The Well-Balanced OT /Daily Documentation: Simplifying Note Writing to be Efficient and Concise

  • $39

Daily Documentation: Simplifying Note Writing to be Efficient and Concise

  • Course
  • 7 Lessons

Join us for a 60-minute webinar for Occupational Therapists who want to refine your daily note-writing skills, making your documentation both efficient and stress-free. Whether you're a seasoned professional or new to the field, our expert tips and practical examples will enhance your ability to create thorough and accurate notes, while hopefully giving you a little time back in your schedule. CEUs available!

This was an excellent refresher! One of the best continuing education courses I’ve ever taken! Thanks Katie!

-Tara, OTP

Documentation can be time-consuming and stressful, but it doesn't have to be! 

We've all been there: it's 7 pm and we haven't started writing our first note of the day. 

  • We spend 10 minutes just trying to remember each session

  • We aren't sure exactly what's the most important thing, so we include everything.

  • We get stressed out over how long it's taking and so we put it off to the next day.

We end up spending 10-20 minutes on each note, which is WAY TOO LONG!

During this on-demand webinar, we'll share proven strategies to streamline your note-writing process without sacrificing quality. Learn what to include and what to forget, the best way to utilize templates, and how to be quick while also being efficient

This course was a refreshing reminder that practitioners do not need to include every aspect of our sessions. The examples of how to cut down wordy narratives to only include the most important information in a functional descriptive way were great!

-Lara, OTP

Have you ever read a note that sounded like this?

During the session, Alex participated in various fine motor activities, including writing exercises and cutting practice. He demonstrated difficulty maintaining a proper pencil grip and had trouble with cutting along a straight line. Alex also displayed signs of sensory overload when a loud noise occurred in the therapy room, covering his ears and becoming visibly agitated. Based on today's session, it is apparent that Alex is experiencing challenges with fine motor skills and sensory processing. These difficulties may be impacting his performance in school and causing emotional distress.

We've all written something like this but I think we can do better!

I can pinpoint a few things I'd like to change to make this note more specific without adding more sentences, show therapist skill, and be more concise. 

Think about it: 

  • How would you rate this on a scale of 1-5?

  • What would you change?

During this webinar, participants will:

  • Learn what to include and what to avoid in your notes

  • Review of SOAP notes

  • Discover concise phrases to use in our notes

  • Learn to pick the most important things to include in our documentation

  • View the presenter editing daily notes samples and write notes after viewing two sample treatment sessions

What's Included?

  • A 1-hour on-demand webinar

  • 4 months of access to the webinar and resources

  • Opportunity to submit questions for feedback

  • Certificate of Completion for 1 hour

    • This will be provided after the completion of the quiz and survey

    • It will count for 1.25 PDUs for NBCOT

    • .1 CEU. Please check with your state as requirements may differ.

  • Resources

    • Daily note template

    • Tracking Sheet

    • 2 additional note samples and edits

    • 5 Tips for documentation

Testimonials

Katie put together a fantastic webinar - I learned so much in just 60 minutes! Serves as a good reminder on how to use documentation terminology effectively as well as examples on how to take wordy notes and shorten them. I especially appreciated the short video clips to practice analyzing/documenting with built in feedback afterward.

OTP

This was a good, quick webinar for brushing up on documentation. Excellent examples of SOAP notes, which can be so intimidating. Thank you!

OTP

I got a lot of value from the webinar. I feel more empowered with knowledge on how to make changes to my documentation.

OTP

This was such a helpful and practical webinar! We learn better when we get to practice the theory, so I really appreciated the opportunity to watch notes being edited, and then watch short videos of sessions so that we could have a go at writing our own notes using the strategies we had just been taught. I highly recommend this to clinicians at any point in their career, especially to those who are feeling overwhelmed by the constant battle of timely documentation.

OTP

This is very helpful in the practice especially the format for documenting. Thank you very much and hoping for more courses and knowledge from you!

OTP

Thank you so much for sharing your knowledge with us. Greatly appreciated! I learned a lot of great nuggets to support my documentation for this upcoming school year. I'm excited to create my documentation binder and put those templates to use. Again, thank you!

Elizabeth, OTP

I have learned a lot from this course. I find it very helpful that Katie included some tips and provided some leading questions that helped exercise your clinical judgement as a therapist. I found it very affirming when she said that as therapists, we have different brains when we're taking down notes, so we've got to do what works best for us and not every style works for the same student. Lastly, I appreciate how you also have the option to replay the webinar for a period of time, when you want to practice writing notes yourself, you can always go back for reference to try it out!

Occupational Therapist

Who is this webinar for?

Pediatric OTPs or therapy students who:

  • Want to feel more confident in their note-writing skills

  • Feel like they spend too much time documenting

  • Include everything because they don't know what's important and what isn't

  • Are stressed out and want to develop better note-writing habits

Frequently asked questions

You’ve got questions. We’ve got answers.

When will this webinar be offered?

This course opens on 6/10/24. It's self-paced meaning after your purchase, you can take the course whenever it fits with your schedule. 

What's the difference between a CEU and PDU?

They really are the same thing - both are units towards your license/certification, but they are different units of measurement.

  • 1 contact hour = 1 PDU or .1 CEU 

  • 1 contact hour with an assessment = 1.25 PDUs for NBCOT

  • 1 PDU = .1 CEU

These units can be applied to your state license and NBCOT. If you are not an OT please check your professional requirements. 

For this course, you will earn 1.25 PDUS for NBCOT (because there is an assessment), or .1 CEU

Who is the target audience?

This course was designed for Occupational Therapists but could be valuable for all therapists who want to improve their note-writing skills.

Great for ANY therapist, regardless of experience!

How long do we have access?

You'll have access for 4 months from the purchase date. You must complete the course within that time frame to get the certificate.

Do you offer refunds?

At this time I do not offer refunds. 

How much does it cost?

$45 USD, but an early bird discount will be available upon release.

About your host

I'm Katie, a pediatric Occupational Therapist and founder of The Well-Balanced OT, an educational platform for therapists and anyone else who wants to support the children in their lives.

I offer mentorship groups and individual sessions, printable resources, and educational webinars to expand your confidence, knowledge, and therapeutic skills.

You can learn more about my experience and education here
I currently live in Cleveland with my husband, a ton of house plants, and a closet full of crafts. 

Contents

Slides/Note Pages and Bonus Material

Read Me
    Webinar Slides with Note Lines
    • 464 KB
    Resource: Note Tracking with Check Boxes
    • 1000 KB
    Resource: Daily Notes Template
    • 2.22 MB

    Webinar

    Daily Documentation
    • (1h 03m 01s)
    • 174 MB

    Survey and Quiz

    Survey
      Daily Documentation Quiz: