Effective Clinical Documentation for Therapists CEU Workshop
Tue, Jul 29
|Virtual via Zoom
Protecting Yourself and Your Clients, While Ensuring Insurance Reimbursement


Time & Location
Jul 29, 2025, 12:00 PM – 2:00 PM CDT
Virtual via Zoom
The Experience
Join us for a practical online workshop designed to enhance your clinical documentation skills, with a focus on best practices for insurance billing and thorough documentation of risk of harm. Learn strategies for efficient and effective record-keeping that meets legal, ethical, and billing requirements.
Objectives:
This interactive online workshop will provide therapists with the essential knowledge and skills needed to create clear, concise, and legally sound clinical documentation, including specific guidance on documenting for insurance billing and effectively documenting risk of harm. We'll cover key topics such as:
Legal and Ethical Considerations: Understanding HIPAA, state regulations, and ethical guidelines related to documentation.
Best Practices for Note-Taking: Strategies for writing progress notes, intake assessments, treatment plans, and termination summaries.
Documenting for Insurance Billing: Meeting requirements for accurate coding, justification of services, and maximizing reimbursement.
Documenting Risk of Harm: Effectively documenting client risk factors, safety plans, and interventions to mitigate potential harm to self or others.
Avoiding Common Documentation Pitfalls: Identifying and correcting common errors that can lead to legal, ethical, and billing issues.
Efficient Documentation Techniques: Streamlining your workflow and saving time without sacrificing quality.
Using Documentation to Support Clinical Work: How effective documentation can enhance treatment planning, communication, and continuity of care.
Who This Workshop Is For:
This workshop is intended for licensed therapists, counselors, social workers, and other mental health professionals.
Investment:
$75 - Fully Licensed mental health professionals
$50 - Associates, Provisionally Licensed
$25 - Graduate Interns
CE Credit:
This workshop is approved for 2.0 CE credits with 100% attendance of workshop.
This workshop meets the CEU requirements for Texas LPC 50% rule.
To obtain CE credit, participants attending via Zoom are required to keep their cameras on for the duration of the workshop/training.
Please note: You are responsible for checking with your licensure board for approval of CEUs.
Presenter:
Monalisa G. Bryant, a distinguished Licensed Professional Counselor – Supervisor, is a dynamic speaker, consultant, and passionate mental health advocate dedicated to fostering dialogues and initiatives that champion psychological well-being and advocate for holistic approaches to promote personal and professional growth. With a diverse professional background, she has 10+ years of experience within the mental wellness field, spanning community-based programs, private practice setting, and the criminal justice system. Monalisa owns Master Peace Wellness & Consulting, PLLC, a thriving therapy group practice in Houston, Texas.
Additional Information:
Registration is required and payment is due at the time of registration.
Please plan to be at computer to save links needed for process.
Contact Information:
For more information about this workshop, please contact Monalisa at Monalisa@MonalisaBryant.com
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Tickets
General Admission
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Jul 28, 12:00 PM CDT
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