CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention
CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention takes place on Fri, Oct 2, 2026 at 11:30 AM (PDT) at The Forty Two Sixty in Palo Alto, CA. Tickets are $55.20 + on Eventbrite.
About this event
Attendees learn real strategies for documentation, referrals, and client retention. A networking happy hour follows the session.
Full description from organizerShow less
Join us in person to dive deep into real strategies for documentation, referrals, and client retention. Enjoy a networking happy hour after! Join CCS and Lavender Psychiatry for the CCS Conference-Beyond the checkbox: Documentation, Referrals, and Retention that actually protect you. Earn 4 CEs! This training offers a practical, in-depth look at the documentation, compliance, and clinical decision-making skills that shape your practice day-to-day. Clinicians will build documentation that actually tells their client's story while protecting them, learn to confidently recognize and support medical necessity, gain clarity on when and how to refer a client to higher levels of care, and walk away with ethical strategies for retaining the clients you work with. Delivered through discussion, small group activities, and real world scenarios, not just lecture, this training gives clinicians tools they can use in their very next session. Presented by CCS Members Shannon Heers, LIMHP, CAS, and Ashley Charbonneau, LCSW, LAC, ACS with Firelight Supervision. Parking Parking Lot: Reserved for guests and The Forty Two Sixty Collective only. ⚠️ Do Not Park: Directly across S. Bellaire Street from the office (in front of Gidget's Grooming and MultiCopter). This area is unmetered but limited to 2 hours — those shops need it for their customers. Be a good neighbor and respect this. Street Parking Options Near the Building: Street | Restriction S. Ash Street | Uncontrolled parking S. Ash Street (different stretch) | Private parking S. Birch Street | Uncontrolled parking S. Bellaire Street | 2-hour unmetered parking (do not use directly across from Gidget's/MultiCopter) S. Clermont Street | Uncontrolled parking E. Warren Avenue | Uncontrolled parking Albion Street | 30-min unmetered parking Colorado Station RTD | Free for district residents, or $4.00 daily fee EV Charging is available in the parking lot for 4260 Collective tenants only.
Keep going
All Palo Alto events →Similar events
View all →







Details
- When
- Fri, Oct 2, 2026 · 11:30 AM (PDT)
- Where
- The Forty Two Sixty
- Price
- $55.20 +
- Genre
- 101/conference
- Weather
- 71°F · ClearForecast at 11:30 AM (PDT)
Questions
- When is CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention?
- Fri, Oct 2, 2026 at 11:30 AM PDT.
- How much are tickets for CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention?
- Tickets are $55.20 +.
- Where is CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention?
- The Forty Two Sixty, Palo Alto, CA.
- Where can I buy tickets for CCS Conference-Beyond the Checkbox: Documentation, Referrals, and Retention?
- Tickets are sold on Eventbrite. This page links straight to that listing; no tickets are sold here.
