Therapy Notes Interventions for Insurance

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One of the most common myths about mental health documentation is that therapy notes for insurance must include CBT interventions. Dr. Maelisa McCaffrey of QA Prep discusses why this isn’t actually true and what mental health therapists should focus on instead in their psychotherapy progress notes.

Insurance companies like to see therapy notes cover two major topics:
1) What you’re doing as the mental health therapist
2) Progress your client is making in psychotherapy

You'll learn how to do just that using two of Maelisa's secret weapons, the Grandma Rule and the all important progress statement.

Click below to access the sample progress statement Maelisa mentions at the end!

This is part of a 5 part series on the most common myths about mental health documentation. Here are the other videos in the series…

Chapters in this video:
00:00 Introduction
00:28 What insurance wants to see
00:52 The Grandma rule
01:46 Interventions for insurance notes
02:11 Client progress
02:36 Talking to clients about progress
03:26 Summary of observable content in notes
04:01 Cheat sheet of progress statements
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I did not learn any of this in school - thanks for providing me with the clarity I needed!

becomingatherapist
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I learned none of this in my internship or in other training or supervision. THANK YOU! I feel more confident because of your videos :D

joellenlange
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Thanks so much, Maelisa! You've confirmed what I've been doing and also teaching my Residents in Counseling to do. Yay!

SuzanThompson
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Does this apply if you're OON? I have a client that paid for all their session but, ignorer for them to be reimbursed, insurance is asking me for their, treatment plan and progress notes in addition to the superbill.

Perspective
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Great videos, thank you! I am trying to find the link to request the cheatsheet, but cannot see it. Can someone repost here in the comments? Thank you.

suzannehecker
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Greetings, where can I provide my email to get the cheat sheets?

drbutler
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This is great. How can i get the cheat sheet

teresascott
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I can't find where to put my email to get your progress cheat sheet.

Jenkate
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