I started my practice long before there was a CPM process, so gathering my needed info was a real challenge for me. I had spent years "covering my tracks". Now I had to find these lost footprints.
I had been keeping a notebook with birth stories, which quickly consolidated into a numbered one line entry for each birth; Name, birth date, wt, position at birth, who all attended, whether they tore, & any other unusual findings, like, waterbirth, repeat client, VBAC, birth defects, etc. I also keep index cards for each of my current clients in my purse at all times. It has the name, address direction, phone # & blood type on the front & a synopsis of all prenatal care on the back.
Keeping a tab-indexed notebook is one good way to keep track. Keeping a folder for each client is another. Having the CPM study guide will help you know what things they think its important to keep track of, & what's not. Daphne Singtree's, "Midwives Workbook" can also help keep pertinent info in a organized manner.