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Are you using your Social Security number on claims, superbills, and other practice documents? You might want to rethink this. Using your Social Security Number on practice forms carries a risk of identity theft. There is also the risk of financial fraud...
= Updated July 23, 2026 I recently traveled to Washington state to meet Susan Frager from PsychBillingCoach.com. I have turned to Susan for years, whenever I don’t know an answer (I know, you thought I had all the answers, but I don’t). But I had never met her in...
You may feel confident that you've assessed – and documented – your client's risk of harm to themselves or others. But it is likely that your session notes fall short in one of three common (and potentially serious) ways: PROBLEM #1: You screened for risk...
If you got into this field because you LOVE paperwork, you’ll be thrilled to learn about a new document update that may apply to you. The law that applies to the records of substance abuse clients – 42 CFR Part 2 and sometimes just called "Part 2" – was...
Today's article follows my last article on the topic of money (if you missed that article, which covered fee setting, charging for missed sessions, fees with self-pay and insurance clients, and fees for referrals, you can find it here). Both articles were inspired by...
If you've been practicing for years, you might be asking yourself how long you should hang on to old client files – especially if you have paper charts – and what's the best way to get rid of them when the time comes. OK, I have two confessions around this...
[First, can we drop the phrase "termination" when we talk about ending treatment with a client? It sounds like we are ordering a hit!] Ending treatment may cross your mind in many different situations. Maybe the client is just frustrating, annoying, or in some way,...
In a previous article, I talked about some of the benefits of online platforms like Talkspace, Headway, Alma, Grow Therapy, and Rula, as well as some of my concerns about them and ethical dilemmas that are popping up (if you missed that article, click here). Since I...
Updated 11/6/25 and 11/17/25, see updates in red below PART 1 OF 2 If you’ve dreamed about having someone handle all the hassles of insurance credentialing and billing, or billing for your private-pay clients, perhaps you have thought about hiring a biller. But you...
If your client were to ask to see your session notes, chances are you would feel a bit like the proverbial deer in the headlights. So, today's article will give you some background on the topic, how to respond if this happens, and when you can refuse. This is NOT...