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ACE Foundation Programs

Saturday, March 29, 2025

THE ADVANCED CLINICAL EDUCATION FOUNDATION PRESENTS:

WHAT’S MISSING FROM YOUR CLINICAL NOTES: DOCUMENTATION UPDATE

Program Description

While you may shiver at the idea of an insurance plan, ethics committee, licensing board, or even a client requesting your session notes, this is happening more frequently — even to therapists who don’t work with insurance. Poor notes may even lead health plans to refuse claim payments or ask for money back. Well-written records may be your only defense if a client complains. And the quality of your notes can also be a deciding factor in whether a client gets necessary treatment or disability.

But if you are like most therapists, you aren’t proud of your notes, and you never received training in how to write them. And you may not realize how your current note-keeping habits can hurt you – and your clients.

This webinar will teach you how to write BRIEF notes that satisfy legal, ethical, and insurance expectations, so that you’ll feel confident if you receive a records request. You’ll be introduced to 3 note templates you can use immediately. And we’ll analyze 8 sample progress notes, so you will get the rare opportunity to see what “good” progress notes look like.

Early Bird Registration – OPENS 1/31/2025
General – $110 ($125 after March 7)
NYSSCSW Member – $75* ($90 after March 7)
Student – $25** ($35 after March 7)

Registration Options

*NYSSCSW Discount applies to NYSSCSW current members only.

**Student Discount only applies to full time students currently enrolled in social work and MHP master level programs.

If this is your first time taking an ACE Foundation program not not shared with the NYSSCSW, you will be prompted to make your complimentary account on the ACE Foundation Learning Center platform, where you will be able to access all current and future programs and course materials from your dashboard. You will be asked to set a password for your new ACE Foundation Learning Center account.

Date:

Saturday, March 29, 2025

10am - 1pm EST

Registration:

Early Bird Registration will open on Friday, January 31, 2025.

contact Hours:

3.0 Contact Hours Will Be Awarded For This Program

Presenter:

Barbara Griswold LMFT

Location:

Live Online via Zoom

Program Originator:

ACE Foundation

Course Number

A-017

NYS CE Accreditation for:

LCSW, LMSW, LPSY, LMFT, LMHC, LP

The Advanced Clinical Education (ACE) Foundation of the NYS Society for Clinical Social Work, Inc. is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed marriage and family therapists #MFT-0028; licensed mental health counselors #MHC-0045; licensed psychoanalysts #P-0017; licensed psychologists #PSY-0121; and licensed social workers #SW-0056.

Out of State Providers:

Out-of-state providers are welcome to request a certificate upon completion of the presentation evaluation but must check with their own state licensing boards to inquire about whether or not the certificate is recognized as transferrable for CEs in their state’s jurisdiction.

Program Details

By the end of this continuing education activity, participants will be able to:

1. Identify 2 ways that keeping vague, late, or non-existent progress notes can harm therapists and clients
2. Identify 5 common health plan documentation requirements
3. Define “medical necessity” for care, a concept used by health plans to approve care
4. Identify legal issues related to altering notes or writing notes long after a session

Psychiatrists, psychologists, social workers, licensed psychoanalysts, nurse practitioners and family and marriage/couple therapists and mental health counselors.

This seminar is appropriate for clinicians with all levels of experience.

Barbara Griswold, LMFT is the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should, now in its 9th edition. She authors an online blog called “What EVERY Therapist Should Know About Insurance.” Her experience includes 33 years in private practice in San Jose, CA, and two years serving on a California professional association state Ethics Committee. She now provides consultations and trainings to therapists nationwide about insurance, notes, and practice building. She invites you to check out her website at http://www.theinsurancemaze.com.

Bibliography/References – DOWNLOAD PDF
Zoom webinar with Q & A

Contact Hours will be awarded once the entire course is completed, as evidenced by signing in and out and completing a course evaluation. Certificates will be emailed approximately ten business days after the completion of the course.

ACE welcomes participants with diverse abilities. Please contact Kristin or Debbie at info.acefoundation@gmail.com, at time of registration, to request accessibility accommodations. Accommodation requests are considered in accordance with the Americans with Disabilities ACT (ADA), Section 505 of the Rehabilitation ACT.

Cancellation Policy:

Cancellations made at least five days before the event will be refunded less a 10% cancellation fee. For cancellation please call 1-800-288-4279, or email us at info.acefoundation@gmail.com.

Inclement Weather Policy:

Should Inclement weather occur, we will be notifying all registrants via the email by which the registrant signed up. Please be sure to check your email before you leave for the course.

  • 3.0 Contact Hours will be awarded once the entire course is completed.
  • All registrations must be submitted by the Thursday prior to the program.
  • Certificates will be emailed approximately ten business days after the completion of the course.
  • For questions regarding disability access please contact Kristin or Debbie, at time of registration, so that we can see to it that arrangements are made to accommodate your special needs: info.acefoundation@gmail.com.
  • For questions regarding course content, please contact Kristin or Debbie: info.acefoundation@gmail.com.
  • In the event of any grievance please contact: info.acefoundation@gmail.com.

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