Medical Documentation: Essential Best Practices

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

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

Check back for next live class date, or contact us to be notified by email

Professional medical charting and reports are vital for:

  • Supporting insurance reimbursement, 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
    • Paper vs. electronic health records systems: how to choose and make them work for your clinic
    • 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

Distance learning/self-study, E-book and live 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.

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