Documentation & Legal Training for Professionals

Accurate documentation is the cornerstone of ethical practice, legal protection, and successful reimbursement in mental health and health care. PESI’s Documentation & Legal trainings provide clinicians with practical strategies for creating clear, defensible records while staying compliant with state, federal, and insurance requirements.

Because DSM-5 diagnostic standards play a critical role in both clinical accuracy and legal compliance, our courses highlight how to properly apply DSM-5 criteria in your notes, assessments, and treatment plans. Learn directly from trusted experts like Margaret Bloom, PhD, and other leaders in clinical documentation who provide real-world tools to reduce liability, improve workflow efficiency, and strengthen client outcomes.