Thanks for viewing my audits webinar!

SLIDE HANDOUTS:
- 1 slide per page (best for online viewing): click here
- 4 slides per page (best for printing; landscape view recommended): click here
DOCUMENTATION AUDIT CHECKLISTS: NOTE: Remember, these are just samples — requirements will vary based on health plan and your state
- To download the Aetna Documentation Audit Checklist, click here
- To download the OPTUM / United Healthcare Treatment Record Documentation Requirements, click here
MY PROGRESS NOTE TEMPLATE:
- Fillable PDF version: click here
- Updated Word document format (editable): click here
RECORDING: If you’ve reach this page, you should have received the recording link via email. When you arrive on the page with the video, just click on the white triangle in the lower left hand corner to start the webinar. Please don’t share the link or try to download it. If you have any issues accessing the video, contact us at orders@theinsurancemaze.com.
RESOURCES MENTIONED IN THE WEBINAR:
- Purchase my Practice Forms Packet, with 24 essential practice forms, Treatment Agreements, Telehealth Consent, HIPAA Privacy Policies, Credit Card Authorization, and Coordination of Care forms
- Purchase my Risk Adjustment Treatment Summary Sample Template
- “Documenting Impairment” article
- Sample Justifications for 90837 Sessions
- Article on Optum Out-of-Network Audits
- Article on Preventing Audits
- Article on Billing For Longer Sessions
CHECK OUT MY OTHER HELPFUL RESOURCES, including:
- my pre-recorded webinars
- “How to Write a 10-Minute Treatment Plan”
- “What Out-Of-Network Therapists Should Know About Billing”
- “Telehealth Law & Ethics: Apps, AI, and Other Advances in Care”
- “Couples Therapy: Billing, Documentation, and Ethical Dilemmas”
- “What EVERY Therapist Should Know About Insurance”
- “Are You Committing Insurance Fraud?”
- “The First Session: Juggling Clinical and Administrative Tasks”
- “Show Me the Money! Understanding Insurance Rates, Raises and Resigning”
- my manual Navigating the Insurance Maze: The Therapist’s Complete Guide to Working With Insurance (10th edition)
- My sample forms available for purchase
- my Practice Forms Packet, with 22 essential practice forms
- Sample Group Progress Note Template
- Sample Raise Request Letter
- my Billing Service List
- my helpful articles
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"13 Ways You Might Be Accidentally Committing Insurance Fraud"
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2025 10th EDITION! Book: Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should (FOR INFO, CLICK HERE)

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Barbara Griswold, LMFT, is a private practice coach and the author of Navigating the Insurance Maze: The Therapist's Complete Guide to Working With Insurance – And Whether You Should, 10th edition. Check out Barbara's online catalog of helpful online courses, practice forms, and other therapist resources related to insurance, documentation, and running your therapy business here.


