Praise for Documentation Wizard®
Therapists from Boston to Australia have participated in live or online workshops and use Documentation Wizard Forms in their practices. They have a few words to say ...
"Medicare completed my audit and found no errors — no fine, no claw back. I take this as a
reflection on the excellent training and documentation forms you offer."
– K.J., Ph.D.Psychologist
"Your presentation style, presence, and expertise were excellent: clear, thorough, the right mix of info, audience participation and question taking, great time management. The templates are a great value and the training about how to document was essential, so the complete package is really well integrated."
- Kendra Schpok, LCMHC, ATR
"Beth's documentation workshop is an unexpected gem: documentation made bearable by a group setting, clear and useful outlines, and the hidden surprise that it all improves one's thinking and thus conscious treatment of clients. I highly, highly recommend it. "
- Zonda Mercer, MD.
"Best conference ever! (And I’ve attended 25 years of continuing ed!). Many seminars are philosophical and not easily adapted to treatment. This seminar was packed with specifics of treatment and will be easy to implement when working with clients."
- Any Hylton, LCSW
Beth is a wonderful and generous educator!!
- Cathy C. Renz, LICSW, Clinical Director, Renz Counseling, LLC
"You are a wonderful instructor and I look forward to listening more times to this online course. you really have a wonderful teaching style and offer a great deal of pertinent information. Wish I had met you 25 years ago!"
- Jamie Elizabeth Medvene, Ph.D.
"The training was fantastic and I found it at a time when I started to understand that narrative case notes were inadequate to current health insurance standards. Beth helped us all relax and then walked us through a thorough case based record system that is easy to use after the training and is fully HPPA-compliant. The record docs are now at my fingertips through the encrypted cloud and I have every confidence that they will protect me from any audit in ways that make my previous session narratives look practically foolish. Thanks you again, Beth!"
- Terry Hunt, EdD.
"Huge thanks for the great workshop yesterday, Beth. It was a wonderful and worthwhile program, and we very much appreciated how smooth and easy you made the whole process. I know that I personally learned a lot and found your presentation style and organization really helpful. Evaluations were overwhelmingly positive. Here are a few of the comments that stood out to me:
--Such an anxiety-reducing course!
-- Lives up to the hype!
--Very informative and great that the presenter has such in-depth knowledge of therapy.
- Barbara Burka, LICSW,
Director of Clinical Practice and Therapy Matcher for NASW MA
"While I’m still in the process of completing the on-line workshop, I just had to reach and say, “Thank You!!!” This is one of the BEST workshops, either live or on-line that I’ve ever taken. I’ve taken three other workshops on documentation, one of them was on Coding, in hopes of helping me better understand the differences between goals and objectives as well as better understanding how to document Medical Necessity. This is the first on-line workshop that I’ve taken where I’ve listened over and over again to the speaker because she/he is so clear and interesting, and the added time is worth my time."
- Anthony Zamudio, Ph.D.
"I just went through a 2nd phone review with UBH. It sure made a difference feeling well versed in what they are looking for. We met criteria and got approved to continue with weekly sessions. Thank you for a wonderful group experience."
- Diane Cohen, LICSW
"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
"I am delighted that I no longer feel that being an intuitive, attuned therapist trained in the Internal Family Systems Model is a barrier for accomplishing this goal! This was in large part because of Beth’s ability to teach documentation skills with confidence, curiosity, compassion and a LOT of clarity! Thank you, Beth!"
- Debbie Armstrong, LICSW
"I have been working on developing treatment plans along with my clients during sessions and have been finding the process extremely helpful for our work. So for me the class is improving my clinical work as well as my documentation skills."
- Barbara Kaplan, LICSW
"Having a relatively new private therapy practice, I wanted to make sure that the forms I use are comprehensive and thorough for documentation and insurance reimbursement purposes. The experience helped me clarify what documentation I need to include in my private practice. Our get-togethers led to many interesting and stimulating discussions, related not only to paperwork, but to clinical issues."
- Louise A. Goodman, LICSW
"Beth was able to convey practical concepts and tools that clinicians would be able to apply immediately to their psychotherapy practices. On the program evaluation forms, participants rated her presentation as excellent and very helpful for their clinical work. If you are searching for an engaging, well-organized and knowledgeable speaker, I highly recommend that you consider Beth Rontal."
- Ilene Swartz, LICSW
"Hi Beth, Optum had me on a “pre-payment review” and I went from 0% to 98.95% success with the help of your templates, taking me off of the audit. I am very grateful to you for creating these tools. The fact that insurance companies do this kind of thing is unethical, in my opinion, because they do not make the expectations clear at all. I hope someday a journalist will be able to expose this to the general public. But for now, you saved me a great deal of suffering and anxiety. So, thanks!!"
- C.D., LCSW, DMA
"I finished the training and downloaded all the forms— all I have to say is THANK YOU. I struggled with other tx plans’ simplicity and “one size fits all” of electronic platforms. I know this was an investment, but an investment for peace of mind. "
- Ana Barend, MA in Clinical Mental Health Counseling
"I want to thank you for a Sunday workshop that I was dreading. I thought it was going to be dry and boring with me feeling like I would want to leave asap. Instead, your presentation and warmth made the experience enjoyable. Hard to believe but true! I will highly recommend the workshop."
- Caryn Mushlin, LICSW
"Just a quick thank you for the workshop. I am a convert to your system. I just completed an assessment aka Rontal style and am using your session notes."
- Greta Averbach, LICSW
"Thanks so much Beth! I appreciate all your work over the years and have implemented all your recommendations from your training."
- Korah Hoffman, LMSW, MPA, Therapist, Owner
"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."
-A.C., LCSW
I took your documentation course and created a session note template in my EHR based on the clinical forms I purchased from you, and guess what! EVERY. SINGLE. NOTE. done before the next session starts! Total game changer! THANK YOU!!!!!
I have ALWAYS struggled with the narrative. Feels like too much or not enough. Even my previous templates that were mostly check boxes would take me too long because I felt I had to tell a story. Now that I know about using behavioral language that doesn’t tell a story, using the patient’s quote, describing my interventions, and the easy 1-2 sentence assessment, I don’t need to worry about that anymore and my documentation is a breeze! WELL WORTH THE MONEY AND WILL HIGHLY RECOMMEND!!
-- Holly S, LCSW-R, New York
I wanted to let you know that I have received a follow up from my Noridian Medicare review. They wrote, “A total of 10 claims were reviewed revealing an error rate of 0.0%.”
I owe this positive outcome of a very stressful experience to you. Not only did you provide the necessary formatting for the documentation, which of course was comprehensive enough to pass inspection, but you were very kind, patient and compassionate when we were meeting. It’s been a very difficult time for me to manage all of this at this point in my career.
I absolutely respect and am appreciative of your information and process. I know you have many followers and believers — count me in now and feel free to send any aging skeptic my way for reassurance. I am keeping up with a changed consciousness and effort with my session notes — an even more telling testimonial!
-- Helen Hoch, LICSW
"I am so glad I took your course! You are such an excellent presenter as evidence by being clear, organized, genuine, friendly, balancing ongoing questions, and thoughtful . After taking your course, I finally feel that I will be writing notes, tx plans, etc. properly, especially since I soon hope to be accepting Medicare. It is a relief to know that if I write notes as you recommend, I won't have to panic (as much!) if I am ever audited. Thanks again for a great 6 hours of training. I am already telling my colleagues about your course and website."
-- Bonnie Deroo, LMFT
"I have just gotten a 100% pass on my first Medicare audit! I am so excited to have this stressful event behind me and am beyond grateful for the trainings I have done with you. (Three in the past 5 years.) The templates you offer are beautiful and not only ensure we are showing every strand of the Golden Thread, but your recent additions of the medical necessity documentation and rationale for 90837 coding are the cherry on top. Thank you, thank you, thank you. You have been a blessing in my life."
-- Brooke Jackson, PhD
Thanks for a great training. I learned so much. I also felt confident for the first time in writing an intake assessment today and will be fixing older treatment plans as I go. I shared with my supervisor and administrator about your training/services. I’ve been an LCSW for over 30 years. My how our field has changed since I first began!
-- C. Schaefer, LCSW
"I have found these Dash & Done sessions in Membership Circle 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. Coming this space provides me the body double as well as 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
"I attended the online session for Misery or Mastery. During the video, you mentioned your completed samples along with some resources. I think this will help me as I am experiencing anxiety surrounding my notes. Your class was the best ever and I feel this is the only missing piece. Thank you for helping me with this Thorn!"
-- C.P., LCSW,CAMS-I,CGP, CCTP
"Dash and Done in the Membership Circle has been incredibly helpful to me! Private practice can be very isolating and getting notes or other administrative tasks done is challenging! Dash and Done is a relaxed, structured time to get caught up while in the company of supportive colleagues. I highly recommend it."
-- Carol Nickerson, LICSW
I can say without a doubt that Beth Rontal as the original Documentation Wizard helped me achieve 100% record compliance in a Medicare Audit. By taking her course twice and having additional one-on-one consultations, I was able to achieve success and peace of mind in completing the nuisance of record keeping in my busy clinical practice.
-- Alex Kushch, PhD
This IFS intervention sheet is excellent. Will be very helpful both in session, and afterwards for documentation. Thank you!
-- Lexi P., RN.
"I appreciate the forms themselves. They are so helpful and easy to work with. I watched Beth's demonstration videos that came with the clinical forms. They were also helpful and so glad that she included examples of each of the forms filled out."
--Jena Byorum, LISW
If you need to learn how to document or want to make sure that you are documenting is accurate, please take Beth Rontal’s Documentation Wizard class. It’s worth every penny and then some! I purchased the 6-hour course with all her forms. This very well may save me in an audit situation and all the possible negative fallout. Her format is thorough and very specific for every situation you may find yourself in. She explains the components of the intake summary and how it sets up your thinking so you can easily create the treatment plan. And then have each session note reflect the information in these two forms. She helps you understand the goals, objectives, and interventions, and how to document progress. It ends with a discharge summary and the necessary checkboxes to end your liability. The information is overwhelming at first because there is so much of it and stretches your thinking in new and good ways. Beth is highly knowledgeable and doesn’t get called a “wizard” for nothing. Please take this class if you any doubts about your documentation.
-- Michelle F., LMFT
"I've begun using a couple of your forms for maybe the last 2 weeks and I must say, they've been quite helpful. My session notes force me to be shorter, sweeter and to the point; and I even finished a few of them in a few minutes, which surprised me. The intake form is also good for the same reason, and it covers many bases. I've yet to use the others, so time will tell with those. But so far, so good. Thank you again for giving me the privilege to access them. I appreciate it greatly."
- P.W., LCSW
"Empire BC/BS conducted an extensive audit of nine of my patients and found my documentation “great,” adding that I had done a “wonderful job of documenting billed services.” The main focus of the audit seemed to be coding practices, specifically my use of 90837. No clawback and no pre-payment review ensued thanks to Beth’s stellar instruction and forms. I am especially grateful to Beth for suggesting succinct, effective ways of demonstrating “medical necessity” and keeping me calm and centered through this anxiety-inducing process."
-- A.F., PhD, LP
Thank you so much for the Dash & Done opportunity. I was one of the clinicians who would love to see more of these & would be willing to pay. Part of what gets me behind with notes is uncertainty with adequate documentation. This is one of those fields where practitioners can be isolated from others. I found the event to provide great support, the feeling I was not alone (and therefore hard on myself); additionally, there was opportunity to ask questions & see how others were handling things.
It was a great event & I would be glad to participate in future events of the same kind.
-- Dr Judith Carney, PsyD