Refine your clinical documentation skills with a focus on progress notes and treatment plans. This course builds confidence in your ability to produce concise, medically relevant, and outcome-driven documentation that supports the effective integration of evidence-based treatments. Participants will utilize the “golden thread” to ensure consistency across assessments, diagnoses, and interventions, while clearly demonstrating medical necessity. You’ll also gain practical strategies to avoid both over-disclosure and under representation of clinical care. This course is ideal for ALL practitioners, from interns to provisional licenses, and independent licenses.
JUNE 18, 2026
5:30 - 7:30pm MDT
VIRTUAL
Eligible for 2 CEs
Taught by Theresa O’Keefe, LCSW, LMSW, MS
Refine your clinical documentation skills with a focus on progress notes and treatment plans. This course builds confidence in your ability to produce concise, medically relevant, and outcome-driven documentation that supports the effective integration of evidence-based treatments. Participants will utilize the “golden thread” to ensure consistency across assessments, diagnoses, and interventions, while clearly demonstrating medical necessity. You’ll also gain practical strategies to avoid both over-disclosure and under representation of clinical care. This course is ideal for ALL practitioners, from interns to provisional licenses, and independent licenses.
JUNE 18, 2026
5:30 - 7:30pm MDT
VIRTUAL
Eligible for 2 CEs
Taught by Theresa O’Keefe, LCSW, LMSW, MS
CONSULTATION SERVICES
I provide professional consultation services tailored to your needs, including document review, case evaluation, practice audits, compliance assessments, and operational guidance. Services are designed to identify key issues, improve processes, and provide practical recommendations to support informed decision-making and effective outcomes.
Consultation services through Secure Base are designed to support clinicians and practice owners in developing effective, organized, and compliant clinical systems. Theresa O’Keefe, LCSW, LMSW, MS uses education in the non-profit/leadership sphere and experience as a practice founder for individualized support. Consultation can include guidance in documentation review, case consultation, practice audits, workflow development, and clinical best practices.
Services are tailored to meet the unique needs of each provider and practice setting while promoting confidence, consistency, and quality care.
Documentation packages are available for purchase ONLY in connection with consultation services.
I provide professional consultation services tailored to your needs, including document review, case evaluation, practice audits, compliance assessments, and operational guidance. Services are designed to identify key issues, improve processes, and provide practical recommendations to support informed decision-making and effective outcomes.
I provide professional consultation services tailored to your needs, including document review, case evaluation, practice audits, compliance assessments, and operational guidance. Services are designed to identify key issues, improve processes, and provide practical recommendations to support informed decision-making and effective outcomes.
I provide professional consultation services tailored to your needs, including document review, case evaluation, practice audits, compliance assessments, and operational guidance. Services are designed to identify key issues, improve processes, and provide practical recommendations to support informed decision-making and effective outcomes.
This comprehensive package is designed specifically for couples therapy providers offering insurance-based and/or private pay services. It includes streamlined documentation tools to support intake, assessment, treatment planning, compliance, and ongoing clinical documentation for couples work.
Includes:
Screener Tools
Intake Documentation
Intake Questionnaires
Progress Note Templates
Treatment Plan Templates
Good Faith Estimate Documents
Consultation is required in conjunction with all documentation purchases.
Created to support compliant, organized, and clinically effective ongoing care, this package includes essential treatment documentation templates for tracking progress, maintaining records, and developing individualized treatment goals.
Includes:
Progress Note Template
Treatment Plan Template
Discharge Template
Consultation is required in conjunction with all documentation purchases.
Designed to help clinicians establish a thorough and professional intake process, this package provides foundational documentation needed for patient consent, patient intake, and initial assessment.
Templates Include
Client Intake Questionnaire
Client Intake Packet
Bio-Psycho-Social Assessment Template
Consultation is required in conjunction with all documentation purchases.