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Digital Seminar

Documentation and Risk Management in Behavioral Health: Top Ethical Challenges


Speaker:
Frederic G. Reamer, PhD
Duration:
6 Hours 23 Minutes
Language:
Presented in EN, subtitles in EN and FR, handouts in EN and FR
Format:
Audio and Video
Copyright:
Aug 02, 2023
Product Code:
POS059361
Media Type:
Digital Seminar


Description

Sometimes regarded as a “necessary evil,” the reality is that the quality of practitioners’ documentation often determines the outcomes of lawsuits and licensing board complaints filed against practitioners.

Skilled documentation that is consistent with ethical standards can ensure you are providing quality services to your clients and often leads to positive litigation and licensing board decisions. Skilled documentation can also save you valuable time.

In contrast, poor documentation can be disastrous when introduced as evidence in court and licensing board proceedings.

Watch Dr. Frederic Reamer, a leading author of books and other publications on risk management and documentation in behavioral health, as he draws on his extensive experience as an expert witness for more than 30 years in litigation and licensing board cases throughout the United States.

Dr. Reamer will provide a comprehensive overview of:

  • State-of-the-art documentation standards
  • When to be vague and detailed in clinical notes
  • The advantages and disadvantages of short and long notes
  • Key ethical issues and standards related to documentation in behavioral health
  • Challenges when using electronic records
  • Relevant statutes, regulations, and case law
  • Common documentation mistakes
  • Practical documentation strategies to protect clients and clinicians
  • And much more!

Too often practitioners’ documentation exposes them to considerable risk related to audits and lost revenue. Documentation is an essential element of behavioral health - don’t let the “necessary evil” affect your practice and clients.

Purchase now!

Credit

Program Information

Planning Committee Disclosure - No relevant relationships

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.



Canada Credit - Social Workers - National ASWB ACE

PESI, Inc., #1062, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: January 27, 2023 - January 27, 2026. Social workers completing this course receive 6.25 Ethics continuing education credits.

 

Course Level: Intermediate Format: Recorded asynchronous distance. Full attendance is required; no partial credits will be offered for partial attendance.

 

Canadian Social Workers: Canadian provinces may accept activities approved by the ASWB for ongoing professional development.


Canada Credit - Canadian Psychologists

PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 6.0 self-study continuing education hours. Full credit statement at: www.pesi.com/cpa-statement


**

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after passing the online post-test (80% passing score) and completing the evaluation). Instructional methods will include PowerPoint, didactic lecture, and others.

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Program content is reviewed periodically per accrediting board rules for currency and appropriateness for credit. Credit approvals are subject to change. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. 
For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before purchase.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.  

For Planning Committee disclosures, please see the statement above.  For speaker disclosures, please see the faculty biography.


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Earn up to 6.25 CE hours. Please see below, for more details, as credit amounts vary by state and profession. 


Ethics

This self-study activity includes 6.25 hours of  ethics instruction. Not all boards allow ethics credit for self-study products. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.


Counselors

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.


California Counselors

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Florida Counselors

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Illinois Counselors

This intermediate self-study activity consists of 6.0 clock hours of continuing education instruction. Per the IDFPR: Social Work Continuing Education Sponsors approved by the Division in accordance with the rules for the administration of Clinical Social Work and Social Work Practice Act (225 ILCS 201), 68 Ill.  Adm. Code 1470.95; PESI, Inc. is a registered social work continuing education sponsor with the Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance, pass a post-test, and who complete the program evaluation.


Kentucky Counselors

CE credit is available. This self-study course consists of 7.5 continuing education credit hours for Kentucky Counselors. The Continuing Education Requirements for the Kentucky Board of Licensed Professional Counselors (201 KAR 36:030 Section 2) state continuing education programs from providers sponsored or approved by a state counseling licensure board shall be approved without further review by the board. PESI, Inc. is approved by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540. PESI maintains responsibility for this program and its contents.


Missouri Counselors

CE credit is available. This self-study course consists of 6.25 continuing education clock hours for Missouri Counselors. The Missouri Committee for Professional Counselors accepts continuing education programs relevant to counseling that are provided by organizations recognized by national social worker associations. PESI, Inc. is recognized by a national social worker association. Please see social work approvals for this program.


Montana Counselors

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


Nevada Counselors

PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours and satisfies the ethics requirement. Approved Provider # NVCEP2006.


New York Counselors

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Ohio Counselors

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of ethics continuing education. Tracking number: 20-TBD


Pennsylvania Counselors

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Counselors

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Texas Counselors

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Professional Counselors no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 Texas Administrative Code, Chapter 681, Subchapter J, Section 681.142 Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


California Social Workers

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Colorado Social Workers

PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This self-study course has been approved for 6.3 continuing education hours. 

 

COLORADO PARTICIPANTS ONLY: If you did not answer YES to be reported to the Colorado Chapter of the NASW on the evaluation, please contact cepesi@pesi.com and provide the full title of the webcast, speaker name, date of live broadcast, your name and your license number in the email.


Florida Social Workers

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits. 


Illinois Social Workers

PESI, Inc. is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 6.0 contact hours.


Kansas Social Workers

PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This self-study course has been approved for 6.0 continuing education hours.


Minnesota Social Workers

PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study package has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.


Montana Social Workers

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


New York Social Workers

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 


Ohio Social Workers

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of ethics continuing education. Tracking number: 20-TBD


Pennsylvania Social Workers

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Arizona Psychologists

This activity consists of 6.25 hours of continuing education instruction and is designed to meet the requirements of the Arizona Board of Psychologist Examiners (Sec. R4-26). Please save the course outline, certificate of completion, and any other supporting documentation you receive from this home study activity in case it is requested by the board.


California Psychologists

CE credit is available. This self-study course consists of 6.0 continuing education credit hours for California Psychologists. The California Department of Consumer Affairs Board of Psychology recognizes and accepts for continuing education credit courses that are specifically applicable and pertinent to the practice of psychology and by entities approved by the ACCME (Accreditation Council for Continuing Medical Education). This enduring material is certified for a maximum of 6.0 AMA PRA Category 1 Credits™ by PESI as an accredited ACCME provider authorized to award credit by the AMA. PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.


Florida Psychologists

PESI, Inc., is an approved provider with the Florida Board of Psychology.Provider Number #50-399.This product qualifies for 6.3 self-study continuing education credits.


Illinois Psychologists

 

PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 268.000102. Full attendance at this self-study course qualifies for 6.0 contact hours.


Kentucky Psychologists

PESI, Inc. is approved by the Kentucky Board of Examiners of Psychology to offer continuing education for psychologists, approved provider #202312H. PESI maintains responsibility for this program and its content. This self-study activity will qualify for 6.25 contact hours.


New York Psychologists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0014. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.

For courses containing ethics, please note New York State licensees are responsible for complying with New York laws, rules and regulations


North Dakota Psychologists

CE credit is available. This course consists of 6.25 continuing education clock hours for North Dakota Psychologists. The North Dakota State Board of Psychologist Examiners, pursuant to 66-03-01-03, confirms acceptance of continuing education programs for content related to practice authorized in North Dakota (century code 43-32) for programs approved by certain ce associations. When printing your certificate, please include any national social work approvals.


Ohio Psychologists

PESI, Inc. is approved by the Ohio Psychological Association, Provider #263896894, to sponsor continuing education for psychologists. PESI, Inc. maintains responsibility for this program and its content. PESI is offering this self-study activity for 6.25 Ethics hours of continuing education credit.


Pennsylvania Psychologists

PESI, Inc. is approved by the Pennsylvania State Board of Psychology to offer continuing education for psychologists. Provider #PSY000211. PESI maintains responsibility for the program(s). This self-study program qualifies for 6.25 continuing education hours.


Psychologists & Physicians

Physicians: PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. PESI, Inc. designates this enduring material for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. This activity was originally recorded on 08/02/2023. It was last reviewed on 04/14/2023 and is valid until 04/15/2026.  Physicians should only claim credit commensurate with the extent of their participation in the activity. You are required to successfully complete and submit a post-test prior to receiving a certificate of completion.


Psychologists: The following state psychologist boards recognize activities sponsored by PESI, Inc. as an approved ACCME provider: Alaska, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, Oklahoma, Pennsylvania, South Carolina and Wisconsin. This activity consists of 6.0 clock hours of continuing education instruction. You are required to successfully complete and submit a post-test prior to receiving a certificate of completion.


Marriage & Family Therapists

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save this course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements. 


California Marriage & Family Therapists

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This Basic level self-study activity consists of 6.25 clock hours of continuing education instruction.


Florida Marriage & Family Therapists

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Illinois Marriage & Family Therapists

PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Professional Regulation. Provider #:168-000156. Full attendance at this self-study activity qualifies for 6.0 credits.


Montana Marriage & Family Therapists

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


Nevada Marriage & Family Therapists

PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours and satisfies the ethics requirement. Approved Provider # NVCEP2006.


New York Marriage & Family Therapists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0024. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Ohio Marriage & Family Therapists

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance at this course meets the qualifications for 6.25 clock hours of ethics continuing education. Tracking number: 20-TBD


Pennsylvania Marriage & Family Therapists

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This Basic level self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Marriage & Family Therapists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Texas Marriage & Family Therapists

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Marriage and Family Therapists no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 of the Texas Administrative Code, Chapter 801, Subchapter K, Section 801.264 Types of Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


Addiction Counselors - NAADAC

NAADAC

This self-study course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.0 CE in the Legal, Ethical and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming. Full attendance is required; no partial credit will be awarded for partial attendance.


California Alcoholism & Drug Abuse Counselors (CCAPP-EI)

PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: OS-03-036-1025. This activity meets the qualifications for 6.0 CEH's (continuing education hours).


California Alcoholism & Drug Abuse Counselors (CADTP)

PESI, Inc. is an approved provider by the CADTP, Provider #: 201. This Category H activity meets the qualifications for 6.0 CEU's (continuing education hours).


Connecticut Addiction Counselors

Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.


Oklahoma Alcohol & Drug Counselors

PESI, Inc. is an Oklahoma Board of Licensed Alcohol and Drug Counselors approved provider #20240032. This self-study activity consists of 6.25 clock hours of continuing education instruction.


Nurses, Nurse Practitioners, and Clinical Nurse Specialists - ANCC

PESI, Inc. is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses completing these self-study materials will earn 6.25 contact hours. Expires: 05/02/2026.


California Nurses

PESI, Inc. is a provider approved by the California Board of  Registered Nursing, Provider #: 17118 for 6.0 self-study contact hours. 

** You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.


Florida Nurses

PESI, Inc. is an approved provider by the Florida Board of  Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.

CE Broker


Iowa Nurses

PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.25 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.


California Licensed Educational Psychologists

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Psycho-Educational Specialists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


New York Creative Art Therapists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Creative Art Therapists. #CAT-0087. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.


Other Professions

This self-study activity qualifies for 6.25 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.



Handouts

Speaker

Frederic G. Reamer, PhD's Profile

Frederic G. Reamer, PhD Related seminars and products

School of Social Work, Rhode Island College


Frederic G. Reamer, PhD, Professor Emeritus has taught in the graduate program of the school of social work, Rhode Island College, Providence, Rhode Island for 40 years. Dr. Reamer received his PhD from the University of Chicago and has served as a social worker in correctional and mental health settings. He chaired the national task force that wrote the National Association of Social Workers Code of Ethics and served on the task force that added technology standards to the code. Dr. Reamer lectures both nationally and internationally on the subjects of professional ethics, professional malpractice and liability, and documentation. In addition to ethics, his research and a teaching have addressed a wide range of human service issues, including mental health, health care, criminal justice, and public welfare. Dr. Reamer has conducted extensive research on professional ethics and has been involved in several national research projects sponsored by The Hastings Center, Carnegie Corporation, Haas Foundation, and Center for Bioethics of the University of Pennsylvania. Dr. Reamer has been an expert witness and formal ethics consultant in more than 130 litigation and licensing board cases throughout the United States. He is the author of many books and other publications on ethical standards in behavioral health, risk management, and documentation.

 

Speaker Disclosures:
Financial: Frederic Reamer has employment relationships with Rhode Island College, Rhode Island Department of Corrections, and Providence Police Department Training Academy. He receives royalties as a published author. Frederic Reamer receives a speaking honorarium and recording royalties from PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Frederic Reamer serves as an advisory board member of Ocean State Stories, Pell Center, Salve Regina University and an advisory editor for the Encyclopedia of Social Work Online.


Additional Info

Program Information

Access for Self-Study (Non-Interactive)

Access never expires for this product.

For a more detailed outline that includes times or durations of time, if needed, please contact cepesi@pesi.com.


Questions?

Visit our FAQ page at https://www.pesicanada.com/faq or contact us at https://www.pesicanada.com/contact-us


Objectives

  1. Identify the diverse purposes of documentation.
  2. Address documentation challenges related to client privacy, confidentiality, and privileged communication.
  3. Identify the implications of skilled documentation for risk management in behavioral health.
  4. Avoid common documentation mistakes.
  5. Develop documentation protocols consistent with ethical standards in behavioral health.
  6. Implement ethics-informed documentation strategies to protect clients and prevent lawsuits and licensing board complaints.

Outline

The Role of Documentation in Behavioral Health
  • Effective client assessment
  • Planning and delivering services
  • Accountability to third parties
  • Continuity and coordination of services
  • Supervision of clinicians and staff
  • Evaluation of services
Policies and Protocols for Documentation Challenges
  • What to document and what not to document
  • Language and terminology
  • Use of electronic health records
  • Ways to enhance credibility and mistakes to avoid
  • Access and disclosure of documents to clients or third parties
  • Record retention
Ethical Standards
  • Privacy: Protecting client information in records
  • Confidentiality: Disclosure of protected health information
  • Privileged communication: Disclosure during legal proceedings
  • Informed consent: Consent to treat
  • Defamation of character: Preventing libel and slander
Ethics Informed Documentation Strategies
  • Vague documentation v. detailed documentation
  • Long notes v. short notes
  • Decisions about third-party access to records
Documentation and Risk Management: Malpractice and Licensing Board Complaints
  • The nature of malpractice: Documentation issues
  • Malpractice and licensing board risks related to documentation
  • Standards of care in documentation
  • Acts of omission in documentation
  • Acts of commission in documentation
  • Responding to subpoenas
  • Documentation challenges in the digital age
Practical Tips on the Do’s and Don’ts of Mental Health Documentation
  • Examples of good and bad notes
  • Case examples

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Addiction Counselors
  • Physicians
  • Marriage & Family Therapists
  • Psychiatrists
  • Behavioral Health Nurses
  • Case Managers
  • Mental Health Administrators
  • Office Managers
  • Art Therapists
  • Other Mental Health Professionals

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