2.5 CE Credit Hour (3hr) On Demand, Self Study on Insurance Billing

The Shadow Side of Therapy: Audits, Insurance Coverage, Documentation, and Medical
Necessity

Join insurance billing expert Barbara Griswold, LMFT, of Navigating the Insurance Maze as she discusses the daily burden of notes,
insurance billing, and audit fears while giving you confidence in your documentation and billing.

Plus: a helpful handout!

2.5 legal ethical CE credit hours

You may love working with your clients, but hate dealing with the daily burden of notes,
insurance billing, and audit fears

 This 3-hour webinar will help you bring down your avoidance and
anxiety, giving you confidence in your documentation and billing. 

Your Most Frequently Asked Questions on the Shadow Side of Therapy
We will calmly address your most frequently asked questions, including:
  • Notes
    • What do insurance plans require in my notes?
    • How do I document a client’s need for treatment (Medical Necessity), and why does this
      matter?
    • Should notes be detailed, or vague to protect client privacy?
    • Do my notes for telehealth sessions need to be different?
  • Treatment Plans
    • What should be in a treatment plan?
    • What is the biggest mistake therapists make when writing treatment plans?
  • Audits
    • Why might my records be requested? How should I respond, and what can I do now to
      reduce my audit risk?
    • Can my treatment and notes be reviewed even if I am not in network with an insurance
      plan? (the answer may surprise you)
    • Could an insurance plan really ask for money back if my notes aren’t good?
  • Telehealth:
    • What’s the latest on telehealth billing and coverage?

Who is this event for?

This course is designed for solo practitioners, group practice leaders, and group practice clinical staff members. It is also suitable for practices that consist of 100% in-person, 100% telehealth, or a mixture of in-person and telehealth treatment.

green check mark  In-person Practices

green check mark  Hybrid Practices

green check mark  Teletherapy Only Practices

Plus a helpful handout to help you navigate insurance billing!

I’ve been watching several of your CE programs and, while I’ve always been impressed with your services, I just have to say, your programs are excellently done with production and content and simultaneously warm and accessible. I really appreciate what you do!

Tara Ingram

Beat procrastination

Identify 3 ways that notes that are vague, illegible, or written long after the session can harm therapists and clients

Documentation Requirements

Identify 5 common health plan documentation requirements and 2 additional items that may be legally required in telehealth session documentation

icon of a home office

Medical Necessity Criteria

Define the components of “medical necessity criteria” used by health plans to approve ongoing treatment, and give an example of how to document this

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SMART treatment planning

Identify the components of a treatment plan, and define “SMART goals”

Training is Step 2 of the PCT Way.

Learn more about the PCT Way here.

Course Details

2.5 CE Credit Hour. Self Study

Title: The Shadow Side of Therapy: Audits, Insurance Coverage, Documentation, and Medical Necessity

Authors/Presenters: Barbara Griswold, LMFT
CE Length: 2.5 CE credit hours, legal-ethical
Legal-Ethical CE Hours: 2.5 legal-ethical CE hour 

Educational Objectives:

  • Identify 3 ways that notes that are vague, illegible, or written long after the session can harm therapists and clients
  • Identify 5 common health plan documentation requirements
  • Identify 2 additional items that may be legally required in telehealth session documentation
  • Define the components of “medical necessity criteria” used by health plans to approve ongoing treatment, and give an example of how to document this
  • Identify the components of a treatment plan, and define “SMART goals”

Syllabus: 

  • Why We Don’t Keep Better Progress Notes — And Why We Should
  • HIPAA: Progress vs. Psychotherapy notes
  • What Should be in Your Intake Notes: 11 Common Health Plan Requirements
  • What Should be in Your Progress Notes: 11 Common Health Plan Requirements
  • Telehealth Documentation: Legal and Ethical Best Practices
  • Understanding and Documenting Medical Necessity
  • Analysis of a Sample Progress Note
  • Why Your Notes Might be Requested-by a Health Plan- And How to Respond
  • Insurance Fraud and Altering Notes
  • Treatment Plans: What Should be in Them, Choosing Appropriate Goals, and Updating Them
  • Audits: Why Your Records Might be Requested, How to Respond, and How to Reduce Your Risk
  • Ethical Insurance Billing For Telehealth — Current Codes and Coverage issues

Note: Yes! Medical necessity will be addressed in this presentation.

Register

The Shadow Side of Therapy: Audits, Insurance Coverage, Documentation, and Medical
Necessity

On demand self study

$59.00

2.5 legal ethical CE Credit Hours

Purchase

Meet Our Presenters

Presented by

Barbara Griswold, LMFT

Barbara Griswold, LMFT

Barbara Griswold is a private practice consultant and the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance — And Whether You Should, now out in its 8th edition. She is celebrating 30 years in private practice, and has taught over 100 trainings on insurance and documentation, providing consultations to therapists nationwide. Barbara invites you to contact her through her website: navigatingtheinsurancemaze.com.

Resources & Citations

 

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Accuracy, Utility, and Risks Statement: The contents of this program are based primarily on the presenters’ extensive combined experience handling legal, ethical, and usable paperwork needs for mental health organizations. Statements about applicability are according to presenters’ understanding of the state of the art and legal precedents at the time of presentation. This program discusses strategies for complying with applicable ethics codes and laws, for improving clinical documentation, and the informed consent process. It may not include information on all applicable state laws. Misapplication of the materials, or errors in the materials, could result in non-compliance with applicable laws or ethics codes.

Conflicts of Interest: 

Commercial Support: none.

Scheduled Maintenance

We will be temporarily taking the website offline at 10:00 PM Pacific (1:00 AM Eastern) tonight, July 6, in order to make some improvements. We plan to be back online by midnight Pacific (3:00 AM Eastern). We apologize for any inconvenience this may cause. Dismiss