praise for Documentation Wizard

Therapists from Boston to Australia have participated in live or online workshops and use Documentation Wizard Forms in their practices. They have a few words to say …

Documentation Wizard Trainings

  • “Your presentation style, presence, and expertise were excellent: clear, thorough, the right mix of info, audience participation and question taking, great time management. The templates are a great value and the training about how to document was essential, so the complete package is really well integrated.”
    Kendra Schpok, LCMHC, ATR
  • “Beth’s documentation workshop is an unexpected gem: documentation made bearable by a group setting, clear and useful outlines, and the hidden surprise that it all improves one’s thinking and thus conscious treatment of clients. I highly, highly recommend it. “
    — Zonda Mercer, MD.
  • “Best conference ever! (And I’ve attended 25 years of continuing ed!). Many seminars are philosophical and not easily adapted to treatment. This seminar was packed with specifics of treatment and will be easy to implement when working with clients.“
    — AMy Hylton, LCSW
  • “You are a wonderful instructor and I look forward to listening more times to this online course. you really have a wonderful teaching style and offer a great deal of pertinent information. Wish I had met you 25 years ago!”
    Jamie Elizabeth Medvene, Ph.D.
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent soci”The training was fantastic and I found it at a time when I started to understand that narrative case notes were inadequate to current health insurance standards. Beth helped us all relax and then walked us through a thorough case based record system that is easy to use after the training and is fully HPPA-compliant. The record docs are now at my fingertips through the encrypted cloud and I have every confidence that they will protect me from any audit in ways that make my previous session narratives look practically foolish. Thanks you again, Beth!”al proof, significantly inspiring trust in potential consumers.
    Terry Hunt, EdD.
  • “Huge thanks for the great workshop yesterday, Beth. It was a wonderful and worthwhile program, and we very much appreciated how smooth and easy you made the whole process. I know that I personally learned a lot and found your presentation style and organization really helpful. Evaluations were overwhelmingly positive. Here are a few of the comments that stood out to me:
    –Such an anxiety-reducing course!
    — Lives up to the hype!
    –Very informative and great that the presenter has such in-depth knowledge of therapy. “
    Barbara Burka, LICSW,
    Director of Clinical Practice and Therapy Matcher for NASW MA
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent”While I’m still in the process of completing the on-line workshop, I just had to reach and say, “Thank You!!!” This is one of the BEST workshops, either live or on-line that I’ve ever taken. I’ve taken three other workshops on documentation, one of them was on Coding, in hopes of helping me better understand the differences between goals and objectives as well as better understanding how to document Medical Necessity. This is the first on-line workshop that I’ve taken where I’ve listened over and over again to the speaker because she/he is so clear and interesting, and the added time is worth my time.” social proof, significantly inspiring trust in potential consumers.
    Anthony Zamudio, Ph.D.
  • “In her lucid, straightforward way, Beth helps participants translate what they do into the language of medical necessity, treatment models, goals and progress and shows how to document it all; a very worthwhile experience.”
    Spencer Nineberg, LICSW
  • “I am delighted that I no longer feel that being an intuitive, attuned therapist trained in the Internal Family Systems Model is a barrier for accomplishing this goal! This was in large part because of Beth’s ability to teach documentation skills with confidence, curiosity, compassion and a LOT of clarity! Thank you, Beth!”
    Debbie Armstrong, LICSW
  • “I have been working on developing treatment plans along with my clients during sessions and have been finding the process extremely helpful for our work. So for me the class is improving my clinical work as well as my documentation skills.”
    Barbara Kaplan, LICSW
  • “Having a relatively new private therapy practice, I wanted to make sure that the forms I use are comprehensive and thorough for documentation and insurance reimbursement purposes. The experience helped me clarify what documentation I need to include in my private practice. Our get-togethers led to many interesting and stimulating discussions, related not only to paperwork, but to clinical issues.”
    Louise A. Goodman, LICSW
  • Beth was able to convey practical concepts and tools that clinicians would be able to apply immediately to their psychotherapy practices. On the program evaluation forms, participants rated her presentation as excellent and very helpful for their clinical work. If you are searching for an engaging, well-organized and knowledgeable speaker, I highly recommend that you consider Beth Rontal.”
    Ilene Swartz, LICSW
  • “I am so glad I took your course! You are such an excellent presenter as evidence by being clear, organized, genuine, friendly, balancing ongoing questions, and thoughtful . After taking your course, I finally feel that I will be writing notes, tx plans, etc. properly, especially since I soon hope to be accepting Medicare. It is a relief to know that if I write notes as you recommend, I won’t have to panic (as much!) if I am ever audited. Thanks again for a great 6 hours of training. I am already telling my colleagues about your course and website.”
    Bonnie Deroo, LMFT
  • “Tonight, for the first time in about 4 months (since I first started panicking that I didn’t know what I was doing), I am going home with my notes completed and all my files tidied up and put away. They have been a hot mess of “THINGS THAT I HAVE TO DO!” Your time with me really encouraged me in so many ways and helped me to consider that I do know what I’m doing and that, while there is room for improvement, there is no house on fire situation to be dealt with. You were calming, clear and able to see the integrity of my intent and speak to specific things to adjust to help me do a great job in showing up for my clients.”
    — Rosie Best, MSW, LISW-S
  • “Thanks for a great training. I learned so much. I also felt confident for the first time in writing an intake assessment today and will be fixing older treatment plans as I go. I shared with my supervisor and administrator about your training/services. I’ve been an LCSW for over 30 years. My how our field has changed since I first began!”
    C. Schaefer, LCSW
  • “I want to thank you for a Sunday workshop that I was dreading. I thought it was going to be dry and boring with me feeling like I would want to leave asap. Instead, your presentation and warmth made the experience enjoyable. Hard to believe but true! I will highly recommend the workshop.”
    Caryn Mushlin, LICSW
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent “I attended the online session for Misery or Mastery. During the video, you mentioned your completed samples along with some resources. I think this will help me as I am experiencing anxiety surrounding my notes. Your class was the best ever and I feel this is the only missing piece. Thank you for helping me with this Thorn!”social proof, significantly inspiring trust in potential consumers.
    C.P., LCSW,CAMS-I,CGP, CCTP
  • “Love, love, love what I learned about documentation! It has been very helpful and set me up for a successful beginning to my counseling career! Thank you!!”
    Diane B.
  • “It’s Jessica Alea. You coached me about two weeks ago on my progress notes. I implemented your suggestions and have reduced my note taking time down to 10 mins and under! I really was feeling down and really tired. And, before speaking with you, my notes took me nearly all weekend to complete. I would recommend you to anyone who needs sound advice and an encouraging, non-judgmental approach.”
    Jessica Alea, LMHC
  • “I am in the middle of taking your course and LOVING it. I didn’t realize documentation could be so easy! Taking your course, I am FINALLY able to conceptualize my clients in a way that is organized and makes sense. I’ve been a therapist for 7 years and have worked in community mental, psychiatric hospitals, and private practice. Writing notes, treatment plans, and paperwork has been confusing, and I’ve often found most supervisors and directors don’t have the training or the tools to give guidance on how to write them. Your training program is helping me to feel more confident in my clinical skills and in passing audits. I really can’t thank you enough and highly recommend your course to anyone!”
    S.K., LPC
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consumers.
    Customer Name

Documentation Wizard Forms

  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly in”Medicare completed my audit and found no errors — no fine, no claw back. I take this as a reflection on the excellent training and documentation forms you offer.”spiring trust in potential consumers.
    K.J., Ph.D.Psychologist
  • Testimonials, as authentic endorsements from satisfied customers, serve as potent social proof, significantly inspiring trust in potential consume”Just a quick thank you for the workshop. I am a convert to your system. I just completed an assessment aka Rontal style and am using your session notes.”
    Greta Averbach, LICSW
  • “I finished the training and downloaded all the forms— all I have to say is THANK YOU. I struggled with other tx plans’ simplicity and “one size fits all” of electronic platforms. I know this was an investment, but an investment for peace of mind. “
    Ana Barend, MA in Clinical Mental Health Counseling
  • “I appreciate the forms themselves. They are so helpful and easy to work with. I watched Beth’s demonstration videos that came with the clinical forms. They were also helpful and so glad that she included examples of each of the forms filled out.”
    Jena Byorum, LISW
  • “This IFS intervention sheet is excellent. Will be very helpful both in session, and afterwards for documentation. Thank you!”
    Lexi P., RN.
  • “I purchased the clinical forms and am absolutely loving them! In fact, I bought the other two packages as well and can hardly wait to start using them.”
    Michelle W., MA, LMHC, LCPC, MCAP, CCTSI
  • “I’ve begun using a couple of your forms for maybe the last 2 weeks and I must say, they’ve been quite helpful. My session notes force me to be shorter, sweeter and to the point; and I even finished a few of them in a few minutes, which surprised me. The intake form is also good for the same reason, and it covers many bases. I’ve yet to use the others, so time will tell with those. But so far, so good. Thank you again for giving me the privilege to access them. I appreciate it greatly.”
    P.W., LCSW
  • I have ALWAYS struggled with the narrative. Feels like too much or not enough. Even my previous templates that were mostly check boxes would take me too long because I felt I had to tell a story. Now that I know about using behavioral language that doesn’t tell a story, using the patient’s quote, describing my interventions, and the easy 1-2 sentence assessment, I don’t need to worry about that anymore and my documentation is a breeze! WELL WORTH THE MONEY AND WILL HIGHLY RECOMMEND!!”
    Holly S, LCSW-R
  • “Your note template saves me about 50% of the time I had been spending doing notes. I wish I would’ve started using it a long time ago. I have actually been able to have a weekend now without doing notes on my day off. Thank you sooo much!”
    L.B., MA, LMHC
  • “I got the Practice Management forms already and they are perfect!! Thank you!“
    S.W., LCSW-R

AUDITS

  • “In January I received notice of a Medicare audit of 40 claims (for 90834). I am in Florida. I got the results today – 0% error rate and no clawback. I used Beth’s forms. Just wanted to share this good news with everyone. Thank you Beth Rontal for simplifying the process. The auditor had nothing to say except ‘keep up the good documentation. Yay!!”
    Linda Brant, Ph.D.
  • “I can say without a doubt that Beth Rontal as the original Documentation Wizard helped me achieve 100% record compliance in a Medicare Audit. By taking her course twice and having additional one-on-one consultations, I was able to achieve success and peace of mind in completing the nuisance of record keeping in my busy clinical practice.”
    Alex Kushch, PhD
  • “I have just gotten a 100% pass on my first Medicare audit! I am so excited to have this stressful event behind me and am beyond grateful for the trainings I have done with you. (Three in the past 5 years.) The templates you offer are beautiful and not only ensure we are showing every strand of the Golden Thread, but your recent additions of the medical necessity documentation and rationale for 90837 coding are the cherry on top. Thank you, thank you, thank you. You have been a blessing in my life.”
    Brooke Jackson, PhD
  • “Empire BC/BS conducted an extensive audit of nine of my patients and found my documentation “great,” adding that I had done a “wonderful job of documenting billed services.” The main focus of the audit seemed to be coding practices, specifically my use of 90837. No clawback and no pre-payment review ensued thanks to Beth’s stellar instruction and forms. I am especially grateful to Beth for suggesting succinct, effective ways of demonstrating “medical necessity” and keeping me calm and centered through this anxiety-inducing process.”
    A.F., PhD, LP
  • “I wanted to let you know that I have received a follow up from my Noridian Medicare review. They wrote, “A total of 10 claims were reviewed revealing an error rate of 0.0%.”
    I owe this positive outcome of a very stressful experience to you. Not only did you provide the necessary formatting for the documentation, which of course was comprehensive enough to pass inspection, but you were very kind, patient and compassionate when we were meeting. It’s been a very difficult time for me to manage all of this at this point in my career.
    I absolutely respect and am appreciative of your information and process. I know you have many followers and believers — count me in now and feel free to send any aging skeptic my way for reassurance. I am keeping up with a changed consciousness and effort with my session notes — an even more telling testimonial!”
    Helen Hoch, LICSW
  • “Hi Beth, Optum had me on a “pre-payment review” and I went from 0% to 98.95% success with the help of your templates, taking me off of the audit. I am very grateful to you for creating these tools. The fact that insurance companies do this kind of thing is unethical, in my opinion, because they do not make the expectations clear at all. I hope someday a journalist will be able to expose this to the general public. But for now, you saved me a great deal of suffering and anxiety. So, thanks!!”
    C.D., LCSW, DMA
  • “I just went through a 2nd phone review with UBH. It sure made a difference feeling well versed in what they are looking for. We met criteria and got approved to continue with weekly sessions. Thank you for a wonderful group experience.”
    Diane Cohen, LICSW
  • “Medicare completed my audit and found no errors — no fine, no claw back. I take this as a reflection on the excellent training and documentation forms you offer.”
    K.J., Ph.D.Psychologist

MEMBERSHIP CIRCLE

  • “Thank you so much for the Dash & Done opportunity. I was one of the clinicians who would love to see more of these & would be willing to pay. Part of what gets me behind with notes is uncertainty with adequate documentation. This is one of those fields where practitioners can be isolated from others. I found the event to provide great support, the feeling I was not alone (and therefore hard on myself); additionally, there was opportunity to ask questions & see how others were handling things.
    It was a great event & I would be glad to participate in future events of the same kind.”
    Dr Judith Carney, PsyD
  • “I have found these Dash & Done sessions in Membership Circle so helpful because I feel accountable and less alone. My ADHD brain craves having a body double to help with tasks that I don’t like. Coming this space provides me the body double as well as support from you and the other attendees, just knowing that I am not alone in this documentation struggle is motivating and i lean on your reassurance that not feeling confident about documentation doesn’t make me a bad therapist! Thank you so much for creating this space!”
    Kimberly Davis, LMHC
  • “Dash and Done in the Membership Circle has been incredibly helpful to me! Private practice can be very isolating and getting notes or other administrative tasks done is challenging! Dash and Done is a relaxed, structured time to get caught up while in the company of supportive colleagues. I highly recommend it.”
    Carol Nickerson, LICSW
  • I wanted to let you know how incredibly helpful Friday’s expert interview was. The concept of Open Notes really clicked with me, and I’m excited to try it with my clients. I had heard about it at a virtual conference last weekend but didn’t fully understand it until now. It gave me a renewed sense of hope.
    This membership has been life-changing in more ways than one, and I’m so grateful to you for creating it. You’ve fostered a safe, non-judgmental space where we can be vulnerable about our documentation challenges. Because of this community, I no longer feel nervous or embarrassed to ask questions or share where I am with my documentation. Thank you for that, and for sharing your wealth of knowledge with us.
    M. K., LPC, NCC