Medical Documentation and Report-Writing

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

Medical Documentation and Reporting: Essential Best Practices (8 CEUs¹)

Report-Writing for Managed Care, Workers Compensation: Workshop (8 CEUs¹) 

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
  • Treatment re-authorization for Work Comp and HMO patients
  • Supporting insurance reimbursement
  • Building referral relationships and improving coordination of care with other medical professionals
  • Malpractice defense

Friday, October 6. Medical Documentation and Reporting: Essential Best Practices.

  • 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

Saturday, October 7. Medical Documentation Workshop–Managed Care, Workers Compensation, and More.

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

We will review and apply best practices for:

  • Managed care (HMO) reporting: initial and follow-up evaluations
  • Workers Compensation initial and progress reports (PR2s).
  • Special reporting requirements for homicidal patients, patient abuse/neglect, infectious diseases, driver incompetence, and work-related injuries.

Both classes includes group review and comparison of electronic and on-line documentation systems.

View Class Schedule

Classes limited to 40 participants to ensure high quality of instruction.

Category 1 CEUs pending with California Acupuncture Board

Student Ratings and Comments

from evaluation from a prior 1-day class offering, as required by California Acupuncture Board

Respondents: 13 of 17 enrolled

Average rating: 99/100

  • “A hands-on exercise–give a scenario and come up with a written formulation…then correct it.”  Instructor response: This is indeed what we do in Year 1 Modules 1-6 for specific body regions, and it would have been a useful exercise for this class, too.
  • “Perhaps less general information in beginning of class, and more time for specific in-depth information.”  Instructor response: Agreed. Clearly, a 2-day class would have allowed more time for application of the general information to specific clinical scenarios. My hope is that the general information was useful nonetheless in communicating general parameters and guidelines for medical documentation.
  • “This was great.”   –Rose Mulhearn, L.Ac.
  • “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.”


1-day class: $159 ($143.10 if paid before 9-6-17)

Both classes (2 days): $299 ($269.10 if paid before 9-6-17)


-10% for pre-licensed students, 1st-year licensees, and enrollment in 2+ classes

View full program schedule and register for classes