Writing Notes that Can Safeguard Clients
Simplify your note writing while protecting clients and staying compliant with ACA, Medicare, and insurance standards. Free note template included!
Upgrade My NotesCourse 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.
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
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 Walk Away With
Dana M. Cea (she/they)
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.”
Course Preview
Discover how modern ethical practices shape the counselor's approach to self-disclosure in clinical settings.
Course Description: Due to the influences of Sigmund Freud in the mental health field, counselor self-disclosure – including making facial expressions in session – has been considered detrimental to the therapeutic relationship and therapy services. However, over the past decade, research on counselor self-disclosure has indicated more benefits than drawbacks. There has also been a focus in the research on counselor self-disclosure best practices. While counselor self-disclosure is not directly addressed in the ACA Code of Ethics, there are several standards that can be applied to a counselor’s decision to share or not to share. What types of self-disclosure are there? What are some of the benefits to self-disclosure? And which ethical standards can help us guide our decisions to share or not to share?
Learning Objectives:
- Recall at least three types of counselor self-disclosure
- Understand around four benefits of counselor self-disclosure
- Apply about five ethical standards to using counselor self-disclosure
Choose the Best Option for You
CE Approval(s)
FAQ
For on demand products you will complete the training then submit a quiz and survey. If you pass the quiz, a certificate will be available for you almost immediately. For live events you will be given a link to a survey. After receiving your survey submission, a certificate will be emailed to you within ten days.
All major forms of payment are accepted through our checkout process. If you have any issues, questions, or concerns, please let us know.
For any course, simply increase the quantity to the number of seats you need to purchase. When purchasing more than one seat, the buyer will not be automatically enrolled in the product. However, they can enroll using the link provided after the purchase. After the purchase is successfully completed, the buyer is brought to the thank you page with additional seat management options. To get access to their seat, each team member needs to access the course using the invite link. They will be brought directly to the checkout page for the product that they got an invite for, where they will need to create an account (if they do not already have one) to get access to the product. Looking for a group rate? Email us ([email protected]) and let us know!
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. If you have a complaint, please see our policy regarding complaints.
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, including taxes and other fees. Registrants canceling less than two full business days prior to the first day of the event are refunded at 25% of the registration fee subject to a cancellation fee of 5% of the original purchase price, including taxes and other fees. No vouchers will be issued in lieu of a refund. Transfers/substitute(s) welcome (notify in advance of the program).
While we hope this never happens, here is our formal policy: Complaints must be made in writing ([email protected]). A representative will follow up on written complaints within 30 days of receiving the complaint. The following information must be included in the written complaint:
(1) The name and contact information for the person making the complaint.
(2) The name and contact information for the person or organization against which the complaint is made.
(3) A detailed written description of the dispute, complaint, or problem.
(4) Reference to the appropriate rule, standard, and/or guidelines related to the matter (if known).
(5) Copies of all related correspondence, records, and other documentation.
(6) Signature of the person making the complaint.
Please email us at [email protected] or call/text us at (919) 960-1646. We will work with you to meet your accommodation needs.
Please email us at [email protected] or call/text us at 919-960-1646. Also visit our main website at home.ccresourcing.us. We look forward to hearing from you! Mailing address: 118 Brookside Way, Pikeville NC 27863.
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.
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