Evaluation: "What's Missing From Your Client Charts: Writing Great Progress Notes" Presenter Barbara Griswold, LMFT

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Thanks for watching my webinar! Licensees of the California Board of Behavioral Sciences (LMFTs, LCSWs, LPCCs, and LEPs) can receive 2 Continuing Education Credits (which count for Legal & Ethical credit) for watching the webinar and completing this evaluation. Other professionals should ask their licensing board about possible credit. Barbara Griswold is an Approved CEPA Provider #023504 through the California Assn. of Marriage and Family Therapists.

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Your name, as you'd like it to appear on your CE Certificate *

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Your license *

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License number/s (and state, if not California) as you want it/them to appear on your CE Certificate *

ATTESTATION: "INSERTING MY NAME BELOW attests that I attended the course identified on this Evaluation." (This qualifies as a sign-in sheet under 16 CA ADC § 1887.12.(b)(6) Licensee and Provider Course Records). *

POST TEST: Complete the following 10 Post-Test questions. A passing score of 70% is required. READ ALL OPTIONS BEFORE SELECTING A RESPONSE! *

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POST TEST: 1. Good notes are essential because *

10 points

notes may be legally or ethically required

insurance plans and licensing boards require thorough, detailed notes

They can help defend the therapist if a complaint is filed against them

All of the above

2. More detailed notes can also help therapists to provide better client care by *

10 points

Helping document symptoms/impairment to prove medical necessity of care to a health plan

Helping document symptoms/impairment for a disability claim

Providing valuable history to inform care and continuity of care

All of the above

3. Which is the following is true for most insurance plans' definition of medical necessity? *

10 points

The treatment must address a DSM diagnosis, typically more than just a "Z-code"

It is enough if the treatment is aimed at personal growth

The client only needs to request treatment

4. True or False: Even out-of-network therapists can have charts and care reviewed by a health plan, as soon as a client submits an invoice for therapy to the plan. *

10 points

True

False

5. Insurance plans typically require that progress notes include start and stop time for sessions, and *

10 points

"start and stop time" means the time the session was scheduled to begin and end

"start and stop time" means actual therapy time. not including time spent waiting, scheduling, or taking notes

"start and stop time" includes both time spent providing therapy and documenting the session

6. Which of these is NOT required by insurance plans to be in progress notes? *

10 points

Client complaint/symptoms

Therapist interventions

Progress made/response to treatment or changes to the treatment plan

How much the client paid at the session

7. When doing telehealth sessions, you should *

10 points

document the client's location in the note

repeatedly assess and document that you feel the client is appropriate for telehealth

be sure you get informed consent from the client for telehealth services

all of the above

8. What does the presenter state about SOAP notes? *

10 points

They are NOT required by most insurance plans for providers in private practice

They are required by most insurance plans for providers in private practice

9. The presenter states that in general, altering notes after the fact *

10 points

is legal, as long as the the information you are adding is true

is usually NOT legal. You can amend a chart by adding information, but the date that the information was added must be noted

is legal, as long as you completely remove the original information so there is no confusion

10. What suggestions does the presenter have about saving time on notes? *

10 points

Consider Collaborative Documentation, where you do a session summary with the client at the end of the session

Consider carving out times in your schedule and holding this time sacred

Consider taking draft notes during the session, especially if doing telehealth sessions

All of the above

EVALUATION: On a scale of 1-5, where 5 equals "strongly agree," and 1 equals "strongly disagree:" After taking this course, I am able to identify how keeping superficial, vague, or illegible notes can hurt therapists and clients. *

Disagree strongly

Strongly agree

After taking this course, I am able to identify common insurance plan documentation requirements. *

Disagree strongly

Strongly agree

After taking this course, I was introduced to the SOAP and DAP note templates, and am able to Identify the elements of good progress notes. *

Disagree strongly

Strongly agree

After taking this course, I am able to identify situations where a therapist should take extra-detailed notes in order to protect themselves. *

Disagree strongly

Strongly agree

Presenter was knowledgeable about the subject area *

Disagree strongly

Strongly agree

Maintained my interest *

Disagree strongly

Strongly agree

Presenter effectively presented a complex topic clearly *

Disagree strongly

Strongly agree

Course was appropriate to my education, experience, and license level *

Yes

Required

Course was relevant to my practice *

Yes

Required

How much did you learn from this webinar? *

Very Little

A Great Deal

This course was user-friendly *

Strongly Disagree

Strongly Agree

Would you recommend this webinar to others? *

Yes

Required

Accessibility: If you had questions or problems related to the webinar or getting credit, were they addressed effectively and handled in a timely manner? *

Yes

N/A

Required

What did you like best about this webinar?

Any suggestions for improvement, comments, feedback, or suggestions?

Remember, CE fee payment is required before we can send your certificate. If you have not paid the extra fee for these CE credits, you may do so now at www.theinsurancemaze.com/store. *

Thanks for the reminder, but I already paid

Thanks, I'll take care of that when I'm done here

REMEMBER: YOU MUST HIT "SUBMIT" AT THE END OF THIS PAGE OR YOU WILL NOT RECEIVE YOUR CERTIFICATE!! *

Got it!

PLEASE READ THIS! If you have passed the post-test, YOU WILL GET YOUR CERTIFICATE VIA E-MAIL WITHIN 5-10 MINUTES, BUT YOU MUST CLICK ON "SUBMIT" BELOW. Check your inbox and spam/junk folder, No answer key will be sent. If you don't receive it within 24 hours, contact us at orders@theinsurancemaze.com. Please don't hesitate to contact me at theinsurancemaze.com for help with insurance questions, your notes, or with your questions about the business side of your practice! -- Barbara Griswold, LMFT

MORE ABOUT DISTANCE-LEARNING PROGRAM POLICIES

Barbara Griswold, LMFT is approved by the California Association of Marriage and Family Therapists (CAMFT) to sponsor continuing education for California MFTs, LCSWs, LPCCs, and LEPs. (CAMFT CEPA Provider 023504). Other therapists should check with their licensing board for possible approval. Barbara Griswold, LMFT maintains responsibility for this program/course and its content. www.theinsurancemaze.com 408.985.0846 4010 Moorpark Avenue #118, San Jose, CA 95117 barbgris@aol.com.
Grievance Policy: If a participant files a grievance regarding the course level or content, program administration, or non-receipt of certificates, the individual will be asked to put comments in writing. All complaints will be responded to in an ethical and timely manner. Questions and concerns should be addressed to Barbara Griswold at the address, email, and phone number above.
Refund Policy: Full refunds for CE test fee will only be granted when request is submitted in writing and evaluation has not been submitted and recorded. Refunds will be issued within 7 days of request.
Accommodations for the Disabled: Many arrangements can be made for those with disabilities or special needs. To discuss further, please contact Barbara Griswold, LMFT at barbgris@aol.com or 408-985-0846

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