Zoom Room

Saturday, December 12, 2026. 6:30 PM – 7:30 PM

 

Session Overview:  

 

You know what belongs in the clinical record—but what does good documentation actually look like when a client is sitting in front of you?  This interactive session takes the principles introduced in Documentation Excellence Part 1 and puts them into practice.   

 

Participants will work through realistic massage therapy client scenarios and follow the documentation process from the beginning of the encounter through assessment, consent, treatment, client response and follow-up planning.   

 

Together, we'll consider what needs to be documented, what doesn't, how much detail is enough, and how to capture your clinical reasoning without writing a novel. We'll also look at situations where documentation becomes more complex—such as a change in the client's condition, an unexpected response to treatment, consent considerations or something occurring during a visit that requires particularly careful documentation.   

 

The goal is practical: to leave participants more confident about turning a real clinical encounter into a clear, concise, professional and defensible health record.   

 

 

 

These exercises directly reinforce the first session's emphasis that defensible documentation should be complete, dated/timed, demonstrate clinical reasoning and consent, and be clear rather than simply long.

Lisa Goss brings a unique combination of clinical, regulatory and operational experience to health-care documentation. A regulated health professional for 30 years, Lisa has extensive experience creating and reviewing clinical records and developing documentation systems, policies and standards within health-care environments.    

 

She has also served as the CEO of a health regulator and as a member of a professional College board, providing experience with documentation from both the practitioner and regulatory perspectives.   

 

For this workshop, Lisa draws particularly on her clinical background to help practitioners move beyond knowing the rules of documentation to applying them to real-world client encounters and clinical decision-making.