About
For many clinicians, the biopsychosocial assessment can feel overwhelming.

Graduate programs often teach an extensive, multi-hour intake process, but real-world clinical practice rarely allows that much time. In busy outpatient settings, clinicians must balance rapport building, clinical assessment, documentation requirements, and insurance expectations—all within a limited session window.

The good news: experienced clinicians learn how to streamline the biopsychosocial assessment while still gathering the information that truly matters.

In this practical webinar, we’ll walk through strategies to conduct an effective intake assessment in 45–60 minutes, helping you capture essential clinical insights while avoiding unnecessary documentation overload.

What You'll Learn

In this webinar, you'll learn:
✅ How to prioritize the most clinically meaningful assessment questions
✅ Which intake questions often add little clinical value
✅ How to structure the first session to build rapport while gathering key information
✅ Strategies for efficient documentation that still support medical necessity
✅ How experienced clinicians identify patterns and treatment themes during intake

Who Should Attend

This webinar is ideal for:
➡️ Psychologists
➡️ Licensed Professional Counselors
➡️ Clinical Social Workers
➡️ Marriage and Family Therapists
➡️ Psychiatric Nurse Practitioners
➡️ Behavioral health clinicians in private practice or group practices

Bonus Resource

All attendees will receive a downloadable resource:
The Efficient Intake Guide:
A checklist of high-impact biopsychosocial assessment questions clinicians can use to streamline intake sessions.

Reserve Your Seat

Join us for this practical session and learn how to conduct efficient, clinically meaningful biopsychosocial assessments that support both treatment planning and documentation requirements.
Presenters
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October Boyles
Chief Clinical Officer
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.
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ICANotes
Behavioral Health EHR
With an intuitive, chart-centric workflow, ICANotes is the only fully configured EMR software for behavioral health, therapy, psychiatry, and addiction treatment. Our robust behavioral health content engine and customizable point-and-click templates reduce the time you spend documenting patient care while enabling you to confidently bill at the maximum level of reimbursement.

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Don Morrison (he/him)
MSW, LCSW
Donald Morrison graduated from UNC Charlotte in 2004. He has since worked as a school-based therapist, inpatient social work supervisor and outpatient clinician. Donald currently works in private practice, and he is also an adjunct faculty member at the UNC Charlotte School of Social Work. In addition, Donald serves as a clinical supervisor to LCSW associates, and he regularly presents at area mental health conferences and seminars.
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