Introducing the Documentation Wizard Membership Circle Learn More

Documentation Wizard, LLC

Documenting Medical Necessity for Psychotherapists

Client, Patient, or Name: Which to Use in Mental Health Documentation?

Client, Patient, or Name: Which to Use in Mental Health Documentation?“What is the proper way to refer to a client when writing my notes?  Do I use their first name, or do I refer to them as ‘client’ or ‘patient,’ which is their role in our relationship?” I get this question a lot and am fond … [Read more...] about Client, Patient, or Name: Which to Use in Mental Health Documentation?

Challenges with AI in Progress Notes

Insights into using AI from a Mental Health Therapist and Documentation ExpertIn an era where technology permeates every aspect of our lives, it's no surprise that artificial intelligence (AI) is finding a home in mental health care. One area where AI is gaining greater use is in the creation of … [Read more...] about Challenges with AI in Progress Notes

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 how … [Read more...] about Can You Use AI for Mental Health Progress Notes?

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, not … [Read more...] about Should I Document Medications on Progress Notes?

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. They … [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)

ALERT — CareDash and BetterHelp

Watch Your BackIf you are a therapist, social worker, counselor, or psychologist, I’d like to call your attention to the fraudulent and unethical business practice of a company called CareDash.CareDash has created a directory of 1000s of therapists and your name might be on it. This may sound like … [Read more...] about ALERT — CareDash and BetterHelp