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Ethical Case Management

6 CE Hours - E402

Average rating based on the following evaluation questions:

  1. The presentation of the subject was clear and to the point.
  2. Content was interesting to me.
  3. I gained new knowledge.
  4. The materials held my attention.
  5. I can use this information in my practice.
  6. This program met my personal expectations.
  7. Overall quality of course content and materials were excellent.

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= Most popular option


Our Ethical Case Management program provides practical, simple and easy-to-use information and sample forms designed to assist massage therapists in all facets of communication, documentation, and insurance billing for prescribed manual therapy.

Guidelines for client intake, interviewing skills, obtaining medical release authorizations and informed consent, functional goal development, SOAP charting, insurance billing and documentation, and ethical practice management are given as well as specific strategies for case management, insurance reimbursement and troubleshooting unpaid claims.

Featured Reviews

This class's SOAP documentation charting section was excellent, one of the best I have ever seen. I always document, although it's not my favorite thing to do. I plan on experimenting with some form changes as a result of the class. The amount of information is excellent, and it's well thought out and presented. I've been in practice for 30+ years, and am a continuing educator.

- Kay Warren, LMT

This course was very helpful. I think this should be included in the initial curriculum. I enjoyed the reading material and will keep the book on hand as a reference guide. Thanks

- Denise Spainhour, LMT, NCTMB

This course opened my eyes to what is involved in accepting medical insurance for massage. WOW! I was blown away. I had no idea it would be so tedious. I probably will not medical bill in my own practice, although the Chiropractors I work for do bill. The information you provided was excellent for those who want to pursue billing. Thank you once again for a great course.

- Nadine Jolley, LMT, NCTMB

OMG!!!!! I love this course I could hardly put it down, my husband even had to tell me to put the book down even after I'd fininshed the course. This was a course that I'd been dreading taking for some time now and always avoided it. Serriously, I don't know what I was thinking it would be. This course FAR exceeded my expectation.

- Cheryl Lewis, CMT, NCTMB

This is one of the most thorough and informative courses I have seen. The examples are very well displayed and explained. This will be a wonderful reference tool. Very professionally done!

- E. F. Murphy, NCTMB

The content and presentation were outstanding. The manual is a very useful resource, one that I will share with others in my field. My training in this subject was thorough but after 23 years is long out of date.

- M. Barger, LMT, NCTMB, ABMP

This material is boring in nature. It's hard to read just because it is what it is. However, it is a great skill to have. I don't think anyone likes dealing with insurance forms but it allows you to help more people. I don't know how you could improve the reading, which honestly gave me headaches every time I read it but I have always wanted to learn how to do this and this material helps a lot.

- James Carlan

This course was helpful to me although I am independent practitioner I did learn the work involve in a credentialed practitioner is not to be taken lightly or (know it all). I recommend this to all license massage therapist.

- Olga Turnquist

I really liked how broken down and easy the information in this class was presented along with "everyday" examples.

- Toni Sawyer-Lee

Ethical Case Management was more challenging for me but was a refresher study for me to handle each client’s case legally, professionally, and ethically. Thank you!

- Florence Cathy Ortiz, LMT

What a great course!! Thanks for offering this one. It will really help my practice by adding billing insurance.

- Janene Honberger, CMT

Very helpful information.

- Ashley Agard, LMT, NCTMB

I never had online before. This works great with the book as a backup. Thank you

- Roxanne Weldon, NCTMB

Great information!!

- Melissa Bruketta, LMT, NCTMB

I am impressed and grateful. This course helped me immensely and was very thorough. Thank you.

- Jennifer Prull, LMT

This was very helpful and hope to put into practice very soon

- Eagle Bowers, LMT

...excellent course. The text is just filled with valuable information. I especially like the examples of forms and suggestions of format. It truly packed a lot into one course.

- M. RedDoor, NCTMB

The best course in ethics and documentation I have ever taken!

- N. Crile, LMT, NCTMB

Lots of info explained in great detail with examples given. Again, thank you for such great CE classes!! Truly :)

- T. Ingram, LMT, NCTMB


  • Text - 366 pages
  • Multiple-choice test - if you prefer to test online please select the "test online" option
  • Certificate upon completion - if you prefer to print your certificate at home instantly, please select the online option

Display Certificates suitable for framing are available for $10 in addition to the certificate included with your tuition. Click here to order a Display Certificate.


The Institute is approved by the National Certification Board for Therapeutic Massage and Bodywork (NCBTMB) as a continuing education Approved Provider. Approved Provider 049478-00.

Credits also accepted by the AMTA, ABMP and NAHA.

For information regarding your specific state massage license requirements and approvals, visit our Massage Therapy Continuing Education Requirements page by clicking here.

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