Every note tells a story. Make sure it's one you can defend.
Feeling confident about your documentation is not the same as knowing it would hold up under an audit, subpoena, records request, complaint, or board review.
Join Yvette Howard, LCSW for a practical 3.5 hour Ethics CEU workshop on everyday, high risk, legal, telehealth, and AI assisted documentation, so you can write notes that show your clinical judgment without over documenting.
Live on Zoom • September 25, 2026 • 1:00 to 4:30 PM PT • 60 day replay • Instructor: Yvette Howard, LCSW
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 Treatment Plan Objective 2.
You don't have to be bad at documentation to have documentation gaps.
Most clinicians are already doing a lot right. The gaps tend to hide in the details nobody ever taught you to think about: how a note connects to the treatment plan, how your clinical judgment actually shows up on the page, what changes when a session turns high risk, what belongs in the record, and what happens once AI starts helping you draft.
The tricky part is that you usually do not find those gaps on your own. Someone else finds them first, while reading your chart.
This training is built to help you find them before they do.
Would your note explain the clinical work if you weren't there to explain it?
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 Treatment Plan Objective 2.
The goal is not a longer note. The goal is a note that makes the clinical reasoning clear.
Six modules. One habit: writing notes that hold up.
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Identify the documentation habits that quietly increase audit and liability risk.
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Know what belongs in the note, what doesn't, and how to document clinical judgment without over-documenting.
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Write high risk documentation, including suicidality, mandated reporting, substance use, and crisis sessions, with clarity and sound clinical reasoning.
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Connect progress notes to treatment goals and medical necessity more clearly.
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Apply HIPAA-conscious retention, destruction, records request, telehealth, and subpoena practices.
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Evaluate AI assisted documentation more critically, including HIPAA considerations, client consent, review, and clinician responsibility.
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Build a monthly self-audit habit that protects your practice long after the training ends.
Recognizing what was missing from what I was already doing. The examples were super helpful.Chelsea P., LCSW
Ready to strengthen your documentation before someone else finds the gaps for you?
Built for clinicians handling real documentation, not hypothetical scenarios.
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Licensed and pre-licensed mental health clinicians in solo or group practice.
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Group practice owners and clinical supervisors overseeing a team's charting.
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Supervisors overseeing interns or associates who need clear, defensible records.
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Clinicians who bill Medicaid, Medicare, or commercial insurance and want their notes to support medical necessity.
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Anyone who already feels solid in their documentation and wants to catch the smaller gaps before a reviewer does.
Yvette Howard, LCSW
Clinical Supervisor · Private Practice Strategist · Founder, Boss Clinician
Early in private practice, Yvette experienced firsthand how confusing and stressful documentation audits can be after her own practice was audited in 2020, despite being a strong clinician.
That experience pushed her to look more closely at what reviewers actually need to see in the record, how documentation connects to medical necessity and treatment planning, and where clinicians can unintentionally create risk by writing too little, too much, or simply documenting without a clear system.
Today, she teaches mental health professionals how to document with greater clarity and confidence so their records are ethical, defensible, efficient, and audit-ready, without over-documenting.
Learn the system Yvette built after living through her own audit.
What's included, your CEU details, and answers to common questions.
Two ways to join
General Admission
$167
Live training access, plus CEU
- ✓210-minute live CEU workshop
- ✓3.5 Ethics CE contact hours
- ✓The Audit-Proof Documentation Toolkit: SOAP + DAP templates and examples, treatment plan example, self-audit checklist
- ✓CEU evaluation and certificate, issued after completion requirements are met
- ✓60-day replay access
- ✓Live Q&A with Yvette
Educational Access
$127
Live training access, no CEU
- ✓210-minute live workshop
- ✓The Audit-Proof Documentation Toolkit
- ✓60-day replay access
- ✓Live Q&A with Yvette
- ✓No CEU certificate issued
What to expect on the day
| Date | September 25, 2026 |
| Time | 1:00 PM to 4:30 PM PT |
| Location | Live on Zoom |
| Replay | 60 day access |
| CE credit | 3.5 Ethics CE contact hours |
Nevada Board of Examiners for MFT & CPC: Approved for 3.5 hours of continuing education in Ethics. CEU Approval #2026-18.
Licensed outside Nevada? Requirements vary by board. Please confirm directly with your own licensing board that Nevada Board of Examiners for MFT & CPC-approved continuing education is accepted if you plan to use these hours for license renewal.
Six modules, in order
Orientation & Ethics Framing
15 minWhat ethical documentation actually means.
Everyday Documentation Do's & Don'ts
20 minThe pitfalls hiding in routine notes, and how to document clearly without writing a novel.
High-Risk Documentation
35 minSuicidality, mandated reporting, substance use, crisis sessions, and documenting clinical judgment under pressure.
Legal & Regulatory Do's & Don'ts
25 minHIPAA, telehealth compliance, records requests, subpoenas, retention, and destruction.
AI-Assisted Documentation in Practice
25 minHIPAA-conscious tools, client consent, clinician review, and keeping AI-assisted notes defensible.
Audit Proof Your Practice
90 minMedicaid, Medicare, UHC, and commercial audit preparation, plus a repeatable self-audit process.
Total: 210 minutes, 3.5 Ethics CE contact hours. Includes two short breaks.
AI can make documentation faster. That doesn't automatically make it stronger.
AI-assisted documentation is becoming part of everyday clinical practice, but the clinician remains responsible for what enters the record. Module 5 covers how to think critically about HIPAA-conscious tools, informed consent, reviewing AI-generated drafts, and the documentation risks that polished language can hide.
AI can support your documentation. It cannot be your documentation.
From Audit Proof Your Practice
"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."
Elizabeth W., LCPC"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."
Kristan L., LCSW"Your experience going through an actual audit to let us know what's needed made this real, not theoretical."
Jessica M., MFT"Thanks a million Yvette! My notes were literally looked at a few days after your course. Truly appreciate your knowledge and direction."
Nicole M., FacebookFrequently asked questions
Who is this training for?+
Licensed and pre-licensed mental health clinicians, solo practitioners, group practice clinicians, supervisors, and anyone responsible for clinical documentation or billing.
What if I already feel confident in my documentation?+
Perfect. This training is not only for clinicians who think their notes are weak. It is designed to help competent clinicians identify the smaller gaps that can be easy to miss until an auditor, attorney, payer, board, supervisor, or client is reading the record.
Is this training about writing longer notes?+
No. The goal is not more documentation, it's clearer documentation: enough to show clinical reasoning, medical necessity, progress, risk assessment when applicable, and connection to the treatment plan, without adding unnecessary detail.
Does this training use or teach AI tools?+
Yes. Module 5 covers AI-assisted documentation, including how to evaluate whether a tool is appropriate for clinical use, HIPAA considerations, informed consent, reviewing AI-generated drafts, and keeping the final record clinically accurate. AI can support your documentation, but it cannot replace your judgment or responsibility as the author of the record.
Do I have to attend live to receive CE credit?+
No. If you can't attend live, you'll receive 60-day replay access. You must complete the required post-training evaluation and any CE completion requirements to receive your certificate.
What if I already took Audit Proof Your Practice?+
Module 6 contains the Audit Proof Your Practice content, while this workshop adds five additional modules covering everyday documentation, high-risk documentation, legal and regulatory issues, telehealth, and AI-assisted documentation.
I'm licensed outside Nevada. Will this CE count for me?+
This training is approved by the Nevada Board of Examiners for MFT & CPC for 3.5 hours of continuing education in Ethics. Acceptance by another state's licensing board varies. Please verify directly with your licensing board before registering if you plan to use these hours toward renewal.
Will I receive templates?+
Yes. General Admission and Educational Access both include the Audit-Proof Documentation Toolkit with SOAP and DAP templates and examples, a treatment plan example, and a self-audit checklist.
Do not wait until someone else is reviewing your chart to find out what you missed.
Learn what to look for now, strengthen the habits you already have, and leave with a documentation process you can keep using long after the workshop ends.
Live September 25, 2026 • 1:00 to 4:30 PM PT • Replay available for 60 days
