Diagnosis & Documentation: Conducting effective assessments and writing comprehensive notes
2 NBCC Clock Hours
Summary
The task of diagnosis after a single intake session can seem daunting. Learning to conduct an effective intake and to document your findings clearly can help reduce time to symptom relief, ensure clients are receiving appropriate care, and mitigate provider risk. In this continuing education program, we will be addressing common pitfalls when conducting an intake assessment interview as well as strategies for ethical documentation.
Learning Objectives
- Examine the role of diagnosis in the context of psychotherapy and managed care
- Identify strategies for accurate diagnosis through consideration of differentials and individual variables
- Summarize requirements for comprehensive session documentation
- Identify documentation practices to reduce liability while centering client wellness and safety
Target Audience
Counselors, social workers, psychologists, medication managers
Beginner, Intermediate, Advanced Practitioners
Course Format
Live, interactive, synchronous webinar
Course Creation Date: 10/09/26
Meet your instructor
Executive Director Candice Creasman Mowrey, PhD, LCMHCS
Dr. Candice Creasman Mowrey received a Masters in Rehabilitation Counseling and Psychology from the University of North Carolina at Chapel Hill in 2008, and a Doctorate in Counseling and Counselor Education from North Carolina State University in 2015. She has worked in psychosocial rehabilitation, in-patient, community agency, disability services, and intensive outpatient settings. She founded Creasman Counseling, PLLC, a single-person private practice, in 2011, which has grown to a team of over 30 culturally and professionally diverse clinicians. Dr. Creasman Mowrey has been adjunct faculty at NCSU and Northwestern University and has provided clinical supervision since 2014.
Counselors
Creasman Counseling PLLC's courses meet the qualifications for CE hours as required by NBCC. Beyond Therapy has been approved by NBCC as an Approved Continuing Education Provider, ACEP #7234. Programs that do not qualify for NBCC credit are clearly identified. Creasman Counseling, PLLC is solely responsible for all aspects of the program.
Course Content Development
All associated learning content are developed by the professional mental health services team at Creasman Counseling, PLLC. Our staff of licensed, board-certified counselors and social workers are committed to creating engaging, evidence-based, and practice-ready content for your growth as a clinician.
Creasman Counseling, PLLC is a Professional Limited Liability Company registered in North Carolina. Creasman Counseling Continuing Education is a department of Creasman Counseling, PLLC offering in-person, live webinar, and recorded asynchronous learning content including the Beyond Therapy Podcast.
FAQ
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How will I get my certificate?
After completing the post-course evaluation, you'll receive an email with your certificate within 24 hours. You can also access your certificate anytime in the Thinkific student dashboard.
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How do I request accommodations?
To request accommodations, please email [email protected] and indicate the sort of accommodation you would like.
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If I have questions or concerns, how do I get in touch?
Please email [email protected] with questions, concerns, or complaints. You can read more in our Grievance Policy, linked in the footer.
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What is your refund/cancellation policy?
We do not offer refunds for our continuing education products.
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What are the system requirements to access this course content?
The most recent version of Chrome or Firefox (internet explorer is not supported); Javascript enabled; PDF plugin; Graphic and audio output capability; Broadband internet connection with a minimum speed of 5Mbps (recommended); TLS 1.2 supported by your web browser