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

REGISTRATION OPENING SOON!

Tokens and discounts may not be used with webinars.

2 CE credit hours. For those unable to attend, CE credits (though not Live) will be available by viewing the recording and completing the posttest and evaluation.

NOTE TO PSYCHOLOGIST: For CA and NY Psychologists, as well as all other professions, this webinar satisfies requirements for Live CE credits and certificates will be designated as such.  For psychologists, and only psychologists, licensed in all other states, this webinar does not meet criteria for Live CE credits and certificates will be designated as home study.

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

Course 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)

Course interaction & system requirements

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

Registration for the webinar will be through Zoom. On the day of the webinar you will log-in using the link provided by Zoom. Log-in will be available ten minutes before the start. To be eligible for Live CE credits, you much be logged in the entire time. Entry to the webinar will be closed 5 minutes after the scheduled start time.

System requirements:

This webinar will be hosted through Zoom. Upon registration, participants will be provided with a link that they can use to access live from any desktop, laptop, tablet, or smart device. If you are unfamiliar with Zoom, we recommend you allow yourself 10-15 minutes before the event to assure you are able to successfully log in. If you have difficulties or questions, contact aviva@zurinstitute.com

Fee $49

Tokens and discounts may not be used with webinars.

Course completion & CE info

Course completion requirements: At the end of the webinar, you will be provided a link that allows you to register for the “course” where you will take a post webinar test, complete an evaluation and download your CE certificate.

That link will also be emailed within an hour after the webinar is over. For those wanting to review the webinar, a recording will be included as part of the “course” the day following the webinar. For Live CE credit hours, you will have 30 days following the end of the webinar to log into your account at Zur Institute to complete the post webinar test and evaluation.

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.

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 sets 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.

For psychologists outside of New York State, CE hours are designated as home study. For all other professionals, Live CE certificates will be provided.

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 Institute 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. 6036. 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 as a provider for social work continuing education by the Association of Social Work Boards (ASWB) www.aswb.org, through the Approved Continuing Education (ACE) program. Zur Institute maintains responsibility for the program. ASWB Approval Period: 06/1/2018 – 06/01/2021. Social workers should contact their regulatory board to determine course approval.

Zur Institute maintains responsibility for this course.

REGISTER HERE

 

For questions, concerns, or to request special accommodations, please email Aviva@zurinstitute.com