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Digital Seminar

Tele-Mental Health Documentation and Medical Necessity

Beth Rontal, MSW, LICSW
1 Hour 06 Minutes
Apr 15, 2020
Product Code:
Media Type:
Digital Seminar
Never expires.


Did you know that requirements for clinical documentation and establishing medical necessity via telehealth is different than face-to-face services?

This 1-hour training will make this steep learning curve a little more manageable. Gain the essential information you need to continue your practice online in a way that provides quality of care while also ensuring that you get paid for your services, including:

  • 6 clinical documentation requirements specific to telehealth/tele-mental health
  • How to obtain informed consent virtually
  • 4 questions to ask insurance companies
  • How to establish medical necessity remotely
  • Planning ahead for emergencies and mental health crises
  • And more!

Purchase today!


- PESI Australia, in collaboration with PESI in the USA, offers quality online continuing professional development events from the leaders in the field at a standard recognized by professional associations including psychology, social work, occupational therapy, alcohol and drug professionals, counselling and psychotherapy. On completion of the training, a Professional Development Certificate is issued after the individual has answered and submitted a quiz and course evaluation. This online program is worth 1.0 hours CPD for points calculation by your association.



Beth Rontal, MSW, LICSW's Profile

Beth Rontal, MSW, LICSW Related seminars and products

Beth Rontal, MSW, LICSW, is a psychotherapist in private practice in Brookline, Massachusetts, as well as a documentation consultant (wizard) and private supervisor. Ms. Rontal earned her MFA from Boston University, and her Master’s in Social Work from Simmons College in Boston.

She was clinical supervisor at a mental health clinic for 16 years, where she was instrumental in developing and implementing the clinic’s first electronic documentation system. This implementation significantly reduced documentation time and errors and decreased the paperwork returned by clinicians from 65% to 8%, which in turn allowed for the addition of 3 to 5 clinical hours per week and generated thousands of dollars in savings for the company. 


Ms. Rontal continues to be a developer and consultant in the field of clinical documentation. She is a sought-after national lecturer who has taught seminars over the course of many years, in addition to having published numerous articles on the topic. 

Speaker Disclosures:
Financial: Beth Rontal maintains a private practice. She is the founder and trainer for Documentation Wizard, LLC. Beth Rontal receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Beth Rontal is a member of the NASW.


  1. Apply the 6 basic documentation requirements of tele-mental health.
  2. Utilize the 9 basic requirements needed to obtain informed consent in a tele-mental health format.
  3. Conduct the emergency measures that need to be in place and documented when doing tele-mental health.


  1. Telehealth Platforms
    1. HIPAA and non-HIPAA compliant platforms
    2. Value of a Business Associates Agreement
  2. Clinical Documentation
    1. 6 general requirements specifically for telehealth
    2. Requirement specifically for tele-mental health
    3. 4 questions to ask the insurance company for clarification of their policies
  3. Informed Consent
    1. 9 requirements not needed in face-to-face psychotherapy therapy
    2. Obtaining signed consent remotely
    3. How to document a fee reduction
    4. Emergency protocols specific to tele-mental health
  4. Getting Paid
    1. How to document Place of Service
    2. Using modifiers
  5. Medical Necessity
    1. 3 questions to consider
    2. 16 Interventions specific to telehealth

Target Audience

  • Counselors
  • Social Workers
  • Marriage and Family Therapists
  • Psychologists
  • Psychotherapists
  • Addiction Counselors
  • Case Managers
  • Nurses

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