Documentation and Report-Writing

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

With Instructor Anthony Von der Muhll, L.Ac., DAOM, DNBAO, FAIPM


Medical Documentation: Essential Best Practices

Live Webinar Workshop & Distance-Learning Course

Professional medical documentation skills are vital for:

  • Improving outcomes and learning directly from your patient cases
  • Building referral relationships and improving coordination of care with other medical professionals
  • Supporting insurance reimbursement
  • Complying with records requests and surviving insurance audits
  • Defense in case of malpractice suits and complaints to regulatory agencies

Class Topics:

  • Bring your charting up to the highest standards of professionalism by reviewing and applying best practices in:
    • Organization and completeness
    • Appropriate use of medical terminology
    • Documenting case management and safety procedures
  • Techniques to save time and effort while improving quality
    • Pros and cons of templates, checklists, and narratives: avoiding the appearance of "rote" treatment
    • Custodianship and transfer of patient records: keeping it safe and legal
    • Further learning: developing charting skills for your areas of specialization

Class notes feature sample initial (History of Present Illness) and progress (SOAP) notes.

Billing managed care insurance? Our Report-Writing Workshop for Managed Care class can help with treatment authorization and reimbursement. Register for both classes for -10% off each.

Report-Writing for Managed Care: HMO, Personal Injury & Work Comp

Live Webinar Workshop & Distance-Learning Course

-- "Thanks a lot for providing the class to us; very professional and useful, helpful!" -- Shaoying Bai, LAc., Sacramento CA

Report-writing skills are vital for treatment authorization and reimbursement for HMO, Personal Injury and Work Comp cases.

Class Topics:

  • Documentation and reporting of subjective and objective measurements of functional capacities and other key baselines, including:
    • Standard, research-validated questionnaires to measure patient self-assessments of functional capacity
    • Pain scales: how to use them accurately and reliably
    • Findings from observation and inspection
    • Joint range-of-motion
    • Strength, sensory function, and tenderness scales
    • Measuring limb girth and skin lesions
    • Special tests and physical examinations
    • Non-quantifiable assessments of functional capacity
  • Setting appropriate treatment goals
  • Presenting outcomes and making recommendations for future care to support reimbursement and treatment authorization/re-authorization requests

Class notes include sample initial functional capacity evaluations and re-evaluation reports for managed care insurance.

Live webinar workshops feature instructor-lead peer review/feedback regarding student chart notes and reports.

Student Ratings and Comments

from evaluation from prior live class offering in 2016, as required by California Acupuncture Board

Respondents: 13 of 17 enrolled

Average rating: 99/100

  • “Anthony as always is superbly professional, knowledgeable, and encouraging improvements in clinical practice. Thank you!”  --Anonymous
  • “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.”  --Anonymous

For Certification in Acupuncture Orthopedics, either the live webinar (8 hours), or the distance-learning class (5 hours) + one live 3-hour Case Consultation meeting focused on medical documentation is required.