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Digital Seminar
Mental Health Documentation & Medical Necessity: Simple, Clear Guidelines that Maintain Quality of Care and Protect Your Practice

Mental Health Documentation & Medical Necessity: Simple, Clear Guidelines that Maintain Quality of Care and Protect Your Practice

Standard - $249.99 $132.49 Anniversary Sale 2026 - 47% off!
Also Available: DVD

“I love paperwork!”

--Said NO clinician, EVER.

Yet, the success of your practice depends on your ability to write good intake summaries, treatment plans, session notes, case/collateral notes, and discharge summaries. Taken together, these pieces to the documentation puzzle support your goal of providing quality services to your clients. They also impact the stability and success of your practice. When done well, they result in piece of mind and timely payment from insurance companies. When done poorly, they lead to the misery of denials, audits, and lost income.

The great news is that you CAN become proficient at mental health documentation and medical necessity. This seminar provides clear and simple guidelines for recordkeeping that adheres to professional standards and ethical codes, supports delivery of quality care, and reduces errors and delays in payments.

You will receive expert instruction from Beth Rontal, MSW, LICSW, affectionally known as the Documentation Wizard. For over 15 years, Beth has been instrumental at changing how individuals and organizations approach documentation. The results speak for themselves. Rates at which paperwork was returned to clinicians for correction have dropped significantly, in one case from 65% to under 8%. This gave clinicians back 3 to 5 clinical hours per week, saving thousands of dollars and improving job satisfaction.

Here's What You'll Learn


Get Past Your Negative Feelings About Documentation
  • Documentation as a contributor to good clinical work
  • Documentation through the lens of the “Golden Thread”
  • Documentation as a protector of income and integrity
  • Anxiety-reducing answers to common questions
Embrace the Requirement of Medical Necessity
  • The elements of medical necessity
  • The “Golden Thread” as a key part of medical necessity
  • Establish the connection between diagnosis and treatment
How to Write:
  • The Diagnostic Summary
    • What’s needed in the diagnostic summary, and why
    • How the diagnostic summary initiates the path of the Golden Thread
  • The Treatment Plan
    • What’s needed in a treatment plan, and why
    • Operationalize the presenting problem
      • Questions to ask
      • Describe the diagnostic criteria in behavioral terms
    • Make a clear connection between goals, objectives, and interventions
    • Protect the client and the therapist with a thoughtful risk assessment
    • Evaluate client progress
    • How the treatment plan it continues the path of the Golden Thread
    • And more …
    • Activity: Write a treatment plan
  • The Session Note
    • The session’s note relationship to the treatment plan
    • What’s needed in a session note and why
    • Descriptive or narrative approach to interventions used
    • Changes to treatment plan
    • Justify multiple sessions
    • Activity: Write a session note
  • The Case and Collateral Contact Note
    • What’s needed in a case and collateral contact note and why
    • Differences between case and collateral contact notes
    • Provide a clinical justification for the case/collateral consult
  • The Discharge Summary
    • What’s needed in a discharge summary, and why
    • How the discharge summary completes the Golden Thread
20 DOCUMENTATION RED FLAGS THAT LEAD TO TROUBLE

Everything You're Getting


  • More than 6 hours of video content
  • Up to 6.25 CE credits
  • Certificate of completion
  • Handouts and resources

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Mental Health Documentation & Medical Necessity: Simple, Clear Guidelines that Maintain Quality of Care and Protect Your Practice
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Mental Health Documentation & Medical Necessity: Simple, Clear Guidelines that Maintain Quality of Care and Protect Your Practice
Digital Seminar
$132.49
$249.99

Meet Your Experts


Beth Rontal, MSW, LICSW

Toggle speaker biography

Beth Rontal, LICSW, also known as the Documentation Wizard, spent 20 years as a theater costume designer before bringing her eye for structure and creativity to clinical work. Over 24 years as a trauma therapist, she discovered an unexpected passion: transforming the documentation clinician’s dread into a powerful clinical tool.

While supervising at a community mental health agency for 11 years, Beth developed a practical formula for treatment plans and progress notes that transformed her supervisees’ experience of note writing. In 2012, she founded Documentation Wizard® to help therapists turn clinical intuition into simplified, effective documentation. Her trainings and comprehensive forms – reviewed by attorneys and a bioethicist – and her work developing an electronic documentation system have empowered clinicians worldwide. Today, Beth has a private practice in Boston, MA specializing in emotional eating and is an internationally recognized speaker and consultant on mental health documentation.


Speaker Disclosures:
Financial: Beth Rontal maintains a private practice. She is the founder and trainer for Documentation Wizard, LLC., and receives royalties from Berries AI Scribe. Beth Rontal receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Beth Rontal is a member of the NASW.

100% Demo Guarantee

Register for this intensive training course without risk. If you're not completely satisfied, give us a call at 800-844-8260. We're that confident you'll find this learning experience to be all that's promised and more than you expected.

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Access for Self-Study (Non-Interactive)

Access never expires for this product.

For a more detailed outline that includes times or durations of time, if needed, please contact cepesi@pesi.com.

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Media Type:
Digital Seminar
Also Available:
DVD
Product Code:
POS055315
Duration:
6 hours, 51 minutes
Copyright:
Feb 28, 2025
Closed Captions:
Available
Format:
Audio and Video

ADA Needs


We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.

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