Summer/Fall Knowledge Base: Documentation That Works For You and Your Clients
Paperwork is a necessary part of therapy—but it shouldn’t take over your schedule or leave you second-guessing your case conceptualization. This Minnesota-specific series will help you streamline documentation so it supports your clinical work instead of bogging you down with administrative stress.
By learning to write these essential documents with clarity and ease, you’ll reduce the time spent on paperwork, lower frustration, and feel more confident in your assessments, treatment plans, and clinical notes.
Session 1: Writing a Strong Diagnostic Assessment for Minnesota Healthcare Programs
Structure assessments to meet Minnesota’s requirements without losing clinical depth—ensuring they are thorough, useful, and efficient to complete. Don’t let assessment be the barrier to starting the work.
Session 2: Clearing Up Treatment Plans
Craft actionable treatment plans that truly guide the therapy process—not just another document sitting in a file. Make them a functional part of your client work that highlights the Golden Thread connecting diagnosis to treatment.
Session 3: Clinical Notes That Respect Client Privacy
Learn how to write notes that strike the right balance—meeting standards without over-disclosing personal details. Keep your documentation ethical, effective, and aligned with client care. Learn how to adapt to the needs of the setting you’re in.
Session 4: Transparent Documentation That Strengthens Client Trust
Turn required paperwork into a tool for engagement. Open Notes doesn’t have to feel risky—learn how to use transparency to increase client buy-in and support their therapeutic progress.