Documentation and Case Management: Right Before Your Very Eyes

This will be a live virtual event offered during The National - Virtual Event

It’s one thing to sit in class and talk about managing a patient from initial history to discharge. Learning how to document that can be as dry as toast. But when team teachers, Dr. Mark Charrette and Kathy Mills Chang bring it to life in this session, you will SEE it for yourself. In this interactive session, learn how the documentation from the first visit is brought to life in real time and in writing. As Dr. Charrette demonstrates clinical examples, Kathy outlines the required elements of documentation and medical necessity. Experience this illustration of what good looks like for an initial and subsequent patient visits.

Target Audience

Doctor of Chiropractic
Certified Chiropractic Physician's Assistant

Learning Objectives

  • Clearly delineate the beginning and end of episodes of patient care, proper recording of these episodes, and boundary discussions with patients
  • Locate and utilize the definitions of medically necessary
  • Assess documentation across the life cycle of the patient’s episode of care from history to discharge and on through maintenance and wellness care based on live examples demonstrated
  • Identify the deficiencies that may be present in your documentation through the eyes of an auditor
Course summary
Available credit: 
  • 2.00 Doctor of Chiropractic (DC) CE
Course opens: 
Course expires: 
FCA Member cost:


Mark N. Charrette, DC

Dr. Mark N. Charrette is a 1980 summa cum laude graduate of Palmer College of Chiropractic in Davenport, Iowa. He is a frequent guest speaker at nine chiropractic colleges and has taught over 1000 seminars worldwide on extremity adjusting, biomechanics, and spinal adjusting techniques. His seminars emphasize a practical, hands-on approach.

Dr. Charrette is a former All-American swimmer, who has authored a book on extremity adjusting. Having developed successful practices in California, Nevada, and Iowa, Dr. Charrette currently resides in Dallas, TX.


Kathy (KMC) Wiedner, MCS-P, CCPC

Since 1983, Kathy, better known professionally as Kathy Mills Chang, has been providing healthcare providers and teams with hands-on training, advice and tools to improve the financial performance of their practices. As a Certified Medical Compliance Specialist (MCS- P), a Certified Professional Chiropractic Coder (CCPC) and a Certified Clinical Chiropractic Assistant (CCCA), Kathy is a well-known and sought-after speaker throughout the country. She has served in National and State level Organizations and sits on diverse boards and
advisory councils related to the profession.

In 2007, Kathy Mills Chang, Inc. was created to bring hope and peace of mind to the business side of practice. Its analysis and training arm, KMC University, provides professional assessment and self-paced or instructor-led education to help companies implement solutions to increase revenue and/or decrease healthcare compliance regulation risk in their business. Kathy leads a team of professionals with over 250 years’ hands-on experience to deliver these solutions to the profession, both personally and virtually… making the implementation quick and cost-effective. You can find out more about KMC University at

Available Credit

  • 2.00 Doctor of Chiropractic (DC) CE


FCA Member cost:
Please login or register to take this course.

Please make sure that the device and IP address/location that you begin the course on is the same throughout the course entirety.