Episode 621: Beyond CBT, Documenting the Therapy You Actually Practice with Dr. Maelisa McCaffrey

Contemporary therapy has evolved, but documentation training hasn’t always kept pace.

In this episode, Liath Dalton sits down with documentation expert Dr. Maelisa McCaffrey to discuss why so many clinicians struggle to document somatic, polyvagal-informed, parts-based, creative, and culturally-informed interventions. Together, they explore the mindset shifts that can help therapists create documentation that accurately reflects their clinical work, supports medical necessity, and remains authentic to their therapeutic approach.

Whether you’ve ever wondered how to document the work you’re actually doing—or how to evaluate AI-generated documentation with confidence—this conversation offers valuable insights and a preview of their upcoming continuing education workshop, Beyond CBT: Documenting Somatic, Creative, and Culturally-Informed Interventions.

Episode 613: You Discovered Non-Compliant AI Use in Your Practice. Now What?

In this episode, we share concrete steps to take if you’ve discovered staff members using non-approved AI platforms in your practice.

We discuss:

The misconceptions around what constitutes PHI (and why information used to write a progress note absolutely is PHI)
Why this is a reportable HIPAA breach
Why reporting a HIPAA breach is nowhere near as scary or impactful as you may fear
The difference between a large breach and a small breach, and reporting deadlines for each
Client notification deadlines for breaches
How state law can impact or add to reporting deadlines
Steps to take after discovering non-compliant AI use in your practice
What to investigate, how to document, how to mitigate, how to notify clients, and when to consult an attorney

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