PreferraLearn

Beth Rontal, LICSW, is the founder of Documentation Wizard and a nationally recognized authority in clinical documentation for psychotherapists. For over 20 years, she has taught clinicians how to create documentation that is ethical, audit-ready, and reflective of high-quality care. With more than 25 years as a trauma therapist and 15 years as a clinical supervisor, Beth brings deep clinical insight and practical compliance expertise to her work. Beth’s approach to documentation was shaped through her role in developing the first electronic documentation system at a community mental health clinic. That experience gave her firsthand insight into how thoughtful systems can reduce errors, improve efficiency, save clinicians time, and strengthen the connection between clinical care and the written record. Known for turning documentation confusion into clarity and confidence, Beth teaches therapists how to streamline documentation, justify medical necessity, reduce audit anxiety, and prevent burnout through practical, immediately usable strategies. Her engaging, real-world approach transforms documentation from a dreaded task into a meaningful part of ethical and effective practice.

Dina Larsen has been a dedicated member of Gallagher Bassett’s GB Healthcare team since 2006, where she currently serves as a Senior Risk Analyst. In her role, she provides a comprehensive range of risk and claim-related services to Preferra Insurance Company RRG, including preparing statistical analyses and reports reflecting claim and risk activity. She also provides claims management guidance and regularly fields calls for Preferra’s helpline. Prior to joining GB, Dina spent 18 years as a senior paralegal for a medical malpractice group of attorneys. She was responsible for preparing and maintaining medical record summaries, reviewing all pleadings filed with courts or hearing processes, confirming legal and document citations, and managing the office docketing system to ensure compliance with calendar deadlines and court rules. Dina also collaborated with co-defense counsel and clients on document preparation, production, and other litigation-related tasks. Dina holds the Certified Professional in Healthcare Risk Management (CPHRM) designation, an exclusive certification offered by the American Hospital Association (AHA) for healthcare risk managers, underscoring her commitment to excellence in the field. She joined Preferra's Risk Management Education Program on 2020.