2 CE Credit Live Interactive Webinar Friday, July 30, 2021
12-2 pm Pacific / 1-3 pm Mountain / 2-4 pm Central / 3-5 pm Eastern
Presenter: Barbara Griswold, LMFT
This webinar is co-sponsored by Sacramento Center for Psychotherapy
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.
While you may shiver at the idea of an insurance plan, ethics committee, or licensing board reviewing your psychotherapy charts, this is happening more frequently — even to therapists who don’t work with insurance. In these cases, well-written records are essential, can be your only defense, and can assist clients in getting treatment or disability approval.
But if you are like most therapists, you never received training in how to write notes. And you may not realize how your current note-keeping habits can hurt you – and your clients. For example, did you know that keeping poor notes may be considered fraud or unprofessional conduct, or lead insurance plans to ask for money back?
This LIVE ZOOM webinar will teach you how to write brief notes that satisfy legal, ethical, and insurance expectations, so that you’ll feel confident if you receive a records request. You’ll be introduced to 3 note templates, which you can download and use in your practice. Best of all, we’ll analyze sample progress notes, as you get the rare opportunity to see examples of what “good” progress notes look and sound like.
Other topics will include:
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
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.
After attending this webinar, participants will be able to
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 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 provided 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 begins to assure you are able to successfully log in. If you have any difficulties or questions, contact email@example.com
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 login to 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.
Live CE Credits for psychologists will be provided by The Sacramento Center For Psychotherapy, who is cosponsoring this webinar. Sacramento Center For Psychotherapy is approved to provide live CE credits by APA.
CE credits for all other professions including New York licensed psychologists, will be provided by Zur Institute.
Zur Institute has been approved to provide Live CE credits by the following boards.
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 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.
Zur Institute maintains responsibility for this course.
For questions, concerns, or to request special accommodations, please email
For questions, concerns, or to request special accommodations, please email Aviva@zurinstitute.com