John F. Kennedy University

Continuing Education

Continuing Education

What's Missing From Your Client Charts: Writing Great Progress Notes and Treatment Plans
Course Description

Many therapists think of their progress notes as a completely confidential means to keep track of client's history and treatment. In reality, we should be writing notes as if someone else might read them. While we may shiver at the idea of an insurance plan, ethics committee, or licensing board requesting to review a client's chart, this is happening more frequently, even to therapists who don't work with insurance. In these cases, well-written records can be a therapist's best defense. This new workshop will address what EVERY therapist should know about client charts and notes. Attendees will learn how to efficiently write notes that not only assist in treatment, but that meet the expectations of state law, professional ethics, licensing boards, and insurance plans.

Instructor Biography

Barbara Griswold, LMFT, is the author of Navigating the Insurance Maze: The Therapist's Complete Guide to Working with Insurance -- And Whether You Should, Sixth Edition ( In private practice in San Jose, she is a past member of the California Association of Marriage and Family Therapists' State Ethics Committee and former Oral Examiner for the California Board of Behavioral Sciences. She has been interviewed on NPR's "Morning Edition," and invites therapists to contact her with insurance questions, and subscribe to her free insurance e-newsletter.
Course Information
November 11, 2017
Saturday, 9 a.m. - 1 p.m.
Pleasant Hill campus, Room S104
Instructor(s): Barbara Griswold, LMFT
Credit Hours: 4
Course #: CE1404
Fee: $100
Add Course to CART
View Cart
Return to CE Home Page