THIS IS A PRE-RECORDED WEBINAR (recorded March, 2025):

If you avoid writing treatment plans, you aren’t alone. In my survey of 500 psychotherapists, 63% reported they did not write treatment plans on all clients.

Yet treatment plans are required by insurance plans, ethics codes, and even many state laws. In fact, if you don't write treatment plans, you (or your client) may be asked to pay money back to a health plan due to lack of necessary documentation for billing. Plus, a treatment plan can protect both you and your clients, ensuring all parties have a clear understanding of the goals and progress being made.

This webinar will give you the tools to help you write a brief treatment plan that fulfills the expectations of insurance and other oversight agencies. Topics include:

• How treatment plans are different than progress notes
• The bare essentials of a treatment plan
• How to choose goals – and which goals to avoid
• How objectives differ from goals
• “SMART goals” and “the Golden Thread”
• How to record planned interventions
• How to update plans – and how often you should
• How to choose goals that meet the Medical Necessity Criteria for health plans approval
• Lots of sample treatment plans!

FREE DOWNLOADS: Best of all, all participants will be given:

• Downloadable sample treatment plan for anxiety
• Downloadable sample treatment plan for depression
• A blank treatment plan template
• A list of goals and objectives for children and teens

The recording link is available for one year after purchase, so you can stop and start, and refer back to it as needed. A link to the handout and templates discussed will also be provided.

PRICE: $45.98 FOR WEBINAR; ADD $15 FOR CE HOURS for California MFTs/LCSWs/LPCCs/LEPs and registered associates. Other clinicians must check with their licensing board for possible credit – we have no information about what other states might approve the credits. See complete CE info below.

Who should attend? This recording is designed for all types of mental health professionals nationwide, including pre-licensed therapists, whether they work with insurance or not.

AFTER PURCHASE, don't leave the screen! You should be immediately redirected to a "Thank You" page, and if you scroll down that page you should see the links to the recording and the downloads. You should then get an email within one day with both your invoice and links entitled "Downloads." Then we will follow up via email within one business day to be sure you received them. If you do not get the confirmation email within 1 business day, check your spam/junk folder before contacting us at orders@theinsurancemaze.com to have us resend it.

CE INFO: You must purchase the option that includes CEs. After purchase you will be sent a link to the post-test. CE certificates will be awarded after the course after completing the  post-test with a minimum 70% score.Your CE certificate will be emailed within 7 days of test completion. You will receive a failure notification via email if you don't pass, with instructions on how to retake the test. Check your inbox and spam/junk folder before contacting us at orders@theinsurancemaze.com if you don't receive it. Barbara Griswold LMFT (CAMFT CE provider #023504) is approved by the California Association of Marriage and Family Therapists to sponsor education for California LMFTs, LCSWs, LPCCs, and/or LEPs. Others should check with their licensing boards for possible credit. Barbara Griswold maintains responsibility for this course and its content. For complete CE policies, click here

PRESENTER: Barbara Griswold, LMFT is author of Navigating the Insurance Maze: The Therapist's Complete Guide to Working with Insurance – And Whether You Should, now in its 10th edition. After 32 years of private practice in San Jose, CA, she now provides group trainings about insurance, progress notes, and the business side of therapy to therapists nationwide.

Is your documentation less-than-terrific? Take my course "What's Missing From Your Charts: Writing Great Notes" – click here for more info

Disclaimer: While the webinar will discuss treatment planning in general, you will need to check with your agency/employer, state, licensing board, or the insurance plan you are working with to research their specific treatment plan requirements. The webinar does not take the place of legal advice.

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DISTANCE-LEARNING CONTINUING EDUCATION PROGRAM POLICIES: Barbara Griswold, LMFT is approved by the California Association of Marriage and Family Therapists (#023504) to sponsor continuing education for California MFTs, LCSWs, LPCCs, and LEPs. To receive your CE certificate: Pay the fee above and complete a brief post-test that will be sent to you in a link, and return the required Attestation and Evaluation to the address, e-mail, or fax on the test. YOUR CERTIFICATE WILL BE SENT VIA E-MAIL within 7 days, or a failure notification will be sent. Barbara Griswold, LMFT maintains responsibility for this program/course and its content. Contact her at theinsurancemaze.com, 408.985.0846, 4010 Moorpark Avenue #118, San Jose, CA 95117. Grievance Policy: If a participant files a grievance regarding the course level or content, program administration, or non-receipt of certificates, the individual will be asked to put his/her comments in writing. All complaints will be responded to in an ethical and timely manner within 7 days. Questions and concerns should be addressed to Barbara Griswold at the address, email, and phone number above. Refund Policy: Full refunds for CE test payment will be granted when request is submitted in writing and a post-test has not been submitted and graded. Refunds will be issued within 7 days of request. Accommodations for the Disabled: Arrangements can be made for those with disabilities or special needs; please contact Barbara Griswold, LMFT at theinsurancemaze.com/contact or 408-985-0846 (sending a message is better) or the address above.