Write with Confidence and Clarity

Transform complex compliance requirements into clear, concise documentation that reflects sound clinical reasoning and professional integrity.

Demonstrate Medical Necessity Effectively

Learn to link assessments, goals, and interventions to justify care, meet payer expectations, and strengthen audit readiness.

3. Reduce Risk, Strengthen Accountability

Identify common compliance pitfalls and adopt habits that minimize liability while improving care quality.

About the course

This course is designed to help Arizona therapists build confident, compliant, and affirming documentation habits that meet state, federal, and insurance standards. You’ll learn how to write clear, defensible records that protect your clients, your license, and your livelihood. Through practical examples and guidance drawn from Arizona Board rules, insurance payer manuals, and Medicare standards, this course translates complex requirements into actionable clinical skills. You’ll explore how to demonstrate medical necessity, structure assessments and treatment plans, and strengthen progress notes to exceed audit expectations. We’ll also address the ethical dimension of documentation, including how accurate, inclusive language safeguards clients’ dignity and supports equitable care. By the end, you’ll have the tools and confidence to create records that are not only compliant but clinically meaningful, affirming, and reflective of professional excellence. Learning Objectives 1. Document in compliance with Arizona Board rules and insurance payer requirements. 2. Write assessments, treatment plans, progress notes, and discharge summaries that demonstrate medical necessity. 3. Avoid common documentation errors that lead to audit failures or board complaints.

Presented by David Meer

David is a licensed professional counselor with a focus on neurodiversity-affirming care. He leads a group practice dedicated to supporting neurodivergent individuals through inclusive, client-centered approaches. David is passionate about challenging conventional models in mental health and promoting compassionate, equity-driven practices in both clinical work and education.

Curriculum

8 Chapters · 50 Lessons

  1. 1

    Introduction

    1. (Included in full purchase)

      Course Overview

    2. (Included in full purchase)

      CE Information

    3. (Included in full purchase)

      Introduction

    4. (Included in full purchase)

      Learning Objectives

    5. (Included in full purchase)

      Purpose of Documentation

    6. (Included in full purchase)

      Purpose of Documentation

    7. (Included in full purchase)

      What to Document

  2. 2

    Informed Consent

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Informed Consent

    3. (Included in full purchase)

      Informed Consent

    4. (Included in full purchase)

      Informed Consent

    5. (Included in full purchase)

      Informed Consent

    6. (Included in full purchase)

      Informed Consent

    7. (Included in full purchase)

      Informed Consent

    8. (Included in full purchase)

      Good Faith Estimate

  3. 3

    Assessment

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Assessment

    3. (Included in full purchase)

      Biopsychosocial Assessment

    4. (Included in full purchase)

      Biopsychosocial Assessment

    5. (Included in full purchase)

      Risk Assessment

    6. (Included in full purchase)

      Risk Assessment

    7. (Included in full purchase)

      Safety Plan

    8. (Included in full purchase)

      Safety Plan

    9. (Included in full purchase)

      Assessment Tools

  4. 4

    Treatment Planning

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Treatment Planning

  5. 5

    Progress Notes

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Progress Notes

    3. (Included in full purchase)

      Medical Necessity

    4. (Included in full purchase)

      Medical Necessity

    5. (Included in full purchase)

      Medical Necessity

    6. (Included in full purchase)

      Medical Necessity

    7. (Included in full purchase)

      Level of Care

    8. (Included in full purchase)

      Language in Documentation

    9. (Included in full purchase)

      Language in Documentation

    10. (Included in full purchase)

      Telehealth

    11. (Included in full purchase)

      Telehealth Appropriateness

    12. (Included in full purchase)

      Telehealth Appropriateness

  6. 6

    Coordination of Care

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Coordination of Care

    3. (Included in full purchase)

      Coordination of Care

    4. (Included in full purchase)

      Disability Letters

    5. (Included in full purchase)

      Disability Letters

    6. (Included in full purchase)

      A Note from the Arizona Board

  7. 7

    Termination of Services

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Discharge Planning

    3. (Included in full purchase)

      Discharge Planning

    4. (Included in full purchase)

      References

  8. 8

    Assessment

    1. (Included in full purchase)

      Assessment

    2. (Included in full purchase)

      Feedback

Strengthen Your Documentation Today

Learn to create clear, compliant, and affirming clinical records that meet Arizona Board and insurance standards. This course teaches best practices for documentation, medical necessity, and ethical care that protect clients and clinicians.

$15.00

Enroll now

Neurodiverse Counseling Services: ACEP No. 7531

Neurodiverse Counseling Services has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7531. Programs that do not qualify for NBCC credit are clearly identified. Neurodiverse Counseling Services is solely responsible for all aspects of the programs. Neurodiverse Counseling Services 6424 East Greenway Parkway, Scottsdale, AZ, 85254 (480) 531-1076 [email protected]