2 Tips that Save Therapists the Most Time on Paperwork

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There are two tips on mental health documentation that therapists consistently tell me saves them the most time. In today's livestream video you'll learn what these are and how you can implement them in your private practice paperwork today!
I'm Dr. Maelisa McCaffrey of QA Prep and one of my goals is helping you create high quality documentation while saving you TIME. Therapy burnout is real and mental health paperwork is a leading contributor to that burnout.
Top 2 tips for saving time on your private practice paperwork:
1) Have your clients complete ALL intake paperwork before the initial intake session.
2) Use bullet points instead of sentences in all your documentation, especially in progress notes.
These are quick and easy tips that you can actually implement right away so watch to see how to do this easily.
Need more help with your documentation? I offer one on one consultation sessions! Click here to book your consultation now: www.qaprep.com/consultation-s...
Want more quick strategies for writing progress notes, creating treatment plans, and managing your time as a therapist in private practice? Check out the Private Practice Paperwork Crash Course: www.qaprep.com/crash-course
Chapter summary:
00:00 Introduction
02:03 Tip 1: Have clients do intake paperwork ahead of time
06:29 Bonus benefit for the therapist
07:45 Bonus benefit for clients
08:25 What if you don't have an EHR or client portal?
09:48 How to get clients to complete paperwork
12:34 Tip 2: Use bullet points
13:22 An auditor's view of bullet points
15:38 Most common mistake with bullet points
18:16 What about using checkboxes? (Sneak peek)

Опубликовано:

13 июл 2024

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Комментарии : 18

@takebackmylifetakemylifeba8362 Год назад

Bullet- points! What a great solution- thank you! I would love an example of a SOAP note in bullet points please

@chewie1355 9 месяцев назад

Thank you. I’m watching while trying got complete my documentation. Needed help

@CarisaSanchez Год назад

The bullet points might just be life changing

@MaelisaMcCaffrey Год назад

I hope so!!!

@debbied1554 11 месяцев назад

So helpful

@patriciamorgan2501 7 месяцев назад

❤

@trishannelininger1206 2 месяца назад

The intake form you're referring to is the same form that is in your packet right Maelisa? That is the one I have been using and really find it helpful:)

@MaelisaMcCaffrey 2 месяца назад

Yup, that’s the one! The big Biopsychosocial assessment with all the historical data 😊

@lbg87 4 месяца назад

Hi, thank you so much for sharing your insights about how to make the intake process smoother and less time-consuming. I am wondering if you also complete your own biopsychosocial/initial assessment document in addition to the intake progress note? (even though your intake assessment paperwork for the client to complete is comprehensive). *I am also located in California which I saw somewhere you were too if that helps. I've always worked under agencies up until recently and they all asked us to complete complete biopsychosocials, even if a client had completed a relatively comprehensive intake form.

@MaelisaMcCaffrey 4 месяца назад

Your intake progress note will simply be a progress note for the session that ocurred. So part of that note would be "Completed biopsychosocial history" but you don't need to repeat any other info :)

@lbg87 4 месяца назад

@@MaelisaMcCaffrey Thanks so much for responding. So just to reiterate to make sure I understand: If the client completed a comprehensive biopsychosocial before our first session, I just need to complete the intake progress note and within that, I should include: "completed biopsychosocial." Also, may I ask to confirm if it's acceptable to fill in the gaps of additional info that the client shares within the progress note if I can't go and add onto what the client already wrote in their intake paperwork? I saw that in another video, you recommended stating something like, "see intake paperwork." Would such a statement be included in the intake progress note or on my own biopsychosocial document (that I also complete, even if the client completed one themselves)?

@MaelisaMcCaffrey 4 месяца назад

@@lbg87 good follow up questions! Yes, just fill in any gaps in a section of your intake progress note. You can label it something like “Additional info on family history” and then include the info. I prefer that to the clinician also having a biopsychosocial they’re completing (on top of the one the client did!).

@lbg87 4 месяца назад

@@MaelisaMcCaffrey thank you so much for responding again! Your videos/insights are extremely helpful and appreciated!

@CurtisTindall 11 месяцев назад

I also wish I could see an example. Are you saying that I could do this for ie, client and pt explored following topics: elder mother care-taking stress, separation from partner and adult son. This is the objective section and the subjective is that pt stressing and in constant state of fear of welfare of partner and elder son. Subjective part ?????

@MaelisaMcCaffrey 8 месяцев назад

Honestly, this is why I hate and never used SOAP notes! But here's a suggestion of what you could do: S - Topics discussed (what client brought up/said) O - Interventions (what the therapist did) , Client presentation (MSE type presentation) A - Client progress and continued impairments/needs P - Plan until next session

@takebackmylifetakemylifeba8362 Год назад

Question: One thing I do not have on my intake form is where the clients work and what their profession is. I rarely find this information helpful. Please can you provide input on why/if this is a necessary question, thank you

@MaelisaMcCaffrey Год назад

My experience is that work life and subjects related to work do come up over time. It's a significant part of most people's life and is important to ask about, even if you don't end up focusing on it in that individual's treatment.