Completing intake paperwork at the beginning of the first session is often viewed as intrusive and cumbersome by both clinicians and individuals in therapy. With proper training, clinicians can use the intake experience as an opportunity to build rapport with clients immediately instead of building a wall. There is an art to the intake process that can include all ethical and legal requirements being fulfilled with a caring, compassionate approach. 

In this two-hour continuing education web conference, Dr. Maelisa Hall returns to share her experience of easing the burden of mental health paperwork and help attendees view the intake experience as a process that can often be completed over time. She will review the legal and ethical requirements common to mental health practitioners while diving into the strategies she has used for effectively communicating these obligations to individuals in therapy. Dr. Hall believes that knowing these responsibilities and guidelines thoroughly allows a clinician to adapt the intake process to the needs of each individual seeking their help.

Dr. Hall will incorporate examples of successful intake processes from the point of view of the individual in therapy while providing sample phrases that a clinician can use right away in their practice. She will review the most common mistakes that are made during the intake process and share items that are crucial for modern day counseling but are often overlooked. This presentation will also include a review of how HIPAA, social media, credit cards, and insurance all play into the meaningful conversation that can be made from intake paperwork.

This introductory instructional level course is designed to help clinicians:

  1. Explain how informed consent is a process, not just a form.

  2. Describe the key aspects every clinician needs in their intake packet.

  3. Identify how HIPAA and privacy concerns impact informed consent.

  4. Describe the most common mistakes clinicians make regarding payment.

  5. Explain how to talk with individuals in therapy about insurance and confidentiality.

  6. Evaluate paperwork regularly to ensure it remains current with laws and ethics.

If you have any questions or concerns about this web conference or would like more information, please contact us here.

How the Web Conference Works

Before the scheduled event, all registered attendees will be sent a reminder email from with specific instructions on how to log in to the web conference center, as well as links to optional handout materials if applicable. 

To attend the event, registered attendees will log in to the web conference center using a computer or device (smartphone or tablet with internet access) and calling in to the teleconference line on a phone. Attendees will be able to ask live audio questions via phone and/or submit text chat questions via their computer or device. Attendees who are logged in to the event center will be able to see live streaming video and/or document sharing. Alternatively, attendees may dial in to the teleconference line only, though attendees dialing in by phone only will be unable to ask questions. 

At the conclusion of this event, participants will receive an email with information about how to request a CE certificate in the Member's Area. To confirm attendance, participants must enter the start and end codes announced at the beginning and end of the live presentation. Participants will also be prompted to complete an online survey evaluating the event. Participants will need to complete this online survey within six days after the event. Once completed, participants will be able to download a copy of their CE certificate instantly. 

For additional information about this event or our CE grievance procedures, please contact us here

Continuing Education (CE) Information

Two CE credits will be provided by for attending this web conference in its entirety. is an Approved Education Provider by NAADAC, The Association for Addiction Professionals (provider #135463). Of the eight counselor skill groups ascribed to by NAADAC, this course is classified within documentation and legal, ethical, and professional development. has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6380. Programs that do not qualify for NBCC credit are clearly identified. is solely responsible for all aspects of the programs.

This organization,, provider #1352, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB) through the Approved Continuing Education (ACE) program. maintains responsibility for the program. ASWB Approval Period: March 30, 2016 through March 30, 2019. Social workers should contact their regulatory board to determine course approval for continuing education credits. Social workers participating in this course will receive two clinical continuing education clock hours. is approved by the American Psychological Association to sponsor continuing education for psychologists. maintains responsibility for this program and its content., SW CPE is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #0395., LLC is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0022 and for licensed mental health counselors #MHC-0031.

Registration Information

This web conference is available at no cost to members.

Event Reviews from Members

Meet the Presenter

Maelisa Hall, PsyD

Maelisa Hall, PsyD is a licensed clinical psychologist living in Long Beach, California. She currently serves as the Quality Assurance (QA) Director for a state-contracted mental health program and is the owner of QA Prep, where she offers online trainings and clinical consultation in documentation for mental health professionals.  

Training is Dr. Hall’s true passion, and she loves to help therapists connect meaning to the typically mundane task of paperwork. After years working in quality improvement, she has noted that confusion, anxiety, and resentment related to documentation are all too common for clinicians. Her experience has shown her most professionals care deeply about their work and find documentation much easier when they are able to identify and understand how paperwork actually helps the people they work with in therapy.

Dr. Hall provides online training programs for therapists in private practice and consultation for agencies and individual practitioners. She also travels as a speaker and trainer and presents on the topics of improving documentation and ethics. She maintains an active blog and provides free monthly trainings for therapists through her website,