The Wholehearted Note: How to Write Notes that Keep Clients Safe in Systems That Don't

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

A 3-Hour Live Training for Texas LCSWs, LPCs, and LMFTs  |  3 Ethics CEUs  |  April 17, 2026

You finish a session. You open your notes. And you think:

What do I actually write here?

You want to honor your client’s story. You want to stay compliant. You want it to not take an hour. And right now in Texas — with SB14, increased records scrutiny, and a shifting political landscape — the stakes of what you write have never felt higher.

This training gives you a clear, grounded path forward: how to document ethically, protectively, and simply — without sacrificing your values or your clients’ dignity.

Better documentation doesn’t mean more documentation. It actually means less.

“It was so impactful that I wouldn’t have added or removed anything from the experience... I’m so thankful this exists.”

— N.R., LPC

$99 - use code WHN26-DISCOUNT for 10% off

What You’re Getting

✅  3 Ethics CEUs for Texas LCSWs, LPCs, and LMFTs

✅  The complete Wholehearted Note template — a framework you’ll use after every session

✅  A copy/paste language guide with updated phrasing for complex topics (trauma, substance use, gender identity, immigration, and more)

✅ Practice applying the template and language

✅ Live Q&A, answering your questions about how to write Wholehearted Notes

✅  NEW: Dedicated SB14 documentation section — what the law means for your notes, your license, and your clients

In 3 Hours, You’ll Learn How To

•  Write legally compliant, trauma-informed notes that protect your clients — in less time than you’re spending now

•  Replace outdated, pathologizing language with safer, values-aligned phrasing you can copy and use immediately

•  Embed treatment goals directly in your notes (without relying on your EHR’s treatment planner)

•  Navigate documentation for gender-diverse and LGBTQ+ clients under Texas SB14

•  Document trauma, substance use, immigration status, reproductive issues, and systemic violence with clarity and care

“Wow! This was an amazing training that I wish I had gotten in grad school 14 years ago!”

— K.L., LMFT

“Thank you for demystifying and simplifying notes.”

— L.R., LPC

$99 - use code WHN26-DISCOUNT for 10% off

“I’m an associate who has struggled consistently with documentation since practicum — doom, gloom, and shame for feeling like I can’t get it right when seemingly everyone else can — and this training gave me practical skills that I can use to feel confident in my ability to advocate for clients and myself through documentation. Thanks so much for spelling this out so clearly and giving practical application and practice!!”

— A.V., LMFT Associate

Event Details

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

📅  When: Friday, April 17th, 2026

🕘  Time: 9:00 AM – 12:00 PM CDT

📝  CEU Certificate issued at completion

🎟️  Limited spots to preserve a connected learning space

Why This Training Exists

Because you’re not imagining it. The landscape has shifted. And you deserve documentation practices that match your ethics, protect your clients, and are actually simpler to write.

This CEU gives you the structure, phrasing, and strategy to document with confidence — not fear.

“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 — so personable and relaxed.”

— M.H., LPC Supervisor

Your Presenter

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

$99 - use code WHN26-DISCOUNT for 10% off

Can’t make April 17th?

We run this training several times a year. Join the waitlist and we’ll let you know when the next one opens.

[  JOIN THE WAITLIST  ]