Stress-Free 
Documentation

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!

Stress-Free Documentation 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. 

Currently being updated, with brand new modules released in July 2024! 

So what's included now?

You'll receive INSTANT access to the entire course library, including:

• Focused video lessons (10-20 minutes long each) in 8 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, roadblocks to writing progress notes, collaborative documentation and an AI workshop!
• 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.

• Welcome and Navigating the Course

• Setting the Stage for Success

• Sample Client Files

• Assessment & Intake

• Informed Consent and Other Paperwork

• The First Client Session

• The Art of Diagnosis

• Intake Logistics

• Insurance and Medical Necessity

• Audits and Red Flags

• Billing and Coding

• What Goes in a Treatment Plan

• Creating Goals

• Treatment Plan Templates

• What Goes in a Progress Note

• Types of Progress Notes

• Creating Your Progress Note Template

• General Tips on Time Management

• Catch Up on Notes

• Requests for Records (from clients or others)

• Writing Client Letters

• Choosing an Electronic Health Record (EHR)

• BONUS - an introduction to HIPAA and how it relates to documentation
• BONUS - 4 Roadblocks to Writing Progress Notes
• BONUS - Collaborative Documentation
• BONUS - AI Workshop Recording

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 Stress-Free Documentation 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 Stress Free Documentation 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.