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The Art of Integrative Documentation: Bridging Alternative Therapies with Clinical Standards and Ethical Documentation

CE Hours 1.5

About this course

The Art of Integrative Documentation is a self-paced training designed for mental health professionals who integrate spiritual, somatic, or energy-based practices into their clinical work. This course bridges the gap between unconventional modalities and the documentation standards required by insurance companies, licensing boards, and ethical codes. Through six comprehensive modules, therapists learn to articulate their unique interventions in clinically sound language, avoid common documentation pitfalls, ensure alignment with ethical expectations, and uphold the integrity of their therapeutic approach. The course includes real-life examples, reflective prompts, and practical tools to help therapists write defensible, values-aligned documentation without compromising the essence of their work.

Learning Objectives

  • Describe insurance and ethical documentation requirements and how they apply to integrative and unconventional therapeutic practices.
  • Identify and correct common pitfalls in clinical documentation, including vague language, poor goal alignment, and lack of evidence-based framing.
  • Translate spiritual, somatic, and energy-based interventions into clinically appropriate language that reflects theoretical alignment and meets documentation standards.
  • Create ethically transparent documentation, including informed consent and treatment plans that clearly outline the integration of holistic practices.

Learning Levels

  • All Levels

Course Instructor(s)

  • Dr. Tina Vitolo, LCSW, DSW, QS

    Dr. Tina Vitolo is a clinical innovator, educator, and mentor dedicated to helping therapists bridge the gap between conventional mental health practice and unconventional, holistic, and integrative modalities. With nearly 20 years of experience in the field, she specializes in guiding clinicians to develop a strong theoretical foundation, ensuring they integrate complementary, alternative, and energy-based practices in a way that is both ethical and clinically sound.

    As the founder of The Black Sheep Therapist community and the creator of the Innovative Practitioner Accelerator (IPA) Program, Dr. Vitolo has empowered hundreds of therapists to align their unique practice styles with empirical frameworks, providing them with the confidence and language to navigate regulatory expectations without compromising their authenticity. She is deeply passionate about supporting clinicians in transforming their personal journeys into cohesive, ethically grounded practice frameworks that foster both professional freedom and integrity.

    Dr. Vitolo is widely recognized for her expertise in helping therapists build clinical language around their unconventional modalities, ensuring they meet ethical and insurance compliance standards while maintaining alignment with their unique approaches. She is a sought-after consultant, speaker, and educator who specializes in teaching therapists how to integrate their personal and professional identities into their work, ultimately creating a more authentic, impactful, and legally sound practice.

  • Vanessa Holliman, LCSW

    Vanessa Holliman, is a Licensed Clinical Social Worker, Certified Holistic Health Practitioner, founder of BEing Wholistic LLC, and practices Integrative Mind-Body-Spirit Social Work. Her work is rooted in the belief that healing trauma, especially the niche of adult sexual trauma, requires addressing the whole person—mind, body, and spirit. With training in psychotherapy, holistic nutrition, functional movement, astrology, and energy modalities like Usui & Holy Fire Reiki, she’s developed an integrated approach to help beings reconnect with their true self. and her mission is to help beings navigate life’s transitions, break free from limiting beliefs, and align with the life they’re meant to live.

    Vanessa has spent over 10 years working within community mental health and county correctional health systems. Her experience spans managing Supportive and Assertive Community Treatment (ACT) teams serving the Seriously Mentally Ill, acting as a Preceptor within correctional mental health departments, and was an peer and leadership auditor for the county's Regional Behavioral Health Authority for 3 years, ensuring both ACT and Substance Abuse and Mental Health Services Administration SAMHSA services met standards of care and were documented appropriately. In both 2024 and 2025, Vanessa's psychotherapy practice passed insurance including Medicaid documentation audits utilizing the methods she teaches.

Disclosure

DISCLOSURE OF RELEVANT FINANCIAL RELATIONSHIPS CE Learning Systems adheres to the ACCME’s Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity ― including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests). The following relevant financial relationships have been disclosed by this activity’s planners, faculty, and the reviewer: PLANNERS AND REVIEWER The planners of this activity have reported that they have no relevant financial relationships. FACULTY The faculty of this activity have reported that they have no relevant financial relationships.

References

  • Mann, J. D., Gaylord, S. A., & Norton, S. K. (2004). Integrating Complementary & Alternative Therapies with Conventional Care. University of North Carolina at Chapel Hill, Program on Integrative
  • Drisko, J. W., & Friedman, A. (2019). Let’s clearly distinguish evidence-based practice and empirically supported treatments. Smith College Studies in Social Work, 89(1), 44–63. https://doi.org/10.1080/00377317.2019.1706316
  • Detrich, R., & Spencer, T. D. (2008). Evidence-based, empirically supported, or best practice? A guide for the scientist-practitioner. The Behavior Analyst Today, 9(3–4), 282–297. https://doi.org/10.1037/h0100657
  • Vitolo, T., Cooley, M. E., Weissman, D. (2023). Licensed clinical social workers' perceptions of complementary and alternative interventions. Research on Social Work Practice, 34(5), 555–566. https://doi.org/10.1177/10497315231195829
  • Hodge, D. R., & Horvath, V. E. (2021). Current mental health clients' attitudes regarding religion and spirituality in treatment: A national survey. Religions, 12(6), 371. https://doi.org/10.3390/rel12060371
  • Milner, K., Crawford, P., Edgley, A., Hare-Duke, L., & Slade, M. (2020). The experiences of spirituality among adults with mental health difficulties: A qualitative systematic review. BMC Psychiatry, 20, 476. https://doi.org/10.1186/s12888-020-02517-1
  • Goldsby, T. L., Goldsby, M. E., McWalters, M., & Mills, P. J. (2022). Sound healing: Mood, emotional, and spiritual well-being interrelationships. Religions, 13(2), 123. https://doi.org/10.1177/2515690X19864817
  • Semetsky, I. (2005). Integrating tarot readings into counselling and psychotherapy. Spirituality and Health International, 6(2), 81–94
  • Kim, H. (2020). Self-exploration on anxiety in chakra meditation experienced people. International Journal of Social Welfare Promotion and Management, 7(1), 15–22

CE Process Info

Content

  • Module 1: Integrative Clinical Documentation
    1 parts
    • Integrative Clinical Documentation
  • Module 2: Module 2: Overview of Insurance Expectations for Clinical Documentation & Treatment Planning
    1 parts
    • Overview of Insurance Expectations for Clinical Documentation & Treatment Planning
  • Module 3: 8 Common Pitfalls in Clinical Documentation
    1 parts
    • 8 Common Pitfalls in Clinical Documentation
  • Module 4: Translating Complementary and Alternative Interventions into Clinical Terms
    1 parts
    • Translating Complementary and Alternative Practices into Clinical Terms
  • Module 5: Mapping Clinical Language
    1 parts
    • Mapping Clinical Language
  • Module 6: Ensuring Ethical Transparency
    1 parts
    • Ensuring Ethical Transparency
  • The Art of Integrative Documentation Reflective Worksheet
    1 parts
    • The Art of Integrative Documentation Worksheet/Reflective Guide
  • Stay Connected!
    1 parts
    • Stay connected and join our FREE groups!
  • Joint Accreditation

    Joint Accreditation (JA)

    In support of improving patient care, CE Learning Systems is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

  • American Psychological Association (APA)

    Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP office maintains responsibility for the content of the programs.

  • New York State Education Department's State Board for Social Work (NYSEDSW)

    CE Learning Systems SW CPE is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #0060.

  • New York Education Department for Licensed Mental Health Counselors (NYSEDLMHC)

    CE Learning Systems, LLC is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0072.

  • New York State Education Department's State Board for Psychology (NYSEDPSY)

    CE Learning Systems dba CE-Credit.com & AddictionCounselorCE.com is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0016.

  • New York State Education Department's State Board for Marriage and Family Therapy (NYSEDMFT)

    CE Learning Systems dba CE-Credit.com & AddictionCounselorCE.com is recognized by the New York State Education Department's State Board for Marriage and Family Therapy as an approved provider of continuing education for licensed marriage and family therapists #MFT-0045.

The Art of Integrative Documentation: Bridging Alternative Therapies with Clinical Standards and Ethical Documentation
You Have Completed This course
$97
You are enrolled
  • CE Hours
    1.5
  • Type
    Self-Paced
  • Publication Date
    Jun 5th, 2025

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