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Digital Seminar

Ethical, Legal, and Professional Issues for the Advanced Practice Clinician: Strategies for Reducing Risk in Clinical Practice


Speaker:
Terry Casey, PhD
Duration:
6 Hours 17 Minutes
Format:
Audio and Video
Copyright:
Sep 08, 2023
Product Code:
POS058125
Media Type:
Digital Seminar - Also available: In-Person Seminar  3 | Live Webcast | DVD | Live Webinar

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Description

Finally…an ADVANCED training in ethical, legal, and practice issues!

This course will equip you with a practical, easy-to-use framework for navigating ethical, legal, and practice issues of all types. It is especially designed for experienced clinicians and those who are in leadership roles who don’t need another 101 ethics training.

You will leave with a guide that will help establish a process for managing ethical, legal, and other types of risk. Also covered, is an exploration of related advanced topics. For example:

  • Making sense of the relationship between ethics, laws, and licensing regulations
  • Codes of ethics: Seeing beyond the surface
  • How to think like a licensing board
  • Navigating your practice through the ethical, legal and operational maze
  • Operational decision-making: (e.g.) Can I – and should I – offer distance therapy?”

Additionally, you will receive a variety of useful and timely information, tools, and resources to take back to your clinical practice immediately. Some of the topics covered:

  • Establishing a communication and social media policy
  • Cloud-based practice management systems
  • Distance therapy/telehealth
  • Practicing across state lines
  • Education on training non-clinical staff (e.g., receptionists/schedulers)
  • Developing policies and procedures: How to make use of codes of ethics and licensing regulations
  • Strategies for avoiding problems and improving operations.

You will leave the course with useful tools, resources, insight, and examples of how to work through real-life ethical, legal, and related dilemmas from advanced perspectives.

Credit

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.



* Credit Note - **

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.


* Credit Note - ---

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


* Credit Note - Ethics

This self-study activity includes 6.25 hours of general 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 - 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.


Counselors - 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.


Counselors - 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.


Counselors - 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.


Counselors - 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.


Counselors - 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.


Counselors - 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.


Counselors - 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. Approved Provider # NVCEP2006.


Counselors - New Jersey Counselors

CE credit is available. This course consists of 6.0 contact hours of continuing education for New Jersey Counselors. The New Jersey Professional Counselor Examiners Committee (pursuant to N.J.S.A. 13:34-15.4) confirms acceptance of continuing education programs relevant to counseling that are approved by the National Association of Alcoholism and Drug Abuse Counselors (NAADAC). This 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.


Counselors - 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


Counselors - 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


Counselors - 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.


Counselors - 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.


Counselors - 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.


Social Workers - 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.


Social Workers - 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.


Social Workers - 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 6.2 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.


Social Workers - 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. 


Social Workers - 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.


Social Workers - 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.


Social Workers - 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.


Social Workers - 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.


Social Workers - 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


Social Workers - 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.


Psychologists - Psychologists

PESI, Inc. is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. PESI, Inc. maintains responsibility for this program and its content. PESI, Inc. is offering these self-study materials for 6.25 hours of continuing education credit. Course Level: Intermediate.


Psychologists - 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.


Psychologists - 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


Psychologists - Florida Psychologists

PESI, Inc., is an approved provider with the Florida Board of Psychology.Provider Number #50-399.This product qualifies for 6.2 self-study continuing education credits.


Psychologists - 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.


Psychologists - 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.


Psychologists - 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


Psychologists - 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.


Psychologists - 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.


Psychologists - 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.


Marriage & Family Therapists - 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. 


Marriage & Family Therapists - 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.


Marriage & Family Therapists - 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.


Marriage & Family Therapists - 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.


Marriage & Family Therapists - 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. Approved Provider # NVCEP2006.


Marriage & Family Therapists - 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


Marriage & Family Therapists - 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


Marriage & Family Therapists - 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 intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Marriage & Family Therapists - 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.


Marriage & Family Therapists - 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 - 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.


Addiction Counselors - 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).


Addiction Counselors - 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).


Addiction Counselors - 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.


Addiction Counselors - 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 - 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: 03/13/2026.


Nurses - 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.


Nurses - 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


Nurses - 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.


Educators, Teachers & School Professionals - 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.


Educators, Teachers & School Professionals - 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.


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/Brochure

Speaker

Terry Casey, PhD's Profile

Terry Casey, PhD Related seminars and products


Terry Casey, PhD, is a licensed psychologist, HSP health service provider with over 30 years of professional experience, including a 16-year tenure as the director of counseling & psychological services for a non-profit agency with over 30 counselors at over a dozen locations. He is in private practice in Franklin, Tennessee, teaches ethics and professional issues in counseling at Lipscomb University’s graduate program in clinical mental health counseling, and guest lectures at Trevecca Nazarene University’s PhD program in Clinical counseling. Dr. Casey also served for several years as the chair of the ethics committee for the Tennessee Licensed Professional Counselors’ Association and in an advisory capacity for graduate counseling programs at two universities. He has presented frequently on ethics to organizations such as the American Counseling Association, the Tennessee Licensed Professional Counselors Association, the Nashville Area Association of Christian Counselors, and others. For more information, visit his practice website at rencounselingtn.com.

 

Speaker Disclosures:
Financial: Dr. Terry Casey maintains a private practice and is a faculty member of Lipscomb University. He is a published author and receives royalties. Dr. Casey receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Dr. Terry Casey is a member of the American Psychological Association, the Tennessee Psychological Association, the Tennessee Licensed Professional Counselor Association, and others. For a complete list, please contact info@pesi.com.


Additional Info

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 www.pesi.com/faq or contact us at www.pesi.com/info


Objectives

  1. Describe the interrelationships among codes of ethics, federal and state laws, and licensing regulations.
  2. Demonstrate familiarity with accessing and using tools and resources for compliant practice including secure, HIPAA compliant internet access, business associate agreements, and telehealth law applications.
  3. Analyze ethical and legal aspects of key technology-related topics including social media & communication policies, nuances of distance therapy, email & texting, and practice management systems.
  4. Integrate specific strategies for mitigating risk and avoiding ethical and legal problems.
  5. Identify the five essential perspectives for navigating all ethically problematic situations.
  6. Describe a process for effectively navigating ethically and legally challenging scenarios.

Outline

Strategic Approach to Protect Yourself, Your Practice and Your Clients
  • Awareness of codes, laws and regulations
  • Have a prevention mindset
  • Skills to navigate confusing systems
  • Decision-making process
  • Access to resources and tools to help
Sorting Out Codes of Ethics and Codes of Conduct
  • How ethics codes are established and why this matters
  • Ethical principles vs ethical standards at an advanced level
  • Key overlooked and misunderstood terminology
Deciphering Laws/Statutes, Rules, and Regulations
  • Federal laws – Which laws apply and why (e.g., HIPAA vs. FERPA)
  • Untangling state laws, statutes, rules, and regulations
  • States’ laws and regulations are not the same across states
  • Jurisdictional Issues – Practicing across state lines
  • Civil suits – What a plaintiff must demonstrate
  • Think like a licensing board and how to avoid disciplinary actions
  • How to respond to subpoenas and court orders
  • Risk - Knowing yourself and when you are on thin ice
  • The law of unforeseen consequences
  • Vicarious liability
Strategies for Reducing Risk, Avoiding Problems, and Maintaining Your Sanity
  • Social media and communication policy
  • Teletherapy-specific informed consent process
  • Exceptions to confidentiality on your practice website
  • Maintain a case load that is sustainable
  • How to ethically make referrals to other providers
  • VPN for security for online work
  • Boundaries, multiple relationship, and power differentials
  • BAAs with all HIPAA business associates
Advanced Tools and Resources for the Current Times
  • A framework to easily navigate dilemmas
  • Cloud-based practice management systems
  • Online resource regarding distance therapy and COVID-19.
  • App for sorting out teletherapy interjurisdictional practice issues
  • Psychotherapy notes – An underutilized HIPAA-authorized tool
  • And more!
Case Studies of Advanced/Challenging Issues and Vignettes
  • Practice operational issues - Referral streams & fee splitting; Legal and Ethical
  • Boundaries - Boundary crossing; variables; physical boundaries & gifts
  • Social media, email and texting -Tweets; Emails and the at-risk client; texting and boundaries
  • Multiple relationships- Dual relationships & power differentials
  • Distance therapy related- Distance therapy & COVID-19; out-of-state counseling
  • Minors, confidentiality, consent, & records access
  • Combined issues- Testimonials, websites, supervision; distance therapy dilemma; the play therapy request

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Case Managers
  • Addiction Counselors
  • Therapists
  • Marriage & Family Therapists
  • Nurses
  • Other Mental Health Professionals

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