Provider resource center
Compliance & documentation
Sharpen up on compliance practices, including taking great notes and navigating insurance requirements.
How to have a successful client discharge (with discharge summary template)
Every discharge situation is different, but a few best practices can help ensure the discharge note documentation process is successful.
How to write progress notes
Progress notes are the core piece of documentation a provider should write after each client session, but it’s more than just a record of what happened.
How to write a mental health treatment plan
Whenever you want to change the goal of your therapy care, or the path you want to take with the client to reach that goal, you’ll want to document a treatment plan.
How to write therapy intake notes (with examples)
The intake assessment is your chance to get a deep understanding of your patient — and maybe connect some elements from their journey that they wouldn’t connect themselves.
How to write SOAP notes
Here’s how SOAP notes can help you write better, faster notes — and effectively document your work as a clinician.
Your guide to documenting an initial psychiatric evaluation (with a template)
Save time with a psychiatry evaluation template that organizes patient data, reduces stress, and helps to ensure accurate documentation.
How to write psychiatry progress notes (with examples)
Write psychiatry progress notes faster with templates and examples designed to save time while meeting clinical and insurance requirements.
How to write a psychiatry treatment plan (with examples)
Learn how to create effective psychiatry treatment plans that balance patient goals, evidence-based care, and insurance documentation needs.
A therapy risk assessment framework to use for documentation
Discover an effective framework for therapy risk assessment to enhance client safety evaluations, advance clinical decision-making, and improve documentation.
What is protected health information, or PHI?
With our guide, discover essential HIPAA guidelines, best practices, and tools for a compliant practice.
7 common CAQH mistakes and mishaps to avoid
Here’s what to steer clear of during a process that can feel confusing.
What to know about HIPAA compliant email for therapists
Learn how to choose a HIPAA-compliant email service for your therapy practice, what features to look for, and which providers meet legal and ethical standards.
How to use the State Trait Anxiety Inventory and interpret scores
Interested in using the State Trait Anxiety Inventory with clients? This guide helps you interpret scores, ensure accuracy, and streamline your documentation.
How to use the Beck Anxiety Inventory and interpret scores
The Beck Anxiety Inventory is a trusted 21-item self-report assessment tool for measuring the severity of anxiety.
How to use the Beck Depression Inventory and interpret scores
Our guide covers scoring ranges, practical applications, and more for mental health professionals.
5 commonly used psychological assessment tools
Scales and questionnaires can be valuable for screening, diagnosis, and symptom monitoring with your clients.
How pediatric SOAP notes are different (with examples)
Pediatric clients have different considerations, which further complicates documentation. Let’s discuss the differences to make the process easier.
How to write GIRP notes
GIRP notes are a format for therapy progress notes. These examples can help you effectively document your work as a clinician.
5 popular types of progress notes for therapists
Learn about how to write SOAP notes, DAP notes, BIRP notes, and more therapy notes.
Your guide to CMS telehealth documentation requirements
Learn about CMS health documentation requirements and how mental health providers can stay on top of billing private insurance.
Here’s why HIPAA is so important
HIPAA compliance isn’t just about penalties. It helps improve the way you work as a therapist.
Who does HIPAA apply to? Compliance for therapists
Compliance for therapists is imperative in behavioral health. Unsure if HIPAA applies to you? Our guide helps clarify compliance expectations.
How to write SIRP notes
SIRP notes are concise yet thorough, allowing therapists to make detailed assessments of their clients.
Therapeutic interventions to use in your documentation
Here are some precise language examples and effective techniques for improving therapy progress notes and documentation.
How to write DARP notes
Learn more about DARP notes and how you can incorporate them into your therapy practice.
SOAP vs. DAP notes: Which should you use?
Here’s how to decide which progress note-taking style is right for you.
How to use the ADNM-8 assessment for adjustment disorder
Learn more about the ADNM-8 assessment and how you can incorporate it into your practice.
How to use the Impact of Event Scale (IES-R) assessment
Learn more about the IES-R assessment and how you can incorporate it into your practice.
The “O” is the hardest part of SOAP notes. Here’s how one therapist tackles it
You can make writing the “objective” section of SOAP notes even easier.
How to write client treatment plans quickly and efficiently, according to therapists
These tips can help you stay focused.
A helpful documentation checklist for prescribers
Here are the documentation and notes requirements you’ll want to remember as a prescriber.
Using measurement-based care in therapy
Administering assessments to diagnose and treat a client’s evolving symptoms can provide a picture of how your client is doing over time.
What is a biopsychosocial assessment?
Biopsychosocial assessments allow therapists to understand the most important components affecting clients’ mental health symptoms.
How to use the ASRS to assess ADHD
Learn more about the ASRS assessment and how you can incorporate it into your practice.
Navigating HIPAA compliance as a mental health provider
Here's what you need to know to safeguard patient privacy and ensure the security of sensitive mental health information.
How to use the WHO-5 to assess wellbeing
Learn more about the World Health Organization-Five Well-Being Index and how you can use it in your practice.
How to use the PCL-5 to assess PTSD
Learn more about the PCL-5 assessment and how you can incorporate it into your practice.
What you need to know about medical necessity in mental health
Here’s what you need to know about medical necessity — like how to make sure your 90837 and 99205 notes are compliant.
How to use the Insomnia Severity Index (ISI) assessment
Learn more about the ISI assessment and how you can incorporate it into your practice.
Understanding the risks of EHR cloning in therapeutic settings
EMR cloning may initially seem like a time-saving technique, but it poses serious risks.
Preparing for a chart audit
Understanding why audits happen, and preparing for a potential audit of your client records, can help you set your best foot forward.
Writing effective progress notes for family and group therapy sessions
When it comes to family therapy and group therapy, progress notes can become more complex due to the multiple parties involved.
How to use the GAD-7 for anxiety assessment
The GAD-7 can help you narrow down a diagnosis if your client is experiencing anxiety symptoms, along with allowing you to track their progress over time.
How to use the PHQ-9 to assess depression
The Patient Health Questionnaire-9 helps screen for, diagnose, and track progress with depression.
The golden thread of therapy documentation
The “golden thread” helps connect the dots between your clinical and administrative work.
How to write BIRP notes
The BIRP note template focuses on how the client appears to think and feel before and after your therapeutic intervention.
How to write DAP notes
We’ll demystify how to write and structure DAP notes — plus provide DAP notes examples and templates to help guide you.
10 insurer requirements commonly missing from notes
Based on our conversations with insurers, here are 10 of the items most commonly missing from charting documentation, including examples of what it takes to meet the requirements for each.