Offered quarterly: feb ~MAY~AUG~NOv
The Essentials of Documentation:
Presented LIVE Virtually
Register NOW to attend The Essentials of Documentation LIVE Virtually - May 29, 2024 at 4PM PST
Our professional foundation starts with theories and concepts, and everyone knows "If it isn't documented it didn't happen," but "they don't teach documentation in school."
Which best describes you?
A. Graduating but I still don't feel ready.
B. Graduated recently and realizing, "they didn't teach me how to document in school."
C. Considering supervising but never took a documentation course.
Well, this course is for All of the Above. It is the first step to bridging the gap between formal education and real world clinical practice.
This training will equip you with the most practical skills and strategies needed to write solid, defensible, and audit-ready clinical or case management notes in any setting, for any population, with or without a format. The course also highlights some essentials of conducting an assessment.
Trusted by students, new grads, and experienced clinicians alike, this training will develop skills to strengthen your foundation.
You will:
Our professional foundation starts with theories and concepts, and everyone knows "If it isn't documented it didn't happen," but "they don't teach documentation in school."
Which best describes you?
A. Graduating but I still don't feel ready.
B. Graduated recently and realizing, "they didn't teach me how to document in school."
C. Considering supervising but never took a documentation course.
Well, this course is for All of the Above. It is the first step to bridging the gap between formal education and real world clinical practice.
This training will equip you with the most practical skills and strategies needed to write solid, defensible, and audit-ready clinical or case management notes in any setting, for any population, with or without a format. The course also highlights some essentials of conducting an assessment.
Trusted by students, new grads, and experienced clinicians alike, this training will develop skills to strengthen your foundation.
You will:
- Understand the difference between reporting and clinically interpreting client statements
- Have skills to write clear, concise, and defensible progress notes
- Know how to strengthen assessments to increase clinical credibility and reasoning
- Worry less about audits, legal issues, and ethical reviews
- Navigate legal and ethical gray areas with more confidence
Write your awesome label here.
Learning Objectives
1) Develop strategies to gather client history, determine need for services, and document in a manner that demonstrates understanding of the importance of medical necessity, cultural competence and risk reduction.
2) Understand the rationale behind proper documentation and the consequences of incomplete or incorrect documentation, including the risk of liability.
3) Develop skills to complete case management and clinical documentation in any setting while also minimizing overall risk to clients, providers, and agencies.
2) Understand the rationale behind proper documentation and the consequences of incomplete or incorrect documentation, including the risk of liability.
3) Develop skills to complete case management and clinical documentation in any setting while also minimizing overall risk to clients, providers, and agencies.
Overview of
Training Topics
Dates & Locations
Course Delivery
This is course is presented live, once per quarter in February, May, August, and November.
May 2025 - Attendees MUST be present the entire time to receive CE credit. The recorded presentation will be available for 5 days, but is NOT eligible for CE credit.
May 2025 - Attendees MUST be present the entire time to receive CE credit. The recorded presentation will be available for 5 days, but is NOT eligible for CE credit.
Attendance Requirements
Confirmation of Understanding
Participants will have the opportunity to ask questions throughout the presentation and/or at the end of the live training.
Based on need as determined by instructor, an optional Q & A session up to 20 minutes may be provided to ensure learning
Completion certificates will be emailed within 5 days of receipt of the course evaluation.
Based on need as determined by instructor, an optional Q & A session up to 20 minutes may be provided to ensure learning
Completion certificates will be emailed within 5 days of receipt of the course evaluation.
Course Continuing Education Credit
Social workers completing this course will receive 2.5 CE credits including 1.5 clinical and 1 general continuing education credits.
Course Evaluation Requirement
Your opinion is valued and your feedback is taken into consideration to improve the course and develop others. To ensure quality training is provided, all participants are required to complete an evaluation at the conclusion of the course as part of the completion requirements.
Refunds & Cancellatinons
Refunds will not be issued for cancellations or no-shows.
A request to postpone attendance will be considered if received, in writing, via email, no less than 48 hours in advance of the training. A granted request may be offered in person or virtually, and will not extend beyond the next scheduled session.
A request to postpone attendance will be considered if received, in writing, via email, no less than 48 hours in advance of the training. A granted request may be offered in person or virtually, and will not extend beyond the next scheduled session.
Questions & Accessibility Accommodations
We welcome your questions and are open to hearing any concerns. If there is any way we can assist, including requests for accessibility accommodations please do not hesitate to contact us by sending and email to Contact@MarcyPullardLCSW.
Meet Marcy Pullard, LCSW
Marcy is a licensed clinical social worker with over 30 years of experience providing direct client services in a range of settings. She has also held positions including, but not limited to clinical supervisor, field instructor, clinical director, and program developer to name a few.
Marcy is a documentation expert, and is particularly skilled when it comes to conducting assessments. She most often conducts urgent and emergent psychiatric evaluations and responds to critical incidents. She is a university level field practicum faculty/liaison for BSW and MSW student, as well she provides clinical training and coaching for social workers.
Marcy is a documentation expert, and is particularly skilled when it comes to conducting assessments. She most often conducts urgent and emergent psychiatric evaluations and responds to critical incidents. She is a university level field practicum faculty/liaison for BSW and MSW student, as well she provides clinical training and coaching for social workers.
Patrick Jones - Course author
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