114 THE SEVERE AND PERSI STENT MENTAL ILLNESS PROGRESS NOTES PLAN NER 7. Review Financial Obligations (7) A. The client's list of finan cial obligations was compared with normally expected obligations (e. g., those listed on the budgeting worksheet in Personal Budget Planner: A Guide for Financial Success by Gelb). B. The client's list of financial obligations appears to be complete when c ompared with normally expected obligations, and this was processed with him/her. C. The client has omitted many typical financial obligations and was provided with feedback in this area. 8. Educate about Mental Illness (8) A. The client was educated abo ut the expected or common symptoms of his/her mental illness that may negatively impact his/her financial functioning. B. As his/her symptoms of mental illness were discussed, the client displayed an understanding of how these symptoms may affect his/her financial stability. C. The client did not understand how symptoms of his/her mental illness may negatively impact basic financial functioning and was given additional feedback in this area. 9. Relate Symptom Pattern to Financial Difficulties (9) A. The client was requested to identify situations in which the primary symptoms of his/her mental illness have negatively affected his/her financial stability. B. The client's financial difficulties related to mental illness symptoms were processed. C. The cl ient was unable to identify ways in which his/her primary symptoms have affected his/her financial functioning and was given additional feedback in this area. 10. Suggest a Payee (10) A. It was suggested to the client that he/she use a payee to receive p ublic aid funds on his/her behalf. B. The client was directed to consider allowing someone else to exercise general control over his/her finances. C. The client agreed with the suggestion to obtain a payee and allow outside control over his/her finances in order to decrease his/her erratic, impulsive spending; the effects of this decision were processed. D. The client declined using a payee or allowing other control over his/her finances and was provided with additional encouragement in this area. 11. Coordinate a Payee (11) A. The client was assisted in initiating the procedures for obtaining a payee for benefits. B. The client was given instructions about what steps to take to obtain a payee. C. A payee was obtained for administration of the client' s benefits. 12. Coordinate a Cosigner (12) A. The client was assisted in requiring a cosigner to be necessary for all bank withdrawal transactions. B. The client was reinforced for obtaining a cosigner to be necessary for all bank withdrawal transaction s, which has helped to limit his/her erratic, impulsive spending. 