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.
Get me the checklist →Group Session Documentation Template
Group narrative + individual response format.
Get me the template →Group Documentation Compliance Quick-Reference
State-by-state participant-list rules.
Get me the quick-reference →Audit-Readiness Documentation Checklist
The 8 elements payers review.
Get me the checklist →Golden Thread Audit Trail
One-page visual map, assessment to discharge.
Get me the audit trail →Before & After Note Language Guide
10 phrases rewritten for audit compliance.
Get me the guide →Note Completion Protocol
A scheduling template that builds in documentation time.
Get me the protocol →Documentation Timeliness SOP
Policy template with built-in blocks and escalation tiers.
Get me the SOP →Weekly Chart Hygiene Checklist
Unsigned notes, missing signatures, open authorizations.
Get me the checklist →UR Workflow Map
A process template that distributes review across the team.
Get me the workflow map →Concurrent Review Preparation Checklist
What session notes need before UR reviews them.
Get me the checklist →Medical Necessity Language Guide for IOP
Document progress without losing authorization.
Get me the guide →Group Therapy Revenue Calculator
Model revenue by group size, payer mix, and frequency.
Get me the calculator →IOP Billing Code Quick-Reference
Codes by state and payer, common error flags.
Get me the quick-reference →Same-Day Billing Rules Cheat Sheet
Payer-by-payer modifier requirements.
Get me the cheat sheet →Group Note Self-Audit Template
A one-page scoring rubric.
Get me the template →Group Documentation Compliance Reading List
12 primary-source documents to bookmark.
Get me the reading list →Documentation Workflow Audit
15 questions to diagnose where time leaks.
Get me the audit →Documentation Compliance Maturity Model
A rubric for what to fix first.
Get me the model →Clinical Director Workload Audit
A task-mapping template to redistribute the role.
Get me the audit →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.