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Event details

  • Friday, April 24 • 1pm to 4pm

  • Virtual event via Zoom

  • 3 Ethics CE Hours for MFTs

About the Event

Progress notes are the backbone of clinical documentation—yet they remain a daily source of uncertainty, especially as therapists navigate new technology and legal environments. From artificial intelligence tools landing in everyday workflows to the ethical complexity of documenting sensitive topics, MFTs are writing in uncharted territory.

This focused, practical workshop goes beyond the basics to address what therapists are actually grappling with today. Participants will walk away knowing exactly what belongs in a progress note, how to use AI tools responsibly and ethically, and how to document sensitive clinical content in ways that protect clients and clinicians alike—without sacrificing clinical accuracy or meaning.

Come prepared to think critically, engage with real-world scenarios, and leave with concrete phrases, frameworks, and tools you can use in your next progress note. This workshop is intentionally interactive and judgment-free—everyone has the same embarrassing questions, and this is a space where you can finally ask them. You'll connect with colleagues, commiserate over shared documentation struggles, and walk away with an actionable plan that instills confidence.

Learning Objectives

  • Explain the ethical principles and laws that apply to progress notes, including relevant AAMFT ethics guidelines and HIPAA.

  • Identify key questions to ask AI companies to determine whether a tool is ethical, HIPAA-compliant, and appropriate for clinical practice.

  • Describe how to document sensitive and politically charged topics in progress notes using ethical and affirming language.

  • Explain the difference between essential and non-essential information to include in progress notes, while applying strategies to reduce burnout associated with documentation demands.

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

Refund Policy

Standard refund policy: Registration may be refunded up to 10 in advance of registration close date. A $10 administration and transaction fee will be deducted from your refund.