How to Write a 10-Minute Treatment Plan

2 CE Credit Live Interactive Webinar Saturday, November 6th, 2021
11 am -1 pm Pacific / 2-4 pm Eastern
Presenter: Barbara Griswold, LMFT

Tokens may not be used with webinars.

Fee $49.00

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If you avoid writing treatment plans, you aren’t alone. Yet treatment plans are required by insurance plans, ethics codes, and even many state laws.  In fact, if you don’t write treatment plans, you (or your client) may be asked to pay money back to a health plan due to lack of necessary documentation for billing.  Plus, a treatment plan can protect both you and your clients, ensuring all parties have a clear understanding of the goals and progress being made.

This webinar will give you the tools to help you write a brief treatment plan that fulfills the expectations of insurance and other oversight agencies. Topics include:

  • How treatment plans are different than progress notes
  • The bare essentials of a treatment plan
  • How to choose goals — and which goals to avoid
  • How objectives differ from goals
  • “SMART goals” and “the Golden Thread”
  • How to choose and describe interventions
  • How to update plans — and how often you should
  • How Medical Necessity Criteria of health plans affect goals
  • Sample treatment plans

FREE DOWNLOADS:  Best of all, all participants will be given:

  • Downloadable sample treatment plans for anxiety and depression
  • A blank treatment plan template
  • A list of sample interventions
  • A list of goals and objectives for children and teens

Disclaimer: While the webinar will discuss treatment planning in general, you will need to check with your agency/employer or the insurance plan you are working with to research their specific treatment plan requirements. The webinar may not specifically cover Medicare/Medicaid treatment plan requirements.

For those unable to attend, CE credits (though not Live) will be available by viewing the recording and taking the post-test and evaluation.

Target audience: This course is appropriate for all mental health professionals.

Content level: All Levels – Introductory & Intermediate

 

Barbara Griswold, LMFT is author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should (theinsurancemaze.com), now in its 8th edition. In addition to her 30-year private practice in San Jose, CA, she provides coaching, individual consultations, and trainings about insurance, progress notes, and practice building to therapists nationwide.

 

Learning objectives:

After attending this webinar, participants will be able to

  • Identify the major components of treatment plans
  • Choose treatment goals and objectives that are consistent with insurance plan’s medical necessity criteria
  • Explain how treatment plans are different from progress notes

Outline

  • What is a treatment plan?
  • Results of my survey regarding treatment plans
  • Why treatment plans are needed (e.g required by legal, ethical, insurance)
  • How treatment plans are beneficial
  • The Golden Thread
  • The 5 Building Blocks of a Treatment Plan
  • SMART Goals, Objectives, and Interventions: Definitions and Examples
  • Which goals to avoid
  • Goals and health plan’s Medical Necessity Criteria
  • Couples Treatment plans — sample couples goals
  • How often to update treatment plans
  • Sample treatment plans (for individual and couples)

Webinar interaction & system requirements

This live webinar is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led polls.

To be eligible for Live CE credits, you must be logged in the entire time. Entry to the webinar will be closed 5 minutes after the scheduled start time. 

This webinar will be hosted through Zoom. Upon registration, participants will be emailed a link directly from Zoom that you must use to access  the live webinar from any desktop, laptop, tablet, or smart device. The webinar will open 10 minutes prior to start time. It is recommended that you join early to give yourself time to troubleshoot potential connection problems.

Fee $49

Tokens may not be used with webinars.

Course completion & CE info

Course completion requirements: Shortly after the end of the webinar,  a link will be sent to the email address you used to register.  This link  directs you to a site where you can add the webinar course to your Zur Institute account (if you do not have an account, instructions will be provided on how to create one).  After adding the course, you will be able to view the webinar recording and handouts, complete the posttest and evaluation, and download your CE certificate.  For those wanting to review the recording of the webinar, it will be available within  five days of the webinar.

In order to receive Live CE credit hours, you must attend the entire webinar and then complete the post webinar test and evaluation within 30 days of the end of the webinar.

If you pay and either miss part of the webinar or are unable to attend: Don’t worry. You can still obtain CE credits (though not Live) by viewing the recording and taking the post-test and evaluation. You will receive an email notification when the recording is ready for viewing, no later than 5 days after the webinar is over.  You have 3 years to complete a home-study course.

Our Live Webinars are live and include ample opportunity to interact with the presenters. They qualify as in-person continuing education in most states. Each state has its own requirements for licensure, including continuing education requirements, to maintain licensure. Questions about CE requirements for state licensure should be directed to your state board.

Live CEs will be available for all professions.

CE credits for psychologists will be provided by Sacramento Center for Psychotherapy who is co-sponsoring this webinar. Sacramento Center for Psychotherapy is approved to provide Live CE credits by the American Psychological Association.  

CE credits for all other professions including New York licensed psychologists, will be provided by Zur Institute.  (this remains for webinars co-sponsored by Sacramento Center for Psychotherapy, but none of the others, including this one)

Zur Institue has been approved to provide Live CE credits by the following boards:

California Psychologists: Zur Institute (ZUR001) is approved by the California Psychological Associationto provide continuing professional education for psychologists.  Zur Institute maintains responsibility for this program and its contents.

Zur Institute has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7144. Programs that do not qualify for NBCC credit are clearly identified. Zur Institute is solely responsible for all aspects of the programs.

New York Psychologists: Zur Institute is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0029.

New York Licensed Psychoanalysts (LPsyAns): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed psychoanalysts #P-0049.

New York Social Workers (LMSWs & LCSWs): Zur Institute SW CPE is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #0081.

New York Marriage and Family Therapists (LMFTs): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0006.

New York Mental Health Counselors (LMHCs): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0007.

Social Workers: Zur Institute, provider #1113, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Zur Institute maintains responsibility for these courses. ACE provider approval period: 6/1/2021-6/1/2024.

 

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