by Liathana Dalton | Jul 9, 2026 | Clinician Resources, Podcasts
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.
by Evan Dumas | Jan 15, 2026 | Clinician Resources, Podcasts
In our latest episode, we chat with Dr. Maelisa McCaffrey of QA Prep about how the landscape of insurance and documentation has shifted over the last decade.
We discuss:
Risk adjustment audits and how they impact providers
Billing codes and audit red flags
AI documentation and how insurance companies are using AI
Considerations when using AI for documentation
Pressuring professional associations to advocate for clinicians and clients
Our upcoming CE event on January 30th with Maelisa on how auditors think and why
by Evan Dumas | May 21, 2025 | Clinician Resources, Podcasts
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
by Evan Dumas | May 1, 2025 | Clinician Resources, Podcasts
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
by Evan Dumas | Jun 6, 2024 | Clinician Resources, Podcasts
We discuss what constitutes PHI and why it matters; why this topic is often confusing; common situations where we see this cause issues in group practice; 18 identifiers of PHI; consequences of misunderstanding what PHI is and is not; identifier codes; and information being reidentified, especially in the age of AI.
