Compliance— a Headway Guide
Navigating compliance can be time-consuming and stressful. We’re committed to changing that.
Provider Resource Center
Compliance & documentation
Sharpen up on compliance practices, including taking great notes and navigating insurance requirements.
Compliance— a Headway Guide
The golden thread of therapy documentation
The “golden thread” helps connect the dots between your clinical and administrative work.
Writing great notes
How to write progress notes
Progress notes are the core piece of documentation a mental health care provider should write after each session with a client, but it’s more than just a record of what happened in the session.
What are therapy intake assessments?
The intake assessment is your chance to get a deep understanding of your patient — and maybe connect some elements from their journey that they wouldn’t connect themselves.
How to write a mental health treatment plan
Whenever you want to change the goal of your therapy care, or the path you want to take with the client to reach that goal, you’ll want to document a treatment plan.
How to write SOAP notes
Here’s how SOAP notes can help you write better, faster notes — and effectively document your work as a clinician.
How to write DAP notes
We’ll demystify how to write and structure them — plus how they compare to SOAP notes.
How to write BIRP notes
The BIRP note template focuses on how the client appears to think and feel before and after your therapeutic intervention.
10 insurer requirements commonly missing from notes
Based on our conversations with insurers, here are 10 of the items most commonly missing from charting documentation, including examples of what it takes to meet the requirements for each.
Client assessments
How to use the PHQ-9 to assess depression
The Patient Health Questionnaire-9 helps screen for, diagnose, and track progress with depression.
How to use the GAD-7 for anxiety assessment
The GAD-7 can help you narrow down a diagnosis if your client is experiencing anxiety symptoms, along with allowing you to track their progress over time.
