Medical Documentation: Essential Best Practices

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

with Anthony Von der Muhll, L.Ac., DNBAO, FAIPM

Date: TBD. Let us know of your interest in a live or distance-learning version of this class

Course Goals and Content:

Professional medical charting and reports are vital for:

  • Improving outcomes and learning from your patients
  • Supporting insurance reimbursement
  • Building referral relationships and improving coordination of care with other medical professionals
  • Malpractice defense

Class Topics:

  • Making it safe, effective, and practical.
    • Ways to learn and hone charting skills
    • Paper and 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: appropriate vs. inappropriate contents and terminology
    • Subjective
    • Objective
    • Assessment
    • Plan
  • Special reporting requirements for homicidal patients, patient abuse/neglect, infectious diseases, driver incompetence, and work-related injuries.

This unique class will feature instructor-lead peer review/feedback regarding student chart notes!

View Class Schedule

Student Ratings and Comments

from evaluation from a 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!”
  • “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.”

View full program schedule and register for classes