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SLIDE HANDOUTS:
- 4 slides per page (best for printing; print in landscape view): click here
- 1 slide per page (best for viewing on your computer): click here
RECORDING LINK: The video recording link is available by clicking here. When you get to the video page, there is no need to sign in to Vimeo. Just click on the Play icon (white triangle) in the lower left hand part of the screen to start it, and enter full screen if you wish (little square icon in lower left hand corner). Please do not share this video link. Contact us at orders@theinsurancemaze.com after checking your spam folder if you don’t receive the link, or if you have any difficulties accessing the recording. You can start and stop as often as you like. The recording link will be available for one year after purchase.
TREATMENT PLAN TEMPLATES: I have provided the blank treatment plan template in fillable PDF format, and also a Word document so you can edit the template itself, if you wish:
- Blank Treatment Plan Template:
- Fillable PDF: click here
- Word version: click here
- Anxiety Treatment Plan Template: click here
- Adjustment Disorder with Depression Treatment Plan Template: click here
OTHER HANDOUTS AND ARTICLES:
- List of Sample Child/Teen Treatment Goals: click here
- Article on Documentation and Artificial Intelligence (AI): click here
CE CREDIT INFORMATION: See bottom of page
HELPFUL RESOURCES: Visit my website to check out other helpful resources, including
- my Practice Forms Packet, with 22 essential practice forms
- my pre-recorded webinars:
- “What’s Missing From Your Charts: Writing Great Notes”
- “Audits and Records Requests: What EVERY Therapist Should Know”
- “Telehealth Law & Ethics: Apps, AI, and other Advances in Care”
- “Couples Therapy: Billing, Documentation, and Ethical Dilemmas”
- “What Out-of-Network Therapists Should Know About Billing”
- “Are YOU Committing Insurance Fraud?”
- “Show Me the Money! Understanding Insurance Rates, Raises, and Resigning”
- “The First Session: Juggling Clinical and Administrative Tasks”
- “What EVERY Therapist Should Know About Insurance”
- my manual Navigating the Insurance Maze: The Therapist’s Complete Guide to Working With Insurance (10th edition!!)
- my Billing Service List
- Sample Forms that can be purchased:
- Helpful articles
NEED A CONSULTATION? While I’m no longer offering these, I compiled a list of some private practice consultants that you can find here.
JOIN MY MAILING LIST: Click here
CE CREDIT INFORMATION:
- If you prepaid for CE credit: You will receive an email with the link to the CE evaluation/post-test. If you obtain at least a 70% score, you will receive your CE certificate by email within 7 days. You may obtain CEs even if you did not attend live. If you pre-paid for CE credit and did not get the link, check your spam then contact us at orders@theinsurancemaze.com. I can guarantee CEs for California LCSWs, LMFTs, LPCCs, LEPs and registered associates only. Professionals in other states must check with their licensing boards for possible credit — we do not have information on this. For complete CE policies, click here
- If you want CEs but did NOT pre-pay: The CE credits can be purchased separately after the webinar — click here. You may get CEs even if you did not attend live. After purchase, you will be immediately redirected to a “Thank You For Your Order” page — scroll down to find the blue link to the CE evaluation. You will also get a follow up email with the link within one business day. I can guarantee CEs for California LCSWs, LMFTs, LPCCs, LEPs and registered associates only. Professionals in other states must check with their licensing boards for possible credit — we do not have information on this. For complete CE policies, click here

