Best Practices for Documenting the Treatment Planning Process
Treatment planning documentation is a critical link between the client, the services you provide, and the client’s progress. This course will reinforce what you already know about plans of care while offering you direction and structure for capturing the real therapeutic relationship on paper. You will learn how to better represent the care process by incorporating the core principles for clinical documentation. You will take a fresh look at ways to record your client’s strengths, goals, and treatment objectives, while also evaluating methods to accurately represent interventions, outcomes, and discharge plans. The goal of this course is to provide professionals in addictions, behavioral health counseling, case management, care management, marriage and family therapy, psychology, social work, and nurses in a health and human services setting with current strategies and recommendations for effective and person-centered treatment planning documentation.
Treatment planning documentation is a critical link between the client, the services you provide, and the client’s progress. This course will reinforce what you already know about plans of care while offering you direction and structure for capturing the real therapeutic relationship on paper. You will learn how to better represent the care process by incorporating the core principles for clinical documentation. You will take a fresh look at ways to record your client’s strengths, goals, and treatment objectives, while also evaluating methods to accurately represent interventions, outcomes, and discharge plans. The goal of this course is to provide professionals in addictions, behavioral health counseling, case management, care management, marriage and family therapy, psychology, social work, and nurses in a health and human services setting with current strategies and recommendations for effective and person-centered treatment planning documentation.
American Nurses Credentialing Center
In support of improving patient care, Relias LLC is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
Nurses will receive 1.50 Nursing Contact Hours after successfully completing this course.
American Psychological Association
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As a Jointly Accredited organization, Relias LLC is approved to offer co-sponsored psychology continuing education by the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA is an associate member of Joint Accreditation for Interprofessional Continuing Education.
Arkansas State Board of Nursing
Arkansas State Board Of Nursing Approved Continuing Education program (CEBroker Provider #50-290).
Nurses will receive 1.50 contact hours for participating in this course.
Association of Social Work Boards
As a Jointly Accredited Organization, Relias LLC is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Relias LLC maintains responsibility for this course. Social workers completing this course receive 1.50 General continuing education credits.
Course Delivery Format: Asynchronous Distance Learning-interaction includes quizzes with questions and answers, post-tests. This module is Reading-Based Online.
Breining Institute for Registered Addiction Specialists
This activity is approved for 1.50 contact hours.
California Association of Alcohol and Drug Educators
Relias Learning is an approved provider of Continuing Education. Provider number: CP40 910 H 0318 for 1.50 CEHs.
California Association of DUI Treatment Programs
California Board of Registered Nursing
Provider approved by the California Board of Registered Nursing, CEP# 13791
Nurses will receive 1.50 contact hours for participating in this course.
California Consortium of Addiction Programs and Professionals
Provider approved by CCAPP, Provider number 1S-06-729-0220 for 1.50 CEH's
Commission for Case Manager Certification
This program has been pre-approved by The Commission for Case Manager Certification to provide 1.2500 hours of continuing education credit to CCM® board certified case managers.
Connecticut Certification Board
This activity is approved for 1.50 contact hours.
District of Columbia Board of Nursing
District of Columbia Board of Nursing Approved Continuing Education program (CEBroker Provider #50-290).
Nurses will receive 1.50 contact hours for participating in this course.
Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling
Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling (CEBroker Provider #50-290)
This activity is approved for 1.50 contact hours.
Florida Board of Nursing
Florida Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
Florida Board of Psychology
Florida Board Of Psychology (CEBroker Provider #50-290)
Psychologists will receive 1.50 hours.
Georgia Board of Nursing
Georgia Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
Illinois, Department of Financial and Professional Regulation, Marriage and Family Therapist Continuing Education Sponsor
This activity is approved for 1.50 contact hours.
Illinois Alcohol and Drug Abuse Professional Certification Association
Categories Counselor II, Preventionist II, CARS II, CODP II, PCGC II, CCJP II, CRSS II, CPRS II, MAATP II, CFPP II, CVSS II
This activity is approved for 1.50 contact hours.
Illinois Professional Counselor/Clinical Counselor
This activity is approved for 1.50 contact hours.
Kentucky Board of Licensed Professional Counselors
Kentucky Board of Nursing
Kentucky Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
Louisiana Addictive Disorder Regulatory Authority
This activity is approved for 1.50 contact hours.
Michigan Certification Board for Addiction Professionals
Education hours MCBAP-R
This activity is approved for 1.50 contact hours.
Mississippi Board of Examiners for Social Workers/Marriage & Family Therapists
This activity is approved for 1.50 contact hours.
Mississippi Board of Nursing
Mississippi Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
Missouri Credentialing Board
This activity is approved for 1.50 contact hours.
NAADAC, The Association for Addiction Professionals
This course has been approved by Relias LLC, as a NAADAC Approved Education Provider, for 1.50 CE. NAADAC Provider #86124, Relias, LLC is responsible for all
aspects of their programming.
National Academy of Certified Care Managers
Relias,LLC is approved by the National Academy of Certified Care Managers (NACCM) as a continuing education provider, #18-502RA.
This activity approved for 1.50 CMC contact hours
National Alliance for Direct Support Professionals
This activity is approved for 1.50 contact hours.
National Board for Certified Counselors
Relias, LLC has been approved by NBCC as an Approved Continuing Education Provider, ACEP No.6110. Programs that do not qualify for NBCC credit are clearly identified. Relias , LLC is solely responsible for all aspects of the programs. This activity is approved for 1.50 contact hours.
New Mexico Board of Nursing
New Mexico Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
New York State Education Department, Office of the Professions, Division of Professional Licensing Services, Social Work Unit
Relias, LLC is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0009.
Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of licensed master social work and licensed clinical social work in New York. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice for an LMSW and LCSW. A licensee who practices beyond the authorized scope of practice could be charged with unprofessional conduct under the Education Law and Regents Rules.
As a provider of online, asynchronous education, some courses offered by Relias Learning are considered “self-study” under section 74.10(c)(2)(ii)(b)(4) of the Commissioner’s Regulations. The regulations limit self-study activities taken from a provider approved by the Education Department to no more than 12 hours in the 36-month registration period or one-third of the hours in a registration period other than 36 months.
Social workers will receive 1.50 continuing education hours for participating in this course. This activity is approved for 1.50 contact hours.
New York State Education Department, Office of the Professions, State Board for Mental Health Practitioners, Marriage and Family Therapists (MFT)
Relias, LLC, is recognized by New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0009
As a provider of online, asynchronous education, some courses offered by Relias are considered "self-study". The regulations limit self-study activities taken from a provider approved by the Education Department to no more than 12 hours in the 36-month registration period or one-third of the hours in a registration period other than 36 months.
This activity is approved for 1.50 contact hours.
New York State Education Department, Office of the Professions, State Board for Mental Health Practitioners, Mental Health Counselors (MHC)
Relias, LLC, is recognized by New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0011
As a provider of online, asynchronous education, some courses offered by Relias, LLC are considered "self-study". The regulations limit self-study activities taken from a provider approved by the Education Department to no more than 12 hours in the 36-month registration period or one-third of the hours in a registration period other than 36 months.
This activity is approved for 1.50 contact hours.
New York State Education Department, Office of the Professions, State Board of Psychology
North Dakota Board of Nursing
North Dakota Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
Ohio Chemical Dependency Professionals Board
Ohio Chemical Dependency Professionals Board (CEBroker Provider #50-290)
This activity is approved for 1.50 contact hours.
Content Area: C8
Ohio Marriage and Family Therapist Board
Ohio Counselor, Social Worker and Marriage and Family Therapist Board
Provider # RTX050401 (CEBroker Provider 50-290)
This activity is approved for 1.50 contact hours
Ohio Professional Counselor Board
Ohio Counselor, Social Worker and Marriage and Family Therapist Board
Provider # RCX100502 (CEBroker Provider: 50-290)
This activity is approved for 1.50 contact hours.
Ohio Social Worker Board
Ohio Counselor, Social Worker and Marriage and Family Therapist Board Provider #RSX091903 (CEBroker Provider # 50-290)
This activity is approved for 1.50 contact hours.
Oklahoma Licensed Marriage and Family Therapists
This activity is approved for 1.50 contact hours.
Oklahoma Licensed Professional Counselors
This activity is approved for 1.50 contact hours.
South Carolina Board of Examiners for Licensure of Professional Counselors and Therapists
South Carolina Board of Examiners for Licensure of Professional Counselors and Therapists (CEBroker Provider #50-290)
South Carolina Board of Examiners in Psychology
South Carolina Board of Examiners in Psychology (CEBroker Provider #50-290)
South Carolina Board of Nursing
South Carolina Board of Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
South Carolina Board of Social Work Examiners
South Carolina Board of Social Work Examiners (CEBroker Provider 50-290)
West Virginia Board of Registered Nursing
West Virginia Board of Registered Nursing (CEBroker Provider #50-290)
Nurses will receive 1.50 contact hours for participating in this course.
West Virginia Board of Social Work
West Virginia Board of Social Work (CEBroker Provider #50-290)
Recall the seven core principles of effective treatment planning documentation and three effective ways to document client strengths and barriers to treatment during the planning process.
Describe how to develop measurable, client-focused, and culturally sensitive goals and objectives for treatment planning.
Outline:
Section 1: Introduction
About This Course
Learning Objectives
Section 2: The Treatment Planning Process
Margie’s Method
A Working Definition of Treatment Planning
What are Stakeholders?
The Client as the Most Important Stakeholder
Communicating the Process in Writing
Review
Summary
Section 3: Seven Core Principles of Documentation
Principles and Characteristics
Seven Core Principles
Review
Summary
Section 4: Person-Centered Documentation
Guidelines
Anya’s Treatment Plan
Review
Summary
Section 5: Documenting Strengths and Barriers
What are Client Strengths?
Strategies to Identify Client Strengths
Client Barriers
Questions to Explore Client Barriers
Review
Summary
Section 6: Documenting Goals and Objectives
What are Client Goals?
Guidelines for Developing Client Goals
How to Develop Client Goals
What are Related Objectives?
Characteristics of Objectives
S.M.A.R.T. Goals
Review
Summary
Section 7: Documenting Proposed Interventions
What are Proposed Interventions?
Variables to Consider
Determining an Intervention’s Characteristics
Intervention Dos and Don’ts
Review
Summary
Section 8: Documenting Discharge Criteria
What are Discharge Criteria?
A Required Element in the Plan of Care
Discharge Criteria Elements
Questions to Ask Your Client
Important Characteristics of Discharge Criteria
Review
Summary
Section 9: Cultural Considerations
Cultural and Ethnic Diversity
Strategies to Improve Communication
Strengths and Supports
Review
Summary
Section 10: Conclusion
Course Summary
Course Contributor
Resources
References
Jacob Helton, Psy.D., received his doctoral degree in Clinical Psychology from Marywood University in Pennsylvania. He completed his pre-doctoral internship at Chehalem Youth and Family Services in Newberg, Oregon, which included extensive training with at-risk youth and their families. He is licensed as a psychologist in Oregon and most recently worked in an integrated family medicine and internal medicine group for a large healthcare organization. Dr. Helton has worked in hospital, school, residential, and community mental health settings. He has provided treatment to clients across the lifespan and diagnostic spectrum, with an emphasis on the treatment of anxiety disorders, co-occurring medical and mental health disorders, ADHD, insomnia, severe and persistent mental illness, and the aging. He has experience as a technical writer and has provided numerous trainings to mental health professionals, physicians, allied professionals, and direct care staff.
The target audience for this course is: Alcohol and Drug Counselors; Beginner level Social Workers; Case Managers; Marriage and Family Therapists; Nurses; Professional Counselors; Psychologists; in the following settings: Health and Human Services.
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
Relias has a grievance policy in place to facilitate reports of dissatisfaction. Relias will make every effort to resolve each grievance in a mutually satisfactory manner. In order to report a complaint or grievance please contact Relias.
If you require special accommodations to complete this module, please contact Relias Support by completing the web form (https://www.relias.com/help) or by using the chat functionality.
All courses offered by Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply any endorsement, recommendation, or favoring of, or affiliation with, Relias, LLC.
All characteristics and organizations referenced in the following training are fictional. Any resemblance to any actual organizations or persons living or dead, is purely coincidental.
To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
If you require special accommodations to complete this module, please contact Relias Customer Support here.
