Blog
How to Document Employment Law Cases and Workplace Investigations
A practical guide for employment attorneys and HR professionals on documenting discrimination, harassment, and retaliation claims from intake through resolution. Covers witness interviews, evidence preservation, EEOC charges, wrongful termination files, investigation reports, and the documentation mistakes that weaken cases.
How to Document Estate Planning Consultations and Probate Proceedings
A practical guide for estate planning attorneys and paralegals on documenting client consultations, capacity assessments, trust administration decisions, probate filings, and sensitive family conversations about inheritance and end-of-life wishes.
How to Document Exposure and Response Prevention (ERP) Therapy for OCD
A practical guide for therapists providing ERP for OCD and related anxiety disorders on documenting exposure hierarchies, SUDS ratings, response prevention adherence, habituation tracking, and progress notes that meet both clinical and insurance standards.
How to Document Family Law Cases and Child Custody Evaluations
A practical guide for family law attorneys and custody evaluators on how to document cases effectively. Covers intake documentation, case chronology, custody evaluation reports, parenting plan documentation, financial disclosures, and court-ready standards.
How to Document Family Law Cases and Custody Evaluation Reports
A practical guide for family law attorneys and custody evaluators on documenting high-conflict cases, structuring custody evaluation reports, tracking client communications, and building a case file that holds up to judicial scrutiny.
How to Document Fitness-for-Duty and Return-to-Work Psychological Evaluations
A practical guide for psychologists and occupational health professionals on documenting fitness-for-duty (FFD) and return-to-work (RTW) psychological evaluations. Covers referral documentation, informed consent with the evaluee-is-not-your-client framework, psychological testing documentation (MMPI-3, PAI, cognitive screening), FFD report structure, ADA and Rehabilitation Act considerations, RTW accommodation plans, and records retention requirements.
How to Document Forensic Mental Health Evaluations and Court-Ordered Therapy
A practical guide for forensic psychologists, clinical social workers, and therapists on documentation standards for forensic evaluations, competency assessments, custody evaluations, risk assessments, and court-ordered therapy progress reports.
How to Document Foster Care Case Reviews and Permanency Planning
A practical guide for child welfare social workers and case managers on documenting foster care case reviews, permanency planning hearings, and ongoing case management. Covers ASFA timelines, concurrent planning, ICPC paperwork, sibling placement documentation, and the 6-month and 12-month review requirements that judges and attorneys scrutinize most.
How to Document Functional Behavior Assessments in Schools
A practical guide for school psychologists, behavior analysts, and special education teams on documenting FBAs from referral through BIP development, with IDEA compliance requirements.
How to Document Gender-Affirming Care and Therapy Sessions
A practical guide for therapists, counselors, and psychologists providing gender-affirming care. Covers WPATH Standards of Care documentation, referral letters for hormone therapy and surgery, gender dysphoria assessment under DSM-5-TR, informed consent vs. gatekeeping models, insurance prior authorization, and privacy protections specific to transgender and gender-diverse clients.
How to Document Geriatric Therapy and Older Adult Mental Health Sessions
A practical guide for therapists working with older adults on documenting cognitive screening scores, capacity assessments, Medicare requirements, caregiver coordination, and the clinical complexity that standard note formats do not fully address.
How to Document Gestalt Therapy Sessions
A practical guide for Gestalt therapists on translating experiential, process-oriented work into clinical records. Covers phenomenological observation, empty chair technique, body awareness, contact experiments, and how to satisfy insurance requirements without gutting the Gestalt framework.