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Lartey Wellness Group's Training Guide
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  • WELCOME!
  • I signed my contract, what's next?
    • Logging into the Platforms
    • Signing HR Documents
    • Becoming Credentialed
    • Preferred Age Group, Presenting Problems, Languages & Modalities Form
    • Training and Video Interview
  • Be Aware of Email Scams
  • Mentorship Program 17 and younger
  • Mental Health Ally Program
  • Training Tasks to Complete
    • Training & New Hire Onboarding Checklist
    • Accreditation Now Training (CARF)
    • Staff Onboarding Form
    • Read Provider Code of Conduct
    • Watch New Hire Videos
    • Create a Test Client on TherapyNotes
    • Schedule Training with Frank
    • Training Acknowledgement Letter
  • Full-Time Employment Info
    • Training/CEU Reimbursement Policy
    • Pay Schedule
    • Paid Time Off (PTO)
    • 401K Plan
  • Part-Time/Hourly Employment Info
    • Pay Schedule
    • Note Submission Timelines
  • Important Processes
    • Form/Letter Completion
    • Release of Information PowerForm
    • Spanish Release of Information PowerForm
  • THERAPYNOTES [For Therapy & Medication Mgmt]
    • Updating TherapyNotes Profile
    • Scheduling, Rescheduling and Canceling Appointments
    • Service Code Cheat Sheet
    • Updating the Location
    • Joining a Video Session
      • New Feature for TherapyNotes Video Sessions
    • Collecting Copays
    • Outcome Measures
      • Searching For an Outcome Measure
      • Send an Outcome Measure to a Client
      • Review a Completed Outcome Measure
      • Access a Questionnaire as a TherapyPortal User
      • Administer an Outcome Measure as a Clinician
      • Reviewing Clinician-Administered Outcome Measures
    • TherapyFuel (AI Note-Taker)
  • Clinical Documentation
    • Clinical Documentation Checklist
    • **Important Update on TherapyNotes Notes**
    • Required Clinical Documents
    • How to Create a Note
    • Intake Note
    • Treatment Plan
      • Sharing Treatment Plan With Client
    • Interpretive Summary/Psychotherapy Note
    • Transition Plan
    • Progress Notes
    • Termination Note
    • Videos on Creating Notes
    • Sample Client File
  • Diagnoses For Mental Health
    • Unacceptable Diagnoses for Mental Health
    • Acceptable Diagnoses for Mental Health
  • Critical Incident Reporting
    • Critical Incident Report
  • Nurse Practitioners
    • Unresponsive Nurse Practitioners
    • [Nurse Practitioners] Important Information for Vital Metabolic Testings
  • Group Sessions (For Interns)
    • Group Session Instructions
      • How to Join Group Session
      • Group Progress Note
  • BluePrint & ADHD Assessments
    • Using Blueprint
    • ADHD Assessments
  • In-Person Sessions
    • In-person sessions at the Frederick Office
    • In-person sessions at MCVET
    • Silver Spring Office
  • HELPFUL RESOURCES FOR SESSIONS
    • Therapist Documents & Resources Folder
    • Internal Staff Site
    • Housing Resources in Maryland
    • Resources For Sessions With Children
    • Referral Resources for Clients
  • Other Relevant Info
    • Culture Competence Video
    • CareFirst Service Areas
  • PRP [For PRP Counselors]
    • PRP Staff Onboarding Form
    • What is PRP?
    • Principles of Psychiatric Rehabilitation
    • Eligibility Requirements
    • PRP Process
    • Scheduling/Note Format & Requirements
    • Progress Note Overview
    • Sample SOAP Note
    • Monthly Summary Format & Requirements
    • Scheduling Exceptions
    • Expectations For Clients
    • Clinical Collaboration With Therapists
    • PRP Intakes (Rehab Specialists)
    • Applying for an NPI
    • DLA-20 Functional Assessment Training
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  1. Clinical Documentation

Sample Client File

These are the documents that should be included in a clients file.

128KB
Intake Note Sample.pdf
pdf
106KB
LWG Transition Plan Form Sample.pdf
pdf
73KB
Interpretive Summary:Psychotherapy Note Sample.pdf
pdf
130KB
Treatment Plan Sample.pdf
pdf
121KB
Progress Note Sample.pdf
pdf
85KB
Missed Appointment Note Sample.pdf
pdf
87KB
Contact Note Sample.pdf
pdf
112KB
Termination Note Sample.pdf
pdf
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Last updated 14 days ago