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.
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.
by Evan Dumas | May 28, 2024 | Clinician Resources, Podcasts
We discuss what notes are protected from release; how to quickly find out what your state’s rules are; what to include in your Notice of Privacy Practices about psychotherapy notes; what psychotherapy notes are and are not; having policies in place for documentation; where misconceptions about documentation come from; and how to support your team with documentation.
by Roy Huggins | Last Updated: Aug 18, 2016 | Originally Published: Oct 17, 2013 | Communication Tech for Clinicians (Email, Texting, etc.), Clinician Resources, Ethics in Tech
All communications with a client are legally part of their medical record, but do we document every single email or text? How do we document them?
