Documentation and Case Management: Right Before Your Very Eyes

This will be a live virtual event offered during NE - 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 Certified Chiropractic Physicians Assistant (CCPA) CE
Course opens: 
Course expires: 

Speaker: Mark Charette, 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 Mills Chang

Since 1983, Kathy Mills Chang has been providing Chiropractors with hands-on training, advice and tools to improve the financial performance of their practices.

A well-known and sought-after speaker, Kathy Mills Chang have served in National and State level Chiropractic Organizations, sits on diverse boards and advisory councils related to the profession, and is frequently invited to address Chiropractors in important conferences and seminars around the country.

In 2007, Kathy Mills Chang, Inc. was created to streamline, develop and offer a broader range of Chiropractic solutions aimed to effectively assess and enhance the financial performance of the Chiropractic practitioners in the areas of coding, insurance, patient financial procedures, Medicare and compliance. Our training and implementation arm, KMC University, delivers these solutions through personal and virtual vehicles, making the implementation quick and cost-effective. You can find out more about KMC University at

Available Credit

  • 2.00 Certified Chiropractic Physicians Assistant (CCPA) CE
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