The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

Protecting Clients Through Better Notes: An Interview with Dr. Maelisa McCaffrey

Oct 27, 2025
Dr. Maelisa McCaffrey, a licensed psychologist and author, dives into the crucial topic of ethical documentation for therapists. She discusses navigating sensitive subjects like gender identity and immigration in today’s politically charged environment. Maelisa emphasizes the importance of informed consent and using clear, sensitive language in notes. She shares strategies for balancing detail with client safety, urging clinicians to review their practices regularly. Listeners gain valuable insights and practical tips to protect their clients and themselves.
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INSIGHT

Documentation Carries New Legal Risks

  • Documentation now carries higher legal and ethical risk in today's political climate.
  • Therapists must rethink how and what they record because stakes have increased.
INSIGHT

Documentation Advice Must Evolve

  • Professional approaches must evolve as contexts change; prior norms no longer always apply.
  • Dr. Maelisa McCaffrey recently changed her documentation advice in response to new realities.
ADVICE

Make Documentation Part Of Informed Consent

  • Inform clients clearly that you document and that records may contain diagnoses or notes.
  • Make documentation an ongoing informed consent conversation, not just an intake form.
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