Course curriculum

  1. Law & Ethics: What Should Be in Your Notes - Part 1

  2. Law & Ethics: What Should Be in Your Notes - Part 2

  3. Law & Ethics: What Should Be in Your Notes - Part 3

  4. Law & Ethics: What Should Be in Your Notes - Part 4

  5. Law & Ethics: What Should Be in Your Notes - Part 5

  6. Post-Test

About this course

  • $55.00
  • 3 hours of video content

Current RECAMFT members can register for this course at a discount.

Log onto your member account at recamft.org to get the coupon code needed to apply the discount at sign-up.

Course Description

THIS COURSE IS AVAILABLE AT A DISCOUNT TO CURRENT RECAMFT MEMBERS - log in to your recamft.org account to get the discount code to sign up.

Expert Barbara Griswold, LMFT will teach how to write brief notes that satisfy legal, ethical, and insurance expectations, in order to gain confidence in the event a records request comes in. She will outline new documentation requirements for telehealth. Barbara will introduce several note templates. The course will include sample progress notes with pointers for what “good” progress notes look like.

Educational Goals

This training covers the essential elements of therapy progress notes and what insurance companies expect to see in your documentation.

Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify how vague, illegible, or notes written long after the session can harm therapists and clients.

  • Identify 11 common health plan documentation requirements.

  • Define the "medical necessity criteria" used by health plans to approve ongoing treatment, and how to document this.

  • Demonstrate the use of SOAP and other note templates

CEs

This course meets the qualifications for 3.0 hrs of law & ethics continuing education (CE) credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.

Redwood Empire Chapter CAMFT (Provider #57173) is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LCSWs, LPCCs, and/or LEPs. Redwood Empire Chapter CAMFT maintains responsibility for this program/course and its content.

About the Instructor

Navigating the Insurance Maze Barbara is a private practice consultant and the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance -- And Whether You Should, now out in its 8th edition. In private practice in San Jose, she has been interviewed on NPR's “Morning Edition," and her articles have appeared in Psychotherapy Networker and The Therapist magazines. She is a past member of CAMFT’s State Ethics Committee and Board of Directors, and former Oral Examiner for the BBS. Her passion is helping therapists nationwide to master the business side of their practices. She invites members to contact her at her website, NavigatingtheInsuranceMaze.com.
Barbara Griswold, LMFT

Purchase Terms

Refund policy: Because you are given instant access to this on-demand training, the purchase is final and refunds are not allowed.

RECAMFT members qualify for a discounted registration for this program as part of their membership benefits. Log onto your recamft.org account using the button below to retrieve the discount code for use on the online checkout screen. We're sorry but we cannot provide refunds to previous purchases. Discounts are available only while your RECAMFT membership is active.
Click to get RECAMFT Member Discount Code