Meaningful Record Keeping: Considerations for Ethics, Insurance Requirement

Meaningful Record Keeping: Considerations for Ethics, Insurance Requirements, and Peace of Mind

Presented by Maelisa McCaffrey, PsyD 

DATE: Friday, September 27th 2024 

9:00 am until 4:00 pm PST

6 hours Continuing Education Credit  

Location: ONLINE via Zoom

(registrants will be sent a Zoom link via the email address they register with.  The Zoom link will be sent out 1-3 days prior to the training and will come from "COAP Workshops.")

This workshop will be capped at 95 participants

Workshop Overview:

Most mental health providers learn about documentation through trial and error in everyday practice. Requirements related to law and ethics are often unclear and those related to insurance seemingly shift without notice, which can lead to mistakes and overwhelm.

This workshop solves that problem by guiding you through the what, how and why of mental health documentation. Ethics, insurance requirements, and state laws will guide the foundation of this workshop but you will also gain practical skills you can implement immediately.

Come prepared to interact and realize that everyone else has the same embarrassing questions because this workshop is not just a lecture. You will practice writing notes alongside colleagues, evaluate real-life ethical conflicts, and leave with an actionable plan that instills confidence in your documentation.

Learning Objectives:  By the end of this training, participants will be able to:

• Define how HIPAA, OpenNotes, and other applicable laws and ethics apply to your individual documentation requirements.
• Explain the three components of medical necessity for insurance documentation.
• Identify the most common mistakes in mental health documentation.
• Describe what components are necessary and helpful for a progress note template. 
• Explain two ways to save time on paperwork without negatively impacting clinical quality.
• Describe how to document high risk issues, outside of session communication, and notes for special populations (couples, family, etc.).

About the Presenter: Dr. Maelisa McCaffrey is a licensed psychologist, nail design enthusiast, and multi-passionate entrepreneur. Through her business QA Prep, she empowers therapists with training and consultation on clinical documentation. Maelisa focuses on the “why” behind the usual recommendations and encourages clinicians to think outside the box, while also keeping their ethics intact. As someone with ADHD who’s had to figure out what works through trial and error, Maelisa aims to make sure her trainings are practical, while also allowing for plenty of laughter and fun.

Costs: COAP uses an online registration process that accepts credit and debit cards. The lowest registration rates are associated with early registration, we encourage you to sign up early to make sure you have a spot. This workshop is limited to the first 95 participants who register.

Registered by 9/20/24

COAP Member: $105

Non COAP Member: $115

Registered after 9/20/24

COAP Member: $110

Non COAP Member: $125

Student Rate $65

*Membership in COAP is limited to Central Oregon based active and retired psychologists, residents, and psychologist associates. You must be current with COAP dues to register at the membership rate. Yearly COAP dues are $25 and are collected in September via Cheddar Up website (a small fee will be charged by cheddar up). Please use this link to pay dues: https://my.cheddarup.com/c/coap-membership-2023-24

We welcome all allied mental health practitioners to our workshops (at non-member registration rates); receiving Continuing Education credits from various Licensing Boards has not been problematic, assuming the topic meets your Board’s criteria.

**A $35 cancellation fee will be assessed for all cancellations. Registration fee will not be refunded for dissatisfaction with the training or for no-shows.

Students are invited to attend for $65. Please be prepared to submit a copy of your student identification card as proof of your student status.

Questions can be directed to info@coapworkshops.org

Check out the COAP website for additional information https://www.coapworkshops.org