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.

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Course Objectives: 

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

• Identify general documentation and record-keeping guidelines and apply them when writing mental health progress notes in private practice

• Identify the differences between progress notes and psychotherapy notes

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Raves from past participants

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"The thoroughness of EXACTLY what must be included and excluded in progress note. I learned this years ago, and again less years ago, but this was more thorough than anything I had learned. Slides 20-25 and examples and details of same (if memory serves) were most helpful. I also especially liked that Leslie (you) did not just "Read the PowerPoint". That is the worst part for me of any conference, in person or online... That was absolutely not the case here. The PowerPoint provided structure and order, the presenter provided WAY MORE context, content than the slide." Jeanne Marie M.

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"I loved the workshop! It was really helped me to build more confidence in note-taking. I really like the templates and I am so happy I found this course. I especially appreciated how knowledgeable the presenter was on the topic. I was engaged the entire time of the workshop." - Anonymous

 

“This workshop was transformative. I feel more confident writing my notes now and not as afraid of them.” -Jess

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“…This was one of the best trainings I have attended and so helpful! I am so happy I was able to attend this training!” - E.

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“Leslie is a wealth of knowledge!...I feel as though I am able to write more comprehensive notes after this training. Thank you for a great training! I also feel more comfortable about potential insurance audits, should they occur.”- JD

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“It was succinct, informative and very helpful. I learned a great deal of important information about a topic I'm not exceptionally comfortable with. {Leslie} was very knowledgeable.”- Ellen B.

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“…all the training objectives were met, the presentation was well organized, and the questions were addressed in the chat in a way that extended the instruction for everyone. I LOVED how Leslie managed the vast geography of the audience AND encouraged us to do a deep dive into what our states require. Overall the workshop was well worth the time and money, and I would certainly attend other workshops and recommend them to my colleagues.”- Ann Onymous

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“This should be a required course in graduate school and/or licensure for anyone pursuing a clinical path. I've never understood why something as important as documentation is completely glossed over. I realize there are differences according to each state, but it too important to go unaddressed in a more formal manner. Thank you!”- Ashley B.

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“Leslie has the unique ability to take complex subjects and present them in a clear and concise manner. You always leave her workshops with so much information. Leslie is very knowledgeable about what practitioners need to know to be successful and in compliance. I highly recommend Leslie's workshops and consultations.”- CHATMAN-FINLEY

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“Leslie has the gift of explaining difficult content/subject matter in a manner that all can understand…essential information.”- Colleen

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“Leslie is both knowledgeable and thorough and is able to effectively communicate the material in a user friendly way. I always look forward to learning from Leslie!”- Julie

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“…I learned all I needed to know about documentation and in addition I now have an example that I was able to print out and use to update my own note keeping.” - Darcie L

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“This course is a thoughtful and thorough orientation to and instruction for clinician progress notes that many clinicians have left to chance with whomever happened to supervise them when they obtained their LCSW accreditation hours. I'm sure some of us were well-trained, and I'm afraid that many were not. This course will supplement and more than fulfill the clinician's need to understand the nature and purpose of notes, and, more importantly, just HOW to do it right.” - Paul D. Kreisinger, LCSW

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“The information is crucial for practicing. This training was extremely helpful in how to complete documentation and very clear unlike most insurance companies!”- Elizabeth B

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“Although an experienced clinician that does not contract with insurance companies, it is good to be reminded of best practice and be prompted to return to the rules of our own states.”- Anonymous

“I would highly recommend this workshop. Leslie has a way of taking a complex subject and breaking it down to help you have practical ways to implement into your practice.”- DW

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“{Leslie} was very thorough and answered all questions. Very informed workshop that will assist me in writing better progress notes that I can feel more confident about.”- Anonymous

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“…It covers all info a clinician needs to know in documenting progress notes. {Leslie is} truly a wealth of knowledge in documentation! It was a super-informative 2 hours…Many thanks!”- LB

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“Very good guidelines on progress notes. Info was presented clearly and questions were answered very clearly. Thank you for the great info.” - Anonymous

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"I learned so incredibly much" - Anonymous

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"Finally clearer on the difference between progress notes and psychotherapy notes!" - Anonymous

 

"Leslie is a wonderful presenter. The information is a bit overwhelming but important and relevant for me." -Jerri S.

 

"It was a great training. A unique topic that included real-world, practical advice and resources that directly relate to my work. I learned new information that I had never heard before. I felt more confident and capable after the training." - Anonymous

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