"Couples Therapy: Billing, Documentation & Ethical Dilemmas" A Live Webinar

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"Couples Therapy: Billing, Documentation & Ethical Dilemmas" A Live Webinar

This LIVE online webinar will help you navigate the thorny practical and ethical challenges related to working with couples in therapy

By Barbara Griswold, LMFT

When and where

Date and time

Saturday, June 24 · 11am - 1:30pm PDT



Refund Policy

Contact the organizer to request a refund.
Eventbrite's fee is nonrefundable.

About this event

  • 2 hours 30 minutes
  • Mobile eTicket


“Couples Therapy: Billing, Documentation, & Ethical Dilemmas”

JUNE 24, 2023

11 am – 1:30 pm Pacific / 12 pm – 2:30 pm Mountain / 1 pm – 3:30 pm Central / 2 pm – 4:30 pm Eastern

Can't make it live? Just register and you will get the recording!

Working with couples is not only clinically challenging, but it can be difficult to navigate the added complexities in the areas of billing, documentation, and ethical practice. When can you ethically bill insurance for couples? Who really is your client? Do you need two charts and treatment plans? What does insurance expect? When one member of the couple comes in alone, how do you handle confidentiality, and how do you bill for the session?

This live presentation, applicable to psychotherapists nationwide, will cover practical issues you deal with when working with couples, challenge myths you may have, clarify areas of confusion, and invite you to think more carefully about your current policies.


  • When you can (and can’t) ethically bill insurance for couples therapy
  • When will insurance cover couples sessions?
  • Common (and costly) billing mistakes for couples
  • Billing for longer couples sessions
  • Common billing/diagnosis practices that are actually fraud
  • Must you choose an identified patient?
  • Confidentiality and “no-secrets policies”
  • Do you need separate treatment plans and charts?
  • Handling record requests/treatment reviews with couples
  • Seeing a member of the couple individually
  • Changing roles from individual to couples therapist, or vice versa
  • What should be in your treatment agreement with couples
  • Appropriate couples therapy treatment goals
  • Some requirements when seeing couples via video

CEs: 2.5 CE credits are available for CALIFORNIA LCSWs, LMFTs, LPCCs or LEPs; COUNTS FOR LEGAL AND ETHICAL HOURS! CE credits are guaranteed only for these professionals: Other licensees should check with their licensing board for credit. CREDITS ARE AVAILABLE EVEN IF YOU DON'T WATCH LIVE. For more information, see the CE section in the Q&A section below.


  • Join us live Saturday, June 24, 2023, or register now and the recording link will be sent to you within 6 hours after the webinar. All registrants will automatically receive this link — there is no need to request it. Recording is available 24/7 for one year. CEs are available even if you just listen to the recording — instructions will be given when the link is sent.


  • $49.97 for regular registration, NO CE credits desired
  • $59.97 for therapists who want CE credits (approved for CA BBS licensees)
  • $39.97 for therapists who have not yet earned a first license (your honesty is appreciated)
  • $39.97 per person for groups of 4 or more who register together, NO CEs desired
  • $49.97 per person for groups of 4 or more who register together, CEs desired (approved for CA BBS licensees)

IMPORTANT: YOU WILL ACCESS THE WEBINAR THROUGH ZOOM, NOT EVENTBRITE. After registering, you will be sent EventBrite tickets (you may ignore) and invoice, and usually within one day, you will get a confirmation from Zoom.  All attendees will receive email reminders with your link from Zoom one week, one day, and one hour before the event.  This link is unique to you — please do not share it. If you don't receive your link contact our Technology Advisor Aviva Lev-David at aviva17@gmail.com.

RECORDING: All registrants will get the link to the recording within 6 hours after the webinar, to watch or review at your convenience.  

PRESENTER:  Barbara Griswold, LMFT is author of Navigating the Insurance Maze: The Therapist’s Complete Guide to Working with Insurance – And Whether You Should, now in its 9th edition. In addition to her private practice in San Jose, CA, she provides consultations and trainings about insurance, progress notes, and practice-building to therapists nationwide.  She invites you to contact her at www.theinsurancemaze.com/contact, or schedule your consultation at www.calendly.com/barbgris


What is the difference between this webinar and the Couples Webinar for sale in your online store? The pre-recorded recording currently available in my online store is from 2021, so this webinar will include updated material. In addition, this is a live presentation -- many people prefer listening to a live presentation so they are able to submit questions to the presenter, and hear answers to questions from other attendees.

Who should attend? This event is designed for all types of psychotherapists nationwide, whether they work for insurance or not, as well as students, trainees, pre-licensed therapists, billers, and front office staff.

How do I get CEs for this event?  You must purchase the ticket option that includes CEs.  After the webinar, you will automatically be emailed a link to the post-test and evaluation, even if you did not attend live.  You may get CEs whether you join live or listen to the recording.  Course completion certificates will be emailed immediately after completing the evaluation and passing the post-test with a minimum 70% score.  Post test answer keys will not be sent.  Barbara Griswold LMFT (CAMFT CE provider #023504) is approved by the California Association of Marriage and Family Therapists to provide Continuing Education for California LMFTs, LCSWs, LPCCs, and/or LEPs.  Others should check with their licensing boards for possible credit.  Barbara Griswold maintains responsibility for this course and its content.  For complete CE policies, click here

Who can I contact with questions? For any questions, concerns, or grievances related to programming, please contact our Events Coordinator at orders@theinsurancemaze.com. Any person who may require accommodations is asked to contact us at least 7 days in advance. There are no coupons for this event, but there are registration discounts for groups and pre-licensed attendees.

What’s the refund policy? All fees paid are non-refundable, except in cases of duplicate registration or errors in registration.

Disclaimer: Information presented is of a general nature. Laws and policies may vary by state, your license, insurance plan, and even client account. Nothing presented takes the place of legal advice or contacting the insurance plan directly.

About the organizer