Mastery in Mental Health Documentation & Medical Necessity: Comprehens
Digital Seminar

Mastery in Mental Health Documentation & Medical Necessity: Comprehensive Clinical Documentation for Psychotherapists


Faculty:
Beth Rontal
Duration:
6 Hours 01 Minutes
Format:
Audio and Video
Copyright :
Dec 05, 2018
Product Code:
POS054275
Media Type:
Digital Seminar


Description

Clinical documentation is a professional standard of care, but there is little guidance about what to write or how to write it. Paperwork can seem disconnected from helping clients. It can create confusion and anxiety about possible violations of privacy and confidentiality, potentially traumatic audits, and even legal nightmares.

What are the criteria for a client needing services? How is medical necessity justified? How can the “golden thread” of documentation be created and maintained so that audits are passed and a professional standard of care is maintained even when insurance is not involved?

This recording can help answer these questions and more! Effective clinical documentation is not rocket science. It is a formula that, once learned, translates clinical thinking into clean documentation, so that writing notes and treatment plans can be done quickly and efficiently, getting authorizations is easy, and audits are not as threatening. In addition, confidentiality is not violated and continuity of care is practiced.

Choose mastery over misery and allow good clinical documentation to be a contribution to high quality clinical work rather than a detour away from it.

Credits

**

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing and passing the on-line post-test evaluation). 

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact cepesi@pesi.com or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of mental health professionals.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards


Counselors (Self-Study)

This intermediate self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.


Counselors - New York (Self-Study)

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Counselors - Texas (Self-Study)

PESI, Inc. has been approved as a continuing education sponsor through the Texas State Board of Examiners of Professional Counselors. Provider #: 2477. This self-study course qualifies for 6.0 continuing education credits.


Counselors, Marriage & Family Therapists and Psycho-Educational Specialists - South Carolina (Self-Study)

This program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Approval #4540.


Marriage & Family Therapists (Self-Study)

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save this course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements. 


Marriage & Family Therapists - Illinois (Self-Study)

PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Professional Regulation. Provider #:168-000156. Full attendance at this self-study activity qualifies for 6.0 credits.


Marriage & Family Therapists - New York (Self-Study)

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0024. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Marriage & Family Therapists - Texas (Self-Study)

PESI, Inc. has been approved as a continuing education sponsor through the Texas State Board of Examiners of Marriage and Family Therapists. Provider # 503. This self-study package qualifies for 6.0 continuing education credits.


Nurses - California (Self-Study)

PESI, Inc. is a provider approved by the California Board of  Registered Nursing, Provider #: 13305 for 6.0 self-study contact hours. 

** You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.


Nurses - Florida (Self-Study)

CE Broker

PESI, Inc. is an approved provider by the Florida Board of  Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.

** Florida Participants Only: To automatically be reported to CE Broker, after completing and passing the online post-test/evaluation, please contact cepesi@pesi.com. You will need to provide the full title of the activity, speaker name, date of live broadcast, your name and your license number in the email.


Nurses - Iowa (Self-Study)

PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.3 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.


Nurses/Nurse Practitioners/Clinical Nurse Specialists - Generic (Self-Study)

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.


Psychologists - Canadian (Self-Study)

PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 6.0 self-study continuing education hours.


Psychologists – Florida (Self-Study)

PESI, Inc., is an approved provider with the Florida Board of Psychology. Provider Number BAP #77. This product qualifies for 6.3 self-study continuing education credits.

** Florida Participants Only: To automatically be reported to CE Broker, after completing and passing the online post-test/evaluation, please contact cepesi@pesi.com to have your Florida credits reported to CE Broker. You will need to provide the full title of the activity, speaker name, date of live broadcast, your name and your license number in the email.


Psychologists & Physicians

This self-study activity consists of 6.0 clock hours of continuing education instruction. The following state psychologist boards recognize activities sponsored by PESI, Inc. as an approved ACCME provider: Alaska, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kentucky, Maryland, Missouri, Nebraska, New Hampshire, New Jersey, New Mexico, Pennsylvania and South Carolina. Certificates of attendance will be issued for you to submit to your state licensing board to recognize for continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance.

 

PHYSICIANS/PSYCHOLOGISTS: PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education. PESI, Inc. designates this self-study activity for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. This activity was originally recorded on 12/05/2018. It was last reviewed on 08/03/2018 and is valid until 08/03/2021.

 

Physicians should only claim credit commensurate with the extent of their participation in the activity. You are required to successfully complete and submit a post-test prior to receiving a certificate of completion.


Social Workers (Self-Study)

PESI, Inc., #1062, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), www.aswb.org through the Approved Continuing Education (ACE) Program. PESI, Inc. maintains responsibility for the program. ASWB Approval Period: January 27, 2017-January 27, 2020. Licensed Social Workers should contact their regulatory board to determine course approval for continuing education credits. Social Workers participating in the course will receive 6.0 (Clinical Practice) continuing education clock hours for completing this intermediate self-study package. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation and pass the post-test.


Social Workers - Canadian (Self-Study)

PESI, Inc., #1062, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), www.aswb.org through the Approved Continuing Education (ACE) Program. PESI, Inc. maintains responsibility for the program. ASWB Approval Period: January 27, 2017-January 27, 2020. Licensed Social Workers should contact their regulatory board to determine course approval for continuing education credits. Social Workers participating in the course will receive 6.0 (Clinical Practice) continuing education clock hours for completing this intermediate self-study package. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation and pass the post-test. Canadian provinces may accept activities approved by the ASWB for ongoing professional development.


Social Workers - Colorado (Self-Study)

PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This self-study course has been approved for 6.3 continuing education hours. 

 

COLORADO PARTICIPANTS ONLY: To be reported to the Colorado Chapter of the NASW, after completing and passing the online post-test/evaluation, please contact cepesi@pesi.com and provide the full title of the activity, speaker name, date of live broadcast, your name and your license number in the email.


Social Workers - Illinois (Self-Study)

PESI, Inc. is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 6.0 contact hours.


Social Workers - Kansas (Self-Study)

PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This self-study course has been approved for 6.0 continuing education hours.


Social Workers - Minnesota (Self-Study)

PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study package has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.


Social Workers - New York (Self-Study)

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 


Social Workers/Counselors/Marriage & Family Therapists - Ohio (Self-Study)

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #: RCST071001. Successful completion of this self-study course meets the qualifications for 6.25 clock hours of continuing education credit.


Social Workers/Counselors/Marriage & Family Therapists – Pennsylvania

This intermediate activity is approved for 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation.


Social Workers/Counselors/Marriage & Family Therapists/Licensed Educational Psychologists – California (Self-Study)

This intermediate activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation.


Social Workers/Marriage & Family Therapists/Mental Health Counselors - Florida (Self-Study)

CE Broker

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number BAP #77. This self-study course qualifies for 6.25 continuing education credits.

** Florida Participants Only: To automatically be reported to CE Broker, after completing and passing the online post-test/evaluation, please contact cepesi@pesi.com. You will need to provide the full title of the activity, speaker name, date of live broadcast, your name and your license number in the email.


Θ Other Professions (Self-Study)

This self-study activity qualifies for 6.0 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.


Handouts

Faculty

Beth Rontal Related seminars and products: 1

LICSW


Beth Rontal, LICSW, is a psychotherapist in private practice in Brookline, Massachusetts, as well as a documentation consultant (wizard) and private supervisor. Ms. Rontal earned her MFA from Boston University, and her Master’s in Social Work from Simmons College in Boston. She was clinical supervisor at a mental health clinic for 16 years, where she was instrumental in developing and implementing the clinic’s first electronic documentation system. This implementation significantly reduced documentation time and errors and decreased the paperwork returned by clinicians from 65% to 8%, which in turn allowed for the addition of 3 to 5 clinical hours per week and generated thousands of dollars in savings for the company. 

Ms. Rontal continues to be a developer and consultant in the field of clinical documentation. She is a sought-after national lecturer who has taught seminars over the course of many years, in addition to having published numerous articles on the topic. 

Speaker Disclosures: 

Financial: Beth Rontal is in private practice. She has intellectual property rights to Documentation Wizard. Ms. Rontal receives a speaking honorarium from PESI, Inc. 

Non-financial: Beth Rontal has no relevant non-financial relationship to disclose.


Additional Info

Program Information

CD/DVD

Click here to purchase the DVD or CD recording from our product store.


Additional Resources

To order the book, Diagnosis Made Easier, 2nd Edition, please visit our product store.

To order the book, DSM-5™ Handbook of Differential Diagnosis, please visit our product store.

To order the book, Mastering the DSM-5®, please visit our product store.


Access for Self-Study (Non-Interactive)

Access never expires for this product.


Objectives

  1. Explain the importance of proper documentation in informing clinical decision making
  2. Evaluate the role of the clinical diagnosis in justifying medical necessity and providing more effective services to clients
  3. Determine how to use the behavioral language required by insurance companies to facilitate delivery of services to clients
  4. Explain how to document what really happens in a clinical session without violating privacy or confidentiality
  5. Assess medical necessity by employing the “golden thread” for improved treatment outcomes

Outline

Why is Documentation the Topic Clinicians Love to Hate?
  • How do you feel about documentation?
  • Why is documentation so daunting?
  • Why is documentation the topic clinicians love to hate?
  • Why document?
Medical Necessity
  • Definition of Medical Necessity
  • What is “The Golden Thread” and how does it relate to medical necessity?
  • What is the role of the diagnosis in justifying medical necessity?
How to Write a Treatment Plan
  • Definition of a treatment plan
  • Everything that’s needed in a treatment plan and why
  • How to write a treatment plan that justifies medical necessity using behavioral language and the “golden thread” with examples
  • Practice writing a treatment plan
How to Write a Session Note
  • Definition of a session note and how it relates to the treatment plan
  • Everything that’s needed in a session note and why
  • How to write a session note that justifies medical necessity using behavioral language and the “golden thread” with examples
  • Practice writing a session note
How to Write an Intake Summary
  • Definition of an intake summary and how it relates to all other documentation
  • Everything that’s needed in an intake summary and why
  • How to write an intake summary that lays the ground for medical necessity
How to Write Case/Collateral Contact Notes
  • Definition of a case/collateral contact note and how it relates to the treatment plan
  • Everything that’s needed in a case/collateral contact note and why
  • How to write a case/collateral Contact Note that justifies medical necessity using behavioral language and the “golden thread” with examples
How to Write a Discharge Summary
  • Definition of a discharge summary and how it relates to the treatment plan
  • Everything that’s needed in a discharge summary and why
  • How to write a discharge summary that completes the “golden thread” with examples

Target Audience

  • Mental Health Administrators
  • Psychiatrists
  • Psychologists
  • Counselors
  • Social Workers
  • Office Managers
  • Mental Health Nurses
  • Marriage and Family Therapists
  • Psychotherapists
  • Other Mental Health Professionals

Reviews

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Overall:     4.2

Total Reviews: 54

Comments

Amanda G - Marhsall, Minnesota

"Was a great training!"

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