Rethinking Notes: Strategies for Making Documentation Simple and Meaningful

Course Materials

Part 2: Notes Strategies and Client Access
Part 3: Documenting for High Risk Populations


  • American Psychological Association. (2017). Ethical principles of psychologists and code of conduct. Washington, DC: Author.
  • American Psychological Association. (2009). Criteria for the Evaluation of Quality Improvement Programs and the Use of Quality Improvement Data. American Psychologist. September Vol 64 Number 6, Pages 551-557.
  • Griswold, G. (2015) Navigating the Insurance Maze. San Jose, CA: Paper Street Press.
  • Luepker, E.T. (2012) Record Keeping in Psychotherapy and Counseling. New York, NY: Routledge, Taylor and Francis Group.
  • Schwitzer, A.M. & Rubin, L.C. (2015) Diagnosis & Treatment Planning Skills. Thousand Oaks, CA: SAGE Publishing.
  • Sutton, R. (2016) The Counselor’s STEPs for Progress Notes. San Bernardino, CA: Self Published.
  • US Dept. of Health and Human Services. (2006). HIPAA Administrative Simplification . Washington, DC: Author.
  • US Dept. of Health and Human Services. (2013). HIPAA Omnibus Final Rule . Washington, DC: Author.
  • Wiger, D.E. (2012) The Psychotherapy Documentation Primer, 3rd Edition. Hoboken, NJ: John Wiley & Sons, Inc.
  • Zuckerman, E.L. and Kolmes, K. (2017) The Paper Office for the Digital Age. New York, NY: The Guilford Press.

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