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Live Webinar

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


Faculty:
Terry Casey, PhD
Duration:
Full Day
Product Code:
LWC058125
Brochure Code:
PWZ85625
Media Type:
Live Webinar - Also available: Digital Seminar | DVD

Dates

Add On Products

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.

Credits


*

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing and passing the on-line post-test evaluation). 

Continuing Education Information: Listed below are the continuing education credit(s) currently available for this live interactive webcast. This webcast is a broadcast of a live event. You will be able to type questions to the speaker. The speaker will see the questions and address them during the presentation as time allows. Please note, your state licensing board dictates whether web based activities are an acceptable form of continuing education. 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 cepesi@pesi.com or 800-844-8260 before the event.

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.

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.

CE Information is based on 100% attendance.


Addiction Counselors

This activity consists of 6.0 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 Alcoholism & Drug Abuse Counselors (CCAPP-EI)

PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: OS-03-036-1021. 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 C 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 # 20220032. This activity consists of 6.25 clock hours of continuing education instruction.


Counselors

This 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.


Arizona Counselors

CE credit is available. This course consists of 6.25 continuing education clock hours for Arizona Counselors. The Arizona Board of Behavioral Health Examiners, pursuant to A.A.C. R4-6-802, confirms acceptance of continuing education programs relevant to counseling and approved by a national professional association of counseling, social work or substance abuse counseling. PESI is an approved provider of continuing education seminars with a national social work association. Please see social work approvals for this program. 


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 level activity consists of 6.0 clock hours of continuing education instruction.


Connecticut Counselors

CE credit is available. This course consists of 6.0 continuing education clock hours for Connecticut Counselors. The Regulations of Connecticut State Agencies confirm acceptance of this program as a qualifying continuing education activity if approved by the Association of Social Work Boards (Sec. 20-195cc-3). Please see social work CE statements for this program.


District of Columbia (DC) Counselors

CE credit is available. This course consists of 7.0 continuing education clock hours for DC Counselors. The District of Columbia Municipal Regulations for Professional Counseling (S.6612.3) confirm acceptance of continuing education programs relevant to counseling by organizations that have been approved by a counseling board in another state. 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 activity will qualify for 7.0 contact hours. 


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 course qualifies for 6.25 continuing education credits. 


Illinois Counselors

This intermediate activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation.


Indiana Counselors

CE credit is available. This course consists of 6.25 continuing education clock hours for Indiana Counselors. The Rules of the Indiana Behavioral Health and Human Services Licensing Board (839 IAC 1·6·2) confirm acceptance of continuing education programs relevant to counseling that are approved by another state’s mental health counselor board. 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 continuing education credit.


Iowa Counselors

CE credit is available. This live activity consists of 6.25 continuing education clock hours for Iowa Counselors and is designed to meet the continuing education requirements of the Iowa Bureau of Professional Licensure, IAC 645–32.3(154D,272C). Please retain the course advertisement and certificate of completion for four years in your CE records.


Kentucky Counselors

CE credit is available. This 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 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 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 activity qualifies for 6.25 contact hours. 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 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 continuing education credit.


Pennsylvania Counselors

CE credit is available. This course consists of 6.25 continuing education clock hours for Pennsylvania Counselors. The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors confirms under 49 Pa. Code S.49.36 that CE providers approved by the ACE Program of the Association of Social Work Boards meet the Board standards and qualify as approved providers. PESI, Inc. is an approved provider. Please see social work approvals for this program.


South Carolina Counselors

This 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.


Tennessee Counselors

CE credit is available. This course consists of 6.25 continuing education credit hours for Tennessee Counselors. The Rules of the Board for Licensed Professional Counselors, Licensed Marital and Family Therapists, and Licensed Clinical Pastoral Therapists, Section 0450-01-.12, confirm continuing education courses which pertain to the practice of counseling shall be considered approved if sanctioned by any state regulatory agency for professional counseling in the United States. 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.


Texas Counselors

This activity consists of 6.25 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.


Utah Counselors

CE credit is available. This course consists of 6.25 continuing education clock hours for Utah Counselors and is designed to meet the continuing education requirements of the Clinical Mental Health Counselor Licensing Act Rule, R156-60c. Please retain the course advertisement and certificate of completion for your CE records.


Virginia Counselors

CE credit is available. This course is approved for 6.25 clock hours of continuing competency instruction for Virginia Counselors. The Virginia Board of Counseling recognizes continuing competency activities in the behavioral health field offered by organizations that are approved by a counseling board in another state (18VAC115-20-105). 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 activity will qualify for 6.25 contact hours. 


Wisconsin Counselors

CE credit is available. This course consists of 6.25 continuing education clock hours for Wisconsin Counselors. The Wisconsin Department of Safety and Professional Services (MPSW 19) accepts continuing education programs relevant to counseling by approved providers of the Association of Social Work Boards (Sec. 20-195cc-3). Please see social work CE statements for this program.


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 activity consists of 6.0 clock hours of continuing education instruction.


Marriage & Family Therapists

This activity consists of 360 minutes of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the activity advertisement, the certificate of completion you receive from the 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 intermediate level activity consists of 6.0 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 course qualifies for 6.25 continuing education credits.


Illinois Marriage & Family Therapists

PESI 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 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 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 activity qualifies for 6.25 contact hours. 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 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 continuing education credit. 


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 activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Marriage & Family Therapists

This 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.


Tennessee Marriage and Family Therapists

CE credit is available. This course consists of 6.25 continuing education credit hours for Tennessee Marriage and Family Therapists. The Rules of the Board for Licensed Professional Counselors, Licensed Marital and Family Therapists, and Licensed Clinical Pastoral Therapists, Section 0450-02-.12, confirm continuing education courses which pertain to the practice of Marital and Family Therapists shall be considered approved if sanctioned by any state regulatory agency for marital and family therapy in the United States. 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.


Texas Marriage & Family Therapists

This 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.


California Nurses

PESI, Inc. is a provider approved by the California Board of Registered Nursing, Provider Number 17118 for 6.0 contact hours. Full attendance is required. No partial contact hours will be issued for partial attendance. 


Florida Nurses

PESI, Inc. is an approved provider with the Florida Board of Nursing, Provider # FBN2858. This course qualifies for 6.0 contact hours. 

CE Broker


Iowa Nurses

PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Full attendance at this activity qualifies for 6.3 contact hours. Full attendance in the activity is required; no partial contact hours will be issued for partial attendance. These contact hours are used for your license renewal. Please email cepesi@pesi.com with your license number, include the webcast title, speaker name and date. PESI must have this number on file in order for your hours to be valid for the webcast.


South Carolina Psycho-Educational Specialists

This 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.


Psychologists

PESI, Inc. is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. PESI maintains responsibility for this program and its content. PESI is offering this activity for 6.25 hours of continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance. Course level: Intermediate.


Florida Psychologists

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


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 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.


Social Workers

PESI, Inc., #1062, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. PESI, Inc. maintains responsibility for this course. ACE provider approval period: January 27, 2020 - January 27, 2023. Social Workers completing this course receive 6.25 Ethics continuing education credits. Course Level: Intermediate. Full attendance is required; no partial credits will be offered for partial attendance. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

 

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


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 activity consists of 6.0 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 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 course qualifies for 6.25 continuing education credits.


Illinois Social Workers

PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 159-000154. Full attendance at this course qualifies for 6.0 contact hours.


Minnesota Social Workers

PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This course 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 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 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 continuing education credit.


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 activity consists of 6.25 clock hours of continuing education instruction.



Handouts/Brochure

Faculty

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. He is an adjunct faculty member at Lipscomb University. Dr. Casey receives a speaking honorarium from PESI, Inc.

Non-financial: Dr. Terry Casey is a member of the American Psychological Association and the American Counseling Association.


Additional Info

Program Information

Access Period for Live Webcast

For live CE credit, you must watch the live webcast in its entirety at its scheduled time and complete the CE quiz and evaluation within one week. You will have access for 90 days after the program for review.


Webcast Schedule

Please note: There will be a 70-minute lunch and two 15-minute breaks; one in the morning and one in the afternoon. Lunch and break times will be announced by the speaker and at their discretion. A more detailed schedule is available upon request.


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

Reviews

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