🎥 Recorded Documentation Teaching
Teaching on the connections between diagnosis, treatment planning, progress notes, medical necessity, client statements, observable behavior, mental status information, and safety planning.
💻 Mental Health Documentation Workbook · PDF
Use the workbook to revisit the concepts and compare them with the requirements of your own practice setting.
You’ll learn:
→ Treatment planning
→ Diagnosis and clinical rationale
→ Chief complaints and medical necessity
→ Progress notes
→ Documentation language
→ Mental Status Exam terminology
→ Safety planning
🏆 Certificate of Completion
When you're done with the course, fill out a quick form and a certificate will be sent to you via email!
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After checkout, you’ll receive an email with a link to download your purchase. Save the files, unzip the folder if needed, and open the Welcome Guide first. It explains what’s included and provides instructions and links for accessing your templates, videos, and other resources. Keep your downloaded files somewhere easy to find so you can return to them whenever you need.
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For Google templates, use the Google account where you want to save your copies. These templates work best with your professional Google Workspace account. Canva templates use your Canva account. PDFs can be read on your screen or printed. If you want to write on them digitally, use a compatible annotation app like Goodnotes. Software and app subscriptions aren’t included with your purchase.
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Yes. Most resources are available individually too. The Featured Products are designed to make things more affordable by grouping related resources together at a lower price than buying everything separately. But if you only need one thing, just click on that individual product inside the Featured Product and grab it on its own.
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Start with the instructions included inside the product. I also have tutorials that walk through things like Google templates, Canva, and other common tools → Check out my YouTube Channel 📺
If you want more direct support applying or customizing something for your own practice or business, you can also book a coaching session with me → Book a session with me 🎉
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This is a digital download. No physical product will be shipped. After checkout, you’ll receive an email with your download link. Save your files, unzip the folder if needed, and open the Welcome Guide first. It brings together the instructions and links for your purchase, including any templates or course videos.
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The “What’s Included” section in your welcome guide lists the resources and formats you’re purchasing. Here’s what those labels mean:
✔ Google Docs: Documents you can copy, edit, and adapt for your practice
✔ Google Forms: Forms you can copy and adjust to gather the information you need
✔ Google Sheets: Spreadsheets with the organization already started for you
✔ Canva Templates: Designs you can edit with your branding and content
✔ PDF Resources: Downloadable materials you can read, print, or use with an annotation app like Goodnotes
✔ Videos: Recorded teaching or walkthroughs you can watch at your own pace -
The templates are made for you to adapt. Change the wording, fill in your practice information, add your branding, and keep, remove, or rearrange the content to fit the way you actually work. Your Welcome Guide explains how to access and customize the included templates. PDF resources are provided as finished materials; an editable version or fillable feature will be specifically listed when included.
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Please share the shop link instead of the files or template links you purchased. Client-facing resources can be used with your clients as described in the individual Welcome Guide. Purchasing a resource doesn’t give permission to resell it, publish the template links, or distribute the original files to colleagues or other practices. Basically… tell people where you found it. Just don’t hand them your copy of the homework 😎 Here’s the link → 🔗 The Shop 🛒
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I’m Becca, a Licensed Professional Counselor in Arkansas. I’m a therapist, but purchasing a resource doesn’t make me your therapist, clinical supervisor, or legal advisor. These resources provide education and practical support. They aren’t a substitute for therapy, legal advice, or clinical supervision. Review and adapt professional resources for your practice, your clients, and the licensing, legal, ethical, employer, or payer requirements that apply to your work. Additional scope and use information is included in the Welcome Guide where relevant.
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All digital purchases are final. No refunds or credits. Please review the description and previews before purchasing. If something isn’t downloading or a link isn’t working, email hello@authenticitywithbecca.com so I can help you access what you purchased.
Ready to get started?
Documentation protects your client, protects you, supports medical necessity, helps you get paid, and somehow still manages to be one of the least exciting parts of being a therapist. This course helps you make more sense of treatment plans, diagnosing, progress notes, and safety planning.
Learn the reasoning behind what goes in a record, including how the pieces connect and how your wording communicates the clinical work. The goal is to understand what you’re trying to document instead of staring at a template and hoping you filled in enough boxes.

