Course 0: Foundations

Golden Thread & Medical Necessity

Learn the foundational framework that connects every document in your clinical record. Understand the four criteria of medical necessity and how to demonstrate them at every encounter. Discover how the Golden Thread creates an unbreakable clinical argument from intake to discharge.

You'll learn to:

Apply the Golden Thread Framework across your entire clinical record
Document all four criteria of medical necessity at intake and throughout treatment
Establish baseline measures and discharge criteria
Avoid common documentation failures that trigger audits

Includes: Workbook, 126 point complete chart audit checklist

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Course 1: Diagnostic Assessment

Create comprehensive intake assessments that establish medical necessity and set the foundation for your entire treatment episode.

You'll learn to:

Document presenting problems with functional impairment in observable terms
Conduct and document complete biopsychosocial histories
Perform and record mental status examinations that reflect the specific client
Complete risk assessments that meet all major payer requirements
Write behavioral definitions that translate diagnoses into measurable terms
Document prognosis, treatment recommendations, and telehealth requirements

Includes: Gold Standard Template, Workbook, and Audit Checklist

Buy Course - $37 Part of the 4 Course Bundle - $97

Course 2: Treatment Plans

Transform your diagnostic assessment into an actionable roadmap with measurable goals, objectives, and evidence-based interventions.

You'll learn to:

Write SMART goals with baselines, targets, and timeframes
Create measurable objectives that track progress week to week
Document therapist interventions that justify your clinical work
Maintain the Golden Thread from assessment through active treatment
Revise treatment plans when goals are met or presentations change
Handle complex scenarios including multiple diagnoses and high-risk presentations

Includes: Gold Standard Template, Workbook, Audit Checklist, Treatment Plan Verb Bank

Buy Course - $37 Part of the 4 Course Bundle - $97

Course 3: SOAP Notes

Document every session with clarity, precision, and audit-ready structure using the SOAP format.

You'll learn to:

Distinguish between Subjective, Objective, Assessment, and Plan sections
Separate Interventions from Plan elements
Write clinical formulations that synthesize the session
Document progress with measurable evidence
Justify medical necessity in every note
Demonstrate the Golden Thread session by session
Meet CPT code requirements and billing documentation standards

Includes: Gold Standard Template, Workbook, Audit Checklist, Bonus AI prompt for SOAP notes

Buy Course - $37 Part of the 4 Course Bundle - $97

Course 4: Case Closure

Master the specialized documentation required for collateral contacts, case consultations, treatment summaries, and discharge planning.

You'll learn to:

Document case consultations with supervisors, colleagues, and treatment teams
Write contact notes for collateral communications with family, schools, and providers
Create treatment summaries for referrals and transitions of care
Prepare comprehensive discharge summaries that close the Golden Thread
Handle complex closures including loss to follow-up, discharge against advice, and transfers to higher levels of care

Includes: Four Gold Standard Templates (Case Consult, Contact Note, Treatment Summary, Discharge Summary), Workbook, Audit Checklist

Buy Course - $37 Part of the 4 Course Bundle - $97

The Write it Right Series

Developed by Rindie Eagle, MA, LPCC and Renee Devine, MS, LMHC

Rindie Eagle, MA, LPCC

Licensed Professional Clinical Counselor

Rindie is a licensed professional clinical counselor with ten-plus years in private practice, a clinical supervisor for early-career therapists and the founder of Therapist Resources.

Her clinical work centers on anxiety, perfectionism, and people-pleasing patterns. She built Therapist Resources to give other clinicians the practical tools she wished had existed when she was starting out, delivered in a format that actually makes learning stick.

Renee Devine, MS, LMHC, EMDR

Licensed Mental Health Counselor

Renee owns a private practice in Indiana. When her practice faced an insurance audit, a 30-note records request turned into a $630,000 clawback demand with a 45-day deadline. It took over a year and substantial administrative resources to resolve. That experience is why she co-authored this course. She knows what auditors look for because she has lived through it.

Earn Your Certificate of Completion for each Course

Each course has it's own certificate of completion. Complete all the modules and a posttest to earn your certificate of completion. (Not Approved for CEU's…yet. I have plans to obtain NBCC approval)

Ready to Get Started?

Select a course to get started.

Write it Right: Audit-Ready Clinical Documentation for Therapists