Clinical
Documentation
101
A message from the owner Shalyn Rose, LCSW:
Let's face it, jotting down notes isn't what we imagined doing when we dreamed of becoming clinicians. We're trained in clinical theories, diagnosis, and interventions, not paperwork. Yet here we are in private practice, often unsure about the best way to document our work. It's crucial, especially if you work with insurance companies. Proper notes are key to passing audits and keeping your earnings secure!
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This course will teach you the basics of creating and maintaining high-quality, compliant and accurate medical records. You will learn how to document various clinical scenarios, how to use different types of documentation and how to follow the best practices of clinical documentation.
This training is suitable for anyone who works in health care, whether you are new to clinical documentation or just want to refresh your skills and knowledge. Don't miss this opportunity to enhance your documentation skills and take your career to the next level!
Intended Audience
Our training program is NASW-approved for LCSWs, LPCs, LMFTs, LMSWs, LPC-As, and PsyDs for Connecticut Licensed Clinicians.​
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This course offers 3 CEUs for attendees!
Learning Objectives
By the end of this course, you'll:
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Master writing Biopsychosocial assessments, progress notes, treatment plan, treatment plan updates, and discharge plans
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Learn how to implement the golden thread
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Learn to streamline your note-writing process, save time, and recognize warning signs for potential insurance audits.
Interactive Coursework
Our coursework features real examples of the major components of a client chart as well as measurable vs. non-measurable treatment plan objectives, clinical terms for accurate note-taking, Q&A sessions, a self-review audit tool, a documentation checklist, and a PowerPoint for easy reference.
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Group Doc Training
Insurance companies have strict documentation standards and can audit your practice anytime, potentially costing thousands in repayments. To organize onsite or virtual training for your clinicians or prescribers, contact us for tailored group rates.
Testimonials
"Shalyn’s documentation training is excellent! In this training you get tips and inside information on creating and maintaining effective notes for insurance purposes and on managing treatment plans. The guidance and instruction improved my workflow and increased my confidence in this very important and yet under-explained area of my practice!! Highly recommend!"
~Mary
"Thank you so much for taking the time to host this training. It really helped me better understand what is needed in my documentation and feel more confident. I appreciate you so much."
~Ashley
"We participated in SSBHW Clinical Documentation training for our Clinicians. The content of the training was highly relevant and helpful to our practice as we now have greater knowledge and skills to ensure our documentation satisfies the many needs of our practice. Thank you, Shalyn!"
~Sam
UPCOMING
Virtual Training
Wednesday, May 14, 2025
9-12pm
*now only $99!
In Person Dates
Stay tuned!
All trainings will be conducted virtually using Google Meet as the platform.
You will receive an email with the meeting link and training materials
one day before the training date.
Refund Policy: We understand that unforeseen circumstances may arise, preventing attendees from participating in our scheduled training sessions. In the event that you are unable to attend any of the upcoming dates we offer, we are happy to provide a refund upon request. Please contact us to initiate the refund process. Please note that refunds are subject to review and approval based on the circumstances of each individual case.