Clinical resources
Practical, vendor-neutral references for documenting behavioral health groups. Built from CMS, OIG, and payer guidance, with clinicians at the table.
The Group Note
A printable clinical reference for documenting behavioral health groups.
Send me the group note →Group Note Differentiation Checklist
8 elements that make each note audit-distinct, under 3 min.
Send me the checklist →Group Session Documentation Template
Group narrative + individual response format.
Send me the template →Group Documentation Compliance Quick-Reference
State-by-state participant-list rules.
Send me the quick-reference →Audit-Readiness Documentation Checklist
The 8 elements payers review.
Send me the checklist →Golden Thread Audit Trail
One-page visual map, assessment to discharge.
Send me the audit trail →Before & After Note Language Guide
10 phrases rewritten for audit compliance.
Send me the guide →Note Completion Protocol
A scheduling template that builds in documentation time.
Send me the protocol →Documentation Timeliness SOP
Policy template with built-in blocks and escalation tiers.
Send me the SOP →Weekly Chart Hygiene Checklist
Unsigned notes, missing signatures, open authorizations.
Send me the checklist →UR Workflow Map
A process template that distributes review across the team.
Send me the workflow map →Concurrent Review Preparation Checklist
What session notes need before UR reviews them.
Send me the checklist →Medical Necessity Language Guide for IOP
Document progress without losing authorization.
Send me the guide →Group Therapy Revenue Calculator
Model revenue by group size, payer mix, and frequency.
Send me the calculator →IOP Billing Code Quick-Reference
Codes by state and payer, common error flags.
Send me the quick-reference →Same-Day Billing Rules Cheat Sheet
Payer-by-payer modifier requirements.
Send me the cheat sheet →Group Note Self-Audit Template
A one-page scoring rubric.
Send me the template →Group Documentation Compliance Reading List
12 primary-source documents to bookmark.
Send me the reading list →Documentation Workflow Audit
15 questions to diagnose where time leaks.
Send me the audit →Documentation Compliance Maturity Model
A rubric for what to fix first.
Send me the model →Clinical Director Workload Audit
A task-mapping template to redistribute the role.
Send me the audit →Weekly Chart Close-Out
A 10-minute Friday pass over unsigned notes and expiring authorizations.
Send me the close-out →Session-to-Session Differentiation Check
6 questions before you sign, so this note isn't last week's note.
Send me the check →The Right-Sized Note
What belongs in a progress note, and what belongs elsewhere.
Send me the guide →Medical Necessity at Intake Worksheet
Turn an assessment into a baseline the next twenty notes can be measured against.
Send me the worksheet →Psychotherapy Time & Code Reference
CPT time ranges, and what the note has to show to support each code.
Send me the reference →Telehealth Session Documentation Checklist
The fields an in-person note template leaves out.
Send me the checklist →Concurrent Documentation Starter Script
How to write the note inside the session without breaking the frame.
Send me the script →Records Request Response Guide
What to release, what to withhold, and the clock that already started.
Send me the guide →Risk Documentation Framework
The 5 parts of a defensible risk note.
Send me the framework →Each one is free. We ask for an email so we can send it over, and we'll add the occasional note on group documentation. One line back and you're off the list.