Clinical Documentation for Private Practice: What You Need To Know



Tuesday, November 2, 2021


The purpose of this training is to provide clinicians with an understanding of documentation and its relationship to the standards of practice governed by regulatory bodies and insurance companies in order to fully support client care.


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How to access our Zoom workshops

There are two ways to view our live Zoom workshops. If you are having trouble logging in, please refer to the instructions below.

Log in via link from email

When you registered for our Zoom Workshop, you should have received an email from Vivian Morgan with access information. I looks something like this:

  1. Make sure you have Zoom installed on your computer or mobile device.
  2. Simply click on the link that says “Click Here to Join“.

You most likely will not need to enter the passcode since Zoom’s unique link already has it embedded. There are some instances where you Zoom will ask you for the passcode. The passcode is in the same email right after the “Click Here to Join” link.

Please note that these emails are unique to your registration, so it is not possible to share the access information with anyone. 

Log in through our website

In the event that you lost your Zoom email, you can still login through our website. Follow these steps.

  1. Make sure you have Zoom installed on your computer or mobile device.
  2. Login into your account
  3. If you were already redirected, please go to your Account Dashboard where you will see all the classes you registered for, similar to this page:
  4. Find the class you registered for and click on that link. You will be directed to the course page. You will see a Zoom link to the workshop on the right sidebar. Or if you are on a phone, scroll all the way to the bottom. Then click on the Zoom link. See this example below:
  5. Once you click on the Zoom link you will see this page:
  6. Your username should automatically be populated in the top field. YOU WILL NEED TO ENTER THE ZOOM PASSCODE in the bottom field. TBTI will send you two reminder emails that will include the passcode. If for some reason you do not have the passcode by the time the class starts, please contact us immediately.
  7. After you entered the passcode, You have the option to view the Zoom presentation through our website by clicking on JOIN VIA WEB. If you click on JOIN VIA APP, your Zoom application will launch.

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