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Home > Audio Learning Center > Critical and Compliant Employee Documentation Skills

Critical and Compliant Employee Documentation Skills

Date:Wednesday, September 30, 2020
Time:12 noon to 1:30 p.m. Central Time
Presented by: Linda D'Spain, CMPE, CMC, CMIS, CMOM, CMCO

Webinar/Audio Conference FAQs

Back by popular demand – join us for this rebroadcast of a PMI favorite.

This session will address the value of documentation to employee relations and human resources. Learn the How, What, When, Where, and Why’s for Best Practices. Join PMI instructor, Linda D'Spain, for this review of the critical elements and best practices for documenting workplace conflicts, incidents and employment issues.

Do your practice's HR files demonstrate compliance with current employment laws? Age old management techniques sometimes fail to provide effective solutions for today's practice leaders. Gain clarity on when you should document, what details to capture, and the reasons for doing it. Learn how to produce high quality documentation that protects you as an employer. Be ready to demonstrate that in good faith you have aimed to live up to your obligations to employees. Be proactive and take these steps before you are ever challenged to prove that you are a fair and non-discriminatory employer.

Know what to do - and just as important, what not to do - regarding organizational documentary practices. This session includes a review of sample documentation to illustrate exemplary standards.


  • Documentation - timing, purpose and content
  • Common challenges
  • Retaliation
  • Motivating managers to document

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 1.5 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided.

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Sign up now and you'll receive this webinar plus the following benefits for as long as you subscribe: access codes to all upcoming live webinars and unlimited access to the TOTAL ACCESS Library, more than 300 hours of on-demand, pre-recorded training sessions on over 100 topics relevant to medical office coding, billing, compliance, management, front desk, and much more. It's a GREAT VALUE!

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About the Presenter

Linda is President of D’Spain Consulting and conducts training nationally with physician practices, hospitals and medical societies on healthcare reimbursement, documentation guidelines, procedural and diagnostic coding, financial management, human resources, medical office management and compliance with fraud and abuse, OSHA, and HIPAA. She has more than 30 years of experience in medical practice management where she has maintained broad responsibilities in business and clinical operations, financial management, governance and organizational dynamics, human resource management, marketing, customer service, compliance, information system management, mergers and acquisitions and risk management.

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