“I love paperwork!”.
--Said NO clinician, EVER
Yet, the success of your practice depends on your ability to write good intake summaries, treatment plans, session notes, case/collateral notes, and discharge summaries. Taken together, these pieces to the documentation puzzle support your goal of providing quality services to your clients. They also impact the stability and success of your practice. When done well, they result in piece of mind and timely payment from insurance companies. When done poorly, they lead to the misery of denials, audits, and lost income.
The great news is that you CAN become proficient at mental health documentation and medical necessity. This seminar provides clear and simple guidelines for recordkeeping that adheres to professional standards and ethical codes, supports delivery of quality care, and reduces errors and delays in payments.
You will receive expert instruction from Beth Rontal, MSW, LICSW, affectionally known as the Documentation Wizard. For over 15 years, Beth has been instrumental at changing how individuals and organizations approach documentation. The results speak for themselves. Rates at which paperwork was returned to clinicians for correction have dropped significantly, in one case from 65% to under 8%. This gave clinicians back 3 to 5 clinical hours per week, saving thousands of dollars and improving job satisfaction.
Planning Committee Disclosure - No relevant relationships
All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.
NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after passing the online post-test (80% passing score) and completing the evaluation). Instructional methods will include PowerPoint, didactic lecture, and others.
Continuing Education Information: Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Program content is reviewed periodically per accrediting board rules for currency and appropriateness for credit. Credit approvals are subject to change. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval.
For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before purchase.
Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.
For Planning Committee disclosures, please see the statement above. For speaker disclosures, please see the faculty biography.
This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.
This intermediate self-study activity consists of 6.0 clock hours of continuing education instruction. Per the IDFPR: Social Work Continuing Education Sponsors approved by the Division in accordance with the rules for the administration of Clinical Social Work and Social Work Practice Act (225 ILCS 201), 68 Ill. Adm. Code 1470.95; PESI, Inc. is a registered social work continuing education sponsor with the Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance, pass a post-test, and who complete the program evaluation.
CE credit is available. This self-study course consists of 7.5 continuing education credit hours for Kentucky Counselors. The Continuing Education Requirements for the Kentucky Board of Licensed Professional Counselors (201 KAR 36:030 Section 2) state continuing education programs from providers sponsored or approved by a state counseling licensure board shall be approved without further review by the board. PESI, Inc. is approved by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540. PESI maintains responsibility for this program and its contents.
CE credit is available. This self-study course consists of 6.25 continuing education clock hours for Missouri Counselors. The Missouri Committee for Professional Counselors accepts continuing education programs relevant to counseling that are provided by organizations recognized by national social worker associations. PESI, Inc. is recognized by a national social worker association. Please see social work approvals for this program.
The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.
PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours. Approved Provider # NVCEP2006.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of general continuing education. Tracking number: 20-TBD
The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.
This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.
This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Professional Counselors no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 Texas Administrative Code, Chapter 681, Subchapter J, Section 681.142 Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.
PESI, Inc., #1062, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: January 27, 2023 - January 27, 2026. Social workers completing this course receive 6.25 Clinical continuing education credits.
Course Level: Intermediate Format: Recorded asynchronous distance. Full attendance is required; no partial credits will be offered for partial attendance.
Canadian Social Workers: Canadian provinces may accept activities approved by the ASWB for ongoing professional development.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This self-study course has been approved for 6.3 continuing education hours.
COLORADO PARTICIPANTS ONLY: If you did not answer YES to be reported to the Colorado Chapter of the NASW on the evaluation, please contact cepesi@pesi.com and provide the full title of the webcast, speaker name, date of live broadcast, your name and your license number in the email.
PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.
PESI, Inc. is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 6.0 contact hours.
PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This self-study course has been approved for 6.0 continuing education hours.
PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study package has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.
CE credit is available for 6.25 continuing education hours for Missouri Social Workers. Please see national social work approvals for this program.
The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of general continuing education. Tracking number: 20-TBD
The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.
This activity consists of 6.25 hours of continuing education instruction and is designed to meet the requirements of the Arizona Board of Psychologist Examiners (Sec. R4-26). Please save the course outline, certificate of completion, and any other supporting documentation you receive from this home study activity in case it is requested by the board.
CE credit is available. This self-study course consists of 6.0 continuing education credit hours for California Psychologists. The California Department of Consumer Affairs Board of Psychology recognizes and accepts for continuing education credit courses that are specifically applicable and pertinent to the practice of psychology and by entities approved by the ACCME (Accreditation Council for Continuing Medical Education). This enduring material is certified for a maximum of 6.0 AMA PRA Category 1 Credits™ by PESI as an accredited ACCME provider authorized to award credit by the AMA. PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 6.0 self-study continuing education hours. Full credit statement at: www.pesi.com/cpa-statement
PESI, Inc., is an approved provider with the Florida Board of Psychology.Provider Number #50-399.This product qualifies for 6.3 self-study continuing education credits.
PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 268.000102. Full attendance at this self-study course qualifies for 6.0 contact hours.
PESI, Inc. is approved by the Kentucky Board of Examiners of Psychology to offer continuing education for psychologists, approved provider #202312H. PESI maintains responsibility for this program and its content. This self-study activity will qualify for 6.25 contact hours.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0014. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
CE credit is available. This course consists of 6.25 continuing education clock hours for North Dakota Psychologists. The North Dakota State Board of Psychologist Examiners, pursuant to 66-03-01-03, confirms acceptance of continuing education programs for content related to practice authorized in North Dakota (century code 43-32) for programs approved by certain ce associations. When printing your certificate, please include any national social work approvals.
PESI, Inc. is approved by the Ohio Psychological Association, Provider #263896894, to sponsor continuing education for psychologists. PESI, Inc. maintains responsibility for this program and its content. PESI is offering this self-study activity for 6.25 Standard hours of continuing education credit.
PESI, Inc. is approved by the Pennsylvania State Board of Psychology to offer continuing education for psychologists. Provider #PSY000211. PESI maintains responsibility for the program(s). This self-study program qualifies for 6.25 continuing education hours.
Physicians: PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. PESI, Inc. designates this enduring material for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. This activity was originally recorded on 04/07/2023. It was last reviewed on 02/07/2022 and is valid until 02/06/2025. Physicians should only claim credit commensurate with the extent of their participation in the activity. You are required to successfully complete and submit a post-test prior to receiving a certificate of completion.
Psychologists: The following state psychologist boards recognize activities sponsored by PESI, Inc. as an approved ACCME provider: Alaska, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Michigan, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, Oklahoma, Pennsylvania, South Carolina and Wisconsin. This activity consists of 6.0 clock hours of continuing education instruction. You are required to successfully complete and submit a post-test prior to receiving a certificate of completion.
This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save this course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This Advanced level self-study activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.
PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Professional Regulation. Provider #:168-000156. Full attendance at this self-study activity qualifies for 6.0 credits.
The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.
PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours. Approved Provider # NVCEP2006.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0024. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of general continuing education. Tracking number: 20-TBD
The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This Advanced level activity consists of 6.25 clock hours of continuing education instruction.
This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.
This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Marriage and Family Therapists no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 of the Texas Administrative Code, Chapter 801, Subchapter K, Section 801.264 Types of Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.
This self-study activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.
PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: OS-03-036-1025. This activity meets the qualifications for 6.0 CEH's (continuing education hours).
PESI, Inc. is an approved provider by the CADTP, Provider #: 201. This Category H activity meets the qualifications for 6.0 CEU's (continuing education hours).
Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.
PESI, Inc. is an Oklahoma Board of Licensed Alcohol and Drug Counselors approved provider #20240032. This self-study activity consists of 6.25 clock hours of continuing education instruction.
PESI, Inc. is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses completing these self-study materials will earn 6.25 contact hours. Expires: 02/10/2025.
PESI, Inc. is a provider approved by the California Board of Registered Nursing, Provider #: 17118 for 6.0 self-study contact hours.
** You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.
PESI, Inc. is an approved provider by the Florida Board of Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.
PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.25 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.
This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.
This self-study activity qualifies for 6.25 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.
| File type | File name | Number of pages | |
|---|---|---|---|
| Manual - Mental Health Documentation & Medical Necessity (10 MB) | 83 Pages | Available after Purchase | |
|
Session Note - Practice
(129.1 KB)
Updated 4/7/23 at 2:17 PM CDT |
1 Pages | Available after Purchase | |
|
Treatment Plan - Practice
(138.8 KB)
Updated on 4/7/23 at 2:20 PM CDT |
1 Pages | Available after Purchase | |
| Manual - Mental Health Documentation & Medical Necessity - French (10 MB) | 83 Pages | Available after Purchase | |
| Session Note - Practice - French (129.1 KB) | 1 Pages | Available after Purchase | |
| Treatment Plan - Practice - French (138.8 KB) | 1 Pages | Available after Purchase | |
| Manual - Mental Health Documentation & Medical Necessity - Italian (10 MB) | 83 Pages | Available after Purchase | |
| Session Note - Practice - Italian (129.1 KB) | 1 Pages | Available after Purchase | |
| Treatment Plan - Practice - Italian (138.8 KB) | 1 Pages | Available after Purchase |
Beth Rontal, MSW, LICSW, is a psychotherapist in private practice in Brookline, Massachusetts, as well as a documentation consultant (wizard) and private supervisor. Ms. Rontal earned her MFA from Boston University, and her Master’s in Social Work from Simmons College in Boston.
She was clinical supervisor at a mental health clinic for 16 years, where she was instrumental in developing and implementing the clinic’s first electronic documentation system. This implementation significantly reduced documentation time and errors and decreased the paperwork returned by clinicians from 65% to 8%, which in turn allowed for the addition of 3 to 5 clinical hours per week and generated thousands of dollars in savings for the company.
Ms. Rontal continues to be a developer and consultant in the field of clinical documentation. She is a sought-after national lecturer who has taught seminars over the course of many years, in addition to having published numerous articles on the topic.
Speaker Disclosures:
Financial: Beth Rontal maintains a private practice. She is the founder and trainer for Documentation Wizard, LLC. Beth Rontal receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Beth Rontal is a member of the NASW.
Access never expires for this product.
For a more detailed outline that includes times or durations of time, if needed, please contact cepesi@pesi.com
Visit our FAQ page at www.pesi.com/faq or contact us at www.pesi.com/info
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