Latest Resources & Articles

Progress notes for utilization review answer a forward-looking question about whether another block of sessions is warranted. Here is what a reviewer checks, how to write each SOAP section so it holds, and what to do when a review is already underway.

A clinical documentation audit you run on your own charts catches gaps before a payer does. This walks through reading a chart in two directions, the focus questions for each document, and the gaps worth looking for first.

Defining your ideal client for therapists is one of the most practical things you can do for the long-term health of your practice. This post walks through a concrete sorting exercise that surfaces patterns in your caseload and helps you build a practice that sustains you.