Clinical Records Documentation Master Mind Community

Want your Clinical Records to Become a Revenue Engine?

Clear, complete documentation ties every service to medical necessity and level of care, making it easier for payers to approve prior authorizations and harder for them to deny claims later.

For health and human services organizations operating on thin margins, that shift is decisive: fewer back-and-forths with health plans, fewer write-offs, and more predictable cash flow.

Our Clinical Records Documentation Master Mind Community helps your team redesign documentation standards, workflows, and training so that every note supports the story of the client, the integrity of the care, and the full reimbursement you’ve already earned. 

Grant Writing

This Master Mind Will Cover:

  • Progress Note Essentials
  • Medical Necessity and Authorizations
  • Treatment Plan Updates and Reviews
  • Code Selection and Documentation Support
  • Documenting Peer Support and Case Management Services
  • Documenting Group v. Individualized Services
  • Transitions of Care
  • Incident Reporting and Risk Management
  • Timely Documentation and Late Entry Procedures
  • Common Documentation Pitfalls
  • Pre-payment and Internal Reviews
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Alexis Santiago, LMSW, CPHQ Headshot

About the Facilitator

Alexis Santiago, LMSW, CPHQ

A resident of Tucson Arizona, Alexis brings over 24-years experience in health and human services with deep expertise in regulatory compliance, clinical quality management, clinical records audits, supervision, licensure, accreditation and teaching. In addition to her consulting work with Hess III Consulting, she is faculty at Pima College teaching clinical records documentation for Certified Peer Support Specialists, Behavioral Health Technicians, Behavioral Health Professionals and Supervisors in Arizona. 

What Is A Master Mind Community?

Master Mind Communities are small groups (<10 members) of mission-driven leaders who are serious about turning ideas into action. Together, we’ll create a focused, accountable space where you can stress-test ideas, strategies, get honest feedback from our expert facilitator and your peers. Master Mind Communities include: 

Live, facilitated group coaching sessions that help you solve real-time challenges in strategy, financing, operations, and performance—without the cost of 1:1 consulting.

A trusted peer advisory circle of executives and emerging leaders who understand health and human services and will challenge, encourage, and support you.

Practical tools, templates, and frameworks you can immediately apply to your programs, teams, and budgets to drive measurable improvement.

Targeted accountability and action planning so every session ends with clear next steps—not just good ideas.

Individualized support and expert guidance from our experts during sessions and through curated resources and focused Q&A.

Are you ready to step into a community that accelerates your growth and amplifies your impact?

Diverse Team 2

Our Experts are Trusted By

Health Choice Integrated Care-1
CBI
Arizona Dept of Health Serv JPG
SAMHSA

What Our Clients Say About Hess III Consulting

"Hess III Consulting's commitment to quality is loud and clear. Thank you for continuing to push us to grow and be a better organization"

— Christine

Chief Executive Officer, Behavioral Health Provider

"We would have never unlocked excellence without your help and guidance. When I think back to where we were six months ago compared to today, it feels like we are an entirely new organization."

— Joella

Chief Operating Officer, $1 billion/year Child Welfare Provider

"We always thought we were delivering high-quality care before. Your approach let us know where we weren't doing as well as we thought, and then it gave us the tools we needed to exceed our own expectations!"

— Leslie

Chief Executive Officer, Child Welfare Agency

Our Guarantees

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Connect with Us

We love getting to know good people doing good things. Reach out and schedule a free consultation. We'll gladly share early insights and help figure out how we can best support you and your organization. Absolutely no commitment required.

  • 602-755-0338
  • info@hess3.com