Episode 517: Intake, Assessment, and Diagnosis 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 discuss managing documentation for intakes and assessments with Dr. Maelisa McCaffrey of QA Prep.

We cover:

• Top misconceptions about documenting intakes and assessments
• Time management and logistics for intakes and assessments
• Balancing ethics, legal obligations, and customer service
• What Maelisa recommends covering in an intake session
• Layering informed consent
• How to minimize writing the same things over and over in assessments
• Our upcoming CE training with Maelisa on documentation for new clients

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

For more, visit our website.

PCT Resources

• CE Training: Foundations of Documentation: Intake, Diagnosis, and Treatment Plans
  • Join Dr. Maelisa McCaffrey as she gives you practical tools for managing all the documentation related to new clients – informed consent, intake paperwork, assessment and diagnosis, and creating treatment plans. You’ll also learn how to incorporate client feedback, build rapport, and connect with clients throughout these paperwork heavy tasks.
  • Plus: Dr. McCaffrey’s documentation packet to help you improve your notes including:
    • Diagnosis Justification Examples
    • Treatment Plan Template
    • Sample Treatment Goals List
  • 2 legal-ethical CE credit hours
  • Live (June 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 on May 23rd
  • 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.