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Requirements for Clinical and Ethical 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.

 https://nefesh.org/workshops/ClinicalRecordKeeping/view

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


Friday, March 21st, 2025   1:00 PM EDT -4:00 PM EDT
$59.99 Kathryn Krase, Ph.D.,

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.

About the Presenter

Kathryn Krase, Ph.D., J.D., M.S.W., Principal Consultant with Krase Consultant, is an expert on the professional ethics, and the intersection of ethics with legal responsibilities. She has years of experience consulting with government and community based organizations to develop policy & practice standards.

 

This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.

Learning Objectives:

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

Agenda:

Introductions (5 minutes)

 

Revisiting Ethics in Professional Practice (25 minutes)

Professional education introduces future practitioners to relevant Codes of Ethics. This portion of the program will revisit what professionals should already know about ethics, so that we are all on the same page as we explore further. What do we mean by “ethical”?

How is “ethical” related to “legal”? Where do we look in the law and codes of ethics for guidance on record keeping? Introduce case examples.

Protecting Yourself from Ethical & Legal Liability (20 minutes)

This section will outline the framework that professionals can use to prevent ethical conundrums, and protect themselves from legal liability in relation to expectations for clinical record-keeping

 

Defining Important Terms related to “Records” (45 minutes)

The focus of this discussion will be on what are “records”, and how are they different from other documentation like “notes”.

Distinguishing Ethical & Legal Requirements for Record Keeping (45 minutes)

This section will compare various professional codes and their expectations for record keeping. The language of the codes will be contrasted with the legal requirements in various states.

 

Exploring the Impact of Electronic Health/Medical Records (20 minutes)

The complications created by the use of electronic records will be highlighted.

 

Evaluating Case Examples (15 minutes)

Case examples will bring ethical and legal requirements to life for participants.

 

Conclusions/Questions (5 minutes)

Note: All New York State licensees are responsible for complying with New York State laws, rules and regulations. Learn more at https://www.op.nysed.gov/professions/psychology/laws- rules-regulations

This presentation is open to:
  • Social Workers
  • Professional Counselors
  • Therapists
  • Psychologists
  • Licensed Mental Health Practitioners
  • Medical Doctors and Other Health Professionals
  • Other professionals interacting with populations engaged in mental health based services
Course Level: introductory
Level of Clinician: beginner
  • New practitioners who wish to gain enhanced insight surrounding the topic
  • Experienced practitioners who seek to increase and expand fundamental knowledge surrounding the subject matter
  • Advanced practitioners seeking to review concepts and reinforce practice skills and/or access additional consultation
  • Managers seeking to broaden micro and/or macro perspectives

Participants will receive their certificate electronically upon completion of the webinar and course evaluation form.

Disability Access - If you require ADA accommodations, please contact our office 30 days or more before the event. We cannot ensure accommodations without adequate prior notification. Please Note: Licensing Boards change regulations often, and while we attempt to stay abreast of their most recent changes, if you have questions or concerns about this course meeting your specific board’s approval, we recommend you contact your board directly to obtain a ruling. The grievance policy for trainings provided by the NEFESH INTERNATIONAL is available here Satisfactory Completion Participants must have paid the tuition fee, logged in and out each day, attended the entire workshop, and completed an evaluation to receive a certificate (If this is a pre-recorded program, a post-test with a passing grade of 80% to receive a certificate.) Failure to log in or out will result in forfeiture of credit for the entire course. No exceptions will be made. Partial credit is not available. Certificates are available after satisfactory course completion by clicking here.
There is no conflict of interest or commercial support for this program.
  • CE You! is an approved sponsor of the Maryland Board of Social Work Examiners for continuing education credits for licensed social workers in Maryland.
    CE You! maintains responsibility for this program.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0129.
  • Therapist Express 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-0325.
  • Therapist Express 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 #SW-0774.
  • Therapist Express is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0129.
  • Therapist Express 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-0325.
Refund Policy: Full Refund until 48 hours before scheduled date.
48 hours before: full refund less $5.00 processing fee. After event no refund will be given.
*exclusions apply for reasonable need and cause.