Here are your goodies and links!
DOCUMENTATION AUDIT CHECKLISTS:
- To download the Documentation Audit Checklist from Aetna Health, click here
- To download the Treatment Record Audit Tool for Optum Health/UBH/UHC, click here
- Remember, these are just samples — checklists will vary based on health plan and your state.
WEBINAR RECORDING: Click here to access the webinar recording.
SLIDE HANDOUT: Click here
OTHER HELPFUL RESOURCES:
- My Practice Forms Packet, with 22 essential practice forms, INCLUDING THE NO SURPRISES ACT GOOD FAITH ESTIMATE AND NOTICE TEMPLATES, 3 Treatment Agreements (for Adults, Couples, and Minors), Telehealth Consent, HIPAA Privacy Policies, Note Templates, Credit Card Authorization, and Checking Coverage forms: See my Store page — click here
- my pre-recorded webinars
- “What Should Be in Your Charts: Writing Great Notes”
- “How to Write a 10-Minute Treatment Plan”
- “Audits and Records Requests: What EVERY Therapist Should Know (a deeper dive into the subject)
- “Telehealth Billing: 2022 Update”
- “What Out-of-Network Therapists Should Know About Insurance”
- “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”
- my insurance manual Navigating the Insurance Maze: The Therapist’s Complete Guide to Working With Insurance (new 9th edition)
- my Billing Service List
COULD YOU USE A LITTLE BUSINESS COACHING? WANT HELP WITH OR FEEDBACK ON YOUR NOTES? Have questions about insurance, billing, treatment plans? Schedule your non-judgmental consultation now at www.calendly.com/barbgris ($150 for 50 minutes, $85 for 30 min.)
CHECK OUT MY UPCOMING LIVE WEBINARS: click here
Join me at my next webinar, “What Out-of-Network Therapists Should Know About Billing”

Saturday, May 13, 2023
Can’t join live? Recording will be sent automatically to all registrants!
For more info or register, click here
(Recording available for purchase anytime — click here)