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Meaningful Documentation as an Ethical Practice: How to Write Better Quality Notes that Take Up Less of Your Time (3 Hours)

  • Friday, November 15, 2019
  • 9:00 AM - 12:00 PM
  • Pine Ave Community Center, 3209 Harding St, Carlsbad 92008
  • 15


  • Special registration for SDNC board members only
  • Non Member Registration
  • Our colleagues that are members of the San Diego chapter are offered a special discount and a warm invitation to join us for our chapter meetings
  • Member Registration for SDNC chapter members

Registration is closed

Course Description:

Case notes are commonly written in private and hidden away, making the experience confusing and anxiety-provoking for even seasoned therapists. Due to necessary limits to confidentiality, therapists rarely read one another’s notes as a matter of practice. Instead, notes tend to be available only at the request of the client or during situations commonly viewed as negative, such as during a board investigation or court proceedings.

This advanced workshop will provide direction based on ethical principles, but also a supportive format for discussing and practicing note writing in real time among colleagues. Most mental health professionals find the exercise of writing notes together to be cathartic and affirming, as well as informative. Attendees will be encouraged to evaluate their client population and modality when considering what best applies to their practice, and to share with one another throughout the workshop so as to establish a standard of care based upon ethical and legal principles.  Pre-registration for this event is required.

Course Outline:
  • 9:15 Opening & Schedule for the Session (10 minutes)
    • CAMFT representative intro
    • Workshop intro and goals
  • 9:25 Introduction to Meaningful Notes (15 minutes)
  • 9:40 Common mistakes to avoid with notes (20 minutes)
  • 10:00 Organizational tools and strategies (10 minutes)
  • 10:10 Fifteen minute break (15 minutes)
  • 10:25 Reviewing notes with clients (15 minutes)
  • 10:40 Reviewing your notes regularly (15 minutes)
  • 10:55  Mock session and participant exercise (45 minutes)
  • 11:40 Final Thoughts (15-20 minutes)
    • Your next steps
    • Review of workshop themes
    • Review of final questions


Increase knowledge of the ethics and laws that influence documentation, ways to individualize clinical notes for clinician preference and client care needs, and how to best evaluate the quality of case notes. 

Learning Objectives

  1. Participants will create an individualized case note template that applies to psychotherapy practice.
  2. Describe the common similarities in note writing among various practitioners.
  3. Evaluate which laws and ethical principles to use in supporting individualized documentation practices.

About the Speaker: Maelisa Hall, PsyD

Dr. Maelisa Hall is a licensed clinical psychologist and the Owner of QA Prep, where she offers online trainings in all things documentation and ethics. Dr. Hall does most things online and has become a serial entrepreneur after discovering a love for online marketing. Training is Dr. Hall’s true passion and she loves to help therapists connect meaning to the typically mundane task of paperwork. She encourages professionals to consider WHY they are creating policies or doing things, rather than copying from others or repeating what they ha

TARGET AUDIENCE:  Licensed and Pre-licensed clinicians and educators. 

This course meets the qualifications for 2.5 hours of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.  SDNC-CAMFT CEP#128622

SDNC-CAMFT is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LCSWs, LPCCs, and/or LEPs. CEP#128622. SDNC-CAMFT maintains responsibility for this program/course and its content.


Venue Directions

Event Policies 
(Refunds/Cancellations/Special Assistance)

970 W Valley Pkwy #101
Escondido, CA 92025

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