Documentation Wizard, LLC

Documenting Medical Necessity for Psychotherapists

The Ethics of Other People Writing Your Treatment Plan

The Ethics of Other People Writing Your Treatment Plan QUESTION Is it ethical for one therapist to write a Treatment Plan for another therapist to use?  At my group practice, I’m often asked as a licensed therapist to do an Intake and write the Treatment Plan to hand off to a master’s … [Read more...] about The Ethics of Other People Writing Your Treatment Plan

Can You Use AI for Mental Health Progress Notes?

Can You Use AI for Mental Health Progress Notes? Although AI has been around for quite a few years, it recently burst onto the scene like fireworks and is causing a lot of noise.  Some psychotherapists are already raving about how it cuts down on the time it takes to write their notes and … [Read more...] about Can You Use AI for Mental Health Progress Notes?

Can You Combine the Intake Summary and the Diagnostic Session Note?

QUESTION: Can You Combine the Intake Summary and the Diagnostic Session Note? My EHR combines the Intake Summary and the Diagnostic Session Note and calls it the Intake Session Note.  What do you think of combining them? ANSWER I prefer the documents to be separated, but there is no … [Read more...] about Can You Combine the Intake Summary and the Diagnostic Session Note?

Should I Document Medications on Progress Notes?

QUESTION: Should I Document Medications on Progress Notes? I have heard from others, who consider themselves Medicare documentation experts, that it is unnecessary to document anything about psychiatric medication compliance and effectiveness. They advise against it as it is the prescriber's job, … [Read more...] about Should I Document Medications on Progress Notes?

Mental Health Documentation for Workman’s Compensation

Mental Health Documentation for Workman’s Compensation A therapist recently asked me how to document for a Workman’s Compensation claim.  Some companies will accept a summary of treatment.  Most will want the client’s full record.  That will include the Diagnostic Assessment, … [Read more...] about Mental Health Documentation for Workman’s Compensation

5 Types of Insurance Reviews

If you’ve ever gotten a letter from a health insurance company and felt your blood pressure spike while you open it, you’re not alone. The fear of being audited can cause as much anxiety as having a suicidal client.  But just like a range in client risk, there is more or less risk involved with … [Read more...] about 5 Types of Insurance Reviews

Winning an Insurance Audit Appeal!

I WON an Overpayment Recoupment for mental health services from Blue Cross Blue Shield! And I’m sharing what I did in case you find yourself dealing with the same thing. I got the dreaded insurance recoupment letter from BCBS saying they overpaid me (over $1700) and demanded their money back. … [Read more...] about Winning an Insurance Audit Appeal!

What Makes Documentation Wizard® Forms Different? (From All Other Forms)

Remember being a teenager at a high school dance?  You wanted to cut the rug, but you didn’t know how because you were never taught.  If you intuitively knew how to “just dance,” you were golden. Otherwise, you may have either flailed around imitating your friends, or hid in the corner … [Read more...] about What Makes Documentation Wizard® Forms Different? (From All Other Forms)