RECORDING OF "Law & Ethics: What Should Be In Your Notes" with Barbara Griswold, LMFT (held on 6/24/22), 3 CEs

  • 07/11/2022
  • 12/31/2022
  • On-Demand


  • You are a Licensed Member of RECAMFT or any other CAMFT chapter. Please indicate your chapter affiliation on the registation form.
  • You are a Pre-Licensed Member of RECAMFT or any other CAMFT chapter. Please indicate your chapter affiliation on the registation form.
  • Registration open to the general public, no chapter membership required.


photo of Barbara Griswold

Law & Ethics:

What Should Be In Your Notes — But Probably Isn't

Presented by: 

 Barbara Griswold, LMFT 

RECAMFT is hosting two sessions covering Law & Ethics - register for either or both! This registration is for a recording of the Friday, June 24th session.  If you want to attend the  June 24th L&E Progress Notes training "live" on Zoom, please register here.

Law & Ethics: What Should Be In Your Notes — But Probably Isn't (recorded program)

  • Recording will become available by July 11, 2022. If you register before then, you will receive an email with access instructions as soon as the recording is ready.

  • 3 CEs available once all training requirements are completed (watch program in full, pass post-test and submit course evaluation)

  • On-Demand - watch at your convenience! Must be completed before December 31, 2022.

A second 3-CE Law & Ethics recorded session on "How to Write a 10-Minute Treatment Plan" will be available from the live event on Saturday,  June 25, 2022, also being taught by Barbara Griswold. Please register for that separately at this link.

Course Description         

This is the recorded version of this training.

Expert Barbara Griswold, LMFT will teach how to write brief notes that satisfy legal, ethical, and insurance expectations, in order to gain confidence in the event a records request comes in. She will outline new documentation requirements for telehealth. Barbara will introduce several note templates. The course will include sample progress notes with pointers for what “good” progress notes look like.

Learning Objectives

  1. Identify how vague, illegible, or notes written long after the session can harm therapists and clients.

  2. Identify 11 common health plan documentation requirements.

  3. Define the "medical necessity criteria" used by health plans to approve ongoing treatment, and how to document this.

  4. Demonstrate the use of SOAP and other note templates

  5. Identify legal and ethical issues related to altering notes or writing late notes


Participants will receive 3 Law & Ethics CEs for this course after completing a Speaker Evaluation and short post-test.
For an additional 3 Law & Ethics CEs, please also take "Law & Ethics: How to Write a 10 Minute Treatment Plan".


  • $45 - RECAMFT Licensed Members and Licensed Members of other CAMFT chapters
  • $20 - RECAMFT Pre-Licensed Members and Pre-Licensed members of other CAMFT chapters
  • $65 - General Admission (open to the public, non-members of CAMFT)

Register Here

*Please note that once you have registered for this event, you will receive a link to register for the Zoom Webinar. Please follow the instructions in that email in order to get your personalized Zoom Join Link which you will need to get access to the event.

About Barbara Griswold

book cover Navigating the Insurance Maze Barbara is a private practice consultant and the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance -- And Whether You Should, now out in its 8th edition.  In private practice in San Jose, she has been interviewed on NPR's “Morning Edition," and her articles have appeared in Psychotherapy Networker and The Therapist magazines.  She is a past member of CAMFT’s State Ethics Committee and Board of Directors, and former Oral Examiner for the BBS.  Her passion is helping therapists nationwide to master the business side of their practices. She invites members to contact her at her website,


On-Demand Video, a link to the recording will be emailed to registrants.

Community Partnerships

RECAMFT thanks our Sponsors for their generous help with our educational programs! 

CPH Insurance logo

Redwood Empire Chapter CAMFT is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LCSWs, LPCCs, and/or LEPs. Redwood Empire Chapter CAMFT maintains responsibility for this program/course and its content.

  • Disability Accommodation: To request an accommodation for a disability, please email

  • Refunds: Refunds are available only if requested on or before July 10th by contacting No refunds available after that date, because this program is offered as an on-demand recorded training per the terms described in this listing.

  • CE Certificate: You must view the entire recorded program, and complete a post test and an evaluation, in order to receive your CE credit certificate. Once you complete and submit your evaluation, you will have immediate access and be able to print or save your CE Certificate. This course meets the qualifications for 3.0 hrs of continuing education (CE) credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.

  • Grievances: direct grievances to, and/or the chapter president at

Redwood Empire Chapter of California Association of Marriage and Family Therapists is a CAMFT Approved Continuing Education Provider: License #57173.

Are you looking for help? Find therapists offering free natural disaster and crisis sessions here.  Please check out Visit the NAMI Warmline. Take a trauma-informed yoga class.  We will recover together! 

¿Buscas ayuda? Encuentre terapeutas que ofrezcan sesiones gratuitas de crisis y desastres naturales aquí. Visite Visite la NAMI Warmline. Toma una clase de yoga informada sobre el trauma. ¡Nos recuperaremos juntos!

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