Index

Sep 16, 2026

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Index entries compile cross-references across clinic administration and clinical documentation topics, linking accreditation and documentation standards with audits, progress notes, treatment plans, and third-party requirements. The index also organizes operational policies such as billing procedures, payment contracts, sliding fees, fiscal management, and customer service practices. It further connects staffing and compliance topics including hiring, competency, continuing education, confidentiality, crisis counseling, safety procedures, and ethics to enable rapid lookup of related guidance throughout the text.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Index Accessibility, ofﬁce, 65 Accountability, documentation and, 253 Accreditation, 206 guidelines, 24 See also Documentation, accredi tation requirements Administrative skills, 21–26. See also speciﬁc type Advertisement, 19 managed care and, 70 Aftercare services, 237–238 Alanon, 237 Amenities, waiting room, 56 Answering services: 24-hour, 43 emotional investment, lack of, 44 lost customers and, 42, 43 specialization, 43 Appreciation, letters of, 58, 96 Attention Deﬁcit/Hyperactivity Disorder (ADHD), 86, 87 Audit, 23, 24 screening and, 117 See also Documentation, audits Average, therapists who are, 8–9 Behavioral Disorders, 87 Billing procedures, 157–158, 177– 178 clerical accuracy, 122 codes, 161–168 time management and, 148, 149 greeting clients and payment of, 56 in-house vs. outside, 120–121, 149–150 insurance companies, 160 knowledge of, 121–122 master’s vs. doctoral level clinicians, 54–55 payment contracts, client, 158– 160 persistence, 122–123 primer, 168–170 insurance forms and descriptions, 170–177 286 INDEX Billing procedures (continued) rejected payments, 160–161 services, time management and, 149–150 See also Business policies/ procedures Bomb threats. See Safety policies, bomb threats Boundary issues, ofﬁce personnel and, 57–58, 103 Brochures. See Referrals, mailers/ brochures and Business manager, ﬁnancial restraints and, 15 Business policies/procedures: business plan, 181–182 sample, 183–188 clinic fee schedule, 197 sample, 198 delinquent accounts, 189, 194 sample, 195 designated authority, 197 sample, 199–207 ﬁscal management, 183, 189 sample, 190–194 sliding fees, 195–197 sample, 196 Cameras, security, 65 Capacity, business plans and, 187– 188 Caregivers, tailoring brochures to, 86 Carnegie, Dale, 41 Caseworkers. See Social workers Center for Substance Abuse Ser vices, 221, 223 Centers for Disease Control, 232 Charge Journal, 192 Chart review, 23 Check writing systems, 190 Chief Executive Ofﬁcer (CEO), 202–203 Clientele: stealing, 95–96 tailoring brochures to, 85–87 The Clinical Documentation Sourcebook, 3rd ed., 181 Clinical policies: care, continuity of, 215, 219 sample, 216–219 ethics, 209 sample, 210–213 for interns, 207 sample, 208 job performance, 209 sample, 213 qualiﬁed and appropriateness of services, 226 sample, 227–238 recipient rights sample, 220– 226 seclusion and restraint, 219 sample, 220 staff growth and development, 209, 213, 215 sample, 214–215 Closure, clinic, 206–207 CMS-1500 claim form, 170, 177 Collection policy, 168–170 Competency: managed care applications and, 74 matching clients to therapistsand, 50–51 Competition: dangers of ignoring, 16 surpassing the, 16–18 Index 287 Compliance guidelines, staff development and, 24 Conduct Disorder, 86 evaluations, 87 Conﬁdentiality, 56, 57 Conﬂict of interest statement, 227 Consistency, employee relation ships and, 104–106 Consulting, 136 Continuing education (CE), 130– 131 Contracts: client payment, 158–160 See also Independent contractors; Managed care contracts Counseling skills. See Therapeutic skills CQI committee, 203 Credentials. See Accreditation Credit bureau checks, 25 Criminal background checks, 25 Crisis counseling: 24-hour, 45, 54 eliminating waiting lists and, 45 staff development and, 23–24 Current Procedural Terminology (CPT) codes, 160, 166, 175 Customer service, 41–43 ﬁrst impressions about, 43–45, 55–56 greeting clients, 56–58 managed care and, 72 ofﬁce appearance and location, 60–65 receptionist, importance of, 46–52 referral sources, 58–60 survey of, 52–55 waiting lists, 45–46 Data Assessment Plan (DAP), 270– 272 Décor, ofﬁce, 64–65 Developmental Delays, 87 Diagnostic and Statistical Manual, 22, 166, 232, 238, 261 Direction, 7–8 Directors, board of, 199–200 Disability: evaluations, 87 f

FAQs

What does the index help readers do in this document?

It enables quick cross-referencing of topics across clinic administration and clinical documentation, pointing to page ranges for related guidance.

Which major areas are covered by the index entries?

Key areas include documentation and accreditation requirements, audits and compliance, billing procedures and insurance forms, and customer service and office operations.

How are documentation topics organized for lookup?

Related documentation concepts—such as progress notes, treatment plans, standards, audits, and third-party requirements—are listed with page ranges and cross-references.

Sep 16, 2026

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