Audit-Proof Progress NoteS: 
An In-Depth Look at Documentation and Record-Keeping in
Private Practice 

Join New Jersey’s premier ethics consultant Leslie S. Tsukroff, MSW, LCSW for an informative and interactive workshop in which participants will leave this workshop being able to:

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• Outline key components of a mental health progress note in private practice

• Identify and apply general documentation and record-keeping guidelines when drafting progress notes in private practice

• Differentiate between progress notes and psychotherapy notes

Course Description

Understanding the unique and important role that progress notes serve in documenting clinician-client interactions is essential for the private practitioner.  While students are shown how to examine clinical sessions through process recordings and employees learn to document clinical services from the organizations that employ them, where do clinicians in private practice get this crucial information?

In this workshop, attendees will learn how to draft a thorough, audit-proof progress note that complies with prevailing ethical guidelines and current laws around documentation and record-keeping. 

Target Audience
This workshop is designed for the intermediate clinician in private practice who wishes to gain a better understanding of how to create an audit-proof mental health progress note.

 

Course Content Level

Intermediate

Agenda

Welcome
Documentation and record keeping overview and purpose; medical necessity; ethical standards and standard of care; Polling (30 minutes)
Progress notes- key elements; examples of state regulations/laws; HIPAA definition; Medicare requirements; Polling (30 minutes)
Break (10 minutes)
Detailed review of elements of progress notes; documentation tips and guidelines (general and high risk) (35 minutes)
Psychotherapy notes defined; comparison with progress notes; polling (30 minutes)
Conclusion & Q&A (15 minutes)

Investment

$65.00

 

Location

If on-line, delivered via Zoom

If in-person, location TBD

How to Register
Registration
On-line: www.LeslieTsukroff.com
    Register and pay on-line with a credit card    
    Print registration form and mail
By Phone: 973-879-1678
    Register and pay with a credit card or
    Request a registration form
E-mail: LTsukroffLCSW@Hushmail.com
    Request a registration form

Deadlines, Cancellation/Refund Policies, Complaints, ADA Needs, Questions/Concerns

• If participants have any questions or concerns or are dissatisfied with any part of the registration process, facilities, non-receipt of certificates,  the presenter or the presentation, or any other complaints, they should contact Leslie S. Tsukroff, MSW, LCSW, the program administrator directly @ 973-879-1678 or @ LTsukroffLCSW@Hushmail.com

• In order to assist in the ethical and timely resolution of grievances, Leslie S. Tsukroff, Inc.’s Auxiliary Social Work Consultant, Laura Taylor, MSW, LSW will be actively involved in addressing and resolving all disputes.   

• If the results of the grievance process are unsatisfactory, New Jersey social workers have the option to contact the approving entity, with an option to appeal to their licensing board.

• All complaints will be responded to within 7 days from the receipt of the complaint.

• Full refunds will be given to registrants up until 1 week (7 days) prior to the event.  

• Requests for refunds must be made in writing and mailed to Leslie S. Tsukroff, Inc., Business Management Consulting for Mental Health Practitioners, 68 North Bridge Street, Somerville, NJ 08876 or via e-mail to LTsukroffLCSW@Hushmail.com.

• Mail and E-mail registration deadline is 3 days prior to the event.

• Leslie S. Tsukroff, Inc. would be happy to accommodate your ADA Needs.  Please call (973-879-1678) to discuss at least 2 weeks prior to event.

• If you have any questions, please call Leslie S. Tsukroff, MSW, LCSW @ 973-879-1678 or e-mail her @ LTsukroffLCSW@Hushmail.com

Course Completion

In person
For those who registered on-line, by phone or via mail, certificates will be handed to social workers who attend the entire session and complete a course evaluation.
For those who register on-site, certificates will be emailed/mailed within 7 days to those social workers who attend the entire session and complete a course evaluation.

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Live, interactive webinar: 
Certificates will be e-mailed to participants within 7 days:
1.    Who attend the entire session
2.    Return a completed course evaluation.  
3.    Course evaluations will be e-mailed to registrants who attend the entire session, within 30 minutes of the workshop ending. 
4.    Course evaluations may be e-mailed to LsTsukroff@aol.com or mailed to the offices of Leslie S. Tsukroff, Inc., 68 North Bridge Street, Somerville, NJ 08876.
 

System requirements for virtual webinar:

This live, interactive, synchronous, virtual event will be hosted via Zoom Meeting. Participants will be able to connect using any device as long as they are connected to the internet.  A strong and stable WiFi connection is required for best quality.  Participants are encouraged to make sure they are using the most up-to-date version of Zoom and may be prompted to download or upgrade their Zoom app if using a mobile device.

 

Presenter

Leslie S. Tsukroff, MSW, LCSW is the Founder and Executive Director of Leslie S. Tsukroff, Inc, which encompasses both her private psychotherapy practice and her consulting business, aimed at assisting behavioral health clinicians achieve their business goals.  Leslie hails from a long line of entrepreneurs, following in the footsteps of her grandfathers, uncles, father and her mother.  Prior to launching her own psychotherapy practice in 1999, she worked in the trenches as a child/family preventative services worker, an on-site school mental health counselor, and as staff clinician at a community-based agency.  She gained further invaluable knowledge while developing clinical preventive programs for at-risk youth, spearheading startup programs for non-profits and working as an outpatient care manager during the rise of managed care during the 1990s.  

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Leslie is a recognized authority in professional ethics, risk management and private practice development in New Jersey. Her passion for social work professional ethics grew from her interest in the law and her prior employment at a law firm during college. While she determined early on that a career in law was not the right fit for her, serving on the NASW-NJ Ethics Committee and later being appointed Chairperson presented the opportunity to meld her clinical, ethical and legal worlds.

 

Most recently, she had the honor and privilege of serving on a task force charged with developing a new, comprehensive, and practical document for NASW entitled, “Clinical Social Workers in Private Practice: A Reference Manual.” In addition to providing input on the entire document, Leslie lent her professional ethics and private practice expertise by authoring sections on the subjects of professional wills, retirement and closing a private practice, minor's rights, issues impacting minors whose parents are divorced/separated, business planning, subpoenas, sliding scales, client–social worker practice agreements, informed consent standards and suggested case record forms.

 

With close to 3 decades of giving back to the social work and mental health communities, Leslie has served on various Boards of Directors, written articles, offered pro-bono presentations, and provided low-cost supervision and consultation to mental health professionals throughout the tri-state area.  As a Qualified Clinical Supervisor in New Jersey, she is committed to ensuring future generations of clinical social workers have the necessary skills to practice competently and ethically. Throughout her career she has served on several professional committees/task forces focused on continuing education for social workers, private practitioner concerns, insurance and managed care issues and social work licensure rules and requirements.
 

Leslie conducts engaging training workshops focusing on traditional business practices, risk management, documentation and record-keeping, private practice development, billing, ethical and legal issues and clinical matters. She has a passion for the collaborative learning process, and drawing on her clinical/ethics–related expertise she provides customized clinical, ethical, and private practice building consultations.  

 

In addition to her mental health consulting business, she maintains an office in Somerville, New Jersey and provides remote psychotherapy to clients located in New Jersey and Pennsylvania. 

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