Register today for the May LIVE Misery or Mastery Webinar and Save $50! Learn More

Summary of Treatment R13



A NEWER version of this form is now available.  Please go to:


A Risk Assessment Audit request is the least threatening of all audits – because it’s not an audit! You can’t fail it. There is no recoupment possible.  If you receive a request, you should be able to submit a summary of treatment instead of turning in your whole file. (Always ask though!) Take the struggle out of compliance with this Summary of Treatment template. It cues you to include all the required information in a logical step-by-step process.

The Summary of Treatment forms are now provided in three formats:  Word Doc, PDF, and PDF Fillable.  We recommend using Microsoft WORD or Adobe Reader to use the forms.