Insurance Audits and Records Requests: What Every Therapist MUST Know -- Even If Out-of-Network (with Barbara Griswold, LMFT)

Let’s face it: Audits are stressful. While some are purely administrative, others can lead to you or your out-of-network clients losing thousands of dollars in unreimbursed claims. Let's not give the insurance companies any more profits at your or your clients' expense!

In this replay of a LIVE training, you'll learn:

  • How to AVOID these requests in the first place by learning key audit triggers.

  • The scary new trend: pre- and post-payment audits.

  • Exactly how to respond if your records are requested to protect you and your clients.

  • Tips on recordkeeping changes you can make now, to avoid loss of money for you and your clients.

Notice: This training mentions free CE credits, which are no longer available.

To earn 2 Legal & Ethical CE credits for California LCSWs, LMFTs, LPCCs, or LEPs, you can purchase Barbara’s course here.

Other licensees should check with their boards.

Barbara Griswold, LMFT and author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should, now in its 9th edition. She has been interviewed on NPR’s Morning Edition and served 2 years on the Ethics Committee for the California Association of Marriage and Family Therapists. In addition to her 32-year private practice in San Jose, CA, she provides Continuing Education webinars and group trainings to therapists nationwide, on topics including insurance and progress notes, and the business side of psychotherapy.

Get your slides, handouts, and downloads at https://theinsurancemaze.com/yikes/

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What You MUST Know About Insurance as an Out-of-Network Therapist

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Show me the money! Understanding Rates, Raises, and Resigning (with Barbara Griswold, LMFT)