From Dread to Done: Documentation & Time Hacks for Busy Therapists

From Dread to Done: Documentation & Time Hacks for Busy Therapists (recorded webinar) – Online CE Course

PLEASE READ:  This course is an offsite online program by ZynnyMe.  This webinar is offered by ZynnyMe as part of their FREE community.  When you click on the “View Webinar” button below you will be redirected to the ZynnyMe site to select this pre-recorded webinar from their free library.  After completing the webinar you can then return to this site (aspirace.com) to complete the exam for this course, pay for your units, and earn your certificate of completion for CE.

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From Dread to Done: Documentation & Time Hacks for Busy Therapists webinar course objectives, description, and outline

Course Objectives:

• Describe the concept of informed consent from intake to discharge
• Explain how to create a mental health treatment goal in SMART format
• Identify at least two common struggles clinicians experience when writing progress notes

Course Description:

From Dread to Done: Do you find yourself overwhelmed by documentation or constantly falling behind on progress notes? You’re not alone. Many mental health clinicians struggle to balance meaningful client work with the constant demands of paperwork. This continuing education workshop is designed just for you.

What You’ll Learn:

• Engage with clients from day one. Explore the truth behind intake requirements and learn practical strategies to build rapport, engage your clients, and still cover the essentials.
• Master the art of collaborative treatment planning. Move from vague and lengthy treatment plans into focused, actionable plans that drive meaningful outcomes.
• Spend less time on progress notes. From collaborative note-writing to using AI for documentation support, discover practical, real-life strategies that improve efficiency while maintaining quality.

Course Outline:

1. Introductions 
2. Homework results and insights (5 min)
3. Audience feedback and participation (5 min)
4. Intake assessment (25 min)
   • Informed consent as a process, not a form
   • Common misconceptions about intake “requirements”
   • Practical ways to build rapport and manage paperwork
5. Treatment planning (20 min)
   • Collaborative treatment planning
   • The two goal treatment plan method 
   • Smart ways to write SMART goals
6. Progress notes (25 min) 
   • Review of the QUOTE Framework for managing common struggles with progress notes
   • Review of presentation handouts
   • Considerations when using AI for progress notes
7. Final Q&A (10 min)

Instructors: Dr. Maelisa McCaffrey

Dr. Maelisa McCaffrey is a licensed psychologist, nail design enthusiast, and multi-passionate entrepreneur. With 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 a true ENFP, Maelisa aims to make sure all of her endeavors are meeting a need in the community while also allowing for plenty of laughter and fun.

Click here to return to Aspira Continuing Education’s Home page of CEs for Psychologists, MFTs, Social Workers, Professional Counselors, and SUDC Counselors

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