Coding and Documentation Excellence for Prescribing Psychologists

IAPP Coding and Documentation CE event 5 1

Hosted by The Chicago School of Professional Psychology
Presented by Meri Harrington, CPC, CEMC, Director of Education for BCA, Inc.

Thursday, December 15th, 2022
 9 am – 3 pm CT

Event held online via Zoom, link to access provided upon registration.


Click Here To Register


Workshop Description:


This seminar will provide a comprehensive exploration of documentation requirements and payer policies for psychiatric diagnostic evaluations, associated treatment plans, and evaluation and management services in the outpatient setting specific to prescribing psychologists. We will carefully explore how to determine the complexity of medical decision-making based on the American Medical Association’s guidelines. We will also consider time-based coding of evaluation and management services, to include activities that may and may not be counted towards total time, documentation necessities and strategies for accurate reporting and reimbursement. Additionally, we will explore therapeutic services such as individual psychotherapy and psychotherapy for crisis.


As variable payer policies exist, we will also explore similarities and differences for several top payers. This will include how to report prolonged services for Medicare and other payers, requirements regarding start and stop time versus total service time, and treatment plan specifics. Both internal and external audits are a key component of a robust compliance plan. Understanding variable requirements will allow organizations to set internal documentation standard policies that ensure payer requirements are met or exceeded in all circumstances.

Throughout the seminar, redacted records will be used to practice application of seminar content. Both excellent and poor documentation examples will be shared. Attendees will break into groups to assess record quality, determine which documentation components are absent to support the service, and select appropriate levels of service, where applicable. This activity will assist attendees in applying documentation standards to their own encounter records and appropriately assigning supported service codes.


Learning Objectives:


After attending this advanced-level workshop, participants will be able to:


1.  Appropriately apply AMA Evaluation and Management Guidelines for Office/Other Outpatient E/M services to common scenarios.

2.  Identify activities permitted to be counted towards total visit time when choosing an Evaluation and Management service based on time.

3.  Validate medical necessity for Psychiatric Diagnostic Evaluations with a clearly stated purpose and appropriate treatment plan.

4.  Identify proper documentation and reporting techniques for Psychotherapy for Crisis encounters.

5.  Assess current documentation policies and implement necessary improvements to ensure CPT, CMS, and payer requirements are met.


Program Standards and Goals:


This program meets APA’s continuing education standard 1.2: Program content focuses on ethical, legal, statutory or regulatory policies, guidelines, and standards that influence psychological practice, education, or research.

This program meets APA’s continuing education goal 1: Program is relevant to psychological practice, eduation, and/or science.


Workshop Schedule (Shown in CST):


9:00 am – Event Begins

9:00-10:30am – Morning Session

10:30-10:45 am  – Brief Break

10:45 am-12:15 pm – Midday Session

12:15-1:00 pm – Lunch Break

1:00-3:00 pm – Afternoon Session

3:00 pm – Event Ends


Registration and Fees:


General Admission: $300

Refund Policy: 100% of tuition is refundable up to 48 hours before the program. Within 48 hours of the program, tuition is nonrefundable.


Click Here To Register





AMA. (2022). CPT Professional Edition. USA: American Medical Association

Department of Human and Health Services. (2020). Change Request 12071, CMS Manual System, Pub 100-04 Medicare Claims Processing Manual. https://

AMA.(2021). CPT Changes, An Insider’s View. USA: American Medical Association

Aetna .(2022).Aetna Better Health of Illinois Inc. Provider Manual.



Target Audience: Prescribing psychologists.

Psychologists. This program, when attended in its entirety, is available for 5.0 continuing education credits. The Chicago School of Professional Psychology is committed to accessibility and non-discrimination in its continuing education activities. The Chicago School of Professional Psychology is also committed to conducting all activities in conformity with the American Psychological Association’s Ethical Principles for Psychologists. Participants are asked to be aware of the need for privacy and confidentiality throughout the program. If program content becomes stressful, participants are encouraged to process these feelings during discussion periods. If participants have special needs, we will attempt to accommodate them. Please address questions, concerns and any complaints to There is no commercial support for this program nor are there any relationships between the CE Sponsor, presenting organization, presenter, program content, research, grants, or other funding that could reasonably be construed as conflicts of interest.

Participation Certificate. The Chicago School of Professional Psychology is able to provide students and other participants who simply wish to have documentation of their attendance at the program a participation certificate.

Non Psychologists. Most licensing boards accept Continuing Education Credits sponsored by the American Psychological Association but non-psychologists are recommended to consult with their specific state-licensing board to ensure that APA-sponsored CE is acceptable.

*Participants must attend 100% of the program in order to obtain a Certificate of Attendance.

The Chicago School of Professional Psychology is approved by the American Psychological Association to sponsor continuing education for psychologists. The Chicago School of Professional Psychology maintains responsibility for this program and its content.

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