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Documenting Medical Necessity for Psychotherapists

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Documenting Medical Necessity

In an uncertain world, Therapist protecting her client's privacy

March 15, 2025

Mental Health Documentation in an Uncertain World

Ethical Considerations for Psychotherapists In today’s rapidly shifting social and political landscape, therapists are navigating new challenges when it comes to documentation. Many clinicians find themselves balancing truthful and ethical documentation with the increased need to protect client … [Read more...] about Mental Health Documentation in an Uncertain World

Clinical Documentation,  Diagnosis,  Documenting Medical Necessity,  Medcare,  Passing Audits,  Progress Notes,  Psychotherapist Notes

medicare and telehealth coverage demonstration

March 2, 2025

Medicare and Telehealth Coverage: Clearing Up the Confusion

Life before telehealth is a dim memory. You may have given up your office during the pandemic, saw all your clients virtually and now prefer to keep it that way. Or you have a hybrid practice of in-person and virtual services. So, like me, you may have panicked when you heard that Medicare providers … [Read more...] about Medicare and Telehealth Coverage: Clearing Up the Confusion

Clinical Documentation,  Documenting Medical Necessity,  Psychotherapist Notes,  tele-mental health,  Telehealth

Essential Admin Forms for Therapists to Protect Your Therapy Practice

January 30, 2025

Essential Admin Forms for Therapists: Stay Legal, Ethical, and Protected

Private practice therapists juggle multiple roles - clinician, business owner, and administrator. But just like progress notes and treatment plans, running a private practice wasn’t taught in grad school. From clinical to legal and ethical issues to marketing and billing, the workload can be … [Read more...] about Essential Admin Forms for Therapists: Stay Legal, Ethical, and Protected

Administrative Paperwork,  Couple's Counseling,  Documenting Medical Necessity,  Group Therapy,  Paper Notes,  Session Notes

clinical documentation - progress notes - use name or client

October 25, 2024

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?

Clinical Documentation,  Documenting Medical Necessity,  Psychotherapist Notes clinical documentation,  clinical documentation specialist,  counseling,  medical necessity,  progress notes,  psychotherapist,  psychotherapy,  therapist,  therapy

Intake Summary - Beth Rontal, LICSW, Documentation Wizard - mental health psychotherapy documentation

March 1, 2024

Question & Answer: Intake Summary

Question & Answer: How do I write an Intake Summary without violating client confidentiality?QUESTIONI'm struggling with how to effectively document in a manner that satisfies "medical necessity" requirements while also protecting the privacy of my clients. I understand how to keep progress … [Read more...] about Question & Answer: Intake Summary

Documenting Medical Necessity clinical documentation,  clinical documentation specialist,  counseling,  intake summary,  medical necessity,  psychotherapist,  psychotherapy,  therapist,  therapy

clinical mental health documentation workman's comp

March 23, 2023

Mental Health Documentation for Worker’s Compensation

Mental Health Documentation for Worker’s CompensationA therapist recently asked me how to document for a Worker’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, Treatment Plan, … [Read more...] about Mental Health Documentation for Worker’s Compensation

Documenting Medical Necessity,  Progress Notes,  Psychotherapist Notes clinical documentation,  clinical documentation specialist,  mental health documentation,  progress notes,  psychotherapist,  psychotherapy,  therapy,  workman's comp,  workman's compensation

Simple Practice Interview

November 15, 2022

Overview of Creating and Integrating Forms into Simple Practice

[Beth Rontal ] Welcome everyone for my first live Facebook. So we're very happy to have you here. I am Beth Rontal, the Documentation Wizard and LICSW. And I am welcoming Frances Harvey from My Solution Services. And we're gonna give an overview of how to customize, create, and integrate your … [Read more...] about Overview of Creating and Integrating Forms into Simple Practice

Documenting Medical Necessity

Taking Progress Notes

September 18, 2021

I’d Rather Clean the Toilet than Write Progress Notes: Making Peace With An Essential Task

Q: I love being a therapist, but I hate writing progress notes and sometimes can’t bring myself to do it. I know it’s risky not to write them. Is there a way to make this task less onerous?A: Every therapist knows that avoiding progress notes puts their practice in jeopardy. But of the thousands of … [Read more...] about I’d Rather Clean the Toilet than Write Progress Notes: Making Peace With An Essential Task

Documenting Medical Necessity audits,  clinical documentation,  clinical documentation specialist,  progress notes,  psychotherapist

documenting treatment changes during covid-19

April 9, 2020

How to Document Changes in Treatment During Covid-19 Without Writing Another Plan

Private practice therapists are expected to write a new treatment plan once a year. What happens when your well thought out plan gets thrown to the wind before it's time for an update? This scenario may be happening right now since the sudden outbreak of the Covid-19 pandemic. Problems, goals, and … [Read more...] about How to Document Changes in Treatment During Covid-19 Without Writing Another Plan

Clinical Documentation,  Covid-19,  Documenting for Covid-19 Pandemic,  Documenting Medical Necessity,  Pandemic,  Psychotherapist Notes,  Session Notes,  Treatment Plans

tele-mental health - providing therapy from home

March 28, 2020

How to Document for Tele-Mental Health During the Covid-19 Pandemic

Adjusting to TelehealthWe’re all trying to adjust to a new way of living and providing mental health services. I’m going to help you navigate the needs for tele-mental health documentation during the Corona virus pandemic. Most insurance companies are now finally on board with offering tele-mental … [Read more...] about How to Document for Tele-Mental Health During the Covid-19 Pandemic

Clinical Documentation,  Documenting Medical Necessity,  Golden Thread,  Passing Audits,  Progress Notes,  Psychotherapist Notes,  Session Notes,  tele-mental health,  Telehealth,  Treatment Plan,  Treatment Plans

mental health providers should charge for phone calls

February 27, 2020

Can Mental Health Providers Charge For Phone Calls?

Like most answers I give regarding being a mental health therapist and having a private practice, “yes” and “no.” WHY SHOULD MENTAL HEALTH PROFESSIONALS CHARGE FOR PHONE CALLS? Phone calls can take a lot of time and time is what we’re paid for. If you don’t charge for these phone calls, you are … [Read more...] about Can Mental Health Providers Charge For Phone Calls?

Case Consultation,  Clinical Documentation,  Collateral Consultation,  Documenting Medical Necessity,  Psychotherapist Notes

Writing discharge summaries

January 27, 2020

Are Discharge Summaries Mandatory?

Do you need to write a discharge summary as a mental health provider?Yes and no.Confusing? Definitely. That’s because the standards are not consistent from one insurance company to the next.Here’s what I can tell you:Discharge Summaries for Medicaid Medicaid requires discharge summaries for … [Read more...] about Are Discharge Summaries Mandatory?

Clinical Documentation,  Discharge Summary,  Documenting Medical Necessity,  Session Notes

women reviwing electronic medical record

November 8, 2019

EMRs and EHRs and Online Programs, oh my!

Do psychotherapists need to use EMRs or EHRs for writing clinical notes?The short answer is, “no.”  Not yet. And maybe-not-ever. There are other (better) tools psychotherapists can use for writing clinical notes and documenting medical necessity.Really? Yes!To understand the answer, it’s … [Read more...] about EMRs and EHRs and Online Programs, oh my!

Documenting Medical Necessity,  EHR,  EMR,  Paper Notes,  Progress Notes,  Psychotherapist Notes audits

Get higher reimbursement rates with hand drawing an upward arrow

June 23, 2019

Documenting Mental Health CPT Code 90837

Many therapists provide a 60 minute session but afraid of triggering an audit, they do not bill for it. We love our work but unless we are independently wealthy, we need to be paid to do it. We don’t get paid for providing psychotherapy. We get paid for our time. Psychotherapy is what we spend our … [Read more...] about Documenting Mental Health CPT Code 90837

Clinical Documentation,  CPT code 90837,  CPT Codes,  Documenting Medical Necessity,  Passing Audits,  Psychotherapist Notes,  Session Notes

writing psychotherapy notes

June 13, 2019

“I Love Writing Psychotherapy Notes”

If you ... experience doing your notes as a never-ending and tedious task, find it clinically irrelevant, andwould rather clean the bathroomI get it! You...don't know what or how much to write.resent the time it takes.wonder how to maintain client confidentiality.worry about legal issueslose sleep … [Read more...] about “I Love Writing Psychotherapy Notes”

Clinical Documentation,  Documenting Medical Necessity,  Passing Audits,  Psychotherapist Notes audits,  golden thread,  progress notes

documenting low self-esteemwith young women looking into a broken mirror

December 4, 2018

How to Document “Low Self-Esteem”

Esther Perel's definition of self-esteem is, "Seeing yourself as a flawed person, and still holding yourself in high regard." It's a common occurrence that clients come to treatment feeling broken and hopeless, reporting low self-esteem, and not believing they will ever be able to hold themselves in … [Read more...] about How to Document “Low Self-Esteem”

Clinical Documentation,  Documenting Medical Necessity,  documenting self-esteem,  Passing Audits,  Psychotherapist Notes,  Self-esteem

Take insurance question

September 20, 2017

I Don’t Take Insurance. Do I Still Need to Write Treatment Plans and Progress Notes?

Yes!  Documentation has always been a standard in our profession so it's required.  And here are other good reasons why.These are the "negative" or the cover-your-butt reasons to maintain good documentation.Remember -- IF IT'S NOT DOCUMENTED IT DIDN'T HAPPEN.On the positive side, writing … [Read more...] about I Don’t Take Insurance. Do I Still Need to Write Treatment Plans and Progress Notes?

Documenting Medical Necessity,  Private Pay,  Progress Notes,  Psychotherapist Notes,  Session Notes,  Treatment Plans progress notes,  treatment plans

SSI Computer with application for Disability Insurance

June 29, 2016

When a Client Wants SSI or SSDI

A therapist recently asked me how to handle a request from the Social Security Administration for the medical records of a client she hadn’t seen in several months and only for two sessions.  The request was accompanied by a signed release so it was legitimate.Not having access to the client’s … [Read more...] about When a Client Wants SSI or SSDI

Documenting Medical Necessity

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  • Mental Health Documentation in an Uncertain World
  • Medicare and Telehealth Coverage: Clearing Up the Confusion
  • Essential Admin Forms for Therapists: Stay Legal, Ethical, and Protected

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