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From Session to Note: Best Practices for Clinical Documentation

CE Hours 1

About this course

Clinical documentation is a core professional responsibility for therapists, yet many clinicians receive limited formal training in how to write notes that are both clinically meaningful and legally sound. This training introduces practical strategies for translating the work that occurs in session into concise, effective documentation. Participants will explore the purposes of clinical notes, key components that should be included in documentation, and common pitfalls that can create clinical, ethical, or legal risk. The training will also review common note structures (such as DAP and SOAP formats) and provide guidance on documenting risk assessment, interventions, and treatment progress while maintaining client privacy and relevance. Through examples and practice scenarios, clinicians will learn how to write notes that clearly demonstrate clinical reasoning, link interventions to treatment goals, and protect both the client and the clinician.

Learning Objectives

  • Identify the primary purposes of clinical documentation.
  • Describe the essential components of an effective clinical note.
  • Apply best-practice strategies for writing concise, clinically relevant documentation

Learning Levels

  • Beginner
  • Intermediate

Target Audience

This educational activity is intended for behavioral health professionals, including Psychologists, Social Workers, Counselors, and MFT's.

Course Instructor(s)

  • Laura Goldstein, LCMFT

    Laura Goldstein is a licensed clinical marriage and family therapist in Rockville MD. She is the founder and Executive Director of Montgomery County Counseling Center and the founder of TheraCourses! She has worked across multiple settings including in-home behavioral health services, IOPS for adolescent dual diagnosis treatment and young adults struggling to launch, and her private practice. 

    Laura is trained in Dialectical Behavior Therapy (DBT) from Behavioral Tech and has been fine tuning the application of DBT into individual therapy, parent coaching, and family therapy. She also trained in 2017 with The Gottman Couples Method, which is a seamless integration of DBT concepts when working with couples. With over 12 years of experience in the field, Laura has established herself as a local expert in relationship therapy, public speaking, and therapy practice management.

    In 2022, she launched TheraCourses, an e-course platform with innovative solutions to address the obstacles of accessing affordable psychoeducation that parents need in order to prevent and/or treat the adolescent mental health crisis we face today.

Disclosure

This training is intended for educational purposes only and is designed to provide general guidance on clinical documentation for licensed/pre-licensed clinicians and other helping professionals. The content shared reflects the presenter’s professional experience and is not a substitute for individualized clinical judgment, supervision, consultation, legal advice, or organization-specific decision-making. Participation in this training does not create a therapeutic, supervisory, consultative, or other professional relationship with the presenter or practice. This program is being offered as a live training and may later be converted into a self-paced training through the recorded session. One (1) continuing education (CE) credit is available for eligible participants who meet all stated attendance and completion requirements. By attending, participants acknowledge that the session may be recorded and that chat comments, Q&A activity, and participant names may be visible during the training and may appear in the recorded version. The presenter has no relevant conflicts of interest or commercial support to disclose unless otherwise stated.

References

  • Reamer, F. G. (2020). Documentation in clinical practice: A risk management guide for mental health professionals. NASW Press.
  • Zur, O. (2017). Record keeping in psychotherapy and counseling: Protecting confidentiality and the professional record. Zur Institute.
  • Syed, S. A., Eth, S., Fontenele, R., & Regan, J. (2024). Access to psychotherapy notes: Review of legal standards for mental health clinicians. American Journal of Psychotherapy, 77(4), 167–172.
  • Centers for Medicare & Medicaid Services (CMS). (2024 update). Behavioral Health Documentation Requirements.

CE Process Info

Content

  • Materials
    1 parts
    • Slides
  • Recordings
    1 parts
    • Best Practices for Clinical Documentation Video
  • Association of Social Work Boards

    Association of Social Work Boards (ASWB)

    Montgomery County Counseling Center Provider #1935, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continued Education (ACE) program. Regulatory boards are the final authority on courses accepted for continued education credit. ACE provider approval period: (7/22/2024-7/22/2028). Social workers completing this course receive 1 clinical continuing education credit.

From Session to Note: Best Practices for Clinical Documentation
You Have Completed This course
$20
You are enrolled
  • CE Hours
    1
  • Type
    Self-Paced
  • Publication Date
    May 13th, 2026
  • Access Period
    30 Days

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