Episode 517: Intake, Assessment, and Diagnosis with Dr. Maelisa McCaffrey of QA Prep
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.
In our latest episode, we discuss managing documentation for intakes and assessments with Dr. Maelisa McCaffrey of QA Prep.
We cover:
Top misconceptions about documenting intakes and assessments
Time management and logistics for intakes and assessments
Balancing ethics, legal obligations, and customer service
What Maelisa recommends covering in an intake session
Layering informed consent
How to minimize writing the same things over and over in assessments
Our upcoming CE training…
The skinny
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