FREE 6-HOUR LIVE DOCUMENTATION & COMPLIANCE TRAINING FOR THERAPISTS
TUESDAY, AUGUST 11TH, 2026 @ 10:30 AM TO 5:30 PM ET
Stop Finishing Notes At Night & Start Leaving The Office With Records That Are Already Audit-Ready
Free 6-Hour Live Training With Dr. Frances Patterson, Ph.D. 6 CEs & Full Recording Available For Purchase After Registration.
In this free 6-hour Live Training, Dr. Frances Patterson covers the full documentation continuum, so you can write progress notes in less time, build individualized treatment plans aligned with medical necessity standards, & walk away with records that are defensible under legal & ethical scrutiny.
Register Free Below. This Event is for Licensed Mental Health Professionals
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Clinical Documentation & Treatment Planning Starts In:
SCREEN FOR FIVE HIDDEN DEFICIENCIES
Omega-3, Vitamin D, B12, Magnesium & Iron in One Training
9 Board-Approved CEs
Available for Purchase in Next Step
RECORDING WITH CE PURCHASE
Watch on Your Own Schedule
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What You Will Cover Inside The Documentation & Compliance Training With Dr. Frances Patterson
Clinical Documentation & Treatment Planning: Treatment Plans, Progress Notes & Legal Compliance
Step 1 / 2
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MODULE 1
Identify The Core Components Of High-Quality Clinical Documentation
What accuracy, clarity & compliance look like in a defensible record.
MODULE 2
Differentiate Every Form Of Clinical Documentation & Its Purpose
From intake assessments & group notes to discharge summaries.
MODULE 3
Understand How Documentation Supports Continuity & Risk Management
How your records protect care quality & reduce clinical liability.
MODULE 4
Build Individualized Treatment Plans With Measurable Goals
The core elements that make a treatment plan legally & clinically sound.
MODULE 5
Develop Treatment Plans Aligned With Diagnosis & Payer Standards
Evidence-based planning that satisfies medical necessity requirements.
MODULE 6
Analyze The Legal & Ethical Stakes Of Every Client Record
Confidentiality, audit risk & subpoena readiness, covered in full.
LEARN DOCUMENTATION & LEGAL COMPLIANCE FROM A CLINICIAN TRAINED IN ETHICS & CLINICAL SUPERVISION
Dr. Frances Patterson, Ph.D.: Clinical Trainer In Documentation Standards, Treatment Planning & Legal Compliance
Dr. Frances Patterson did not arrive at clinical documentation training from theory alone. Her background spans clinical practice, program administration, and professional training across mental health and counseling settings, where she witnessed the same pattern repeatedly: clinicians who were competent in the room and completely underprepared for the documentation requirements waiting for them outside of it. That gap, between clinical skill and defensible written records, is what this training was built to close.
What she brings to the August 11th Training is grounded in that same professional reality. Her work across clinical supervision, ethics, and professional counseling gave her a direct view of where documentation breaks down: progress notes that do not justify medical necessity, treatment plans with goals that cannot be measured, and records that would not hold up under audit or subpoena. She is known for making these standards immediately applicable, not as compliance theory, but as a practical framework clinicians can use the next day.
Here Is What Changes After This Documentation Training
WITH THIS MASTERCLASS:
Your progress notes are written before you leave the office
Your treatment plans have measurable goals that satisfy payer review
Your records are built to hold up under audit or subpoena
You know exactly what medical necessity looks like in writing
WITHOUT THIS MASTERCLASS:
Progress notes follow you home and finish on your own time
Treatment plan goals stay vague & fail payer scrutiny
Your records are one audit away from a problem you cannot fix
Medical necessity goes unjustified & payers claw back payments
6 CEs, Lifetime Replay & Clinical tools: Available For Purchase After Registration (You'll Be Redirected automatically)
Frequently Asked Questions
I document every session but have never had a formal system for it. Is this Training appropriate for me?
Yes. This Training is built for clinicians who are already documenting and want a framework that makes their progress notes, treatment plans, & records faster to write and defensible under scrutiny.
I was never formally trained in clinical documentation in graduate school. Will this be too advanced?
No. The Training is designed for the intermediate clinician who has been improvising their documentation alone and wants a clear, compliant approach that works across note types and payer requirements.
I use an EHR with built-in note templates. Will this conflict with what I already use?
No. Dr. Frances Patterson teaches documentation standards & clinical reasoning, not a proprietary template. The framework applies inside whatever system or platform you already work in.
My payer keeps flagging my notes for medical necessity issues. Will this Training address that?
Yes. A core focus of the Training is writing progress notes & treatment plans that clearly justify medical necessity, satisfy third-party payer standards, & reduce the risk of claim denials or clawbacks.
How many CEs can I receive, & how do I get them?
6 CEs total from the Clinical Documentation & Treatment Planning Training with Dr. Frances Patterson, Ph.D. Available for purchase after you register.
Can I get the recording if I cannot attend live?
Yes. The full 6-hour recording is included in the Premium Pass with lifetime access. You can purchase it at the next step once you register for the Training.
Are the CEs board-approved for my license?
Yes. To check approval for your license type & state, scroll to the bottom of this page & click the Board Approvals button.
Scope and Limitations Disclosure:
This training provides licensed mental health professionals with a practical framework for clinical documentation, including progress notes, treatment plans, intake assessments, group documentation, & discharge summaries, along with the legal, ethical, & third-party payer standards that apply to each. Content teaches clinical application of documentation standards & does not constitute legal advice or a substitute for legal counsel. This training does not offer certification & is not a substitute for clinical supervision or formal training. Participants are encouraged to apply content within their individual scope of practice & in accordance with applicable professional & ethical guidelines.
Commercial Support Disclosure
Dr. Frances Patterson, Ph.D., is an independent clinician & continuing education presenter with professional training experience across mental health, clinical documentation, & counseling practice. This Training does not require participants to purchase any additional products, books, or materials to complete the training.
