Between Sessions with Berries

The Two Sentence Treatment Plan Formula with Barbara Griswold


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Treatment plans might be the one piece of documentation mental health professionals dread most. Most of us were never taught how to write one, what insurance actually wants to see, or how often to update them. So a lot of us quietly skip them and carry around the low hum of guilt that we probably should be doing better.

In this episode of Between Sessions with Berries, Kym welcomes back Barbara Griswold, LMFT, author of Navigating the Insurance Maze. Barbara spent the first 30 years of her practice not writing treatment plans at all. Then the industry shifted. Insurance companies started using treatment plans as a reason to deny payment and claw back money, even from clinicians with spotless notes, and that pushed her to figure out how to do them fast and teach them. She makes the whole thing far less intimidating and shows how a few repeatable pieces can cover most of your caseload.

In This Episode, We Cover:

  • Why most mental health professionals quietly skip treatment plans.
  • The gap between your clinical goals and what insurance actually wants to see.
  • What medical necessity means and why self-esteem goals sink a plan.
  • The six essential elements every treatment plan needs.
  • The two sentences that handle the goals section for almost any client.
  • How often to update plans, including what Medicare expects.
  • The trap that leaves you choosing between fraud and an unpaid claim.

Access Barbara Templates for free inside of Berries:
Barbara Treatment Plan Template - https://app.heyberries.com/templates/shared/BAjBo3GA073fjAjvxyrd
Barbara Treatment Plan Template - https://app.heyberries.com/templates/shared/EqGfNafPQoU0PlLyZ6RQ

Connect with Barbara Griswold:
Website: https://theinsurancemaze.com/
Facebook: https://www.facebook.com/TheInsuranceMaze/
Linkedin: https://www.linkedin.com/in/barbara-griswold-mft-b973b69/

______________

Join the Berries Community - A dedicated space for mental health clinicians to connect, share insights, and grow together. Look for Berries AI Official Community on Facebook at www.heyberries.com/community

Brought to You By Berries:
Ready to stop dreading your notes? Berries is your AI assistant for mental health professionals. Save time, stay compliant, and get back to the work you love. Learn more at
heyberries.com.

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