Insurance companies are not on our side, and they use documentation to keep us scared and second-guessing ourselves. But when we know exactly what they’re looking for, we don’t have to fall for their BS. We can document in a way that ensures we get paid, avoid clawbacks, and protect both ourselves and our clients.

Audit Me, I F*cking Dare You is a deep-dive, 90-minute training that shows you exactly how to document diagnostic assessments (aka biopsychosocials/intake notes), treatment plans, and progress notes in a way that is audit-proof, clinically sound, and fast to complete.

We’ll go line by line through the documentation standards insurers actually look for, breaking down what’s required, what’s optional, and what’s just busywork, all while prioritizing protecting our clients. Using detailed examples, templates, and real-world guidance, you’ll see how every section of your paperwork can be written with clarity, confidence, and compliance.

By the end, you’ll know how to:

• Write diagnostic assessments that nail medical necessity without overexplaining.

• Build treatment plans that are tied to diagnosis, measurable, and defensible in an audit.

• Document progress notes that align seamlessly with treatment goals and objectives.

• Stop second-guessing your paperwork and push back against the fear tactics insurance companies use.

This isn’t surface-level “tips and tricks” — it’s a comprehensive, no-BS walkthrough of what insurance requires and how to meet those requirements while protecting your clients and yourself. You’ll leave knowing exactly what to write, what not to write, and why you don’t need to be scared of these companies ever again.

This training package includes the full presentation and slides, plus in-depth examples and explanations of diagnostic assessments, treatment plans, and progress notes (shown in three different formats). You’ll also receive a CEU self-submission packet and certificate of completion — all delivered instantly in a convenient ZIP file so you have everything you need in one place.

ADDITIONALLY, you will receive the entire Foundational (aka PART 1) Documentation for Compliance Template Bundle. The Bundle Includes Templates For:

• Treatment Planning for Compliance
  Includes prewritten, measurable goals by diagnosis; objectives and interventions by modality (CBT, DBT, ACT, IFS, and Solutions Focus included)

• Client Safety Documentation
  Templates for suicidal ideation, self-injurious behavior, homicidal ideation, duty to warn scenarios, and higher level of care referrals — with next steps and clinical justification.

• Diagnostic Justification for Compliance
  DSM-aligned, insurance-ready language for anxiety, mood, trauma, and adjustment disorders. Great for intake notes and audits.

• Individual Progress Note Template
  A simple, structured format with built-in medical necessity and compliance language — quick to use, easy to personalize.

NOTE: If you have already purchased the Template Bundle, you can CLICK HERE to purchase the training without the templates included.