The Wholehearted Documentation Summer Cohort Training

Wholehearted Documentation

4-Week Limited Size Cohort

Writing Notes That Protect, Humanize, and Liberate

June 12 – July 3, 2026  |  Fridays  |  9 am - 10:30 am CST (7 am PST / 8 am MST / 10 am EST) | Live on Zoom

6 Ethics CEUs  |  $150 

Registration closes June 11 or when seats fill.

This summer cohort delivers the full Wholehearted Documentation framework over four 90-minute Friday sessions instead of one three-hour block. Same material, different dose. The cohort spreads the framework across four weeks and builds in time to practice the writing. It is designed for clinicians who attended the three-hour training and want to go deeper and for clinicians who are deciding between the two formats who may want a slower or more participatory version.

Each session opens with a brief didactic overview anchored to the assigned reading from the prior week and devotes the rest of the time to in vivo practice. You bring a real anonymized note, write in the room and, if you want it, get feedback from Kitty and/or from your peers. You leave each session with one concrete change you can apply before your next client. Reading and legal context happen as homework so the live time stays weighted toward engagement, connection, and practice.

By July 3rd, you’ll have 6 Ethics CEUs, a documentation practice that actually fits your values, and a community of colleagues who got there with you.

What Makes This Different

• Limited seats preserves real conversation unlike a webinar where you’re one of 100 names on a list.

  
  

• Four weeks gives you time between sessions to try things, notice what’s hard, and come back with real questions not hypothetical ones.

  
  

• In vivo practice, not more lecture. Each session is built around writing in real time, group feedback, and case consultation. The homework is where you get the legal context. The session is where you use it.

  
  

• A framework for the whole clinician, not just the paperwork. We name the anxiety patterns directly the perfectionism, the avoidance, the dread and build shared language for what’s actually getting in the way.

  
  

• 6 Ethics CEUs for $150. That’s $25 per credit hour with live instruction, community practice, and Kitty’s direct facilitation every week. Most standalone modules charge more for a recording and a quiz.

  
  

• Built from what clinicians told us. Across our previous documentation trainings, the most common request was the same: ‘I wish there was more time to practice.’ That feedback is why this cohort exists.

  
  

• 95% of past attendees of the 3-hour documentation training rated the program highly and 93% would recommend it to a colleague.

  
  

What You’ll Work Through

WEEK 1 · June 12  ·  Kickoff

This kickoff session orients you to the Wholehearted Documentation model and the lens that will frame our work together, clarifies the practice-lab format of the cohort, and walks through the weekly homework structure. 

WEEK 2 · June 19  ·  Treatment Planning

This session closes the treatment planning gap that may have been left by previous trainings. We will be going into how to embed treatment goals directly into progress notes without a separate EHR treatment planner, with real-time practice and group feedback on goal-integrated notes. 

WEEK 3 · June 26  ·  Practicing The Tension

This session works directly with the core tension between what documentation is legally required and what ethically protects clients. You'll learn what "clinically relevant" actually means across BHEC, payers, and courts. You will gain a principled decision-making framework for high-stakes documentation moments and participate in case consultation using real material you bring. 

WEEK 4 · July 3  ·  Final Session

This final session connects documentation to the billing and insurance loop that clinicians often don't see clearly. You'll learn how to navigate conversations with clients about their records, work through ethical dilemmas like supervisor pressure, client amendment requests, and conflicting obligations. You will leave with a concrete, sustainable documentation practice of your own. 

“I realized taking this training that EVERYONE has the same anxieties as me... and there is always room to learn and sharpen my skills.”

— A.O, LPC

“Kitty is a gifted presenter who packed a ton of information into a relatively short training without it feeling overwhelming... I felt she was just talking to me in her office.”

— M.H., LPC Supervisor

“I struggled with documentation since practicum doom, gloom, and shame for feeling like I can’t get it right. This training gave me practical skills that I can use to feel confident in my ability to advocate for clients and myself through documentation.”

— A.V., LMFT Associate

The Details

📅  Four sessions: June 12, June 19, June 26, and July 3

🕘  Every Friday morning, 9:00 – 10:30 AM CST (7 am PST / 8 am MST / 10 am EST)

💻  Live on Zoom

📝  6 Texas CEUs (LCSWs, LPCs, LMFTs)

💰  $150

🎓  No prerequisite — prior attendance at the 3-hour Wholehearted Documentation CEU is helpful but not required

📅  Registration closes June 11, 2026 or when seats fill

This Is For You If…

•  You’ve been wanting to overhaul your documentation practice but haven’t had the structure or accountability to actually do it

•  You want to write notes that protect your clients, protect you, and reflect your actual clinical judgment — not your anxiety

•  You recognize the patterns that make documentation harder than it needs to be — the perfectionism, the avoidance, the dread — and you want a different relationship with your own practice

•  You work with clients from marginalized or at-risk populations and want a documentation practice that genuinely protects them

•  You learn better alongside other people than on your own

•  You need the CEUs and want them to be worth your Friday morning

A Note on Who This Training Is Built For

This cohort addresses documentation for clients from marginalized and at-risk populations, including LGBTQ+ individuals and transgender youth, undocumented immigrants, clients in reproductive health contexts, and others navigating systems that may pose risk to them.

The cohort operates from an affirming, trauma-informed clinical framework aligned with NASW, ACA, and AAMFT ethical standards.

If your practice does not include affirming care for these populations, this cohort may not be the right fit and that’s okay.

What Clinicians Are Saying

“I wish I had gotten this in grad school 14 years ago.”

— K.L, LMFT 

“I now feel more confident leaving certain information out.”

— N.S., LCSW

“One of the best CEUs I’ve taken in a long time.”

— M.S., LCSW

"I'm so thankful this exists, and I wish we had gotten this training as a standard part of our degree or that I had at least found it as an associate."

— N.R., LPC 

Your Facilitator

Kitty Ferguson, MSSW, LCSW-S — EMDR Certified, IFS Level 1 trained trauma therapist, clinical supervisor, and founder of Unbroken Abundance. Kitty has spent over a decade working at the intersection of trauma, systems, and documentation ethics. This cohort is a chance to work with Kitty in a smaller, slower, more intimate setting with real notes and real conversation.

Four Fridays. Six CEUs. $150

If you’ve been waiting for the right time to do this work this might be it.

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