Documentation Standards & Compliance Policy

This policy establishes the official documentation standards, protocols, and compliance requirements for all GCEW Cannabis Counsellors™. Its purpose is to ensure:

• Consistency across all client interactions
• Professional and ethical documentation
• Legal and liability protection
• High-quality client care and continuity

All documentation must reflect:

• Education — not medical treatment
• Client-reported experience — not diagnosis
• Objective, clear, and professional language

This policy applies to:

• All GCEW Certified Cannabis Counsellors™
• All client-facing sessions (virtual or in-person)
• All documentation formats — digital (Notion, CRM, forms) and written (PDF, printed forms)

Each client session must include:

• Client ID or identifier
• Date and time of session
• Session type (initial / follow-up)
• Topics discussed (ECS, Cannabinoids, Dosing principles, Delivery methods)
• Client goals reviewed
• Client-reported experiences
• Education provided
• Agreed next steps

All notes must reflect what the client said or experienced, use neutral non-assumptive wording, and avoid interpretation or diagnosis.

Counsellors must document:

• What concepts were explained (ECS, THC vs CBD, Dosing principles)
• Client level of understanding
• Any questions or confusion

This ensures progressive learning, not repetition.

Each follow-up must include:

• Changes in client experience
• Progress toward wellness goals
• Feedback on previous approach
• Adjustments discussed (education-based only)

Counsellors MUST:

• Keep all client data confidential
• Store records securely
• Limit access to authorized individuals only

Counsellors MUST NOT:

• Share identifiable client information
• Discuss client cases publicly
• Use client data without consent

Counsellors may NOT:

• Diagnose conditions
• Recommend treatment plans
• Prescribe cannabis
• Use medical terminology implying treatment
• Make outcome claims

All counsellors must follow: