POSTPONED UNTIL FURTHER NOTICE Shane Bruce, LMFT - Luncheon on Clinical Conceptualization: How to Navigate the Maddening World of “Behavioral Health” Insurance Billing from Intake to Discharge

  • April 15, 2020
  • 11:30 AM - 1:30 PM
  • The University Club, 1332 Santa Barbara Street, Santa Barbara, CA 93101.


  • This is the standard rate for non- SB CAMFT members and guests.
  • This special discounted rate is a SB CAMFT member benefit available to current members of the Santa Barbara CAMFT Chapter.


Whether you're licensed or soon-to-be-licensed, working in private practice or an organization, or taking insurance or working with private pay clients, you don't want to miss this event! 

Register now for the April 15th luncheon. Shane Bruce, LMFT - Luncheon on Clinical Conceptualization: How to Navigate the Maddening World of “Behavioral Health” Insurance Billing from Intake to Discharge

Topics Covered: 

  • Behavioral Health Insurance Billing
  • How To Assess Diagnostics for Billing Claims 
  • Insurance Terms and Concepts
  • Phases of Treatment and Insurance Protocols

Learning Objectives:

  • Identify clinical diagnostics required for insurance authorization using the Bx=Sx=Dx Formula
  • Develop effective treatment plans including the presenting problem, documenting progress and regression, and generating a treatment and discharge summary justifying transition and termination of services
  • Identify and justify medical necessity criteria for frequency and intensity of various clinical services for third party payors
  • Describe the legal and ethical parameters of clinical conceptualization
  • Identify the most common clinician mistakes that lead to treatment disruption and claim denials for clients

Shane Bruce, LMFT, earned his Masters in Counseling Psychology from Pacifica Graduate Institute in 2006. He spent 13 years in community mental health, including four years in leadership. He supervised clinicians using Medi-Cal and Department of Mental Health billing. For five years, Shane was Adjunct Faculty for Pacifica and Mt. St. Mary’s Counseling Psychology programs, and has presented on clinical conceptualization at CHADD’s International conference. In 2018, he published his first book, ADHD: A Heartful Approach. Shane has been on insurance panels since 2016, justifying medical necessity for his clients which requiring strong clinical conceptualization. 

Additional Notes Pertaining To Our Policy As A CE Provider:

1) This course has been designed for a mental health professional that include LMFT's, LCSW's, LPCC's, and LEP's. Also, Pre-licensed and Associate members may earn hours of experience for attending the Santa Barbara Chapter of CAMFT workshops as approved by their supervisor.

2) Refund/Cancelation Policy: Attendees may cancel registration and request a refund one week from the time of the event.

3) To request accommodations for special needs, please email the Program Administrator at

4) To obtain the grievance policy or report a grievance please email

5) Course Completion Certificates will be awarded at the end of the course in exchange for a completed evaluation form.

6) As required by the California Board of Behavioral Science, this course meets the qualifications for 1.5 hours of continuing education credit for LMFT's, LCSW's, LPCC's, and LEP's.

7) SBCAMFT provider number (57942).

8) Santa Barbara Chapter CAMFT is Approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFT's, LCSW's, LPCC's, and LEP's. Santa Barbara Chapter of CAMFT maintains responsibility for this program/course and content.

9) The America with Disabilites Act (ADA accomodates attendees with disabilities in compliance with state and federal laws and regulations. Event is ADA compliant.

For more information and online registration, click on the following link: April 15th Luncheon: Shane Bruce, LMFT - Luncheon on Clinical Conceptualization: How to Navigate the Maddening World of “Behavioral Health” Insurance Billing from Intake to Discharge


We look forward to seeing you there! 

Warm regards,

Dr. Courtney Tracy, LCSW, PsyD

Events Director
Santa Barbara Chapter of CAMFT

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