Event details

  • Friday, July 12 • 1pm to 4pm

  • Virtual event via Zoom

  • 3 ethics hours for MFTs

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Course objectives

In this course, you'll learn the following:

  • Define how HIPAA, OpenNotes, and other applicable laws and ethics apply to your individual documentation requirements.

  • Explain the three components of medical necessity for insurance documentation.

  • Identify the most common mistakes in mental health documentation.

  • Describe what components are necessary for an individualized progress note template.


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