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"Law & Ethics: What Should Be In Your Notes" with Barbara Griswold, LMFT, Fri. June 24, 3 CEs

  • 06/24/2022
  • 10:00 AM - 1:15 PM
  • Zoom Webinar


  • 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.

Registration is closed


Did you miss this training? Take the on-demand version - available through December 31, 2022.

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 the Friday, June 24th session.

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

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

Course Description         

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. 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,


Zoom Webinar - please make sure you register to the webinar with the link provided in your confirmation email.

Community Partnerships

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

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Redwood Empire Chapter CAMFT is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LCSWs, LPCCs, and 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 may be requested up to 7 days before the event by contacting No refunds are given beginning 7 days prior to the event. If a registrant cannot attend the event due to a mandatory evacuation or Public Safety Power Shut-off the day of the event, they can request and receive a refund with verification of address.

  • CE Certificate: You must attend the entire presentation and complete a post test and an evaluation to receive your CE credit certificate. At the conclusion of this educational event, after confirming attendance, an email with a link to the test and evaluation form will be sent to all attendees who attended the online event. 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

  • Notice of recording: All of our CE events are recorded or filmed and may appear on our website. By participating in this event you may appear in that recording. By participating in this event you agree to be recorded/filmed and give permission for RECAMFT to use your likeness where it may appear on our website or in promotion/marketing materials.

  • Recording Viewing Policy: RECAMFT Members can watch our event recordings any time by going to the speaker presentation videos library in the Members Only section of Guest (non-member) registrants will have access to the recording for 30 days after the live event.

  • Grievances: Please 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!

Redwood Empire Chapter of California Association of Marriage and Family Therapists
is a CAMFT Approved Continuing Education Provider: License #57173. - PO Box 2732 - Santa Rosa, CA 95405
E-mail:   Web:

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