Event details

  • Friday, July 25, 2025 • 12pm to 3pm

  • Virtual event via Zoom

  • 3 Ethics CE Hours for MFTs

What You'll Learn & Practice

  • Comprehensive intake mastery that balances thoroughness with efficiency
  • Diagnostic accuracy techniques with practical application and case examples
  • Collaborative treatment plans with relevant and easy-to-write goals
  • Documentation strategies that satisfy medical necessity requirements
  • Ethical integration of artificial intelligence and clinical documentation (when and how to use AI tools responsibly)
  • Rapport-building techniques that work seamlessly during documentation-heavy sessions
  • Neurodivergent-friendly systems that accommodate different working styles and client needs


This isn't just another lecture! You'll actively participate in goal-writing exercises, receive personalized feedback, and evaluate real-world scenarios. Bring your questions and be prepared to incorporate new strategies and practical tools from the resources included in the handouts.

Leave with a comprehensive toolkit including ready-to-use templates, cheat sheets, and examples. These practical handouts are designed to save you hours every week.

REGISTER NOW

Cancellation & Refund Information:

Registration may be refunded up to 48 hours before the event. Please note, a $10 administration and transaction fee will be deducted from your refund.

Who Should Attend

Mental health clinicians at any career stage who want to create sustainable documentation practices that support both efficiency and ethical care. These principles are applicable to clinicians working in private practice, community mental health, or other agency settings.a

Transform your documentation from a dreaded task into a streamlined system that supports your clinical work. Register today and start building confidence in your clinical documentation skills!


Learning Objectives

  • Identify one strategy to save time while building therapeutic rapport during intake assessments.

  • Explain how to justify diagnostic criteria for medical necessity.

  • Practice writing meaningful treatment goals that meet insurance criteria.

  • Identify the relevant ethical standards related to using artificial intelligence in documentation.

Instructor

Instructor Bio:

Dr. Maelisa McCaffrey is a licensed psychologist, nail design enthusiast, and multi-passionate entrepreneur. Through her business QA Prep, she empowers therapists with training and consultation on clinical documentation. Maelisa focuses on the “why” behind the usual recommendations and encourages clinicians to think outside the box, while also keeping their ethics intact. As someone with ADHD who’s had to figure out what works through trial and error, Maelisa aims to make sure her trainings are practical, while also allowing for plenty of laughter and fun.

Maelisa McCaffrey

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