The Ethics of Case Note Documentation and Responding to Record Requests

Coastal Continuing Education invites you to attend this interactive and educational 4-hour training with Rochelle Perper, PhD. This training is for all clinicians and treatment providers seeking to learn how to deepen their knowledge on the ethical guidelines for writing effective case note documentation.

This course meets the Continuing Professional Development requirements for psychologists in the subject of Laws and Ethics.

Course Description:

Due to recent regulatory guidelines, an increasing number of patients are accessing their medical records online and requests for clinical records are on the rise. This trend makes it more challenging than ever for therapists to effectively document what happens in therapy while balancing patient autonomy with the need to protect privacy.

This course will review the ethical guidelines for effective case note documentation and provide a framework for making decisions when handling requests for patient records. Attendees will learn how to fulfil their ethical and legal mandate to protect patient privacy and weigh the legal, ethical, and clinical considerations when making a disclosure.

Dr. Peper’s approach to law and ethics is practical and engaging. She provides examples and addresses common scenarios that therapists face in their daily practice to make complex ethical issues become more manageable. This course meets the Continuing Professional Development requirements for psychologists in the subject of Laws and Ethics.

Learning Objectives:

This workshop is designed to help you:

1. Describe the ethical considerations for maintaining a clinical record that protect sensitive details about the patient and their treatment
2. Identify the SOAP note format for ethical case note documentation
3. Discuss the importance of demonstrating medical necessity in ethical case note documentation
4. Name the special circumstance when disclosure of PHI can be legally withheld from the client

Pricing:

Licensed Psychologists, MFTs, LCSWs, LPCCs and LEPs: $110.00

Unlicensed (Post-Docs/Associates) or individuals not needing CE credit: $100.00

Students (No CE Credit): $90.00

For groups of 5 or more, you may email coastalcontinuinged@gmail.com to inquire about a discount code prior to registering.

Cancellations are subject to a $25.00 processing fee and must be received 14 days prior to be eligible for a refund.

Coastal Continuing Education is approved by the California Psychological Association to provide continuing professional education for psychologists. The California Board of Behavioral Sciences accepts continuing education credit granted by the California Psychological Association or by any of its Approved Providers. Coastal Continuing Education maintains responsibility for this program and its content.

Online check in will be at 7:45am. Please log in at 7:45am to make sure you are connected via video and audio and are able to view the course. You can then grab yourself a cup of coffee, glass of water, etc. and return a few minutes before 8:00am. You must be logged in and viewing from 8:00am-12:00pm to be eligible to receive CEUs. A Zoom Webinar link will be emailed to you prior to the presentation.

Rochelle Perper, Ph.D. believes in the power and benefit of sharing knowledge and building meaningful connections. Dr. Perper is an established and well-respected member of the San Diego psychology community, having earned her doctoral degree in Clinical Psychology from California School of Professional Psychology at Alliant International University (CSPP-AIU) in 2008. Dr. Perper is the Founder and Principal Psychologist of Therapy Changes, a multispecialty group psychology practice in San Diego, California. She is an active member of the San Diego Psychological Association (SDPA) and Chair of the SDPA Ethics Committee. Dr. Perper is committed to assisting the professional growth of mental health professionals by providing professional training courses on a variety of topics including law and ethics since 2011. She is an invited speaker to UCSD and USD Student Counseling Services and the San Diego County District Attorney Victim Advocacy program.

Dr. Perper specializes the area of complicated grief and is recognized for her compassion and skill helping clients heal from trauma. In addition to her work in private practice, Dr. Perper provides consultation and exert testimony and review for forensic cases since 2018.

For more information about Dr. Perper or to learn about services at Therapy Changes, please visit www.TherapyChanges.com.