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Documentation in Couples Therapy

Ethics, Best Practices, and Practical Strategies

presented by Maelisa McCaffrey, PsyD

Documentation for couples therapy presents unique challenges that many mental health professionals struggle to navigate confidently. From managing confidentiality and accessing records to properly documenting sensitive topics or medical necessity, therapists often learn these complex skills through costly trial and error.

This workshop eliminates the guesswork by providing concrete guidance on documentation practices specifically tailored for couples therapy. You'll learn what ethical principles apply to documentation and technology, practical approaches to meeting medical necessity criteria, and innovative strategies for managing sensitive information without compromising care.

Come ready to participate in this highly interactive workshop. You'll analyze real-world documentation dilemmas, practice crafting effective phrases for challenging scenarios, and explore ethical applications of AI in clinical documentation. Your most uncomfortable questions are welcomed here – everyone has them!

By the end of this workshop, you'll walk away with practical documentation templates, ethical frameworks for decision-making, and renewed confidence in your ability to document couples therapy with integrity. Whether you're a new clinician or a seasoned practitioner seeking to refine your documentation skills, this workshop offers valuable tools you can implement immediately.

Duration: 3 hours

Learning Objectives

By the end of this webinar, participants will be able to:

  • Explain the relevant ethical principles and laws that apply to documentation in couples therapy.

  • Identify at least two phrases to use in progress notes for sensitive and politically charged topics.

  • Define medical necessity and how this applies to documentation for couples therapy.

  • Identify three ethical uses of AI in a mental health clinical setting.

            This webinar will be presented online via Zoom and is intended for Imago Therapists and Facilitators at the intermediate level.

            About Dr. McCaffrey

            Dr. Maelisa McCaffrey is a licensed psychologist, nail design enthusiast, and author of Stress-Free Documentation for Mental Health Therapists. 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.

            Continuing Education (not available)

            Unfortunately, Continuing Education (CE) Credits will not be available for this webinar.

            Cancellation

            All ImagoInsights Webinar cancellations must be submitted in writing to This email address is being protected from spambots. You need JavaScript enabled to view it.. Cancellations made more than 72 hours prior to the start of the webinar will be refunded in full, less a 5% administrative fee. Cancellations made within 72 hours of the start of the ImagoInsights webinar will be refunded at 50%. Cancellations made after the start of the webinar will not be refunded. If for any reason IRNA cancels a webinar, registration fees will be refunded in full.

            Contact This email address is being protected from spambots. You need JavaScript enabled to view it.with any questions or concerns about this event.

            Pricing and Discounts

            Cost: $90

            IRNA Members - 15% off

            Early Bird Discount - save an additional 10% if registered by 8/29

            Members must be logged in to get discounts.

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