Requirements for Clinical Record-Keeping: From the Basic to the Complicated

Mental health professionals have a legal and ethical obligation to keep records to memorialize their work with their clients. However, what you record, and how it is recorded, can be confusing to navigate. This workshop will explore the legal and ethical requirements of clinical record keeping, while highlighting ethical challenges and the realities of busy professionals. Less...

Learning Objectives

Describe the ethical responsibility of mental and behavioral health professionals to maintain client records.
Distinguish the ethical responsibility of mental and behavioral health professionals to maintain client records from related legal requirements.
Explain how they protect client confidentiality through their record keeping practices.

Target Audience

This live interactive webinar is intended for behavioral health professionals, including Psychologists, Social Workers, Counselors, MFT's and Addiction Professionals.

Learning Levels

All Levels

Friday, June 21, 2024

Live Interactive Webinar

11:00 AM EDT - 01:00 PM EDT

EARN 2 CE Credit Hours

About the speaker

Kathryn Krase, JD, MSW

Kathryn Krase is a social worker, lawyer, researcher, educator, and expert on professional ethics. She has significant experience as a family law practitioner, social work supervisor, along with more than 20 years of experience in faculty and administrative roles in undergraduate, masters, and doctoral level social work programs in and around New York City. Dr. Krase is the Principal Consultant for Krase Consulting, in Brooklyn, New York, where she focuses on educating mental and physical health professionals on their general legal and ethical obligations.

Agenda

11:00am - 11:20am Introduction, Revisiting Ethics in Professional Practice

11:20am - 11:35am Protecting Yourself from Ethical & Legal Liability

11:35am - 12:20pm Distinguishing Ethical & Legal Requirements for Record Keeping

12:20pm - 12:55pm Evaluating Case Examples

12:55pm - 1:00pm Q&A, Conclusion

CE Information - Earn 2 CE Credit Hours

CE Approvals

American Psychological Association

CE Learning Systems, LLC is approved by the American Psychological Association to sponsor continuing education for psychologists. CE Learning Systems maintains responsibility for this program and its content.

National Board for Certified Counselors

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New York State Education Department's State Board for Social Work

CE Learning Systems 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 #0060.

New York Education Department Board of Creative Arts Therapy

CE Learning Systems (d/b/a CE-credit.com), 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 creative arts therapists. #CAT-0008

New York Education Department for Licensed Mental Health Counselors

CE Learning Systems, 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 mental health counselors. #MHC-0072.

New York Education Department Board for Licensed Psychoanalysts

CE Learning Systems, LLC dba CE-credit.com & AddictionCounselorCE.com 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 psychoanalysts #P-0031.

Association of Social Work Boards - New Jersey

Requirements for Clinical Record-Keeping: From the Basic to the Complicated 5737, is approved by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program to be offered by CE Learning Systems, LLC as an individual course. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE course approval period: 5/13/2024 - 5/13/2026. Social workers completing this course receive 2 clinical continuing education credits.

ACE individual course approval meets the NJ Board of Social Work Examiners requirements for individual course approval pursuant to NJ Code 13:44G-6.4.16. Participation in the ASWB ACE Course Approval Program requires that the provider abide by all of the criteria set forth by New Jersey Administrative Code Title 13 Chapter 44 G Subchapter 6.

New York State Education Department's State Board for Psychology

CE Learning Systems dba CE-Credit.com & AddictionCounselorCE.com is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0016.

New York State Education Department's State Board for Marriage and Family Therapy

CE Learning Systems dba CE-Credit.com & AddictionCounselorCE.com is recognized by the New York State Education Department's State Board for Marriage and Family Therapy as an approved provider of continuing education for licensed marriage and family therapists #MFT-0045.

CE Process Info

Each professional is responsible for the individual requirements as stipulated by his/her licensing agency. Please contact your individual licensing board/regulatory agency to review continuing education requirements for licensure renewal. Please note: You must attend "live" (in real-time) for the duration of the training to earn CE credits.

Before the event, you will receive an email from CE-Go with access to the virtual event. After the event, you will receive access to your evaluation and continuing education certificate via a personalized "attendee dashboard" link, hosted on the CE-Go website. This link and access to the virtual event will be sent to the email account you used to register for the event.

Upon accessing the CE-Go "attendee dashboard", you will be able to:

Complete evaluation forms for the event
Download your continuing education certificate in a PDF format

If you have any questions or concerns regarding the CE-Go platform, please contact CE-Go at 888-498-5578 or by email at support@ce-go.com Please Note: Emails for this event will come from "support@ce-go.com".

If you have any continuing education related questions, please contact your event organizer.

Please make sure to check your spam/junk folder in case those emails get "stuck". We'd also suggest "Allowlisting" support@ce-go.com. This tells your email client that you know this sender and trust them, which will keep emails from this contact at the top of your inbox and out of the junk folder.

Disclosure

DISCLOSURE OF RELEVANT FINANCIAL RELATIONSHIPS
CE Learning Systems adheres to the ACCME’s Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity ― including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests). All relevant conflicts of interest have been mitigated prior to the commencement of the activity.

The following relevant financial relationships have been disclosed by this activity’s planners, faculty, and the reviewer:

PLANNERS AND REVIEWER
The planners of this activity have reported that they have no relevant financial relationships.

FACULTY
The faculty of this activity have reported that they have no relevant financial relationships.