Episode 516: Documentation Dilemmas & Strategies with Dr. Maelisa McCaffrey of QA Prep

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we chat with Dr. Maelisa McCaffrey of QA Prep about common documentation issues that come up in group practice. 

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

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

PCT Resources

• CE Training: Client-Centered Documentation: How to Write Ethical, Effective, and Efficient Progress Notes
  • Join Dr. Maelisa McCaffery as she offers a practical and principled guide to mastering progress notes that meet medical necessity standards, support continuity of care, and respect client rights and confidentiality. Plus: Dr. McCaffery’s documentation packet to help you improve your notes including:
    • Sample progress note
    • Progress statement formula and examples 
    • Phrases to use for sensitive and politically charged topics 
  • 3 legal-ethical CE credit hours
  • Live (May 9th, 2025) *and* Recorded On-Demand Self-Study CE Training
  • Ideal for clinical leadership + all clinicians
• Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation.
  • This is special access to top experts in our industry available only to Practice Care Premium members. Register to attend these special sessions through Practice Care Premium.
  • You can get Office Hours through Practice Care, or get 3 months of complimentary access through our Telemental Health Certificate Program.
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • +  assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You’ll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.