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1 NBCC CE Hour

Writing Notes that Can Safeguard Clients

Simplify your note writing while protecting clients and staying compliant with ACA, Medicare, and insurance standards.

Upgrade My Notes

Free session note template included

---COURSE OVERVIEW---

Course Overview

This training helps counselors and supervisors write clear, compliant notes with confidence. You'll learn practical strategies for ethical documentation that safeguards clients and meets professional and insurance standards, with a free note template to streamline your process.

🎥 On-Demand Video
⏱️ 1 Hour
📜 NBCC CEs
📝 Free note template
View Full Curriculum

Course Description:
Many of us might have focused on the person-to-person aspect of the counseling profession during our masters programs and did not realize the importance of records and documentation. In fact Records and Documentation is the second standard (A.1.b.) behind the first standard of client welfare as our Primary Responsibility (A.1.a.) in the ACA Code of Ethics. This training will focus on ways to simplify your note writing process while maintaining client confidentiality. Key considerations for note writing will also be covered in this training, such as Medicare, Medicaid, and insurance requirements.

Learning Objectives:

  • Recall ethical standards for counselors' note writing.
  • Apply ways to simplify the note writing process.
  • Understand key aspects of note writing to meet requirements of third party payers.
---WHO THIS COURSE IS FOR---

This Course Is For You If…

  • You want to feel confident that your notes protect both you and your clients.
  • You're tired of overthinking what to include and want a clear, simple structure that meets ACA and insurance standards.
  • You supervise others and need a consistent, teachable approach to documentation.
  • You'd love a free, customizable note template that makes ethical documentation easier and faster.
---WHAT YOU'LL TAKE AWAY---

What You'll Take Away

A clear understanding of the ethical standards guiding counselors' note writing and documentation practices under the ACA Code of Ethics.
Practical methods to simplify your note writing process while maintaining client confidentiality, plus a free, customizable note template.
Confidence in writing notes that meet Medicare, Medicaid, and insurance documentation requirements so you're always audit-ready.
---MESSAGE FROM TRAINER---
Dana M. Cea headshot

Dana M. Cea (she/they)

PhD, MS, CRC, LCHMC, NCC, QS

As a counselor and supervisor, Dana understands the vital role documentation plays in protecting both clients and clinicians. She is passionate about helping professionals write notes that are ethical, effective, and aligned with ACA standards. Through this training, Dana guides clinicians in simplifying their note writing process while maintaining the highest levels of professionalism and confidentiality.

"Together, we can make this field better for both clients and clinicians."

---PRICING AND ENROLLMENT CTA---

Choose the Best Option for You

Just This Course

$15 USD

Get lifetime access to this self-paced 1 NBCC CE hour on-demand course, plus your free note template.

Enroll for $15

Train Your Team

15% Off

Perfect for clinics, agencies, and group practices ordering 2 or more seats. Automatic volume discount; no codes needed.

More Info
---CE APPROVALS---

CE Approval(s)

NBCC approval seal
C&C Resourcing, Inc has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7426. Programs that do not qualify for NBCC credit are clearly identified. C&C Resourcing, Inc is solely responsible for all aspects of the programs.
---FAQ---

FAQ

How do I get my CE certificate(s)?+

C&C Resourcing, Inc. does not issue partial credit for any trainings.

For on demand products you will complete the training then submit a quiz. Once these steps are completed, a certificate will be available for you almost immediately.

For live events participants are only allowed to miss a certain amount of time and still be able to receive contact hours for attending. For a webinar/training less than 2 hours long, participants are only allowed to miss 15 minutes and still receive credit. For a 2-to-6-hour webinar/training participants are only allowed to miss 30 minutes and still receive credit. For a 12-to-13-hour webinar/training participants are only allowed to miss 1 hour and still receive credit. At the end of the live training you will be given a link to a survey. Within ten days attendance records and survey submissions will be reviewed. Certificates will be emailed to participants who have met the attendance requirement and completed the survey.

How do I pay for products?+

All major forms of payment are accepted through our checkout process. If you have any issues, questions, or concerns, please let us know.

How do I make a group order?+

For any course, simply increase the quantity to the number of seats you need to purchase (minimum 2 seats). When purchasing 2 or more seats, an automatic 15% discount is applied at checkout, no coupon codes or contact needed.

When purchasing multiple seats, the buyer will not be automatically enrolled in the product. However, after purchase, you'll have access to the Seat Manager dashboard where you can manage your team's seats and generate invite links. Each team member can then access the course using their personalized invite link and will need to create an account (if they do not already have one) to claim their seat.

Want to learn more about how the Seat Manager dashboard works and all the ways you can manage your team? Visit our Group Orders guide →

How do I get a refund?+

All refund requests must be made in writing ([email protected]).

On demand products: Full refunds will be given for accidental duplicate purchases or for products that you have not already used. No refunds or credits will be given for products that have been started or completed.

Live products: Registrants canceling between two weeks and two full business days prior to the first day of the event are refunded at 70% of the registration fee subject to a cancellation fee of 5% of the original purchase price. Registrants canceling less than two full business days prior to the first day of the event are refunded at 25% of the registration fee. No vouchers will be issued in lieu of a refund. Transfers/substitute(s) welcome (notify in advance of the program).

How do I make a complaint?+

Complaints must be made in writing ([email protected]). A representative will follow up within 30 days. Include: (1) name and contact information for the person making the complaint, (2) name and contact information for the person or organization against which the complaint is made, (3) a detailed written description of the dispute, (4) reference to the appropriate rule, standard, and/or guidelines (if known), (5) copies of all related correspondence and documentation, (6) signature of the person making the complaint.

How do I request accommodations?+

Please email us at [email protected] or call/text us at (919) 960-1646. We will work with you to meet your accommodation needs.

How do I reach out for more information?+

Please email us at [email protected] or call/text us at 919-960-1646. Also visit our main website at home.ccresourcing.us. Mailing address: 118 Brookside Way, Pikeville NC 27863.

---CLOSING ENCOURAGEMENT---

Ready to Simplify Your Note Writing?

Protect your clients and your peace of mind with ethical, organized, and standards-aligned documentation. Join today and get your free note template to make confident, compliant note writing easier than ever.

Get Your Template & Training
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