The Wholehearted Narrative Note: Ethical Documentation for a Risk-Heavy World

A 3-Hour Live Virtual CEU Training

Friday, August 1, 2025 | 1:00 PM – 4:00 PM (CST)

Approved for Texas LCSWs, LPCs, and LMFTs

Includes templates, copy/paste language guides, and post-training resources

How to Write Notes that Keep Clients Safe in Systems That Don’t

In today’s sociopolitical climate where deportations, state surveillance, and government overreach are increasingly normalized therapists are facing a critical question:

“What do I write in my notes that won’t get my client hurt?”

Many therapists are feeling the rising pressure of documentation under authoritarian conditions. With intensified scrutiny of client records by courts, immigration authorities, insurers, and hostile institutions, the stakes of a single word in your notes have never been higher.

This training offers a clear, compassionate path forward: how to document ethically, minimally, and protectively without sacrificing your values or your clients' dignity.

🔍 You’ll Learn How To:

• Write legally compliant, trauma-informed clinical notes that reduce harm

• Avoid common documentation pitfalls that increase risk for clients in marginalized groups

• Embed treatment goals directly in your notes (without relying on EHR treatment planners)

• Update outdated and pathologizing language with safer, values-aligned phrasing

• Write about trauma, substance use and Addiction, immigration, reproductive issues, gender identity, sexual orientation, suicidal parts, and systemic violence with clarity and care

• Navigate documentation when working with clients impacted by immigration policy, state custody, or carceral systems

  
  

🧠 What’s Included:

• 3 CEUs for Texas-based clinicians (LCSWs, LPCs, LMFTs)

• The complete Wholehearted Narrative Note template

• A copy/paste language guide with updated phrasing for complex topics

• Modality-specific examples (DBT, psychodynamic, narrative therapy, EMDR, IFS, etc.)

• Optional access to our Monthly Documentation Lab for ongoing community support

Flexible Pricing:

This training uses a solidarity-based model and offers flexible pricing to keep it accessible and rooted in community care. Everyone receives the same content, CEUs, and access regardless of what they pay because equity isn’t about access only for those who can afford it. 

Pricing Options: $35, $50, or $65

No proof or explanation is needed. We trust you to choose the rate that aligns with your current capacity.

👩‍💻 Event Details:

📍 Where: Live on Zoom (link sent upon registration) 

🗓️When: Friday, August 1, 2025 

🕘Time: 1:00 PM – 4:00 PM CST 

📝CEU Certificate issued at completion

💬 Why This Training Exists:

Because you're not imagining it. The risk is real. And you deserve documentation practices that match your ethics, protect your clients, and ease your fear—not fuel it.

This CEU gives you the structure, phrasing, and strategy to confidently document in today’s world.

🎟️ Limited spots available to preserve a connected learning space.

Register today and learn to write notes that shield, not expose.

Facilitated by Kitty Ferguson, MSSW, LCSW-S — EMDR Certified, IFS Level 1 trained trauma therapist, clinical supervisor, and founder of the Wholehearted Narrative Note. Kitty brings over a decade of experience working at the intersection of trauma, systems, and documentation ethics with a uniquely grounded, values-driven lens.