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Communication, Documentation, Insurance Billing & Ethics Package

Enjoy 15% Savings on High Quality Massage CE Courses with Code APRILCE. Ends Monday, 4/15. Exclusions apply.

18 CE Hours - ES1008
3.9 out of 5 stars
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35 customer reviews
Communication, Documentation, Insurance Billing & Ethics Package

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  • Text - 290 pages
  • Multiple-choice tests
  • Certificate upon completion of each course


This package contains three courses: Communication and Ethics (6 hours), Documentation and Ethics (6 hours) and Insurance Billing and Ethics (6 hours).

Based on the text Hands Heal, by Diana Thompson, this package of 3 courses examines the "how and why" of massage and bodywork communication, documentation, insurance billing and ethics, including crucial information on HIPAA regulations. Learn how to refine your documentation and communication skills, improve your ability to bill for third party reimbursement, and reduce your risk of ethical problems. The textbook's innovative and reader-friendly content includes case studies, sample forms and abbreviations related to energy work, on-site massage, relaxation, spa and massage therapies. This is an essential reference for your professional library.

  • Communication and Ethics (6 total hours) contains 6 ethics hours in NCBTMB Standard I: Professionalism
  • Documentation and Ethics (6 total hours) contains 5 ethics hours in NCBTMB Standard I: Professionalism and 1 ethics hour in Standard V: Roles and Boundaries
  • Insurance Billing and Ethics (6 total hours) contains 4 ethics hours in NCBTMB Standard IV: Business Ethics and 2 ethics hours in Standard V: Roles and Boundaries

Course Objectives

  • Identify examples of appropriate interpersonal skills in the therapeutic relationship.
  • List the essential elements in interviewing clients using the team therapy model.
  • Identify the essential elements in communicating with the health-care team.
  • Describe the core concepts for professionally communicating with a client’s attorney.
  • Identify examples of professional communication with a liability insurance company attorney.
  • Describe why documentation is essential in establishing and maintaining clear professional roles and boundaries.
  • Compare and contrast appropriate intake form documentation for wellness care and curative care.
  • List the essential elements in establishing fees and policies and using health reports and pain questionnaires.
  • Describe how to successfully complete injury information forms.
  • List the essential elements of initial notes, subsequent notes, progress notes and discharge notes.
  • Define core elements of successful wellness charting, including energy work, event therapy, on-site massage and spa and salon sessions.
  • Define each of the following types of insurance: personal injury, workers’ comp and private health.
  • List the key guidelines for insurance documentation and billing.
  • Identify strategies for managing reimbursement challenges and appealing claims denials.
  • List the essential elements in implementing the HIPAA regulations.
  • Describe examples of appropriately resolving ethical dilemmas in billing and documentation practices, treatment practices and relationships in the health-care team.

Course Reviews

Borbala Bote, LMT


Borbala Bote, LMT


Borbala Bote, LMT


Andrea Jewel Bushland, LMT


Dru Herring, LMT


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Sharon Burch, MSN, RN, NCTMB

Sharon Burch, MSN, RN, NCTMB

Sharon Burch holds a Masters Degree in Nursing and has been practicing as a nurse since 1974. She is currently a Registered Nurse in the state of Arkansas. Additionally, Ms. Burch studied under many of today's leaders in massage therapy and bodywork during the 1980s, became Nationally Certified through the NCBTMB in 1993 and holds a professional membership with the AMTA.

As founder of Health Positive!, Ms. Burch has created over 60 home study nursing and massage continuing education programs, performed over 65 public, live educational presentations, has written two published books, served as a member on the NCBTMB Continuing Education committee and was a founding member of the National Association of Nurse Massage Therapists.

Sharon is an instructor on many of the Institute's programs and has authored and co-authored various ethics courses and additional titles such as Touch for the Seriously Ill, Stress Reduction Through Bodywork, Staying Well – Naturally, Cardiopulmonary Health and Illness, Chronic Pain Management, Marketing Massage in Four Easy Steps, Preventing Medical Errors, HIV Update for Massage Therapists and Bodyworkers, Understanding HIV, Massage for Edema and more.

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