SPECIAL RESOURCES for PESI Participants

For participants who took my training on August 7, 2025, enjoy your discounts on Documentation Wizard forms packages and the GOLDEN RING membership.

Use Coupon Code: PESI2025

Expires: Sunday, August 15, 2025

Apply at checkout

CLINICAL FORMS MISERY or MASTERY VIDEO TRAINING DIAGNOSICS & ASSESSMENTS FORMS ADMIN FORMS – Essential Informed Consents & Policies ADMIN FORMS – Practice Management ADMIN FORMS – Financial Management MEMBERSHIP CIRCLE (GOLDEN Ring / SILVER Ring)

Clinical Forms

1. Diagnostic Summary
2. Treatment Plan
3. Session Note
4. Case Consult
5. Discharge Summary
6. Real case examples of each form
7. Explanation of how to write a tx plan
8. List of 60 Barriers to Treatment
9. Completing Outpatient Reviews – Tips

Regularly: $287
Now: $267

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“I was really impressed with your training and your forms are fabulous. They are most helpful because you present best practice from both clinicians’ and auditors’ perspective.”

 

Diagnostic & Assessment Forms

1. 25 item Symptom Checklist client completes for 1^st
2. 100 item Symptom Checklist for therapist.
3. Mini Mental Status Exam
4. List of 63 free Standardized Assessments by diagnosis.

Regularly: $67
Now: $57

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“The record docs are now at my fingertips. I have every confidence that they will protect me from any audit in ways that made my previous session narratives look practically foolish.”

– Terry Hunt, EdD

Admin Forms – Essential Informed Consents & Policies

Documentation Wizard’s Essential Informed Consents and Policies Package is fundamental for every therapy practice and includes:

1. Informed Consent for Services and Practice Policies
2. Social Media Policy
3. Informed Consent for Telemental Health
4. Artificial Intelligence Forms
   • AI Safety Checklist for Therapists
   • Disclosure for Using Artificial Intelligence

Documentation Wizard’s Essential Informed Consents and Policies Package includes the consents and policies needed in every practice. They are a process where the therapist shares information with the client so the client can make an informed decision about participating in treatment. They are more than a form. They are part of the clinical process, modeling clear boundaries and expectations. Ideally, consents are given in writing and discussed during your first session. They are dynamic and not a one-time event. They may need to be revisited as your practice evolves. Periodically checking in with your clients supports their continued understanding and agreement.

Regularly: $127
Now: $117

Add to Cart “I got the Practice Management forms already and they are perfect!!  Thank you!” S.W., LCSW-R

Admin Forms – Practice Management

The Documentation Wizard Practice Management Forms Package includes:

1. Therapist Paperwork Checklist
2. Client Welcome Letter
3. Initial Intake Form
4. HIPAA: Notice of Privacy Practices
5. Client Rights and Responsibilities
6. Good Faith Estimate for Behavioral Health
7. Release of Medical Information
8. Fax Cover Sheet
9. Two Case Closure Letters (general and no-show)
10. Collateral Communication Letter
11. Business Associates Agreement

Customization
Because each therapy practice is different, these forms can and should be customized reflect your practice needs and state requirements. Areas that may need to be customized are highlighted in yellow. You may make any changes needed other than the copyright. These documents are not a substitute for legal advice.

Regularly: $97
Now: $87

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Admin Forms – Financial Management

Documentation Wizard Financial Management Forms Package includes:

1. Assignment of Benefits and Billing Authorization
2. Credit Card Authorization
3. Invoice for Services
4. Superbill
5. Insurance Opt-Out Form
6. Payment Log

Customization
These financial management forms can be customized for your practice needs. The areas that can be customized are highlighted in yellow for easy identification. They are not a substitute for legal or financial advice.

Regularly: $87
Now: $77

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Membership Circle

Now that you’ve completed the training, you’re eligible to join the GOLDEN Ring Membership-our most comprehensive level designed to support and strengthen your documentation skills with ongoing education, community, and accountability. Here’s why you should consider joining:

• Supportive Community: Connect with a no-shame, compassionate group of therapists who are equally committed to mastering ethical, clinically rich documentation.
• Monthly Group Consults: Bring your real-world documentation questions and get expert feedback from Beth and your peers.
• “Dash & Done” Co-Working Sessions: Carve out time every month to finally catch up on your notes-with built-in structure and support.
• Expert Interviews: Access exclusive interviews with leaders in clinical documentation, mental health law, and ethical practice.
• Robust Resource Library: Tap into a curated collection of tools, templates, and guidance to stay confident and compliant in your documentation.
• Special PESI Discount: Join with an annual plan for just $42/month for the first year-a savings of $180 over the regular monthly rate.

Special Pricing: $42/month
when purchasing yearly plan

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“Not even close to caught up or okay with documentation. But it was really not good for my mental health to be struggling with documentation and being alone in it. It’s been very helpful to gain ideas and ways to implement things but to really not just feel alone regardless of the reasons. This feels like something I can do to help and get support and not feel alone.”

– A.S.

“In her lucid, straightforward way, Beth helps participants translate what they do into the language of medical necessity, treatment models, goals and progress and shows how to document it all; a very worthwhile experience.”

– Spencer Nineberg, LICSW

Misery or Mastery Video Training

1. Workshop Manual
2. Agenda for entire training
3. Practice Treatment plan & practice Progress note forms

Regular: $297
Now: $247

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