Episode 517: Intake, Assessment, and Diagnosis with Dr. Maelisa McCaffrey of QA Prep

We cover:

Top misconceptions about documenting intakes and assessments
Time management and logistics for intakes and assessments
Balancing ethics, legal obligations, and customer service
What Maelisa recommends covering in an intake session
Layering informed consent
How to minimize writing the same things over and over in assessments
Our upcoming CE training with Maelisa on documentation for new clients

Episode 516: Documentation Dilemmas & Strategies with Dr. Maelisa McCaffrey of QA Prep

We discuss:

Maelisa’s background and business, QA Prep
Why there aren’t black and white guidelines for documentation
How to determine what to include in documentation 
The most common people who will read your notes
Informed consent and documentation, especially for vulnerable populations
Progress note templates and policies
Collaborative documentation in group practice
Why clinicians find documentation so stressful
Our upcoming CE training with Maelisa on Client Centered Documentation

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Continuing Education National Approvals

Person Centered Tech Incorporated has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6582. Programs that do not qualify for NBCC credit are clearly identified. Person Centered Tech Incorporated is solely responsible for all aspects of the programs.

Person Centered Tech Incorporated is approved by the American Psychological Association to sponsor continuing education for psychologists. Person Centered Tech Incorporated maintains responsibility for this program and its content.

Continuing Education State Approvals

  • Person Centered Tech is an approved provider continuing education provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. CE Broker Provider #50-23706.
  • Ohio Counselor, Social Worker, and Marriage and Family Therapist Board accepts continuing education credits from providers approved by the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health.
  • Person-Centered Tech Incorporated is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0540 and the State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0092, licensed mental health counselors #MHC-0210 and licensed psychoanalysts #P-0050 and the State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0068.

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We will be temporarily taking the website offline at 10:00 PM Pacific (1:00 AM Eastern) tonight, July 6, in order to make some improvements. We plan to be back online by midnight Pacific (3:00 AM Eastern). We apologize for any inconvenience this may cause. Dismiss