Approved CE Provider for:Â
Therapy isn't a one-size-fits-all process.
Your paperwork shouldn't be either!Â
Paperwork Simplified is a comprehensive continuing education program designed for licensed therapists in private practice. This course empowers clinicians to understand and customize their clinical paperwork with confidence, ensuring ethical, legal, and practical alignment with their therapy model and business structure. Rather than offering generic templates, this course explains the why behind key documentation practices—from fee agreements and informed consent to domestic violence screening and HIPAA compliance—so therapists can tailor their paperwork to protect themselves, their clients, and their practice. The training also provides critical guidance for avoiding unintentional court involvement and managing high-risk situations with clarity and professionalism.
JOIN NOW!Program OverviewÂ
Paperwork Simplified helps therapists move beyond generic templates and build confident, customized paperwork that supports ethical care, strong boundaries, and legal protection. This practical training created by an attorney and therapist breaks down the why behind every document—from fee agreements and DV screening to subpoenas and HIPAA—so you can stop second-guessing and start practicing with clarity.
Because the right paperwork doesn’t just cover you—it strengthens your practice.
Program Learning Objectives
Explain the key components of legally and ethically sound intake paperwork, including informed consent and fee agreements, with an emphasis on avoiding court-related pitfalls.
Learn effective strategies for assessing and documenting high-risk situations, including how to screen safely and how definitions differ between clinical and layperson language.
Identify HIPAA-compliant practices for responding to subpoenas and requests for client records and articulate the difference between subpoenas and court orders.
Establish clear policies including client payment policies and no-show policies and understand how these impact therapeutic relationships and clinical documentation.
About BrandiÂ
Brandi Morgan Matthews, LMFT-S, Attorney at Law
As an LMFT-S and Attorney in Oklahoma, I previously founded and owned a multi-location group therapy practice for more than a decade. During my 15 years of practice as a therapist, I specialized in working with children and families in the context of divorce and custody matters. Since 2010, I have practiced law focused exclusively on the areas of: (1) child advocacy, including serving as a court-appointed guardian ad litem and parenting coordinator; and (2) legal consultation and representation for mental health professionals.
Today, my law practice focuses exclusively on serving mental health professionals in Oklahoma. Consultations include all issues related to the practice of therapy such as responding to subpoenas, court orders, records requests, and licensing board complaints to complex legal issues including suicide and homicide assessment, child abuse reporting, and domestic violence.
Through my years of experience as an attorney and mental health professional, I have consistently seen the need for quality continuing education on legal and ethical issues to help therapists proactively address and avoid costly legal issues--especially for therapists in private practice. To fill that need, my continuing education programs are dedicated to helping therapists build legally sound, profitable, streamlined, and sustainable businesses that make a significant impact--without the overwhelm, exhaustion, and burnout that is all too common to our profession.
Brandi Morgan LLC dba Brandi Matthews Coaching & Consulting has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7755. Programs that do not qualify for NBCC credit are clearly identified. Brandi Morgan LLC dba Brandi Matthews Coaching & Consulting is solely responsible for all aspects of the programs.