Blog
How to Document Response to Intervention (RTI) and MTSS Frameworks
A practical guide for teachers, school psychologists, reading specialists, and intervention coordinators on documenting every tier of RTI and MTSS. Covers universal screening, Tier 1 through Tier 3 intervention logs, progress monitoring data, decision rules for tier movement, parent notification, and how RTI documentation feeds into special education eligibility determinations.
How to Document Rheumatology Patient Visits and Autoimmune Disease Management Plans
A practical documentation guide for rheumatologists, nurse practitioners, and PAs managing patients with autoimmune conditions. Covers disease activity indices (DAS28, CDAI, SLEDAI), biologics prior authorization, joint examination protocols, infusion therapy monitoring notes, and long-term flare and remission tracking across visit series.
How to Document Sandtray Therapy Sessions
A practical guide for therapists who use sandtray and sandplay therapy on how to document sessions properly. Covers scene descriptions, miniature tracking, symbolic themes, Jungian sandplay vs directive approaches, medical necessity language, and progress notes that capture nonverbal expressive work.
How to Document Schema Therapy Sessions
A practical guide for therapists documenting schema therapy sessions. Learn how to track early maladaptive schemas, document mode cycles and limited reparenting, record experiential techniques like chair work and imagery rescripting, and write notes that satisfy insurance reviewers.
How to Document School-Based Counseling and Mental Health Services
A practical guide for school counselors, school psychologists, and school social workers on documenting counseling sessions, behavioral interventions, and mental health services in K-12 settings. Covers the FERPA vs HIPAA distinction, education records vs sole-possession notes, 504 and IEP-related documentation, mandated reporting, crisis response, and parent communication.
How to Document School Counseling Sessions and Student Support Plans
A practical guide for K-12 school counselors on documenting individual and group counseling sessions, student support plans, crisis response, 504 coordination, and parent communication within the ASCA framework.
How to Document Section 504 Plans and Accommodation Reviews
A practical guide for school counselors, 504 coordinators, and educators on documenting Section 504 plans, annual reviews, and accommodation tracking with compliance in mind.
How to Document Sensorimotor Psychotherapy Sessions
A practical documentation guide for therapists trained in Sensorimotor Psychotherapy. Covers somatic observations, window of tolerance work, body-based experiments, phase-oriented trauma treatment, and how to adapt SOAP and DAP formats for bottom-up processing interventions.
How to Document Sleep Medicine Evaluations and Polysomnography Reports
A practical guide for sleep medicine physicians, NPs, and PAs covering initial sleep consultations, PSG interpretation reports, CPAP titration documentation, home sleep tests, MSLT/MWT studies, and CMS requirements for DME orders.
How to Document Social Work Cases for Court Hearings and Legal Proceedings
A practical guide for LCSWs, MSWs, and case managers preparing documentation for court hearings, custody evaluations, dependency cases, and Medicaid audits. Learn what judges and attorneys look for, how to write court-ready case notes, how to organize case files for subpoena, and how to avoid the documentation mistakes that undermine testimony.
How to Document Solution-Focused Brief Therapy (SFBT) Sessions
A comprehensive guide for therapists on documenting Solution-Focused Brief Therapy sessions. Covers the miracle question, scaling questions, exception-finding, compliments, and task assignments in SOAP and DAP formats that satisfy insurance reviewers without distorting SFBT's strengths-based approach.
How to Document Solution-Focused Brief Therapy (SFBT) Sessions
A practical guide for therapists using SFBT covering miracle question documentation, scaling question tracking, exception-finding, coping questions, best hopes documentation, client-generated treatment goals, and how SFBT progress notes differ from problem-focused formats like SOAP.