 <h1>Congratulations! 🎉 </h1>
    <p style="color:#637381;">All done! You’ve completed another milestone.</p>

To continue, enter your details to log in.

We’ve sent a 6‑digit code to #MAIL_ADDRESS#\nPlease check your inbox or spam folder and enter the code below to continue.

Verification code sent

Thank you for the payment. You can now access {collectionName} by simply clicking the button below.

Yes, you’ve successfully ordered! 🎉

Unlock This Exclusive Course

It seems that your email address is not currently on the authorized access list. Please ensure you are using the email address that was invited, or contact the content owner for assistance.

Verification Required for Access

Introduction

Introduction: Welcome to Write it Right Course #4 - Case Consults, Summaries & Discharges

Learning Objectives

What This Course Covers

Where This Course Fits in the Series

Meet Marcus T., Zoe M. and Danielle R.

TL;DR: What a Strong Case Consult or Collateral Note Looks Like

TL;DR: What a Strong Contact Note Looks Like

TL;DR: What a Strong Treatment Summary Looks Like

TL;DR: What a Strong Discharge Summary Looks Like

Coming Up in Module 1

🔗 Downloads

🔗 Download Materials

Gold Standard Templates

⭐️ Case Consult - Gold Standard Template

⭐️ Contact Note - Gold Standard Template

⭐️ Treatment Summary - Gold Standard Template

⭐️ Discharge Summary - Gold Standard Template

Module 1: Case Consults and Collateral Notes

FORMAT GUIDE

Risk Content That Arises During a Collateral Contact

Mandated Reports

Duty to Warn or Protect

Marcus T.: Session 18 PCP Collateral Call - Practice

Example of a Strong Response

Coming Up: Contact Notes

Module 2: Contact Notes

Contact Notes Versus Session Notes

Risk Content in a Contact Note

Brief Interventions in a Contact Note

Marcus T.: Between-Session Email After the PCP Consult Practice

Coming Up: Treatment Summaries

Module 3: Treatment Summaries

How a Treatment Summary Differs from a Discharge Summary and a Case Consult

Minimum Necessary Standard

Release of Information

What to Leave Out of Treatment Summaries

Risk Statements in Summary Letters

Standardized Measures in Summary Letters

Marcus T.: Session 12 Treatment Summary Letter - Practice

Coming Up: Discharge Summaries

Module 4: Discharge Summaries

The Difference Between a Discharge Summary and a Treatment Summary

Reasons for Discharge: The Taxonomy

Risk at Discharge

Aftercare Plan

Golden-Thread Review in the Discharge Summary

Billing at Discharge

Marcus T.: Session 30 Planned-Completion Discharge

Coming Up: Complex Closures

Bonus Module: Complex Closures

Overview

Loss to Follow-Up

Discharge Against Clinical Advice

Step-Up Transfer to a Higher Level of Care

High-Conflict Collateral (Custody and Subpoena)

Closing the Bonus Module

Closing: What Your Learned

The Complete Case Consult, Contact Note, Treatment Summary, and Discharge

Feedback & Certificate

Badge Card

Close the chart right with audit-ready discharge and closure notes.

$ (USD)

Close a case so the chart holds up under audit. This clinician-built course covers the closure documents therapists rarely get taught: case consult and collateral notes, treatment summary letters, and discharge summaries that complete the golden thread.

Write it Right: Case Consults, Summaries & Discharges

<div class="simple-box-wrapper"> <div class="simple-box"> <div class="column"> <h3>Description</h3> <div class="ck-horizontal-line"><hr></div> <p>I'm a paragraph. Click to start writing that will inform, inspire, or encourage your community. We know you have so many things to share with the world. Happy editing!</p> </div> </div> </div>