Patients now have direct access to their clinical notes — and for many mental health professionals, documentation suddenly feels riskier than ever.

This training is designed to help you document with clarity, confidence, and care. You’ll learn how to structure notes that meet clinical, legal, and billing requirements while minimizing the risk of client distress, misinterpretation, or damage to the therapeutic relationship.

We’ll focus on real-world documentation strategies, including how to appropriately use psychotherapy sections for sensitive material, so you can continue to document honestly without oversharing.

Who This Training Is For
✅Therapists, counselors, psychologists, and social workers
✅Psychiatrists and psychiatric nurse practitioners
✅Clinical supervisors and practice owners
✅Any behavioral health professional using a certified EHR

What You’ll Walk Away With
✅Clear documentation guidelines you can apply immediately
✅Practical examples you can model your own notes after
✅Greater confidence in documenting an Open Notes environment

Dr. Boyles is a behavioral health expert and clinical leader with extensive expertise in nursing, compliance, and healthcare operations. With a Doctor of Nursing Practice (DNP) and advanced degrees in nursing, she specializes in evidence-based practices, EHR optimization, and improving outcomes in behavioral health settings. Dr. Boyles is passionate about empowering clinicians with the tools and strategies needed to deliver high-quality, patient-centered care.