What Counselors Need to Know About Creating Insurance and Progress Notes

Executing flawless clinical documentation challenges many mental health providers and can create compliance issues. Progress notes are a crucial way for insurance reviewers to determine whether or not to approve, extend, or discontinue a particular treatment. Achieving even close to flawless documentation is difficult, in part because of all the variables involved with each case, and can lead to an indirect impact on disadvantaged populations.

After this webinar, participants will be able to:

• Fully support client care with a broader understanding of documentation and insurance and their relationship to the standards of practice governed by regulatory bodies.

• Evaluate the role of documentation in treatment planning.

• Demonstrate the proper formation of progress notes.