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Mastering Competencies In Family Therapy, 2nd Edition: Treatment Planning and Progress Notes

About the Course:

This course reviews chapters 15 and 17 of the book Mastering Competencies in Family Therapy, Second Edition. The topics covered in this course include recommendations for developing appropriate individualized treatment plans to meet specific client needs and detailed recommendations for making HIPAA-compliant progress notes in order to keep a professional, official record of treatment sessions.

This course is based on the recorded webinar, Mastering Competencies In Family Therapy, 2nd Edition: Treatment Planning and Progress Notes created by Diane Gehart, Ph.D., LMFT in 2013.

Publication Date:

2nd Edition 2013

Course Material Author

Diane Gehart, Ph.D., LMFT

Diane Gehart, Ph.D., LMFT is a Professor of Marriage and Family Therapy at California State University, Northridge, and she has a private practice in Thousand Oaks, California.

Course Creator

Anna Lynn Hollis, Ph.D., School Psychologist

Anna Hollis, Ph.D., NCSP, is a nationally certified School Psychologist, currently practicing in Detroit, Michigan. She is licensed as a psychologist and certified as a school psychologist to practice in 2 states (Michigan and South Carolina). She is a member of the National Association of School Psychologists (NASP); the Michigan Association of School Psychologists (MASP); and the Association for Contextual Behavioral Science (ACBS). Dr. Hollis obtained her Ph.D. in School Psychology from the University of South Carolina. Her professional interests include Acceptance and Commitment Therapy (ACT); Positive Psychology; Trauma-Informed Practice; and Urban School Psychology.

Recommended For:

This course is recommended for all behavioral/mental health professionals who are seeking additional knowledge about individualized treatment planning and documentation of therapy sessions using HIPAA-compliant progress notes. This course is appropriate for all levels of participants’ knowledge.

Course Objectives:

  1. Describe the recommendations for developing an appropriate individualized treatment plan to meet specific client needs.

  2. Discuss how to write useful and appropriate therapeutic tasks, goals, and interventions.

  3. Describe the reasons for writing progress notes, as well as how to effectively write progress notes that are HIPAA-compliant.

Use our CE Approvals tool to look up your state requirements and how can help you meet them, or log in to your member account to show approvals relevant to your licensure.

American Academy of Health Care Providers in the Addictive Disorders (AAHCPAD)

1.25 CE Credit hour

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NAADAC, the Association for Addiction Professionals (NAADAC)

1.25 CE Credit hour

This course has been approved by CE Learning Systems, service provider of, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #107243, CE Learning Systems is responsible for all aspects of their programming.

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National Association of School Psychologists (NASP)

1.25 CPD hour

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Chapter 15

This video is needed to answer exam questions.

Chapter 17

This video is needed to answer exam questions.

Exam Questions

All exam questions for the course are visible on this page for members of

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Course Number 102686
1.25 credit hour
Log in for credit hours relevant to your licensure.

  • Recorded Webinar
Exam Fee: $7.46 No exam fee with a membership package!
4.64 out of 5
36 members have taken this course


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  • What do I have to do to complete the course?

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