Blog
How to Document Student Threat Assessments and Behavioral Risk Evaluations in Schools
A practical guide for school psychologists, counselors, administrators, and threat assessment team members on documenting student threat assessments and behavioral risk evaluations. Covers CSTAG documentation requirements, transient vs substantive threats, factual vs speculative writing, FERPA considerations, safety plans, law enforcement coordination, and common documentation mistakes.
How to Document Telehealth Occupational Therapy and Virtual Rehabilitation Sessions
A practical guide for occupational therapists, physical therapists, and speech-language pathologists on documenting telehealth and virtual rehabilitation sessions. Covers CMS 2026 billing requirements, OTPF-4, caregiver coaching, activity analysis via video, and technology failure documentation.
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.
How to Document Transition Plans and Post-Secondary Goals for Students with Disabilities
A comprehensive guide for special education teachers, transition coordinators, and school psychologists on documenting transition plans under IDEA.
How to Document UX Research Sessions and User Interview Synthesis Reports
A practical guide for UX researchers on structuring session documentation from first note to final report. Covers user interview note-taking, usability test documentation, synthesis templates, affinity mapping notes, and insight readouts. Includes fictional examples and a documentation checklist.
How to Document Veterinary Patient Visits and SOAP Notes
A practical guide for veterinarians, vet techs, and practice managers on documenting patient visits using SOAP format. Covers species-specific exam findings, multi-patient workflows, client communication documentation, controlled substance logging, VCPR establishment, referral documentation, and surgical and anesthesia records.
How to Review and Edit AI-Generated Clinical Notes Before Signing
A practical workflow guide for clinicians who use AI documentation tools. Learn how to verify AI-generated notes for accuracy, catch hallucinated content, confirm diagnostic codes, and edit efficiently before signing, without spending as much time as writing from scratch.
How to Write an Effective IEP
Learn how to write an effective IEP with measurable goals, strong present levels, and compliant documentation. Practical guide for special educators.
How to Write a Good Clinical Narrative
Learn how to write clinical narratives that are clear, objective, and compelling. Covers structure, audience adaptation, and storytelling for clinical records.
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.
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.
Progress Monitoring Documentation for Educators
A complete guide to progress monitoring documentation for teachers. Covers data collection methods, graphing, decision-making rules, and IEP compliance.