Audits and Records Requests with Barbara

If you’re like many therapists, you freeze whenever you hear “audits” or “records requests” and dread the moment you have to sit down to write your clinical session progress notes.

But what if audits and records requests were simply a no-stress, regular part of being a private practice therapist?

For this episode of Starting a Counseling Practice, we’re joined by Barbara Griswold, LMFT, author of the must-read Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance — And Whether You Should.

Miranda talks with Barbara about the inevitability of getting audited, whether you should fear audits (spoiler alert: usually not!), why it’s so important to have clear notes and take control of your billing, and a few reasons why therapists are so afraid of audits.

Check out the full episode today to get clearer on therapist audits and records requests!

Resources Discussed

  • Check out Barbara’s trainings and resources: theinsurancemaze.com/store

  • Schedule a consultation with Barbara: calendly.com/barbgris

  • Register for Audits and Records Records: What Every Therapist MUST Know -- Even If Out-of-Network.

  • The unavoidable reality of getting audited as a private practice therapist.

  • Whether you need to fear audits and records requests.

  • Client lawsuits and complaints to ethics committees and licensing boards — AKA why your notes need to be clearly written and appropriate for anyone who requests them.

  • Not having enough time for progress notes + the simple solution.

  • The basics of clinical reviews, administrative records requests, and claims audits.

  • Insurance clawbacks and caution around outsourcing your billing to automated software.

  • A recent zynnyme survey and how Miranda thinks it’s connected to fears around audits.

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