Compliance & Documentation

$25.00

Insurance audits, documentation standards, and regulatory requirements are a central part of modern mental health practice.

This training provides a clear understanding of what insurance payers and auditors 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 reactive or fear-based perspective, this training focuses on building practical, repeatable documentation systems that support ethical care, professional confidence, and long-term sustainability.

Outcome: increased clarity around documentation expectations, improved audit readiness, and systems that support consistent, compliant practice.

Training Dates:

Insurance audits, documentation standards, and regulatory requirements are a central part of modern mental health practice.

This training provides a clear understanding of what insurance payers and auditors 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 reactive or fear-based perspective, this training focuses on building practical, repeatable documentation systems that support ethical care, professional confidence, and long-term sustainability.

Outcome: increased clarity around documentation expectations, improved audit readiness, and systems that support consistent, compliant practice.

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.