Write Better Notes, Save Time and Safely Use AI-Assisted Tools … all in one Fast-Track 4 Hour Program
You want to stay present with clients … but the moment your last session ends, the notes start piling up.
Progress notes, treatment plans, and medical necessity documentation can quickly become overwhelming.
And with the rise of AI-assisted tools things are getting even more confusing …
…What’s allowed? What’s ethical? What’s safe? What actually helps?
That’s why we teamed up with Andrew Huber, LMFT, a seasoned clinician and co-founder of Therapy Self, a platform focused on streamlining documentation. Andrew has the tips, tools and strategies for busy clinicians who want:
In this 4-hour training he’ll share all he knows with you, so you can create notes that tell the clinical story, demonstrate progress, strengthen treatment planning, and support high-quality client care …
… Plus how you can use AI-assistance to help create notes faster and better than ever – all legally and ethically compliant.
If you want to feel in control of your notes, not behind on them, this course is for you.
Purchase now!
Planning Committee Disclosure - No relevant relationships
All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.
A small portion of the material for this CE activity was developed with limited assistance from generative AI. All AI-generated information was reviewed for accuracy by the instructor, an independent content reviewer, or PESI staff.
Continuing education credit information is coming soon for this non-interactive self-study package.
CE hours may be available for select professions, as listed in the target audience. Hours will be dependent on the actual recording time. Please check with your state licensing board or organization for specific requirements.
There may be an additional fee for CE certificates. Please contact our Customer Service at 1-800-844-8260 for more details.
**Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards.
Andrew Huber, MA, LMFT, is a licensed marriage and family therapist with over a decade of clinical and administrative experience in mental health care. He has spent nine years working in private group practice and eight years in adolescence psychiatric settings, where he developed a deep understanding of effective and defensible clinical documentation. As the clinical co-founder of Therapy Shelf, an innovative software platform designed to help therapists streamline documentation, Andrew brings a unique blend of clinical expertise, systems thinking, and technical insight. He is passionate about teaching therapists how to write clear, efficient, and ethical documentation that strengthens both clinical care and professional confidence.
Speaker Disclosures:
Financial: Andrew Huber has employment relationships with Sycamore Grove and Therapy Shelf. He receives a speaking honorarium from PESI, Inc. He has no relevant financial relationships.
Non-financial: Andrew Huber is a member of the California Association of Marriage and Family Therapists.
Access never expires for this product.
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Documentation Formats
Learn how to choose the right note structure so your documentation is clear, consistent, and audit-ready
Progress Notes: Writing Clear, Defensible Notes
Master writing progress notes that are complete, defensible, and efficient – without wasting time or over-documenting
Treatment Plans: Link Goals to Documentation
Create treatment plans that align with client goals, meet payer standards, and stay easy to update as needs change
Ethical HER and AI: How to Work Smarter without Risk
Discover safe, ethical ways to use EHR systems and AI tools to speed up documentation without risking compliance or client privacy
Other Types of Clinical Documentation
Understand the differences between progress notes, psychotherapy notes, scratch notes, and chart notes – so you never mix them up
Quick Tips
Get practical strategies to write faster, stay organized, and build a workflow that saves hours every week
Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.
ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.
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