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Clinical Documentation That Protects You And Your Client

CE Hours 3

About this live event

Learning Objectives

  • Identify the essential components of legally and clinically defensible progress notes using SOAP, DAP, and BIRP formats.
  • Identify documentation risks associated with telehealth services, medication concerns, and coordination of care involving multiple providers.
  • Distinguish common documentation errors from objective, clinically relevant, and defensible clinical writing.

Agenda

Estimated Time to Complete (3.0 NBCC Clock Hours)
Section Estimated Time
1–2. Introduction & Why Documentation Protects You 20 min
3. Case Study: Lessons from a High-Profile Case 35 min
4–7. Core Standards, Risk, Coordination, Telehealth 45 min
8. Documentation for Insurance & Payer Audits 20 min
9–10. Pitfalls & Correcting the Record 15 min
11–12. Templates & Case Application Exercise 20 min
13. Knowledge Check & Review 25 min

Live event Instructor(s)

  • Iyea Brandy, LPC, EDS

    Iyea Brandy, EdS, LPC, is a licensed professional counselor, continuing education instructor, and neurodiversity-affirming clinician with more than 20 years of experience. She specializes in ADHD, executive functioning, neurodivergence, and co-occurring mental health conditions across the lifespan. Drawing on her background in secondary education, higher education, and clinical practice, Iyea translates research and complex clinical concepts into practical, evidence-informed strategies therapists can immediately apply. She is passionate about providing engaging, results-driven continuing education for counselors and other mental health professionals seeking to strengthen their clinical knowledge, ethical practice, and client outcomes.

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 IyeaBrandy@gmail.com

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.

Clinical Documentation That Protects You And Your Client
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$75.00
You are enrolled
  • CE Hours
    3
  • Type
    Live Interactive Webinar
  • Date
    Thu Sep 10th, 2026
  • Time
    07:00pm - 10:00pm EDT
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