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  3. Clinical Documentation for Private Practice: What You Need To Know
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Clinical Documentation for Private Practice: What You Need To Know

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.

Agenda:

  • 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)

Post Author

General Details

  • Course Length:
    2 hours
  • CEU Info:
    2 CEU’s Cat A for Counselors/Cat 1 for Social Workers

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.

Course Content

If this course includes a live Zoom presentation and you having issues connecting, please click here.

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Covid-19 Notice

Due to pandemic concerns, many therapists have opted to stay online and offer virtual sessions. If you are requesting in-person sessions please talk with your therapist about their availability. 

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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. 

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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 TrueBalanceCounseling.com 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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