Accurate documentation is an essential part of all healthcare practices. 

This engaging, animated course will not only provide your required - documentation PE-CW CEU's but also help you develop valuable and necessary practice management tools that you will use daily to remain compliant with your insurance claims.

2.5 PE-CW CEU Credits/ $35
NCCAOM Approved 

About the course

Course Objectives: Learn Best Practices for Documenting subjective information including the chief complaint, history of present illness, past medical, family, social history and the review of systems. Documenting Objective data including test, measures, the treatments and patient response.  Assessment Developing and documenting a plan of care using SMART goals“Telling the story” how to document the initial exam, subsequent notes, progress notes and discharge summaries

Practice Skills 

Doing the Work: 
Develop an in depth understanding of How to select and support
  • The CPT E/M codes
  • Procedural codes
  • Therapeutic modality codes and supervised modality codes.
  • Telemedicine codes
  • Informed consent
  • Safeguards
  • Timeliness
  • Correcting mistakes

Documentation for Insurance Claims

  • The Subjective Section
Documenting the patient history 
  • The Objective Section
Documenting the physical examination 
  • The Assessment & Plan: documenting medical decision making
  • Selecting the most appropriate E/M code
  • Documenting the treatment & selecting procedural codes
  • Documenting initial notes, subsequent notes, progress notes and discharge summaries
  • Documentation best practices: basic rules, healthy habits and hygiene

Course Lessons

Meet the instructor

Katherine Binder-Forloney MSAc., Dipl. Ac.(NCCAOM), C.P., L.Ac

Katherine Binder is a graduate of The New School for Social Research and received her master of science from Tri-State College of Acupuncture, where she graduated with honors. In addition, she has studied at China Beijing International Acupuncture Training Centre. She graduated from The Newington Program for Prosthetics, a partner of the University of Connecticut, and completed her prosthetic residency at JFK Johnson Rehabilitation Institute.Katherine’s 13 years of experience working in physical rehabilitation as a Certified Prosthetist, combined with nearly two decades as a licensed acupuncturist, provide her with unique insight into both Western and Eastern medical traditions, enabling her to offer a truly integrative clinical approach. Katherine has collaborated on two textbooks designed for pain management and rehabilitation residents, practicing physiatrists, physical therapists, and physicians in other specialties treating rehabilitation patients: Prosthetics and Patient Management: A Comprehensive Clinical Approach and Physical Medicine and Rehabilitation Pocket Companion.Katherine is also the sole author of a textbook for acupuncturist. Taming Paper Tigers Acupuncture Documentation from Assessment to Outcomes (2021.) The second edition of Taming Paper Tigers with the 2024 coding updates is now available.

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