Diving Into Documentation: Progress Notes, Goal Setting, Treatment Planning
Live Event

Diving Into Documentation: Progress Notes, Goal Setting, Treatment Planning

Tue, Jan 13th, 2026
11:00am – 2:15pm US Eastern Time
$67

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Event Details

Tue, Jan 13th, 2026
11:00am – 2:15pm US Eastern Time
(8:00am – 11:15am US Pacific Time)
3 CE Hours
Live Event

Related Topics

Documentation

About the Event

Does it seem like many things that you learned about documentation, treatment planning, and goal setting are distant memories? Maybe you need a refresher on these important yet sometimes overlooked areas of clinical documentation. This workshop will prepare learners to develop methods of structured and effective documentation using acronyms such as SOAP, BIRP, and DAP. The fundamentals of treatment planning and goal setting using the SMART model will be discussed, and learners will be challenged to develop treatment goals as practice in the training. Attendees will refresh their clinical skills in all things documentation and have resources and recommendations to effectively write progress notes, create treatment plans, and formulate effective goals with their clients.

Live Event This is a live online event. It will be conducted via Zoom Webinar.

Live Event Instructor

Diane Bigler

Diane Bigler

Diane Bigler, LCSW, LSCSW, is a Licensed Clinical Social Worker in Missouri and Kansas with over 25 years of experience in the mental health field. She has held clinical positions as an outpatient and in-home therapist, and clinical supervisor. Diane was an Adjunct Professor of Social Work for 10 years at The University of Kansas, School of Social Welfare and a Field Liaison and Field Instructor. She has also held administrative positions as a program Director and Coordinator. Diane is a popular local and national trainer on a wide variety of mental health and workplace development topics for clinicians and corporations. Diane is most passionate about providing quality professional development to clinicians, employees, and leaders. For fun, Diane loves to spoil her four Dachshunds and rock out to 80’s music.

Target Audience

This live interactive webinar is intended for behavioral health professionals, including Psychologists, Social Workers, Counselors, MFT's and Addiction Professionals.

Learning Objectives

After taking this activity, you should be able to:

  1. 1 Develop methods of structured and effective clinical documentation that adheres to appropriate standards.
  2. 2 Identify three creative methods for helping clients develop goals and formulate SMART treatment plans.
  3. 3 Describe ways to engage in ethical practices to produce quality documentation and effective treatment planning with clients.

Disclosure to Learners

CE Learning Systems adheres to the ACCME's Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity – including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests).

The following relevant financial relationships have been disclosed by this activity's planners, faculty, and the reviewer:

Planners and Reviewers

The planners of this activity have reported that they have no relevant financial relationships.

Faculty

There are no known relevant financial relationships to disclose.

Course Creator

Diane Bigler – None to report

Commercial support

There is no commercial support for this distance-learning course.

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.

Joint Accreditation (JA)

3 Psychologist CE credit hours General
3 Social Worker CE credit hours Clinical
Eligible until Jan 13th, 2026
In support of improving patient care, CE Learning Systems, LLC, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
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Logo: Jointly Accredited Provider (tm) - Interprofessional Continuing Education

American Psychological Association (APA)

3 CE credit hours Clinical
Eligible until Jan 13th, 2026
Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP Office maintains responsibility for the content of the programs.
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Logo: American Psychological Association

Association of Social Work Boards (ASWB ACE)

3 CE credit hours Clinical
Eligible until Jan 13th, 2026
As a Jointly Accredited Organization, CE Learning Systems LLC is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. Regulatory boards are the final authority on courses accepted for continuing education credit. Social workers completing this course receive 3 clinical continuing education credit(s).
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Logo: ASWB ACE approved continuing education

National Board for Certified Counselors (NBCC)

3 CE credit hours
Eligible until Jan 13th, 2026
CE Learning Systems has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 5951. Programs that do not qualify for NBCC credit are clearly identified. CE Learning Systems is solely responsible for all aspects of the programs. 3 NBCC hour(s) awarded.
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Logo: Approved Education Provider - NBCC

NAADAC, the Association for Addiction Professionals (NAADAC)

3 CE credit hours
Eligible until Jan 13th, 2026
This course has been approved by CE Learning Systems, service provider of Impact CE, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #192243, CE Learning Systems is responsible for all aspects of their programming.
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NAADAC Approved Education Provider

Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling (FL CSW, MFT, MHC)

3 CE credit hours
Eligible until Mar 27th, 2027
Impact CE, a service of CE Learning Systems, is approved by the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling (Provider # 50-315).
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Florida Certification Board (FCB)

3 CE credit hours
Eligible until Jan 13th, 2026
Impact CE, a service of CE learning Systems, is approved by the Florida Certification Board (FCB) to offer continuing education programs (Provider # 5069A).
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Florida Board of Psychology

3 CE credit hours
Eligible until Dec 31st, 2036
Impact CE, a service of CE Learning Systems, is approved by the Florida Board of Psychology (Provider # 50-315).
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Missouri Credentialing Board (MCB)

3 CE credit hours
Eligible until Jan 13th, 2026
AddictionCounselorCE is an approved provider of the Missouri Substance Abuse Professional Credentialing Board (Provider #101). AddictionCounselorCE maintains responsibility for this course and its contents.
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New York Education Department Board of Social Work

3 contact hours
Eligible until Jan 13th, 2026
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers. Provider #0060.
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New York Education Department Board of Mental Health Counseling

3 CE credit hours
Eligible until Jan 13th, 2026
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0072.
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New York Education Department Board of Psychologists

3 CE credit hours
Eligible until Jan 13th, 2026
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for psychologists, # PSY-0016.
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New York Education Department Board of Marriage and Family Therapy

3 CE credit hours
Eligible until Jan 13th, 2026
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0045.
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Virginia Certification Board (VCB)

3 CE credit hours
Eligible until Jan 13th, 2026
Virginia Certification Board educational provider # 106
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Event Agenda

Agenda times are listed in US Eastern Time. That is 3 hours later than US Pacific Time. The event starts at 8:00am US Pacific Time.

11:00 – 11:05 AM (10 min) Welcome & Overview Introductions and learning objectives 11:05 – 11:45 AM (40 min) Section 1: Documentation Fundamentals General guidelines and best practices What to include in client records Progress notes vs. psychotherapy notes Ethical, legal, and clinical considerations 11:45 – 12:30 PM (45 min) Section 2: Progress Note Formats & Components Review of DAP, SOAP, BIRP, SIRP formats Key elements of effective notes “Behavior vs. Labels” practice examples Short group discussion Watch and document from sample client video Group chat/practice using DAP format

12:30 – 12:45 PM BREAK (15 min) 12:45 – 1:15 PM (30 min) Section 3: Practice & Application Review examples: effective vs. ineffective notes Avoiding common documentation pitfalls 1:15 – 1:45 PM (30 min) Section 4: Treatment Planning SMART goals and objectives Problem statements → goals → objectives GROW model of goal setting Case vignette practice 1:45 – 2:15 PM (30 min) Section 5: Goal Setting Models & Resources Solution-focused goal setting (ROPEs, Miracle Question) Measurement and progress tracking Review sample treatment plans and resource links Wrap-Up & Q&A

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If a grievance arises pertaining to your participation in our continuing education activities, please contact our support team immediately. See our full grievance policy for more information.

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Live event registration purchases are not eligible for a refund, but can be transferred to a different event. Please contact our support team for assistance with changing your registration.

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If you need to cancel your registration for a webinar, please contact our support team for assistance prior to the event. Please note our refund policy, above.

If the activity must be cancelled by the provider, all attendees will receive an email notifying them of the cancellation. The email will also provide details about transferring the registration to another educational activity or receiving a refund of the registration fee. As always, you can contact our support team if you have questions or concerns.

Frequently Asked Questions

Once you register, you'll receive an email with the link and instructions to join the live event. The event will be hosted via Zoom Webinar. You may test your Zoom connection prior to the event at the Zoom Test page We recommend logging in 10-15 minutes early to be sure your connection is ready.

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