Triggers to Audits and Clawbacks
and How to Avoid Them

Live Interactive Webinar

Registration is Closed

We had an overwhelming response. The session will be recorded and made available as a free on-demand course after the live event.

Interactive Synchronous Distance / Live Interactive Webinar

Date & Time: Wednesday, October 14 at 8:00 PM – 9:30 PM EDT
Format: Hosted in Preferra Learn LMS / Zoom Integrated
Continuing Education: 1.5 CE Ethic Hours
Target Audience: Social Workers

What makes a therapist more likely to be audited, and what turns an audit into a clawback? In this interactive, interview-style webinar, Beth Rontal, LICSW, founder of Documentation Wizard®, explains common audit and clawback triggers, how AI is changing the audit landscape, and what reviewers look for in clinical documentation.

Participants will learn practical ways to demonstrate medical necessity, strengthen the clinical story, protect client confidentiality, and create documentation that can withstand scrutiny.

This 90-minute live, interactive webinar will provide actionable information and guidance that participants can implement immediately in their practice settings.

Only Attendees of this live webinar will receive CE credit!

New to Preferra Learn? Click “Sign up” to create your profile and gain access to registration, event materials, and additional resources.

Webinar capacity: 1000 attendees. Registration closes at 9:00 PM EDT the day before the webinar or when maximum capacity is reached.

Course Interaction: This live webinar takes place on Preferra Learn’s Learning Management System / Zoom integrated, and is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions.

Registration is Closed

We had an overwhelming response. The session will be recorded and made available as a free on-demand course after the live event.

Questions, Concerns, or ADA Accommodations: Email us at [email protected] or call 240-858-1112 (AI Receptionist)

Learning Objectives

After the webinar, participants will be able to:

  1. Identify five common audit triggers and five documentation deficiencies that can lead to clawbacks.
  2. Describe the role of diagnostic justification and medical necessity in defensible documentation.
  3. Explain the role of the Golden Thread in creating clear, defensible documentation.
Course Completion & CE Information
Social workers must attend the entire webinar and complete a course evaluation to receive CE credit.

All states accept ACE providers except New York.

New York does not accept ASWB ACE provider or course/conference approval. Preferra is in the process of applying for approval as a Continuing Education Provider for LMSWs and LCSWs in New York.

Even when a social work board accepts courses offering ASWB ACE credit, licensees are responsible for determining whether courses meet the CE requirements in their jurisdictions. States and provincial regulatory boards have the final authority to determine whether any individual course may be accepted for credit.

For more information visit: https://www.aswb.org/licenses/ace-approved-continuing-education/

Webinar Instructors
Beth Rontal

Beth Rontal

Dina Larsen

Dina Larsen

Getting Started

Please take the next step in your professional development by creating an account with our learning management system. Your secure account gives you:

  • Easy registration for educational events
  • Access to course materials and resources
  • On-demand viewing of recorded sessions
  • Digital CE certificates for qualified courses
  • Personal tracking of your learning progress

System Requirements

To make sure our learning management system runs well, please make sure your desktop computer, laptop, tablet, smartphone, or smart device has the following:

  • The most recent version of one of the web browsers listed below
  • Javascript enabled
  • PDF plugin
  • Graphic and audio output capability
  • Broadband internet connection with a minimum speed of 5Mbps (recommended)
  • TLS 1.2 supported by your web browser

Supported Devices:

Our learning management system is fully mobile responsive – so participants will be able to access courses from any phone, tablet, laptop, or desktop computer!

Supported Browsers:

Desktop: Chrome | Firefox | Safari | Microsoft Edge
Mobile: iOS Safari | Chrome | Samsung Internet

Note that we do not support Internet Explorer. You will see an error message if attempting to access on Internet Explorer.

Preferra Insurance Company RRG, provider # 2109, is approved as an ACE provider to offer continuing education in social work by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 09/30/2025-09/30/2028. Approved for In-Person and Synchronous distance learning.