Medical Documentation: Essential Best Practices

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

with Anthony Von der Muhll, L.Ac., DNBAO, FAIPM
Saturday, January 12, 2019, 9:00 a.m.-6:00 p.m. (8 CEUs pending) at ACCHS, 1600 Broadway, Oakland

Not able to attend on this date? Please let us know of your interest in a distance-learning class.


Billed yearly until cancelled

Class/E-book Goals and Content

Professional medical charting and reports are vital for:

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

Class Topics:

  • Making it safe, effective, and practical.
    • Ways to learn and hone charting skills
    • Paper vs. electronic health records systems: comparisons
    • Pros and cons of templates, checklists, and narratives
    • Custodianship and transfer of patient records
  • Essential contents of a SOAP notes and HPIs: essential and appropriate contents and terminology
    • Subjective
    • Objective
    • Assessment
    • Plan

E-book/class notes feature a sample initial visit History of Present Illness report for Workers Compensation (California PR2)

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

The topics in this class are continued on Sunday, January 13, 9:00 a.m.-6:00 p.m., with Report-Writing 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

View full program schedule and register for classes