The Toolkit I Wish I'd Had Before My Audit(Registration Closes September 25)
Yvette Howard, LCSW3 min read
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Most training sends you home with a certificate and a stack of slides you'll never open again.
This one sends you home with notes you can actually use.
That's the whole reason I built it this way.
I get asked almost every time if I'll push the date back. I won't. Not because I'm trying to create pressure, but because the people who show up on September 25 deserve a room that's actually prepared, not one I kept propping the door open for.
One Afternoon. No Vague Theory.
No "just document more."
Real flagged versus approved note examples. A framework you can use in your very next session. A toolkit you keep.
SOAP and DAP templates. A treatment plan example. A self-audit checklist.
📅 Wednesday, September 25 · 1:00 to 4:30 PM PT · Live on Zoom
Once the seats are full, or once the live session starts, registration closes.
Why This Training Exists
I was a 1099 contractor during my clinical internship. Grateful an agency had taken a chance on me.
But I had barely any real training on documentation. Just a basic Word doc template and a lot of guessing.
I thought writing more meant I was covered. I was wrong, and no one ever corrected it.
Years later, in my first year of private practice, a UHC reviewer called asking why weekly sessions were still medically necessary. I had the notes. I just didn't have them organized in a way that let me answer with confidence in the moment.
That call is the reason this training exists.
Not theory pulled from a textbook. A system built and tested inside a real group practice of 17 clinicians. Refined until it could hold up to an audit, a subpoena, or an ROI request without dread.
What You'll Walk Away With
✔ A clear framework for everyday documentation that actually protects you
✔ How to document high-risk situations so your notes speak for themselves, even if you're never in the room to explain them
✔ Telehealth compliance essentials most of us were never formally taught
✔ How to use AI tools in your documentation workflow without losing your clinical judgment
✔ SOAP and DAP templates, a treatment plan example, and a self-audit checklist, ready to use on your next session
The Details
📅 Wednesday, September 25 · 1:00 to 4:30 PM PT · Live on Zoom · $167
3.5 Ethics CEUs. Nevada Board Approved.
If someone asked for your records tomorrow, could you hand them over with confidence?
If a reviewer called today, would your notes answer for you?
What would it feel like to close your laptop after a session and actually trust what you just wrote?