Documentation Throughout the Treatment Process
PIONEER ROOM | 6th Floor
1.5 CEUs approved by NASW
Session A
Wednesday, October 19, 2022
10:45 AM - 12:15 PM (MDT)

We will be discussing the requirement of documentation outlined on the Optum Idaho Treatment Record Review Tool, which can be found on Each payor source has specific guidelines that they require; however, there are things  you should find helpful that can be adapted or supportive accordingly. 

Objectives include:

  1. Understanding the value of clear, consistent documentation standards  
  2. Identifying required assessment criteria, including common areas of deficiencies and how to address these  
  3. Identifying required treatment plans, common deficiencies in treatment planning and resources to address deficiencies  
  4. Understanding the requirements for documenting progress notes and how they align with the road map for treatment 
Angie Radford

The views and opinions expressed by the speakers at the conference do not necessarily reflect the official policy or position of Optum.