Clinical
Documentation
101
UPCOMING
VIRTUAL TRAINING:
November 12, 2025, 9-12pm
via Google Meet​
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December 10, 2025, 9-12pm
via Google Meet
Offerings tailored for teams:
Designed specifically for practices, clinics, or provider groups, our documentation training delivers cohesive, team-wide skill-building in best practices for charting and notes.
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Please use the button below to set up a training for your practice.
Intended Audience
Our training program is NASW-approved for LCSWs, LPCs, LMFTs, LMSWs, LPC-As, LMFT-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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Understand the ethical, clinical, and legal purposes of documentation.
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Understand how to assess and document medical necessity.
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Understand how to apply the Golden Thread.
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Identify the key components of mental health records.
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Write clear, concise, and defensible clinical notes using standardized formats.
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Recognize and avoid common documentation errors.
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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:
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Real examples of the major components of a client chart including: Biopsychosocial, Progress Notes, Treatment Plan, Treatment Plan Update, and Discharge Summary
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Measurable vs. non-measurable treatment plan objectives
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Clinical terms for accurate note-taking,
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Q&A sessions
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Self-review audit tool
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Documentation checklist
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PowerPoint for easy reference.
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.
A message from Shalyn Rose, LCSW:
Let’s be honest, documentation isn’t why we became clinicians. But it’s essential, especially in private practice and when working with insurance. Accurate, compliant notes protect your work and income.
This course covers the essentials of clinical documentation, including best practices, note types, and real-world scenarios. Whether you're new to documentation or need a refresher, this training will help strengthen your skills and boost your confidence.
"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
Testimonials
"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