This workshop aims to address the challenges inherent to mental health and substance use disorder case management documentation by equipping providers with skills and knowledge necessary for timely, effective, compliant documentation. Participants will understand the role that effective documentation plays in continuity of care, treatment outcomes, and ethical and legal compliance including but not limited to avoiding billing irregularities. Participants will be able to define medical necessity as it applies to case management services (including understanding the role of social determinants of health and SAMHSA’s eight domains of wellness), demonstrate how to document effective interventions (individualized, person-centered while avoiding non-stigmatizing language), identify common traps related to documentation and learn strategies to improve the timeliness of documentation.