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Documentation Wizard, LLC

Documenting Medical Necessity for Psychotherapists

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Documentation Wizard Membership Circle

Question for Mental Health Clinicians …

Are You Tired of Fighting the Documentation Dragon Alone?

Are you …

  • Feeling like a bad therapist because you’re overwhelmed by the complexities of documentation and conflicting advice?
  • Struggling to find time to finish your notes and have fractured focus when you finally sit down to write them?
  • Frustrated with the lack of on-going support and resources?
  • Feeling pretty good about your documentation skills but still uncomfortable with the importance and weight of the responsibility?
  • Wishing you had more time for the other things you love besides your work?

Are you ready to slay the documentation dragon and reclaim your valuable time so you can focus on what you enjoy most – your clients?

We’re thrilled to announce the launch of the Documentation Wizard Membership Circle, our newest initiative designed to empower you to master documentation with expert guidance, efficient strategies, and a supportive community.

If you are wanting on-going support, education, consultation, and coaching to defeat your documentation dragon … You’ve found it!

I AM IN

Explore the Value of Membership

Discover the transformative power of the Documentation Wizard Membership Circle. Join a community of like-minded therapists who share your passion for excellence in documentation. Benefit from personalized support, expert guidance, and valuable resources. Depending on your level of membership you get…

Note paper for a Dash and Done Co Working Session
“Documentation Dash & Done” Co-Working

Get a monthly dose of documentation efficiency. These 4.5 hour ONLINE co-working sessions provide structure and accountability that help you be focused and productive. There’s no shame with lots of gain when you join like-minded therapists. Commit to knocking out your notes and have more time for the most important things in your life.

Stack of Books for the Resource Library
Curated Resource Library

Access to answers about the statute of limitations on insurance audits, documentation requirements by state, state definitions of medical necessity, a tutorial on how to catch up on notes and stay caught up, and so much more. All conveniently organized and readily available at your fingertips.

Group together for group consult
Group Consultation & Coaching

Receive monthly expert guidance for treatment plan and progress note reviews. Ask any documentation questions you have for personalized feedback in an intimate group setting. Topics we’ve already covered and will be on-going are documenting risk and clinical assessments. Come listen in or speak up with your experience or insight. These consultation & coaching sessions are recorded so you can still learn even if you can’t attend live.

Microphone for Expert Interviews and Training
LIVE Expert Interviews & Training

Featuring industry-leading mental health professionals, you’ll gain valuable insights about documentation, treatment, clinical assessments, risk assessments, billing and insurance issues, ethics, and more. Ask your burning questions, present treatment plans and progress notes for feedback. Connect with other compassionate professionals who embrace documentation as clinically rich as well as compliant. Presented LIVE on Zoom with recordings available if you can’t attend live.

Facebook Group for Membership Circle
Exclusive Facebook Group

Experience the power of community. Connect with like-minded therapists, share goals, accomplishments, struggles, insights, get your questions answered, and find support in a welcoming and no-shame environment. Since all members have taken our Misery or Mastery all day training or use our Clinical Forms package, our community comes together with common knowledge and language to build on the foundation together.

Documentation Wizard in Golden Ring

All in a community of other supportive and compassionate therapists who share the same vision; documentation that passes audits, fulfills professional standards of care, contributes to clinical assessments, and that are DONE!

Connect with peers, exchange ideas, and find the camaraderie you need to subdue the documentation dragon.

The Dragon Slayers Speak…

I have found these sessions so helpful because I feel accountable and less alone. My ADHD brain craves having a body double to help with tasks that I don’t like. This space provides me with support from you and the other attendees. Just knowing that I am not alone in this documentation struggle is motivating and I lean on your reassurance that not feeling confident about documentation doesn’t make me a bad therapist! Thank you so much for creating this space!

Kimberly Davis, LMHC

This membership has been life-changing in more ways than one, and I’m so grateful to you for creating it. You’ve fostered a safe, non-judgmental space where we can be vulnerable about our documentation challenges. Because of this community, I no longer feel nervous or embarrassed to ask questions or share where I am with my documentation. Thank you for that, and for sharing your wealth of knowledge with us.

M. K., LPC, NCC

I wanted to let you know how incredibly helpful Friday’s expert interview was. The concept of Open Notes really clicked with me, and I’m excited to try it with my clients. I had heard about it at a virtual conference last weekend but didn’t fully understand it until now. It gave me a renewed sense of hope. I wanted to let you know how incredibly helpful Friday’s expert interview was. The concept of Open Notes really clicked with me, and I’m excited to try it with my clients. I had heard about it at a virtual conference last weekend but didn’t fully understand it until now. It gave me a renewed sense of hope.

M. K., LPC, NCC

I knew [Membership Circle] was going to be a great idea, but the benefits have been huge. On the Dash + Done on Friday it was brutal, and I didn’t want to be there. But I showed up and got 24 notes done. And sure, I am still a million notes behind, but it made my weekend better. I felt I was a better mom. I felt I was more present in my relaxation time. So, it’s giving me back a lot of motivation and will to carry through this.

N .L., LICSW

Join the Membership Circle Now

  • Get ongoing support to get your notes done in community with structure and accountability!
  • Gain the confidence that you can tackle any documentation challenge!
  • Keep up to date with documentation standards!
  • Have more time to do the other things you love besides work!
Membership Circle Silver Ring Logo

Includes:

  • Monthly Documentation Dash and Done Co-Working Session
  • Curated Resource Library

If you feel ashamed by how far behind you are and want reliable structure and accountability in a supportive community to catch up, with no shame or blame the Silver Circle is for you.

Membership Circle Golden Ring Logo

Includes EVERYTHING in SILVER RING PLUS …

  • Group Consultation & Coaching with Beth, the Documentation Wizard (recorded and annotated if you can’t attend live)
  • Expert Interviews with Q&A (recorded and annotated if you can’t attend live)
  • Exclusive Facebook Group

If you want a deep dive into the complexities of clinical documentation to become confident in your documentation skills, use of language and clinical assessments, the Golden Ring Membership Circle is for you.

Have You Considered?

Clinical Documentation is important not just because it can pass an audit or protect you in a board complaint but because it can have a real lasting impact on our clients’ lives. So, it makes sense that you would be uncomfortable with documentation even if you’re already a wiz at it.

If you would like to get more comfortable with being uncomfortable then I invite you join the Documentation Wizard Membership Circle. You don’t need to feel like you’re slaying the dragon to join. You’ll improve your documentation skills no matter what level you’re at. Learn and grow in community with other therapists just as committed as you to making documentation clinically rich as well as compliant.

Pricing Options

FIND THE PERFECT FIT

Billing: Save 27%+ on Yearly Plan

  • Monthly
  • Yearly

SILVER RING Member

$37

billed monthly

  • Dash & Done Co-Working Session
  • Curated Resource Library
BUY NOW

GOLDEN RING Member

$57

billed monthly

Available if you attended an All Day Misery or Mastery Training OR purchased Clinical Forms Package

  • Dash & Done Co-Working Session
  • Curated Resource Library
  • Group Consultation & Coaching
  • Exclusive Facebook Group
  • Expert Interviews
  • Expert Trainings
  • Replays of all events
BUY NOW

SILVER RING Member

$27

$324 billed yearly
Save $120

  • Dash & Done Co-Working Session
  • Curated Resource Library
BUY NOW

GOLDEN RING Member

$47

$564 billed yearly
Save $120

Available if you attended an All Day Misery or Mastery Training OR purchased Clinical Forms Package

  • Dash & Done Co-Working Session
  • Curated Resource Library
  • Group Consult
  • Exclusive Facebook Group
  • Expert Interviews
  • Expert Trainings
  • Replays of all events
BUY NOW

Got Questions…

We’ve got answers. Here are the most common questions other therapists have asked …

YES, of course! While we’d love for you to get all the benefits of the Membership Circle community, we understand if circumstances change and you’d like to end your membership. You can cancel at any time. After you cancel inside your account, you will continue to have access to the membership until your next renewal date.

Great news! We record all Group Consultations and LIVE Expert Interviews with a description of what we discussed so you can choose what to watch when you have the time. Once you register, you’ll see quite a few of them already in your account.

For our GOLDEN Ring members, you will have access to our monthly Group Consultation and Coaching Sessions. Beth leads these sessions and encourages participation by all who attend. Any and all questions are welcome. Beth may also review a pre-submitted Treatment Plan or Progress Note. It’s a great place to get your on-going questions answered.

There is a lot of confusing and conflicting information about documentation from therapists who offer opinions without the research. We separate the wheat from the chaff, so you get the most up to date information and guidance. This also gives us a common understanding and language from which to build our skills.

Absolutely! You are most welcome to join the SILVER Ring Membership.

The Membership Circle Facebook group is only for therapists who have completed the day-long Misery or Mastery Documentation Training and/or use the Documentation Wizard Clinical Forms. This provides a common understanding and language from which to build on your skills together.

We will but don’t have the details worked out yet. Please email support@documentationwizard.com if you’re interested.

Documentation News for Therapists

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Stay up to date on documentation wizardry with correspondence from our blog.

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Documentation Wizard, LLC
42 Southbourne Road
Boston, MA 02130

Phone: (617) 522-6611
Email: bethrontal@documentationwizard.com

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