Blog
How to Write Medicaid-Compliant Documentation for Social Workers
A practical audit-survival guide for LCSWs, LMSWs, and case managers who bill Medicaid. Covers what reviewers actually look for, medical necessity language, service authorization documentation, time-based vs visit-based billing, recoupment triggers, state-specific variations, and a pre-submission checklist.
How to Write Notes That Survive an Audit
Learn what auditors look for in clinical documentation, common red flags, and how to structure notes for compliance. Practical tips for every discipline.
How to Write Physical Therapy SOAP Notes and Daily Treatment Notes
A practical guide for physical therapists on writing SOAP notes and daily treatment notes that are defensible, reimbursable, and efficient. Covers structure, functional language, measurable outcomes, common PT documentation mistakes, and a reusable checklist.
How to Write Progress Notes for Anxiety Disorders: GAD, Panic, Social Anxiety, and Phobias
A practical guide for therapists on writing progress notes that accurately capture anxiety disorder treatment. Covers avoidance hierarchies, exposure progress, safety behavior reduction, anxious cognitions, and physiological symptom tracking for GAD, panic disorder, social anxiety, and specific phobias.
How to Write Psychological Evaluation Reports and Testing Summaries
A step-by-step guide for psychologists writing comprehensive psychological evaluation reports, psychoeducational assessments, and diagnostic testing summaries. Covers standard report sections, writing style, common mistakes, and a practical checklist for report review.
How to Write a Social Work Assessment
Step-by-step guide to writing thorough social work assessments. Covers biopsychosocial frameworks, interviewing techniques, and documentation standards.
How to Write a Therapy Termination Summary
Step-by-step guide to writing a therapy termination summary. Learn what to include, how to document outcomes, and how to handle different types of treatment endings.
How to Write a Therapy Treatment Summary for Referring Physicians
A practical guide for therapists on writing treatment summaries for referring physicians, psychiatrists, and PCPs: what to include, what to omit, how to structure clinical information for a medical audience, when to send updates, and how to handle consent and HIPAA's minimum necessary standard.
H&P Documentation Guide
Complete guide to writing a thorough History and Physical. Covers HPI construction, exam documentation, clinical reasoning, and common pitfalls for physicians.
Illinois AI Psychotherapy Law (Public Act 104-0054): What Therapists Need to Know About AI Documentation Tools
Illinois became the first state to explicitly regulate AI in psychotherapy with Public Act 104-0054 (the Wellness and Oversight for Psychological Resources Act). This guide explains what the law requires, who is in scope, how different AI documentation tools are classified, what a compliant consent process looks like, and implications for telehealth therapists seeing Illinois clients from out of state.
Is Using AI for Therapy Notes Legal in Your State? A 2026 Compliance Guide
A state-by-state breakdown of AI therapy note laws in 2026, including Illinois Public Act 104-0054, Texas SB 1188 and TRAIGA, Louisiana HB 475, and the emerging regulatory distinction between AI documentation tools and AI therapy delivery. Includes recording consent state map and a compliance checklist.
Legal Documentation Standards Every Firm Should Follow
Essential legal documentation standards covering formatting, retention, confidentiality, and version control. A practical guide for law firms of all sizes.