118 THE SEVERE AND PERSI STENT MENTAL ILLNESS PROGRESS NOTES PLAN NER D. The client has failed to master basic budgeting skills and was provided with additional information and guidance in this area. 29. Develop a Budget (29) A. The cl ient was requested to develop a basic budget, including income, necessary expenses, additional spending, and savings plans. B. The client has developed a basic budget, and this material was reviewed. C. The client was given positive feedback for his/her comprehensive, realistic budget. D. The client has not developed a basic budget and was redirected to do so. 30. Refer to Budgeting Classes (30) A. The client was referred to a community education class related to managing personal finances. B. The cli ent has attended the community education class related to managing personal finances, and the concepts learned were reviewed. C. The client has not obtained any benefit from his/her community education class on personal finances, but was encouraged to con tinue. D. The client has not attended the community education class regarding personal finances and was redirected to do so. 31. Develop Long-Term Financial Plans (31) A. The client was requested to identify his/her realistic, long-term financial plans. B. The client was provided with feedback regarding his/her long-term financial plans. C. The client has not developed a long-term financial plan and was redirected to do so. 32. Teach Banking Procedures (32) A. The client was taught about typical bank ing procedures. B. The client received positive feedback as he/she displayed mastery of how to complete basic banking procedures. C. The client displayed a poor understanding of typical banking procedures and was provided with additional training in this area. 33. Tour a Bank (3 3) A. A tour of a bank was arranged for the client. B. The client was supported for participating in the bank tour, with a focus on becoming more comfortable with the procedures and security measures expected within the bank. C. As the client has become more comfortable with the procedures and security measures within the bank, he/she has been able to more appropriately use the bank; this process was reviewed. D. The client did not attend the bank tour, and this resistance was processed. 34. Practice Banking Procedures (34) A. The client was assisted in practicing typical banking procedures within the session (e. g., check writing or check cashing) using imitation supplies or forms. B. The client was reinforced for displaying the skills necessary to do basic banking procedures. C. The client continues to display a poor understanding of basic banking procedures and was provided with additional education in this area. 