The Therapist's Guide to Defensible Progress Notes
Even When the Court Comes Calling
An on-demand training to transform your charting from a source of anxiety to ethically sound practice. Earn CEs while mastering your documentation in ways that mitigate risk, ensures compliance, and improves the confidence and clarity of your charting.
Do you panic at the thought of a subpoena?
You're a dedicated clinician. You provide excellent care for your therapy clients. But when a subpoena, a court order, or even a simple release of information comes through, a wave of uncertainty hits.
- "Are my notes good enough?
- "Did I write too much...or not enough?"
- "What are my exact legal and ethical obligations here?"
- "Could something I wrote be misinterpreted and harm my client, or my career?
Most therapist receive little to no training in the high-stakes art of documentation. You're left using outdated templates that don't serve you or your clients, waste your time with repetition in hopes of passing insurance audits, and ultimately leave you exposed and unprepared for legal scrutiny.
Imagine something different...
Expert Guidance
Learn from a seasoned forensic psychologist who routinely reads progress notes for Court cases.
Simplified Process
Break down the process into 6 easy-to-follow steps, making it manageable and less intimidating.
Practical Application
Get hands-on experience with real-world examples and exercises to reinforce your learning.
This course will help bring a sense of calm when records requests or subpoenas arrive. Learn from a board certified forensic psychologist in an engaging, self-paced format on the path to better progress notes and confident record releases.
ABOUT THE TRAINING
This is a beginner friendly training. Whether it's your first progress note or you're in the twilight of your career, it's never to late to learn to protect yourself and your clients in an increasingly litigious world.
This training is ideal for:
- Therapists in private practice who want defensible notes
- Group practice leaders looking to train their teams
- Psychologists needing APA CE credit
- Clinicians unsure how to handle release requests or subpoenas
- Anyone who wants to write better progress notes, faster
In this training, you'll gain a practical, structured formula for creating progress notes that are clinically robust, ethically sound, and legally defensible. Transform your practice with actionable, ethical guidance in order to:
- Bust the charting myths that put you at risk. We'll dismantle common misconceptions about documentation and correct typical barriers to a clean release.
- Master your legal and ethical obligations around disclosure. We'll cover when and how to release records so you have a crystal-clear understanding of the professional guidelines that govern progress notes and responses to release inquiries.
- Navigate subpoenas and Court Orders. Learn the critical do's and dont's when faced with legal demands for records.
- Understand when and how to withhold or redact. Discover the specific parameters when you have a valid concern about potential harm.
- Break free from flawed templates. We'll dissect the common failings of popular note templates (like SOAP and DAP) and show you why they often fall short under scrutiny.
- Adopt a structured, legally sound model you can start using today. Walk away with concrete techniques you can use to improve your very next progress note.
Students leave the course with a defensible note toolkit that includes two sample note writeups using the STAMP model presented in the training. We've added a bonus module to help you integrate AI tools thoughtfully into your workflow - to help ensure that cutting-edge tools don't introduce further liability or sacrifice quality. Receive a course completion certificate good for 2 continuing education credits.
Need to train your whole team? Get in touch today for enterprise access. Whether you have a team of two or two hundred, we'll help you onboard with ease.
LEARNING OBJECTIVES:
- Explain why therapists have no right to privacy in a client chart
- Describe HIPAAs regulations for withholding records based on harm
- Identify and refute three common barriers to release
- List three suggested strategies for writing more objective and more focused notes
$49
