Documentation and Report-Writing

for Better Care, Reimbursement, Referral-building, and Malpractice Defense

With Instructor Anthony Von der Muhll, L.Ac., DAOM, DNBAO, FAIPM


Medical Documentation: Essential Best Practices

Live Webinar & Distance-Learning Course

Professional medical documentation is vital for:

  • Supporting insurance reimbursement, and surviving insurance audits and records requests
  • Building referral relationships and improving coordination of care with other medical professionals
  • Improving outcomes and learning from your patient cases
  • Defense in cases of malpractice and complaints to regulatory agencies

Class Topics:

  • Bring your charting up to the highest standards of professionalism: best practices in contents, organization, terminology for initial visit HPIs and follow-up SOAP notes
    • Subjective
    • Objective
    • Assessment
    • Plan
  • Practical and efficient charting techniques: save time and effort while improving quality
    • Pros and cons of templates, checklists, and narratives: avoiding the appearance of "rote" treatment
    • Custodianship and transfer of patient records: keeping it safe and legal
    • Further learning: developing charting skills for your areas of specialization
  • Class notes feature sample initial visit (History of Present Illness) and progress (SOAP) reports.

  • Live class features instructor-lead peer review/feedback regarding student chart notes.

Please note: For Certification in Acupuncture Orthopedics, either the live class (8 hours/CEUs/PDAs), or the distance-learning class (5 hours CEUs/PDAs) + one live 3-hour clinical case mentorship meeting focused on medical documentation (no CEUs/PDAs)  is required.

Billing managed care insurance? You'll also want to take Report-Writing Workshop for Managed Care: HMO, Personal Injury, and Workers Compensation. Take both classes for -10% off each.

Report-Writing for Managed Care: HMO, Personal Injury & Work Comp

Live Webinar & Distance-Learning Course

Report-writing skills are vital for treatment authorization requests and reimbursement for HMO, Personal Injury and Workers Compensation cases. Review and apply best practices for:

  • Documentation and reporting of subjective and objective measurements of functional capacities and other key baselines, including:
    • Standard, research-validated questionnaires to measure patient self-assessments of functional capacity
    • Pain scales: how to use them accurately and reliably
    • Findings from observation and inspection
    • Joint range-of-motion
    • Strength, sensory function, and tenderness scales
    • Measuring limb girth and skin lesions
    • Special tests and physical examinations
    • Non-quantifiable assessments of functional capacity
  • Setting appropriate treatment goals
  • Presenting outcomes and making recommendations for future care to support reimbursement and treatment authorization/re-authorization requests
  • Class notes include sample initial functional capacity evaluations and re-evaluation reports for managed care insurance.

  • Live class features instructor-lead peer review/feedback regarding student reports.

Please note: For Certification in Acupuncture Orthopedics, either the live class (8 hours/CEUs/PDAs), or the distance-learning class (5 hours CEUs/PDAs) + one live 3-hour clinical case mentorship meeting focused on medical documentation (no CEUs/PDAs)  is required.

has been added to your cart!

First time user? Your account will be automatically be created after purchase. Please note:

--Webinars require continuous attendance on the date(s) offered to receive PDAs/CEUs. If you cannot attend, please consider a self-paced distance-learning version instead, if available, or another class that you will be able to attend.

--Ebooks are included with class purchase--please do not purchase both. When purchased separately, Ebooks are for informational purposes only--no PDAs/CEUs.

Questions? Please visit our FAQ page. Thank you for your purchase!

has been added to your cart!

First time user? Your account will be automatically be created after purchase. Please note:

--Webinars require continuous attendance on the date(s) offered to receive PDAs/CEUs. If you cannot attend, please consider a self-paced distance-learning version instead, if available, or another class that you will be able to attend.

--Ebooks are included with class purchase--please do not purchase both. When purchased separately, Ebooks are for informational purposes only--no PDAs/CEUs.

Questions? Please visit our FAQ page. Thank you for your purchase!

Student Ratings and Comments

from evaluation from prior live class offering in 2016, as required by California Acupuncture Board

Respondents: 13 of 17 enrolled

Average rating: 99/100

  • “Anthony as always is superbly professional, knowledgeable, and encouraging improvements in clinical practice. Thank you!”  --Anonymous
  • “All of your classes have been instrumental in my ability to improve patient care–but it could be a 2-day course to cover more. Thank you!”  –Jennifer Root, L.Ac.
  • “I always enjoy Anthony’s classes, very helpful info.”  --Anonymous

View full certification program and register for live and self-paced distance-learning classes.