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Clinical Documentation for Private Practice: What You Need To Know (Pre-recorded)

In a survey conducted of 500 therapists, over 60% reported that they had not received formal training on how to maintain effective documentation. 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.

This is a recorded version of the previously given live presentation.


  • 10 am – 10:10
    Welcome and Overview of Learning Objectives
  • 10:10 – 10:40
    Overview of Clinical Documentation: Why it is Important
  • 10:40 – 11:10
    What Do Insurances Require in Charts
  • 10:10 – 10:30
    What Is Medical Necessity: What You Need To Know
  • 10:30 – 11:00
    Best Practice Examples of Treatment Plans
  • 11:00- 11:30
    Best Practice Examples of Progress Notes
  • 11:30 – 11:40
    Sample Interventions
  • 11:40 – 11:50
    Preparing for an Insurance Audit
  • 11:50 – 12:00
    Q and A

Learning objectives of this course

  1. Identify the need for good documentation.
  2. Explain the requirements that relate to proper clinical documentation.
  3. Describe the necessary components of mental health assessments.
  4. Evaluate the role of documentation in treatment planning.
  5. Discuss the proper creation of progress notes.

About the PRESENTER(S)

General Details

Course Content

Once you have enrolled in this class, you must complete the following lesson, quiz, and/or evaluation to earn CEU’s for this course.  Social workers must attend live session to earn cat. 1 CEU’s.


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