No]
• (If deferred, state reason and plan to complete verification with timeframe.)
• (Add additional learners as needed.)

Plan

• [Next training topics and target timeframe]
• [Clearance status and any restrictions]
• [Reinforcement plan for subsequent sessions]
• [Contact/communication instructions]
• (If billing applies: [Total training time in minutes] — [individual / group])

Safety Events

(Include only if an event occurred. Document objective facts, immediate actions taken, and cross-reference incident report per facility policy.)

[Event description and actions taken]

Signature: [Author name, credentials]

Co-signature: [Supervising provider name, credentials] (Include only if required by supervision policy.)