by Evan Dumas | Jul 23, 2026 | Clinician Resources, Podcasts
In our latest episode, we debunk myths around documentation and fraud with Dr. Maelisa McCaffrey.
We discuss:
A recent article that is causing concern about whether submitting insurance claims before notes are complete constitutes fraud
Fraud vs. mistakes, and consequences for mistakes in billing
What constitutes fraud under the False Claims Act, with context from Eric Ström, HIPAA and mental health law attorney and practicing clinician
Whether there are rules about when notes are supposed to be completed
Maelisa’s research on whether “late” notes can impact audits or a fraud case
Claims vs. superbills and what provider obligations are with superbills
PCT’s training with Maelisa on How Auditors Think
Changing or amending notes, and what that looks like in practice
Doing notes on paper if you struggle with overthinking your notes
Just doing the documentation, and how you can always amend them later if needed
Why private practice isn’t for everyone, and that’s okay
How effective policies and procedures around documentation (and more) can help with hiring and retention for group practices
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 | Jul 2, 2026 | Clinician Resources, Podcasts
In our latest episode, we interview attorney Dan Pepitone about how to choose the right business entity for your group practice.
We discuss:
Building a strong business foundation to reduce risk and exposure to liability
The distinctions between different business entities, and tax implications for each
Why some states like New York and California require behavioral health care providers to practice under a professional entity like a PC or PLLC
When you need to register your business in other states where you plan to practice, and what to consider before expanding into other states
Considerations when choosing a business entity for your practice
When to revisit the entity you’ve chosen for your practice
What ongoing legal maintenance is required for preserving your business entity
