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From Session to Note: Best Practices for Clinical Documentation

CE Hours 1

About this live event

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.

Agenda

What’s the purpose of clinical note?
What TO include (and why)
What NOT to include (and why not)
Formatting (DAP vs SOAP)
Practice Scenarios 

Live event 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.

CE Process Info

Before the event, you will receive an email from CE-Go with access to the virtual event. After the event, you will receive access to your evaluation and continuing education certificate via a personalized "attendee dashboard" link, hosted on the CE-Go website. This link and access to the virtual event will be sent to the email account you used to register for the event.

Upon accessing the CE-Go "attendee dashboard", you will be able to:

  • Complete evaluation forms for the event
  • Download your continuing education certificate in a PDF format

If you have any questions or concerns regarding the CE-Go platform, please contact CE-Go at 888-498-5578 or by email at support@ce-go.com Please Note: Emails for this event will come from "support@ceactivities.com".

If you have any continuing education related questions, please contact your event organizer.

Please make sure to check your spam/junk folder in case those emails get "stuck". We'd also suggest "Allowlisting" support@ceactivities.com. This tells your email client that you know this sender and trust them, which will keep emails from this contact at the top of your inbox and out of the junk folder.

  • 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 Continue 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 credits.

Registration Deadline

Please register no later than 1 hour prior to the event.

Refund Policy

If you need to cancel your registration, please email trainings@mccounselingcenter.com or call 240-772-1555.

Note: Cancellation requests submitted within one week of the event will not be refunded. 

Technology and System Requirements

  1.  This virtual event will be hosted via Zoom Webinar, and you may be prompted to download or upgrade your Zoom app if using a mobile device. A strong WiFi connection will be required for best quality.
  2. We recommend clicking your "Join Webinar" button early and checking that your speakers are on before the event begins. Please do not worry about being seen or heard! Attendee video feeds and mics are turned off by default when entering a webinar. You will be able to ask questions via the Q&A feature.
  3. Please respect that no copying, recording, or distribution of live session content is allowed. CE's are provided for the "live" sessions only. CE's will not be available for the recordings.

System Requirements

• Operating Systems: Windows XP or higher, MacOS 9 or higher, Android 4.0 or higher

• Internet Browser: Internet Explorer 9.0 or higher, Google Chrome, Firefox 10.0 or higher

• Broadband Internet connection: Cable, High-speed DSL & any other medium that is internet accessible.

Disability Accommodation

We are committed to providing ADA accommodations in compliance with the law. To ensure your needs are met, please inform us of any requirements when you register, ideally at least 30 days before the event. You can do so by emailing support@ce-go.com or calling 888-498-5578.

Event Accessibility

Montgomery County Counseling Center strives to make all its programs and activities accessible to those who want to attend.

Please contact trainings@mccounselingcenter.com at least two weeks prior to the event to request disability accommodations. In all situations, a good faith effort (up to the time of the event) will be made to provide accommodations. 

CELS Grievance Policy

If a grievance arises pertaining to continuing education activities or processes, please contact Tyler Gibson via confidential email to tyler@celearningsystems.com as soon as possible, so that the nature of the concern may be addressed in a timely fashion.
From Session to Note: Best Practices for Clinical Documentation
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$20.00
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  • CE Hours
    1
  • Type
    Live Interactive Webinar
  • Date
    Fri Apr 10th, 2026
  • Time
    11:00am - 12:00pm EDT

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