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Free Training (Eligible for 2 CEs)

Writing Great Progress Notes: What should be in your chart

Thursday, October 17, 2024

10am - 12pm Pacific Time

Learn how to write effective progress notes that protect you, your clients AND meet the current requirements of insurance plans -- whether you're an in-network or out-of-network provider!

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Barbara Griswold Navigating the Insurance Maze for Therapists Red shirt, long brown hair, beautiful smile

Barbara Griswold, LMFT

Barbara Griswold, LMFT, is the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working With Insurance.

In this training, you'll learn:

  • How to write effective progress notes to meet the needs of you, your clients, and insurance plans.
  • How to document the "medical necessity" of a client's treatment so they receive insurance approval for in or out-of-network reimbursement.
  • How vague, superficial, or missing progress notes can cause harm to you or your private practice clients.
  • Why you might get audited by insurance plans and how to respond if they ask for your notes.

Includes free BONUS downloads!:

By signing up for this training, you'll receive access to a list of sample interventions and customizable notes templates after you join us live! All the info you need will be sent directly to your inbox for you to review when you're ready to use it.

By submitting this form, you consent to sign up for the zynnyme email list and agree to our Terms and Conditions and Privacy Policy.

What people say about our FREE trainings:

Frequently Asked Questions

How do I know if I should attend?

This FREE training is intended for psychologists, therapists, social workers, and clinical counselors in private practice who want to learn how to protect themselves and their clients with progress notes that are easy to write and maintain and meet insurance plan standards.

Do I need to do any pre-work?

No, but if you want to come super prepared, check out our Free Trainings Library and go through 15+ hours of exclusive content to help you progress in your private practice journey.

How do I submit questions?

After you've joined the webinar via Zoom, click the Q&A button to post your questions. You may also submit questions in advance here: https://www.zynnyme.com/webinar-qs

I'm a visual learner, and I'd love a walkthrough on how to use the webinar platform.

Here's a great tutorial from Zoom: https://support.zoom.us/hc/en-us/articles/115004954946-Joining-and-participating-in-a-webinar-attendee-

What if I require accommodations?

zynnyme is committed to providing universal access to all of our events. Whenever possible, closed captioning is provided and transcripts will be available. Advance notice is necessary to arrange for some accessibility needs, such as ASL interpreting and alternative formats.

Please contact ops@zynnyme.com to request disability accommodations.

Will a recording be available?

Yes, a replay will be available for a limited-time after the live training is completed.

With that said, we've found that investing in attending a training live results in a higher likelihood of actually watching and benefiting from the material. So, we highly recommend you attend live.

How do I register to get on the call?

Once you're signed up, we’ll send you a Zoom link to join on the day and time of the event. You'll receive more than one email that includes the LIVE event link to ensure you have access once we start. Please be aware that you'll have to wait until the event goes live before the link will provide you with access.

Is this event eligible for CEs?

Yes, this event is eligible for 2 CEs.

After attending the event, visit AspiraCE.com and redeem your one-time ZM3FREECEU code for 3 free CEs. If you've used this code, you won't be able to redeem it again. Next, go to Course Listing (search for “zynnyme” or click here to access our courses) and navigate to the course.

From there, click “TAKE THE EXAM” to test what you learned from the training. There's no deadline for the completion of this CE exam.

Here's a great walkthrough: https://vimeo.com/575961159/1f2a0fb325


These CEs are provided through AspiraCE.com, whose board approvals include NBCC and APA. To check if your license is covered, click here to see Aspira's board approvals. If you have more questions or would like to request additional approvals be added, you may send Aspira an email through their contact form.

Enroll for Free Today!

By submitting this form, you consent to sign up for the zynnyme email list and agree to our Terms and Conditions and Privacy Policy.