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Compliance & Documentation

$25.00

Insurance audits, documentation expectations, and regulatory requirements can feel overwhelming—especially for clinicians who entered the field to focus on client care rather than navigating complex compliance systems.

Participants will gain clarity on what auditors and insurance payers commonly review, how to prepare practices before an audit occurs, and how to develop documentation and consent processes that support both clinical quality and regulatory compliance.

Rather than approaching compliance from a fear-based perspective, this training emphasizes building simple systems that support ethical practice, professional confidence, and long-term sustainability.

Training Dates:

Insurance audits, documentation expectations, and regulatory requirements can feel overwhelming—especially for clinicians who entered the field to focus on client care rather than navigating complex compliance systems.

Participants will gain clarity on what auditors and insurance payers commonly review, how to prepare practices before an audit occurs, and how to develop documentation and consent processes that support both clinical quality and regulatory compliance.

Rather than approaching compliance from a fear-based perspective, this training emphasizes building simple systems that support ethical practice, professional confidence, and long-term sustainability.

Format & Schedule

  • January 22 | 4:00 PM (MT) — In-person training | 1.5 hours

  • January 24 | 10:00 AM (MT) — Live virtual training (Zoom) | 1.5 hours

Technology (Virtual Session)
The virtual session will be held via Google Meet. Access details will be emailed to registered participants prior to the training. A stable internet connection and audio capability are required.

Recording Access
A recording of the virtual session will be made available to registered participants who are unable to attend the live session.

Cancellation & Refund Policy
Cancellations made 24 hours or more prior to the scheduled training are eligible for a full refund.
Cancellations made within 12 hours of the training are eligible for a 50% refund.

Continuing Education
This training is not currently approved for continuing education (CE) credit. A certificate of completion can be provided upon request.