I hear from caring but stressed out therapists every day...

They are embarrassed because they don't know what is actually supposed to be in a note or treatment plan.

They feel guilty because they are frequently behind in their notes and other paperwork.

They worry about whether or not they'll be successful in private practice because the administrative "stuff" is such a hassle.


The Meaningful Documentation Academy helps therapists overcome these struggles through a combination of training, resources and community support.

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Get Organized

Intake paperwork, notes, treatment plans, insurance requirements, releases... it's all so confusing! Get templates, checklists and instruction that's easy to implement.

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Connect with Colleagues

The million dollar question is, "What kind of notes are my colleagues writing?" Find out with our regular calls and ask people directly inside the member forum. 


Grow as a Clinician

Documentation is so much easier when you're able to connect it to your client's inner work and see the value in it for YOU as well. Plus, I promise to make things as fun as possible!


Here are some of the awesome features inside the Academy...

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Monthly CE Trainings

Learn personalized tips for your documentation and receive a new CE training each month. The Academy will feature amazing guest presenters. All trainings will fall into one of the following categories:

  • Forms, Policies and Intake
  • Treatment Planning
  • Case Notes
  • Insurance
  • Organization and Time Management

Twice Monthly Office Hours

Twice a month you'll get the opportunity to ask your most pressing questions and receive feedback on your mental health paperwork. 

These sessions are informal and you can rest assured knowing that you have a support system you can actually talk with LIVE when you need it. 

Office hours will be recorded and held at varying times each month in order to accommodate different time zones and schedules, so you don't have to worry about ever missing out! 



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Get Notes Done (GND) Days

Sometimes you need more than training, you just need time to get things done! Each quarter, we'll spend a day (six hours) together in an online, live meeting to catch up on notes or focus on other intensive administrative tasks. 

Using a Pomodoro style schedule, we'll set ourselves up for a productive day that will get you the results you need... fast.  Plus, I'll be online that whole time in case you get stuck and need a little encouragement.

You are going to see massive results from this day so we'll spend some time recapping our wins at the end of each one. 

Supportive Community

Connect 24/7 with your colleagues and myself in the private member forum. You can post questions, ask for feedback on answers to workshop exercises or vent about your frustrations. We are here to support you!

I'll also give you a weekly summary of what's happening in the forum so you can always stay up to date and jump in if there is something that especially interests you... even when things get busy. 

You'll be able to share strategies, notes of encouragement and get two critical thingsFeedback on your own writing and a glimpse into what the heck your colleagues are doing!


Plus, you'll receive exclusive access to:

Opportunities to win monthly prizes for completing trainings

Workbooks to be released on treatment planning and creating note templates

Bonus workshops worth eight (8) hours of CE credits

Resource reviews, discounts and trainings from industry experts


Let's handle your paperwork struggles... together.

My name is Maelisa Hall and I'm a licensed psychologist living in Southern California. My goal in life is to make documentation a simple but meaningful process for all mental health clinicians.

I spent years working as a Trainer and then Director in Quality Improvement and Assurance. Through that experience I learned that I absolutely LOVE training. I also learned how difficult it was for my friends in private practice to get the information they needed when they had questions about notes or other paperwork.

After some encouragement from my friends and husband, I started QA Prep  to offer consultation and training for therapists, counselors, social workers and psychologists. 

Since 2013 I've been providing online workshops and in-depth training programs focused on clinical documentation. However, I still get daily questions and requests for additional trainings.

That's why I decided to start the Meaningful Documentation Academy. We will have a community with ongoing access to new content and focused on learning and improvement... and having a good time ;) 

Here's what people are saying about Maelisa's trainings:

Thank you Maelisa and QA Prep for giving me organization and confidence with my documentation – I highly recommend your courses to all of my colleagues!
— Bethany Burgess, LCSW in Wrangell, Alaska
Maelisa, I’m incredibly grateful to you for creating this course. How I think about documentation has fundamentally changed since knowing you and working on this course (and I haven’t even gotten all the way through it yet!), making my documentation easier both to do and to teach to my supervisee.
— Erin Findley, Licensed Psychologist in Lafayette, California
Thanks to you... I now don’t hate notes. I kind of like them.
— Kerry Gibbett, Occupational Therapist in Australia

Join the Meaningful Documentation Academy today and receive instant access!

No obligation. Cancel your membership any time. Click here for Terms of Service.

Monthly payment option


SAVE with annual payment



You get immediate access to these workshops worth 8 hours of CE credits approved by NBCC!

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Here's a sneak peek at some of the guest presenters already lined up...

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Samara is a Sunny California native with a bright infectious smile. Her natural ability to connect with people and her strong entrepreneurial spirit led her to start her first business in college at Hampton University and has carried over to her unique career in social work. 

After a decade of building The Stone Foundation, a pro-insurance group practice in Maryland, Samara launched Perfected Practice in 2013.  Through her mentorship programs and live events she has become known for her wealth of knowledge and dynamic presentation style encouraging mental health professionals to build practices that make money and make a difference…without the frustration and the guesswork. 

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Hope Eden, LCSW has been practicing for over 16 years and currently has a private practice in Asheville, NC. She specializes in interpersonal distress and relational trauma. With years of experience in supervisory positions, she recognized that organization can be a challenge in private practice and created “The Organized Therapist,” with the goal of helping therapists develop strategies, tasks, activities, routines, rituals, systems and habits in order to create a practice that is characterized by ease, flow and sustainability.

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Clay Cockrell, LCSW is a therapist based in New York City and is the founder of several counseling oriented endeavors.  

Most recently he is the founder of The Online Counseling Directory – a listing directory with the mission of helping clients all over the world to find the therapist that will best meet their needs. The site also works through their educational resources and podcasts to help counselors work online in an ethical, responsible and legal manner. A majority of proceeds from the site are donated to non-profit arts.  

Six years ago, Clay began his journey into the online world by the creation of Online Marital Counseling. He works with couples all over the world via online counseling to improve and / or salvage their broken relationships. It is incredibly valuable when the couple is living apart or having scheduling issues that prevent them from engaging in traditional couples counseling.  

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Jo Muirhead is passionate about private practice.  Her goal is to help clinicians build successful, sustainable and profitable businesses that serve their life goals. 

She is a Rehabilitation Counsellor and the director and principle consultant of Purple Co, the Purpose for People Company, helping people return to work following injury, illness or trauma.

Jo is a speaker, trainer and coach who  empowers clinicians to engage with those they are best positioned to serve.  A healthy, vibrant clinician, will create healthy vital clients.


Other upcoming workshops include...

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February 2018

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May 2018

I feel so much better about documentation in my private practice. There are so many aspects that you cover that I think can help people tremendously. So many people I talk to feel confused about what they need to do for treatment plans, notes, forms, and all the other areas you cover so succinctly. I appreciate that there was enough detail, but not so much that it required more time than I had. Having the examples from you and the other gracious people was very helpful.
— Sandy Hume, Marriage & Family Therapist in Corona Del Mar, California
I am so encouraged about my note writing after viewing your videos and now feel like I made friends with note writing instead of drudging through it. I believe this is mainly due to your great style in presenting the information in a clear, concise and calm manner. It made paperwork so much more understandable than I have ever heard it explained before.
— Anonymous Therapist

Join a supportive community of mental health professionals who are focused on creating meaningful experiences with clients while running their practice more efficiently

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Save Time

While paperwork is valuable, it shouldn't take up hours of your week. Learn strategies for writing notes and getting intakes done more quickly. 

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Get *Judgement-Free* Feedback

You'll have the opportunity to get feedback on your paperwork in real time, from myself AND your colleagues in the forum.


Abandon Fear

Create systems you know will protect you should your documentation ever come in to question by insurance companies or licensing boards.


NO MORE worrying about what your licensing board would say if they saw your files.

NO MORE trying to figure out what your colleagues are doing.

NO MORE browsing the web for free templates that don't work for you anyway.

NO MORE doubting yourself as a clinician because you can't figure out the administrative stuff. 

NO MORE embarrassment about being behind in your notes.


Monthly payment option


SAVE with annual payment


Your membership includes everything below:

Immediate access to 8 hours of recorded workshops worth 8 CE credits

Immediate access to the member's conversation forum

Monthly live CE workshops and guest presentations

Office hours with Maelisa 2x/month

Get Notes Done (GND) co-working days each quarter

Treatment Planning Workbook (release date: February 2018)

Note Template Workbook (release date: June 2018)

Opportunity to win prizes for participation and completion of monthly trainings

Special access to industry experts and product reviews


At least 12 new CE credits guaranteed each year!

No obligation. Cancel your membership any time. Click here for Terms of Service.


Special Pricing Options for Group Practices & Agencies

Coming in February 2018

Tiered pricing is available so that you can easily take advantage of this program as a group practice owner!


>> Provide dynamic training for staff so they create quality assessments, notes and treatment plans

>>Track what trainings they have completed as part of your onboarding process 

>> Provide the employment perk of online CE workshops (approved by NBCC)

>>Use your private group page for internal discussions, personalized assignments and more!

Jane's story of working with Maelisa...

I had studied Maelisa’s materials about documentation over the past year, but when a client went into acute crisis and I realized that my notes might be used in court proceedings, I was a pretty freaked out. Already enrolled in another of Maelisa’s offerings, I reached out and asked if she would consult with me on my documentation for this complicated situation which was keeping me up at night. Maelisa and I spent one hour together online doing a peer review of my documentation. We shared a screen and went through how I was documenting this intense case. Maelisa not only gave me feedback on how I was conveying my client’s clinical progression, she taught as we went along. As a result, I have a much stronger sense now of what to include in my notes now, how to honor my ethical obligation to protect my client’s confidentiality, and how to feel clear about my interventions and clinical choices and how I document them in my notes. Best of all, I didn’t have to pretend to have it all together. She made me feel so comfortable and supported. Maelisa honored my experience, while also being encouraging of my learning. That is rare and fantastic in a colleague and consultant.

Follow up: My client’s notes didn’t end up being subpoenaed, but I am not sorry for the time and financial investment I made in my time with Maelisa. It was already worth it and will benefit me in my professional future to be sure!
— Jane B. Mayer, LCSW in Portland, Oregon


QA Prep has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6827. Programs that do not qualify for NBCC credit are clearly identified. QA Prep is solely responsible for all aspects of the programs.

California MFT's, LPC's and Social Workers: Please note that as of January 1, 2015, the BBS no longer approves continuing education providers. Licensees may obtain continuing education hours from board-recognized approval agencies, which includes NBCC