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What EVERY Therapist Should Know About Insurance and Telehealth Billing

  • Saturday, June 10, 2023
  • 11:00 AM - 2:00 PM
  • Michael's at Shoreline, 2960 N Shoreline Blvd, Mountain View, CA


  • pricing ends June 9
  • pricing ends June 9
  • pricing ends June 9

Registration is closed

Presented by Barbara Griswold, LMFT

includes 2.5 CE credits. This event will be in-person, live streamed, and recorded and made available to all registrants for 3 months. There will be a 30 minute break at 12:15pm for the luncheon buffet for in-person attendees.

This essential (and entertaining) webinar will teach you what you need to know about working with insurance, even if you NEVER join an insurance plan. You'll get the latest information on telehealth billing and coverage, including what needs to be in your documentation. You'll get answer to all your questions about working with insurance, including the latest in telehealth billing and coverage, the pros and cons of joining plans, what out-of-network providers should know, (hint: did you know that even giving a client a superbill opens up your treatment for review?), and tips to help you keep new clients when you aren't on their plan. You'll learn how to avoid the costly mistakes therapists make, the critical questions to ask when checking coverage, tips for avoiding denials, and the secret to getting more treatment approved.

Learning Objectives

At the end of this presentation, attendees will be able to:

  • Describe the different types of insurance plans and define basic insurance concepts, so the therapist might better educate clients about how these impact treatment choices.
  • Name two provider choices regarding involvement with insurance plans, the pros and cons of each, and how to join provider panels.
  • Identify the most common provider mistake that leads to treatment and claim denials.
  • Identify legal, ethical, and insurance coverage issues that relate to providing telehealth across state lines.

About the Presenter

Barbara Griswold, LMFT, is the author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should, now in its 9th edition.
She has been a member of CAMFT and this chapter for over 30 years, and formerly served on CAMFT's Board of Directors and the CAMFT state Ethics Committee.  After 32 years in private practice in San Jose, she now provides consultations and trainings to therapists and groups nationwide about insurance, progress notes, and practice building. She invites you to reach out to her with your insurance questions.


11 am - 12:00 pm -- Telehealth Billing Update

  • Coding (CPT codes, Place of Service codes, modifiers)
  • Coverage (in and out of network)
  • Checking Coverage: Essential Questions‚ Handout
  • Legal and Ethical: Out-of-state telehealth issues
  • The all-telehealth practice: Insurance considerations
  • What the future holds

12:00 - 12:15  pm -- Q&A
12:15 - 12:45 pm  -- Lunch break
12:45 - 1:45 pm -- Insurance Overview

  • Important Insurance terms
  • How to find diagnosis codes
  • The biggest mistake providers make when working with insurance
  • Why you shouldn't trust the client's insurance card or the client
  • EAP, HMO, EPO, PPO, and POS plans ‚ the difference, and why it matters
  • Your choices: The pros and cons of in network vs. out of network
  • How to keep clients if you aren't on their network
  • How to join networks even if they are "full" and what they are looking for
  • Coverage for couples and family therapy
  • Understanding what plans look for when reviewing your care: Medical Necessity

1:45 - 2:00 pm -- Q&A


American Medical Association, CPT, 2023 Standard Edition.  Chicago, IL; American Medical Association, 2022

American Psychiatric Association, Diagnostic and Statistical Manual of Mental Disorders, 5th Edition-TR (2022)


If you miss any of the presentation, you will not be eligible for the CE credits.

This course meets the qualifications of 2.5 continuing education credits for LMFTs, LPCCs, LEPs and/or LCSWs as required by the California Board of Behavioral Sciences. SCV-CAMFT is a CAMFT-approved Continuing Education Provider (CEPA 052466). SCV-CAMFT maintains responsibility for this program/course and its content.

The views expressed in presentations made at SCV-CAMFT meetings or events are those of the speaker and not, necessarily, of SCV-CAMFT. Presentations at SCV-CAMFT events do not constitute an endorsement of the vendor or speaker's views, products or services.

Event Policy Information

SCV-CAMFT               P.O. Box 60814, Palo Alto, CA 94306               mail@scv-camft.org             408-721-2010

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