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"Education is our passport to the future, 
for tomorrow belongs to the people who prepare for it today."
- Malcolm X

Clinical Documentation 101

I HATE writing notes.. and you know you do too! We went to school to be clinicians, NOT authors!! And while in school, we learned all about clinical theories, diagnosis, interventions, etc., but clinical documentation was not part of any of our programs. Now here we are, most of us in private practice, writing notes the way we think they should be written with very little guidance from insurance companies. 

If you are in private practice and you accept insurance then you NEED to know how to write notes. Insurance companies can audit your charts at anytime and if your documentation doesn't meet their guidelines then you'll be giving back your hard earned money.. and A LOT of it!! 


This training is for psychotherapists who want to improve their documentation skills and knowledge.

Whether you're licensed, provisionally licensed, an intern, working in private practice or an agency, you need to know how to write notes. 

NASW approved for 3 CEUS for LCSW, LPC, LMFT, and PsyD

for CT licensed clinicians.

**CEUs will be offered for additional states in 2024**


Learning Objectives

Learn to write progress notes, treatment plans, assessments, & discharge plans that are in compliance with insurance criteria

Decrease the amount of time spent writing notes

Identify red flags that might trigger an insurance audit

Learn what steps to take if you are audited

What are they saying?

"Hi Shalyn, I just wanted to take a minute and thank you for offering such a great training! I really appreciate all the information, handouts, personal stories, etc. that you shared. I found it so helpful and would highly recommend it to anyone in the future. I’m still processing some of what you shared and keep thinking to myself how lucky your clinicians 

are to be able to learn this directly from you."

-Jess T.

"Thank you for a great training. I feel so much more confident about writing notes and have already started implementing changes. You're a really good teacher. Thanks again!"


Clinical Documentation Course

This is an interactive course that includes:

  • PowerPoint

  • An example of a biopsychosocial, progress note, treatment plan, and treatment plan update from a real client's chart using a SOAP template

  • Examples of measurable vs. non measurable treatment plan objectives

  • A list of clinical terms, phrases, and language to refer to when writing notes

  • An on-going list of Q&A generated directly from participant questions

  • An audit tool for reviewing your own documentation

  • A checklist to refer to when documenting; designed to ensure you don't miss anything

  • Insider information on the process and outcome of a Medicaid audit

Upcoming Workshop Dates

2023 Training Dates

Wednesday, December 13, 2023

9am-12pm (EST)

Virtual Training


Google Meet

2024 Training Dates

Tuesday, January 16, 2024

9am-12pm (EST)

Virtual Training


Google Meet

Monday, February 12, 2024

9am-12pm (EST)

Virtual Training


Google Meet


**Training materials and google meet links will be emailed the day prior tvirtual trainings**


*** Attention Group Practice Owners ***

Reach out to Shalyn if you are interested in hosting a training onsite or virtually for your team of clinicians. 

Discounted group rates are offered based on the needs of each practice. 

See contact information below

A meme of Daisy Ridley pointing to the viewer and holding a sign that says "Guess who's looking at memes instead of finishing progress notes?"
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