Terms and Conditions

This agreement is between the Purchaser (“You”) and Documentation Wizard, LLC (Documentation Wizard) (“we,” “us.”)

Documentation Wizard^® trainings (live and digital), forms and templates, and consultations, as well as anything and everything offered in the Membership Circle (collectively, our Materials) are designed for You to learn and implement the skills necessary to maintain psychotherapy records that accurately represent Your work and document medical necessity.

These Materials include any documents You may purchase and use including, without limitation, our trainings, forms, templates, packages, and any other digital products we may sell. These Materials also include consultations with Beth Rontal, any of her associates and consultants, or participation in and materials that are part of the Membership Circle.

See below for specific rules, terms, and conditions related to Membership Circle.

Disclaimer

Using these forms and templates, participating in a live or online video training, receiving a personal consultation, or participation in Membership Circle and use of its Materials does not guarantee:

— that insurance companies will authorize the sessions You request.

— that You or anyone in Your practice or who You may supervise or consult with will pass an audit.

— that You or anyone in Your practice or who You may supervise will avoid an insurance recoupment.

— that Your documentation is immune to legal issues or regulatory complaints.

— that Your documentation will guarantee the fulfillment of worker’s compensation claims, disability claims, or any other claim or report You may need to write and provide.

The Materials do not purport to replace the advice of compliance professionals, nor supplant the individual therapist’s obligations to comply with legal, regulatory, clinical, and ethical requirements. Each therapist is responsible to use his, her, or their professional judgment and assumes all responsibility for clinical treatment and documentation for individual patients.

Refund Policy

There are no returns on the Materials. No refunds are given for any reason. All sales are final.

Coupons & Discounts

We may offer discounts or coupons from time to time. If You use a discount, You agree to pay the discounted fee shown during checkout. All other parts of these terms and conditions apply.

Limitation of Liability

You agree that Documentation Wizard is not responsible for any damages or losses You may face as a result of using or not using our Materials or participating in Membership Circle.

Personal Responsibility

By using our Materials or participating in Membership Circle, You accept full responsibility for Your actions and results. Documentation Wizard provides guidance and education but is not responsible for the outcome of your documentation, including legal, ethical, or financial consequences. You are responsible for your success or failure. Results may vary, and no guarantees are made.

Not Legal Advice

Our Materials are not legal advice. We are not lawyers, and our Materials should not be used as a substitute for legal counsel.

No Warranties

We make no guarantees about our Materials, including technical aspects. All content is provided “as is.”

Forms and Templates

The Clinical Forms have been developed to meet Medicare (Federal) standards. If you are a Medicaid provider, refer to your state regulations to verify requirements.

The Practice Management Forms, and Consents to Treatment Forms have been developed to meet Massachusetts requirements.  Please read through the forms carefully and be sure You 1) fully understand them before using them and 2) adapt them to Your practice needs, and 3) have them reviewed by an attorney in Your state for state-specific compliance. The areas highlighted in yellow indicate where You want to pay special attention. 

Neither Documentation Wizard nor Beth Rontal, nor any her associates or consultants are responsible for the content of Your notes, for passing an audit, or any possible legal issue that may arise in the course of Your work. By using these forms, You agree to release DW, Beth Rontal, and anyone associated with the development and marketing of the Materials from any and all liability for injuries that may occur in connection with the use of the Materials and to indemnify DW, Beth Rontal, and anyone associated with the development and marketing of the Materials from any third-party claims resulting from the use of these forms, including any financial responsibility for injuries incurred, regardless of whether injuries are alleged to have been caused by negligence in preparation of the forms.

AFTER YOU PURCHASE AND DOWNLOAD Your forms, please feel free to customize them to suit the unique needs of Your practice. For example, add Your name and licensure at the top of each form in the space indicated. However, the content of the forms may not be altered without express written consent. These forms are the intellectual property of Documentation Wizard and may not be distributed or shared with any other psychotherapist for their use. The copyright notices on the forms may not be removed.

Please make note of Your username and password so You can download Your forms or get access to the video training at any time by logging in again.

Membership Circle Terms and Conditions

The Documentation Wizard Terms and Conditions are part of this agreement. If anything in those policies conflicts with this agreement, the terms specific to Membership Circle will apply.

Program

We agree to give You access to the Documentation Wizard Membership Circle (“Program”). By joining the Program, You agree to follow all the rules outlined here. For a complete list of Membership Circle benefits, please visit the website: https://documentationwizard.com/membership-circle/.

Start Date

This agreement starts when You register for the Program.

Fees

You can choose one of the following payment options as detailed on our website:

• Monthly Membership: You will make monthly payments. The exact amount depends on the membership tier You choose. Payments will be charged automatically every month on the day you registered until You cancel.
• Annual Membership: You will make a yearly payment based on Your membership tier. Payments will be charged automatically each year on the month and day You registered until You cancel.

Renewal Authorization

You agree to allow Documentation Wizard to automatically charge Your credit card as described above.

Cancellation Policy

You may cancel your membership at any time by following the steps in the membership portal. Access to Your membership will end when your monthly or annual membership expires.

Confidentiality

We respect Your privacy and expect You to respect the privacy of other members and of your clients. You cannot share any information from other members or from Documentation Wizard outside of the Program. You also agree to remove any identifying details when sharing client information during group sessions, in the Facebook group, Consultation Group, or any other Program events.

Submissions

Any content You share during the Program (videos, feedback, documents, etc.) may be used by Documentation Wizard in future versions of the Program. You will not receive any payment or compensation for this unless stated otherwise by Us.

Termination

We may terminate Your access to the Program if You violate the rules or disrupt the Program. No refund will be given if you are terminated.

Copyright and Trademark

All content, materials, and information provided on or through the Documentation Wizard platform, including but not limited to The Materials, text, graphics, logos, images, software, and multimedia elements are protected by copyright, trademark, and other intellectual property laws. The Content is the exclusive property of Documentation Wizard or its licensors.

By using the Materials under the license implied by Your purchase, You acknowledge that You may not sell, transfer, reproduce, distribute, publicly display, create derivative works from, or otherwise exploit any of the Materials.  You may not post them on Your website, social media or anywhere the public can download or copy and paste them for their own use without express written permission from Documentation Wizard. Unauthorized use of any Documentation Wizard trademarks, service marks, logos, or any other proprietary Materials is strictly prohibited and may result in legal action.

If You wish to use any of the Materials for Your group practice or clinic, please contact Beth Rontal directly to discuss Your needs.

License

Unless otherwise stated, Documentation Wizard and/or its licensors own the intellectual property rights for all Documentation Wizard Materials. All intellectual property rights are reserved. You may view and/or print pages from https://documentationwizard.com for Your own personal use subject to restrictions set in these terms and conditions.

The Materials are licensed to the Purchaser for individual use only in the context of his, her, or their professional practice and use with clients. Copying or sharing the Materials is not permitted under the terms of this agreement.

You must not:

• Republish material from https://documentationwizard.com
• Sell, rent or sub-license material from https://documentationwizard.com
• Reproduce, duplicate or copy material from https://documentationwizard.com
• Redistribute content from Documentation Wizard (unless content is specifically made for redistribution).
• Hyperlink to our Content

The following organizations may link to our website without prior written approval:

• Government agencies;
• Search engines;
• News organizations;
• Online directory distributors, when they list Us in the directory may link to our website in the same manner as they hyperlink to the websites of other listed businesses;
• System-wide Accredited Businesses except soliciting non-profit organizations, charity shopping malls, and charity fundraising groups which may not hyperlink to our website.

These organizations may link to our home page, to publications or to other website information so long as the link: (a) is not in any way misleading; (b) does not falsely imply sponsorship, endorsement or approval of the linking party and its products or services; and (c) fits within the context of the linking party’s site.

We may consider and approve in our sole discretion other link requests from the following types of organizations:

• commonly-known consumer and/or business information sources such as Chambers of Commerce, American Automobile Association, AARP and Consumers Union;
• dot.com community sites;
• associations or other groups representing charities, including charity giving sites, online directory distributors;
• internet portals;
• accounting, law and consulting firms whose primary clients are businesses; and
• educational institutions and trade associations.

We will approve link requests from these organizations if We determine that: (a) the link would not reflect unfavorably on Us or our accredited businesses (for example, trade associations or other organizations representing inherently suspect types of business, such as work-at-home opportunities, shall not be allowed to link); (b)the organization does not have an unsatisfactory record with Us; (c) the benefit to us from the visibility associated with the hyperlink outweighs the absence of; and (d) where the link is in the context of general resource information or is otherwise consistent with editorial content in a newsletter or similar product furthering the mission of the organization.

These organizations may link to our home page, to publications or to other website information so long as the link: (a) is not in any way misleading; (b) does not falsely imply sponsorship, endorsement or approval of the linking party and its products or services; and (c) fits within the context of the linking party’s site.

If You are among the organizations listed in paragraph 2 above and are interested in linking to our website, You must notify Us by sending an e-mail to webmaster@documentationwizard.com.

Please include Your name, Your organization name, contact information (such as a phone number and/or e-mail address) as well as the URL of Your site, a list of any URLs from which You intend to link to our website, and a list of the URL(s) on our site to which You would like to link. Allow 2-3 weeks for a response.

Approved organizations may hyperlink to our website as follows:

• By use of our corporate name; or
• By use of the uniform resource locator (Web address) being linked to; or
• By use of any other description of our website or material being linked to that makes sense within the context and format of content on the linking party’s site.

No use of Documentation Wizard’s logo or other artwork will be allowed for linking absent a trademark license agreement.

Website Terms of Usage and Limits

These terms and conditions outline the rules and regulations for the use of DW’s website.

Documentation Wizard, LLC is located at:
42 Southbourne Road, Boston, MA 02130

Send mail to:

P.O. Box 300025, 655 Center Street, Boston, MA 02130

By accessing this website, We assume You accept these terms and conditions in full. Do not continue to use Documentation Wizards’s website if You do not accept all the terms and conditions stated on this page.

Cookies

We employ the use of cookies. By using the Documentation Wizard website, You consent to the use of cookies in accordance with Documentation Wizard’s privacy policy.

Most of the modern-day interactive websites use cookies to enable us to retrieve user details for each visit. Cookies are used in some areas of our site to enable the functionality of this area and ease of use for those people visiting. Some of our affiliate / advertising partners may also use cookies.

Iframes

Without prior approval and express written permission, You may not create frames around our Web pages or use other techniques that alter in any way the visual presentation or appearance of our website.

Reservation of Rights

We reserve the right at any time and in its sole discretion to request that You remove all links or any particular link to our website. You agree to immediately remove all links to our website upon such request. We also reserve the right to amend these terms and conditions and its linking policy at any time. By continuing to link to our website, You agree to be bound to and abide by these linking terms and conditions.

Removal of links from our website

If You find any link on our website or any linked website objectionable for any reason, You may contact Us about this. We will consider requests to remove links but will have no obligation to do so or to respond directly to You. Whilst We endeavor to ensure that the information on this website is correct, We do not warrant its completeness or accuracy; nor do We commit to ensuring that the website remains available or that the material on the website is kept up to date.

Content Liability

We shall have no responsibility or liability for any content appearing on Your website. You agree to indemnify and defend Us against all claims arising out of or based upon Your website. No link(s) may appear on any page on Your website or within any context containing content or materials that may be interpreted as libelous, obscene, or criminal, or which infringes, otherwise violates, or advocates the infringement or other violation of, any third-party rights.

These are Terms and Conditions You will be required to acknowledge when You make a purchase. Terms and Conditions constitutes a contract between You, the Purchaser, and Documentation Wizard.

Website Disclaimer

To the maximum extent permitted by applicable law, We exclude all representations, warranties and conditions relating to our website and the use of this website (including, without limitation, any warranties implied by law in respect of satisfactory quality, fitness for purpose and/or the use of reasonable care and skill). Nothing in this disclaimer will:

• limit or exclude our or Your liability for death or personal injury resulting from negligence;
• limit or exclude our or Your liability for fraud or fraudulent misrepresentation;
• limit any of our or Your liabilities in any way that is not permitted under applicable law; or
• exclude any of our or Your liabilities that may not be excluded under applicable law.

The limitations and exclusions of liability set out in this Section and elsewhere in this disclaimer: (a) are subject to the preceding paragraph; and (b) govern all liabilities arising under the disclaimer or in relation to the subject matter of this disclaimer, including liabilities arising in contract, in tort (including negligence) and for breach of statutory duty. To the extent that the website and the information and services on the website are provided free of charge, We will not be liable for any loss or damage of any nature.

Amendments and Modifications

These Terms and Conditions may be amended or modified by Documentation Wizard at its sole discretion at any time. Any such amendments or modifications will be effective immediately upon notice to you as provided in this section, unless otherwise specified in the notice.

Documentation Wizard will notify you of changes to this Agreement through one or more of the following methods:

1. Email Notification: An email will be sent to the address associated with your account detailing the amendments.
2. Platform Notification: A prominent notice will be posted on the Documentation Wizard platform indicating that this Agreement has been modified, with a link to the updated version.
3. Other Communication Methods: Where appropriate, additional methods of communication, such as in-app alerts or push notifications, may be used.

It is your responsibility to review any such amendments or modifications. Continued use of the platform after receiving notice of any changes will constitute your acceptance of the modified terms. If you do not agree with the updated terms, you must cease using the platform and services immediately.

No modification, amendment, or waiver of any provision of this Agreement shall be binding unless it is made in writing and signed by an authorized representative of Documentation Wizard.

Governing Law & Disputes

This agreement is governed by Massachusetts law. Any dispute arising out of or relating to this contract or the subject matter thereof, or any breach of this contract, including any dispute regarding the scope of this clause, will be resolved solely through arbitration administered by the American Health Law Association Dispute Resolution Service, and conducted pursuant to AHLA Rules of Procedure for Arbitration. Such proceedings will be governed by substantive (but not procedural) Massachusetts law, without regard to choice or conflict of law provisions or rules. If this matter is heard in person, the location of the arbitration shall be in Boston, Massachusetts. The arbitrator and not any federal, state, or local court or agency shall have exclusive authority to resolve any dispute relating to the interpretation, applicability, enforceability, conscionability, or formation of this contract, including but not limited to any claim that all or any part of this contract is void or voidable. Judgment on the arbitral award may be entered and enforced in any court having jurisdiction.

Fee Shifting

If there’s a legal dispute, the winning party can recover attorney’s fees.

Thank You for Your understanding.

Download these Terms and Conditions in PDF format