Writing Great Progress Notes: What Should Be in Your Chart
Learn how to write effective progress notes that protect you, your clients AND meet the current requirements of insurance plans -- whether you're an in-network or out-of-network provider!
In this training, you'll learn:
How to write effective progress notes to meet the needs of you, your clients, and insurance plans.
How to document the "medical necessity" of a client's treatment so they receive insurance approval for in or out-of-network reimbursement.
How vague, superficial, or missing progress notes can cause harm to you or your private practice clients.
Why you might get audited by insurance plans and how to respond if they ask for your notes.
Notice: This training mentions free CE credits, which are no longer available.
To earn 3 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.
