Every note tells a story.
Make sure it's one you can defend.
A 3.5-hour, 3.5 Ethics CEU training on the everyday, high-risk, legal, telehealth, and AI-assisted documentation decisions that protect your license, and your clients.
READY
Client reported feeling "better." Provided support.
Client demonstrated reduced avoidance per PHQ-9 tracking. CBT cognitive restructuring applied, targeting catastrophic thinking. Client verbalized increased coping confidence — tied to Tx Plan Objective 2.
Six modules. One habit: writing notes that hold up.
Identify the documentation habits that quietly increase audit and liability risk
Write high-risk documentation — suicidality, mandated reporting, substance use — that reflects judgment, not fear
Apply HIPAA-compliant retention, destruction, and records-request practices
Build a monthly self-audit habit that protects your practice long after this training ends
Six modules, in order.
Yvette Howard, LCSW
Early in private practice, Yvette experienced firsthand how confusing and stressful audits and compliance can be, after being audited herself in 2020, despite being a strong clinician. Determined to protect her practice, she learned the systems, documentation standards, and compliance strategies that allow practices to stay ethical, audit-ready, and profitable. As the Founder of Brighter Tomorrow Therapy and Boss Clinician, LLC, she now helps mental health professionals run confident, compliant practices without over-documenting or burning out.
What clinicians said after the live session.
It was a very good wake up call about all the elements needed to be audit proof. I will never be the same as a clinician.
Recognizing what was missing from what I was already doing. The examples were super helpful.
I found the entire training to be valuable. Being mindful to tie in the treatment plan in notes is a great emphasis I can share with my intern.
Your experience going through an actual audit to let us know what's needed made this real, not theoretical.
Two ways to join.
- 210-minute live CEU workshop
- 3.5 Ethics CE contact hours
- The Audit-Proof Documentation Toolkit (SOAP + DAP templates & examples, treatment plan example, 3-Step Note Builder, self-audit checklist)
- CEU evaluation + certificate, issued on completion
- 60-day replay access
- Live Q&A with Yvette
- 210-minute live workshop
- The Audit-Proof Documentation Toolkit (SOAP + DAP templates & examples, treatment plan example, 3-Step Note Builder, self-audit checklist)
- 60-day replay access
- Live Q&A with Yvette
- No CEU certificate issued
Frequently asked questions.
Approval information.
Nevada Board of Examiners for MFT & CPC: Approval number pending submission. Insert approved CEU# and hours once confirmed by the Board.
NBCC: This program is not currently approved for NBCC credit under any delivery format. Do not display the NBCC ACEP statement or logo on this page unless and until Live Event Delivery Format is approved for Boss Clinician, LLC (ACEP No. 7998).
