Guides
Guides for clinicians in US private practice
Practical guides on treatment plans, progress notes, payer letters, Good Faith Estimates and record requests. Each guide names its sources, says when we last checked them and marks what we could not verify.
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Guide · Treatment plans
Treatment plan updates every 90 days: what to review and how to document it
Where the 90-day treatment plan review comes from, a ten-part structure for the update, measurable objectives, and the gaps reviewers notice most often.
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Guide · Payer letters
Medical necessity letters for therapy: a structure that documents, not decides
What a letter of medical necessity for psychotherapy should document, how payers define medical necessity, a nine-part structure, and what to leave out.
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Free checklist · Print or read on screen
Progress note completeness checklist
Free printable checklist for psychotherapy progress notes: start and stop times, CPT 90832, 90834 and 90837 time ranges, plan link and signature.
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Guide · No Surprises Act
Good Faith Estimate for therapists: the basics
Who gets a Good Faith Estimate, the 1 and 3 business day deadlines, what 45 CFR 149.610 requires, the 12-month rule and the $400 dispute threshold.
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Guide · Record requests
Responding to a payer record request: what to check before you send
How therapists can answer a payer record request: what to gather per date of service, what to check, psychotherapy notes and amendments.