Blog
How to Document Employee Performance Reviews and Improvement Plans
A practical guide for HR professionals on documenting performance conversations, annual reviews, PIPs, and disciplinary discussions in a way that is consistent, defensible, and useful to managers and employees alike.
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 Occupational Therapy Evaluations and Progress Reports
A practical guide for occupational therapists on documenting initial evaluations, treatment plans, progress reports, and discharge summaries. Covers insurance reimbursement requirements for Medicare, Medicaid, and private payers, how to write measurable functional goals, what the CMS 2026 changes mean for OT documentation, and how to handle school-based vs outpatient vs home health differences.
How to Document Occupational Therapy in Home Health and Early Intervention Settings
A practical guide for occupational therapists on documenting home health and early intervention visits. Covers OASIS requirements, IFSP documentation, caregiver training notes, environmental context, fall risk, functional goal writing for the home, and SOAP format adaptations.
How to Document Rehabilitation Counseling and Disability Services
A practical guide for rehabilitation counselors, vocational specialists, and disability services professionals on documenting IPEs, vocational assessments, functional capacity, VR progress notes, accommodation requests, and ADA compliance records.
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 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 Speech-Language Pathology IEP Goals and School-Based Services
A practical guide for school-based speech-language pathologists on documenting IEP goals, progress monitoring, and service delivery. Covers IDEA compliance, writing measurable goals with benchmarks, progress reporting formats, Medicaid billing documentation, and common documentation errors that lead to audit findings across large SLP caseloads.
How to Document Student Accommodations
Learn how to properly document student accommodations for IEPs and 504 plans. Covers selection, implementation tracking, and compliance requirements.
How to Document Therapy Sessions with Interpreters and Multilingual Clients
A practical guide for therapists, social workers, and counselors on documenting sessions conducted through interpreters or across language barriers. Covers interpreter credentials, informed consent, cultural context, Title VI compliance, and how to handle mistranslation disclosures in the clinical record.