Provider Resources > Managing your private practice

Webinars

Progress Notes, Simplified:
 How to Easily Meet Insurance Requirements

Presented by Alma and Upheal

Recorded on October 16, 2024

Progress Notes, Simplified:
 How to Easily Meet Insurance Requirements

What comes to mind when you think about progress notes?

This is the question we explored in our free webinar for clinicians on October 16, 2024.

Everyone who accepts insurance has to write notes, but there’s often a lack of clarity on what “good” clinical documentation looks like—and the most efficient way to create it.

During the conversation, our panelists covered:

  • Tips for writing notes that are both compliant and clinically beneficial
  • Advice for incorporating note-taking into your practice
  • Methods (both conventional and AI-supported) for more efficient notes

Watch the recording

By submitting this form, you are agreeing to Alma's privacy policy.

Meet our experts

Ted Faneuff, LISW-S, LMSW, LCSW, MBA

Ted Faneuff

LISW-S, LMSW, LCSW, MBA

Ted Faneuff is a licensed clinical social worker in the states of Texas, Ohio, and Michigan, and VP of Clinical Operations at Upheal.

Ted has over a decade of experience serving clients who are experiencing anxiety disorders, obsessive compulsive disorder, and depression, as well as expertise in operations and program and product development in the digital mental health and wellness space.

Dr. Elisabeth Morray, Ph.D.

Dr. Elisabeth Morray

Ph.D.

Elisabeth is a practicing clinician, as well as VP of Clinical Operations at Alma.

Her work focuses on using the principles of psychological flexibility in order to help individuals live meaningful, purpose-driven lives, and how the therapeutic relationship creates environments in which flexibility can be learned and practiced. Recognizing a need for increased support among clinicians in private practice, she joined Alma in 2022.

Sonda Kunzi, CPC, COC, CPB, CRC, CPCO, CPMA, CPPM, CPC-I

Sonda Kunzi

CPC, COC, CPMA, CRC, CPB, CPCO, CPMA, CPPM, and CPC-I

Sonda is a certified professional coder with more than 35 years of experience in health care, both as an outside consultant and within hospital-owned and private medical practices. She also assists providers in meeting various health care regulations, with a focus on behavioral health. Her expertise includes comprehensive knowledge of ICD10, CPT and HCPCS coding concepts, documentation and training, compliance, and healthcare reimbursement methodology.