Documentation
Made Easy
A Self-Paced Course For Mental Health Clinicians
You have a lot going on, and managing your paperwork can be extremely difficult. Documentation Made Easy can help!
Get Judgement-Free Support
Overcome Perfectionism
Learn to LOVE Your Paperwork
You know that therapist who...
- Always gets their notes done
- Feels confident about what they write in every case note
- Knows how to talk calmly with clients about record requests
- Has individualized templates that makes paperwork easy...
Guess what...
THAT COULD BE YOU!
Documentation Made Easy was created
for Therapists like you.
Therapists who want to:
- Take the best care of their clients
- Feel confident that they're protected
- Still have time for family and a personal life
This course was developed from years of reviewing therapist files and case notes, along with teaching mental health therapists about documentation best practices.
So what's included?
You'll receive INSTANT access to the entire course library, including:
- Focused video lessons (10-20 minutes long each) in 6 self-paced modules so you can quickly get the information you need
- Two sample client files
- Dozens of cheat sheets and tools
- Checklist treatment plan templates
- Detailed case note templates
- Additional template options
- BONUS Guest trainings on: HIPAA, writing skills, and time management
- BONUS Lifetime access to all GND (Get Notes Done) Days
Scroll down for the full course outline
I'm Dr. Maelisa McCaffrey and I’ve worked as a clinical supervisor, a program manager, and have invested in my own management training aside from my clinical training and teaching expertise.
I understand the nuances of managing people and caring for them, while also needing to consider your budget and practice reputation.
I also have ADHD and know what it’s like to be that clinician who can’t manage their time well and needs some extra help.
Here's what you'll learn with Documentation Made Easy:
Focus your first sessions on building rapport and connecting with your client, while meeting ethical obligations and covering yourself.
Keep your clients protected, reduce audit risk, and save hours writing copious notes.
Make treatment planning a clinical conversation you enjoy, rather than a focus on filling out a form.
Master the art of writing case notes that make you feel confident no matter who sees them.
Structure your time and learn efficiency tips to manage documentation easier, daily, and with improved quality.
Lifetime access to all GND (Get Notes Done) Days.
Get instant access to the course!
You have two ways to pay so you can choose the right one for your budget.
What people are saying about Documentation Made Easy:
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
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
Full Documentation Made Easy Course Outline
- Welcome and making the most of the course
- Assessment & Intake
- Informed consent and other intake paperwork
- The first client session
- The art of diagnosis
- Managing intake and your time
- Insurance and Medical Necessity
- Audits and red flags
- Billing and coding
- What goes in a treatment plan
- Creating goals you want to use with clients
- Creating your treatment plan template
- What to write in case notes
- Different types of progress notes
- Creating your perfect note template
- General time management tips for paperwork
- Collaborative documentation
- Catching up on notes
- Requests for records (from clients or others)
- Writing letters for clients
- Choosing an electronic health record (EHR)
- BONUS - webinar recording on ADHD and six “super skills” to help
- BONUS - webinar recording on writing skills and planning
- BONUS - an introduction to HIPAA and how it relates to documentation
Common Question:
Can I just purchase one or two lessons, or sample files?
No, but there is a good reason for this. Examples can be helpful, but our goal is to teach you how to think about documentation so you can make decisions easily and confidently. Also, so many aspects of documentation are intertwined, there are likely other elements to consider that are not always obvious and straightforward. With the full course, you get everything you need to answer your questions.
Other common questions:
How is the Documentation Made Easy course different from the Paperwork Packet?
While the course has some sample notes and example files, it does not have all the templates provided in the Paperwork Packet (specifically, the intake forms).
If you already have a packet you use and feel like it works fairly well, then Documentation Made Easy should help you decide if there are any tweaks you need to make.
However, if you don't really have any policies or procedures set up and the task of creating your private practice paperwork feels overwhelming, the Paperwork Packet may be a better fit (or a good compliment) so you can simply copy and paste what you need.
Do you offer CE credit?
While it is something we are working on, we do not offer CE credit at this time.
