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Live Webinar

Documentation and Record Keeping in Psychotherapy

Key Ethical and Legal Requirements

Speaker:
Kathryn Krase, PhD, JD, MSW
Duration:
3.5 Hours
Product Code:
LWC150409
Brochure Code:
PWZ94645
Media Type:
Live Webinar - Also available: Digital Seminar

Dates

Normal Price:      $169.99 - Now:  $49.99 - Exclusive offer when combined with this live training.
Other great resources - exclusive savings when you add now!

Description

  • Six step framework for protecting yourself from legal and ethical liability
  • Clear, practical guidance on handling real world documentation dilemmas
  • The latest codes and laws on record keeping

No one becomes a therapist to stress over SOAP notes – but here you are, still finishing them at 10 p.m.

Because documentation and recordkeeping are essential for protecting your clients, your licenses, and your practice.

But let’s be honest, you probably didn’t receive much training on how to do it right. Not in grad school. Likely not in supervision.

So you can end up second-guessing what to include, worrying about missing important details …

… and often spending a lot of time trying to get it all right – even if it means taking extra time on your evenings and weekends.

And today, it’s more complicated than ever before with electronic health records, AI, client record requests, and evolving privacy laws.

That’s why you need this training.

Join ethics and legal expert Dr. Kathryn Krase, JD, MSW, a licensed social worker and practicing attorney, as she shares her knowledge of the clinical and legal sides of documentation challenges inside and out.

She’ll show you everything you need to create clear, ethical, and defensible clinical documentation PLUS best practices for recordkeeping, managing digital communication, client access, and more.

From writing effective progress notes and managing client record requests to handling teletherapy documentation and navigating termination and fair information practices …

… you’ll leave this program feeling more prepared than ever before.

So you can stop stressing over your notes and start focusing on what matters – your clients.

Don’t wait. Register now!

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: Each purchase includes CE credit for one individual (participants in full attendance 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, Q&A, and others.

Continuing Education Information: Credits listed below are for full attendance at the live, interactive webinar only. This webinar is being broadcast live in real-time and must be attended live, in its entirety, in order to earn credit. 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, 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 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.

For Planning Committee disclosures, please see the statement above.  For speaker disclosures, please see the faculty biography.
 


* Credit Note - ---

Earn up to 3.25 CE hours. Please see below, for more details, as credit amounts vary by state and profession. 


* Credit Note - Ethics

THIS ACTIVITY QUALIFIES FOR 3.25 HOURS  OF General ETHICS INSTRUCTION. Not all boards allow ethics credit for on-line programs. 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 educational offering consists of 3.25 clock hour(s) 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 this offering and contact your state board or organization to determine specific filing requirements. 


Counselors - Arizona Counselors

CE credit is available. This course consists of 3.25 continuing education clock hours for Arizona Counselors. PESI is an approved provider of continuing education seminars with a national social work association. Please see social work approvals for this program. 


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 activity consists of 3.25 clock hours of continuing education instruction.


Counselors - Connecticut Counselors

CE credit is available. This course consists of 3.25 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 a national professional association of social work (Sec. 20-195cc-3). PESI is an approved provider of continuing education seminars with a national social work association. Please see social work approvals for this program. 


Counselors - District of Columbia (DC) Counselors

CE credit is available. This course consists of 3.0 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 3.0 CE hours. 


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 course qualifies for 3.25 continuing education credits. 


Counselors - Georgia Counselors

CE credit is available. This course consists of 3.25 related continuing education credit hours for Georgia Counselors. The Continuing Education Requirements for Professional Counselors stated in the rules and regulations of the Georgia Board of Professional Counselors, Social Workers, and Marriage Therapists (Chapter 135-9(f)(3)) state that continuing education programs sponsored or approved by a state counseling licensure board shall be approved for related hours. Georgia Counselors may earn up to 15 related hours toward their continuing education requirements per biennial licensure cycle. 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 - Idaho Counselors

CE credit is available. This course consists of 3.25 continuing education contact hours for Idaho Counselors and is designed to meet the continuing education requirements of the Idaho Licensing Board of Professional Counselors and Marriage and Family Therapists (24.15.01; Section 375; 425. Continuing Education). Please retain the course advertisement and certificate of completion for your CE records.

 


Counselors - Illinois Counselors

CE credit is available. This course consists of 3.0 continuing education clock hours for Illinois Counselors. The Illinois Division of Professional Regulation, Administrative Code Section 1375.220(c), confirms acceptance of continuing education programs relevant to counseling that are provided by a Social Work Continuing Education Sponsor approved by the Division. PESI, Inc is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Full attendance at this course qualifies for 3.0 contact hours.


Counselors - Indiana Counselors

CE credit is available. This course consists of 3.25 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 3.25 clock hours of continuing education credit.


Counselors - Iowa Counselors

CE credit is available. This live activity consists of 3.25 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.


Counselors - Kansas Counselors

CE credit is available. This course consists of 3.25 continuing education contact hours for Kansas Counselors and is designed to meet the continuing education requirements of the Kansas Behavioral Sciences Regulatory Board (Regulation 102-3-10a) for Professional Counselors. Please retain the course advertisement and certificate of completion for your CE records.


Counselors - Kentucky Counselors

CE credit is available. This course consists of 3.75 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 - Maine Counselors

CE credit is available. This course consists of 3.25 continuing education clock hours for Maine Counselors and is designed to meet the continuing education requirements of the Maine Board of Counseling Professionals Licensure Rules (Chapter 7-A). Please retain the course advertisement and certificate of completion for your CE records.


Counselors - Mississippi Counselors

CE credit is available. This live course consists of 3.25 continuing education clock hours for Mississippi Counselors. The Mississippi State Board of Examiners for Licensed Professional Counselors, Rule 6.2 allows live continuing education not pre-approved by the Board if relevant to counseling and presented by someone at the master’s level or above and trained in the mental health field or related services. CEH will be subject to approval by the Board at the time of renewal. Please retain the course advertisement and certificate of completion for your CE records. Full attendance is required.


Counselors - Missouri Counselors

CE credit is available. This course consists of 3.25 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 activity consists of 3.25 clock hours of instruction.


Counselors - Nebraska Counselors

CE credit is available. This course consists of 3.25 continuing education clock hours for Nebraska Counselors and is designed to meet the continuing education requirements of the Nebraska Department of Health and Human Services (Title 172: Chapter 94: 012). Please retain the course advertisement and certificate of completion for your CE records.


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 activity qualifies for 3.25 contact hoursand satisfies the ethics requirements. Approved Provider # NVCEP2006.


Counselors - New Hampshire Counselors

CE credit is available. This course consists of 3.25 continuing education clock hours for New Hampshire Counselors. The Regulations of the New Hampshire Board of Mental Health Practice confirm acceptance of this program as a qualifying Category A continuing education activity if provided by an organization recognized by national social worker associations (Mhp 402.02(b)). PESI, Inc. is recognized by a national social worker association. Please see national social work approvals for this program.


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 activity will qualify for 3.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Counselors - North Dakota Counselors

CE credit is available. This course consists of 3.75 continuing education clock hours for North Dakota Counselors and is designed to meet the continuing education requirements of the North Dakota Board of Counselor Examiners (Article 97-02-01-06). Please retain the course advertisement and certificate of completion for your CE records.


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 3.25 clock hours of ethics continuing education credit. Tracking number: 20-TBD


Counselors - Oklahoma Counselors

CE credit is available. PESI, Inc. is recognized as a Board Approved Continuing Education Provider by the Oklahoma State Board of Behavioral Health Licensure (BBHL). This technology-assisted program qualifies for 3.25 continuing education hours.


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 activity consists of 3.25 clock hours of continuing education instruction.


Counselors - South Carolina Counselors

This program has been approved for 3.0 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 - South Dakota Counselors

CE credit is available. This course consists of 3.25 continuing education credit hours for South Dakota Counselors. The Rules of the South Dakota Board of Examiners for Counselors & Marriage and Family Therapists, ARSD 20:68:07:24, confirm that the board will accept qualified continuing education programs accredited or approved by another state's counseling 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 - Tennessee Counselors

CE credit is available. This course consists of 3.25 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.


Counselors - Texas Counselors

CE credit is available. This course consists of 3.25 continuing education hours for Texas Counselors. The Regulations of the Texas State Board of Examiners of Professional Counselors (22 TAC 681.140) confirm acceptance of programs relevant to counseling that are approved by a national or state association of medical, mental or behavioral health professionals or a state governmental agency. Please see association and other state counseling board approvals for this program and retain the course advertisement and certificate of completion for your CE records.


Counselors - Utah Counselors

CE credit is available. This course consists of 3.25 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.


Counselors - Virginia Counselors

CE credit is available. This course is approved for 3.25 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 3.25 contact hours. 


Counselors - Wisconsin Counselors

CE credit is available. This course consists of 3.25 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 recognized by national social worker associations. PESI, Inc. is recognized by a national social worker association (Sec. 20-195cc-3). Please see social work approvals for this program.


Counselors - Wyoming Counselors

CE credit is available. This course consists of 3.25 continuing education clock hours for Wyoming Counselors and is designed to meet the continuing education requirements of the Wyoming Mental Health Professions Board (Chapter 14, Section 4). Please retain the course advertisement and certificate of completion for your CE records.


Social Workers - Alabama Social Workers

CE credit is available for 3.25 continuing education hours for Alabama Social Workers. Please see national social work approvals for this program.


Social Workers - Alaska Social Workers

CE credit is available for 3.25 continuing education hours for Alaska Social Workers. Please see national social work approvals for this program.


Social Workers - Arizona Social Workers

CE credit is available for 3.25 continuing education hours for Arizona Social Workers. Please see national social work approvals for this program.


Social Workers - Arkansas Social Workers

This course consists of 3.25 continuing education contact hours for Arkansas Social Workers and is designed to meet the continuing education requirements of the State of Arkansas Department of Health Social Work Licensing Board (Ark. Code Ann. §17-103-203). Please retain the course advertisement and certificate of completion for your CE records.


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 3.25 Ethics continuing education credits.

 

Course Level: Advanced Format: Synchronous 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 activity consists of 3.25 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 course has been approved for 3.2 continuing education hours. 

Please note: Colorado Social Workers must select "Colorado Social Workers" credit and complete the post-test and evaluation if they would like their participation submitted to the Colorado Chapter of the NASW. Participation cannot be reported without a completed post-test.


Social Workers - Connecticut Social Workers

CE credit is available for 3.25 continuing education hours for Connecticut Social Workers. Please see national social work approvals for this program.


Social Workers - Delaware Social Workers

CE credit is available for 3.25 continuing education hours for Delaware Social Workers. Please see national social work approvals for this program.


Social Workers - District of Columbia Social Workers

CE credit is available for 3.25 continuing education hours for District of Columbia Social Workers. Please see national social work approvals for this program.


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 course qualifies for 3.25 continuing education credits.


Social Workers - Georgia Social Workers

CE credit is available for 3.25 continuing education hours for Georgia Social Workers. Please see national social work approvals for this program.


Social Workers - Hawaii Social Workers

CE credit is available for 3.25 continuing education hours for Hawaii Social Workers. Please see national social work approvals for this program.


Social Workers - Idaho Social Workers

CE credit is available for 3.25 continuing education hours for Idaho Social Workers. Please see national social work approvals for this program.


Social Workers - 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 3.0 contact hours.


Social Workers - Indiana Social Workers

CE credit is available for 3.25 continuing education hours for Indiana Social Workers. Please see national social work approvals for this program.


Social Workers - Iowa Social Workers

CE credit is available for 3.25 continuing education hours for Iowa Social Workers. Please see national social work approvals for this program.


Social Workers - Kansas Social Workers

PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This course has been approved for 3.0 continuing education hours.


Social Workers - Kentucky Social Workers

CE credit is available for 3.25 continuing education hours for Kentucky Social Workers. Please see national social work approvals for this program.


Social Workers - Maine Social Workers

This course consists of 3.25 continuing education contact hours for Maine Social Workers and is designed to meet the continuing education requirements of the Maine State Board of Social Work Licensure (Rule 416, Chapter 14(1)(1)). Please retain the course advertisement and certificate of completion for your CE records.


Social Workers - Maryland Social Workers

PESI, Inc. is a Board Authorized Sponsor with the Maryland Board of Social Work Examiners. This activity qualifies for 3.25 Category 1 continuing education units.


Social Workers - Massachusetts Social Workers

CE credit is available for 3.25 continuing education hours for Massachusetts Social Workers. Please see national social work approvals for this program.


Social Workers - Michigan Social Workers

CE credit is available for 3.25 continuing education hours for Michigan Social Workers. Please see national social work approvals for this program.


Social Workers - 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 3.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.


Social Workers - Missouri Social Workers

CE credit is available for 3.25 continuing education hours for Missouri Social Workers. Please see national social work approvals for this program.


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 activity consists of 3.25 clock hours of instruction.


Social Workers - Nevada Social Workers

CE credit is available for 3.25 continuing education hours for Nevada Social Workers. Please see national social work approvals for this program.

 


Social Workers - New Hampshire Social Workers

CE credit is available for 3.25 continuing education hours for New Hampshire Social Workers. Please see national social work approvals for this program.


Social Workers - New Jersey Social Workers

CE credit is available for 3.25 continuing education hours for New Jersey Social Workers. Please see national social work approvals for this program.


Social Workers - New Mexico Social Workers

CE credit is available for 3.25 continuing education hours for New Mexico Social Workers. Please see national social work approvals for this program.


Social Workers - 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 3.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 


Social Workers - North Carolina Social Workers

CE credit is available for 3.25 continuing education hours for North Carolina Social Workers. Please see national social work approvals for this program.


Social Workers - North Dakota Social Workers

CE credit is available for 3.25 continuing education hours for North Dakota Social Workers. Please see national social work approvals for this program.


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 3.25 clock hours of ethics continuing education credit. Tracking number: 20-TBD


Social Workers - Oklahoma Social Workers

CE credit is available for 3.25 continuing education hours for Oklahoma Social Workers. Please see national social work approvals for this program.


Social Workers - Oregon Social Workers

CE credit is available for 3.25 continuing education hours for Oregon Social Workers. Please see national social work approvals for this program.


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 activity consists of 3.25 clock hours of continuing education instruction.


Social Workers - Rhode Island Social Workers

CE credit is available for 3.25 continuing education hours for Rhode Island Social Workers. Please see national social work approvals for this program.


Social Workers - South Carolina Social Workers

CE credit is available for 3.25 continuing education hours for South Carolina  Social Workers. Please see national social work approvals for this program.


Social Workers - South Dakota Social Workers

CE credit is available for 3.25 continuing education hours for South Dakota Social Workers. Please see national social work approvals for this program.


Social Workers - Texas Social Workers

CE credit is available for 3.25 continuing education hours for Texas Social Workers. Please see national social work approvals for this program.


Social Workers - Vermont Social Workers

CE credit is available for 3.25 continuing education hours for Vermont Social Workers. Please see national social work approvals for this program.


Social Workers - Virginia Social Workers

CE credit is available for 3.25 continuing education hours for  Virginia Social Workers. Please see national social work approvals for this program.


Social Workers - Washington Social Workers

CE credit is available for 3.25 continuing education hours for Washington Social Workers. Please see national social work approvals for this program.


Social Workers - Wisconsin Social Workers

CE credit is available for 3.25 continuing education hours for Wisconsin Social Workers. Please see national social work approvals for this program.


Psychologists - Arizona Psychologists

CE credit is available. This activity consists of 3.25 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 live activity in case it is requested by the board.


Psychologists - Connecticut Psychologists

CE credit is available. This course consists of 3.25  continuing education credit hours for Connecticut Psychologists. CT Gen Stat Sec. 20-191c Continuing Education (b)(3) confirms acceptance of continuing education programs relevant to psychology from a nationally recognized provider of continuing education seminars. PESI, Inc. is a nationally recognized provider of continuing education seminars with multiple national CE approvals. This course consists of 3.25  continuing education credit hours.


Psychologists - Delaware Psychologists

CE credit is available. This course consists of 3.25  continuing education credit hours for Delaware Psychologists. This course meets the continuing education requirements specified in Section 10.0 of the Delaware Board of Examiners of Psychologists Rules and Regulations. Please keep your program brochure and certificate of attendance to support the following criteria: relevance, stated objectives, qualified faculty and attendance.


Psychologists - Florida Psychologists

PESI, Inc. is an approved provider with the Florida Board of Psychology. Provider Number #50-399. This course qualifies for 3.2 continuing education credits.


Psychologists - Hawaii Psychologists

CE credit is available. This course consists of 3.25  continuing education credit hours for Hawaii Psychologists. Hawaii Revised Statutes Sec. 465-11 confirms acceptance of continuing education programs relevant to psychology from providers approved by state or provincial psychological associations. 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.


Psychologists - Idaho Psychologists

CE credit is available. This course consists of 3.25  continuing education credit hours for Idaho Psychologists. The Rules of the Idaho State Board of Psychologists Examiners, Section 402, confirm acceptance of continuing education programs relevant to psychology from providers offered in association with or under the auspices of a state psychological association. 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.


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 course qualifies for 3.0 contact hours.


Psychologists - Iowa Psychologists

CE credit is available. This course is designed to meet the continuing education requirements of the Iowa Board of Psychology (IAC Subrule 241.3(1) general criteria) and to qualify for 3.25 continuing education hours for Iowa Psychologists.


Psychologists - Kansas Psychologists

This live activity consists of 3.25 hours of continuing education instruction and is designed to meet the requirements of the Kansas Board of Psychology. PESI is a nationally accredited provider of continuing education. Please retain the activity advertisement and certificate of attendance for your CE records.


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 activity will qualify for 3.25 contact hours.


Psychologists - Maine Psychologists

CE credit is available. This course consists of 3.25 continuing education credit hours for Maine Psychologists. Pursuant to Board Rules Chapter 8 Section 3 (2), PESI courses directly relating to the practice of psychology are approved by the Maine Board of Examiners of Psychologists because PESI has been approved to offer continuing education for Psychologists by a state regulatory board having legal jurisdiction over the practice of psychology. PESI, Inc. is an approved provider with the Florida Board of Psychology. Provider Number 50-399.


Psychologists - Montana Psychologists

This activity is designed to meet the criteria requirements of the Montana Board of Psychologists and is a PESI-approved continuing education and qualifies for 3.25 instructional hours. Please save the certificate of completion you receive from this activity.


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 activity will qualify for 3.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.


Psychologists - North Carolina Psychologists

This course is designed to meet the Category B Requirements of the North Carolina Psychology Board, provided it is within the scope of practice of psychology. Please retain all documents to provide to your board should this be requested of you. This activity consists of 3.25 clock hours of continuing education instruction. 


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 activity for 3.25 Ethics hours of continuing education credit. 


Psychologists - Oregon Psychologists

This activity consists of 3.25 hours of continuing education instruction and is designed to meet the requirements of the Oregon Board of Psychology (858-040-0035). Please save the course outline, certificate of completion, and any other supporting documentation you receive from this live activity in case it is requested by the board.


Psychologists - South Carolina Psychologists

This course is designed to meet the Category B Requirements of the South Carolina Department of Labor, Licensing, and Regulation, provided it is within your scope of practice of psychology. Please retain all documents to provide to your board should this be requested of you. This activity consists of 195 minutes of continuing education instruction.


Psychologists - South Dakota Psychologists

This live activity consists of 3.25 hours of continuing education instruction for South Dakota Psychologists and is related to the practice of psychology.


Psychologists - Tennessee Psychologists

CE credit is available. This course is designed to meet Type II CE of the Tennessee Board of Examiners of Psychology. The Board accepts approvals by any recognized national credentialing body. Please retain all documents to provide to your board should this be requested of you. This activity consists of 3.25 clock hours of continuing education instruction. 


Psychologists - Texas Psychologists

CE credit is available. This course consists of 3.25 professional development credit hours for Texas Psychologists. Pursuant to Board rule 461.11, the Texas State Board of Examiners of Psychologists accepts programs by formally organized groups providing professional development that is directly related to the practice of psychology; and professional associations relating to other mental health professions such as social work. PESI is a formally organized group dedicated to providing professional development programs for psychologists, social workers and other mental health professions. 


Psychologists - Utah Psychologists

This live activity consists of 3.25 hours of continuing education instruction and is designed to meet the requirements of the Utah Department of Commerce Division of Occupational and Professional Licensing for psychologists.  Please save the course outline, certificate of completion, and any other supporting documentation you receive from this live activity in case it is requested by the board.


Psychologists - Virginia Psychologists

CE credit is available. This course consists of 3.25 continuing education credit hours for Virginia Psychologists. The Virginia Board of Psychology (S.18VAC125-20-122) confirms acceptance of programs by any continuing education provider approved by a psychological association or psychology board in another state or jurisdiction. PESI, Inc. is approved by the Kentucky Board of Examiners of Psychology to offer continuing education for psychologists. PESI maintains responsibility for this program and its content.


Psychologists - Washington Psychologists

CE credit is available. This course consists of 3.25 continuing education credit hours for Washington Psychologists. The Washington Examining Board of Psychology recognizes continuing education activities sponsored by regional or state psychological associations. 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.


Psychologists - West Virginia Psychologists

CE credit is available. This course consists of 3.25 continuing education credit hours for West Virginia Psychologists. The West Virginia Board of Examiners of Psychologists’ Guidelines For Continuing Education confirm acceptance of continuing education programs from CE providers who are approved through NASP or State Boards or Associations of Psychology. 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.


Marriage & Family Therapists - Arizona Marriage & Family Therapists

This activity consists of 3.25 continuing education clock hours for Arizona marriage & family therapists and is designed to meet the continuing education requirements of the Arizona State Board of Behavioral Health Examiners, Section R4-6-802 D. Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Marriage & Family Therapists

This activity consists of 195 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. 


Marriage & Family Therapists - Alaska Marriage & Family Therapists

This activity consists of 3.75 continuing education clock hours for Alaska marriage & family therapists and is designed to meet the continuing education requirements of the Alaska Board of Marital & Family Therapy, Section 12 AAC 19.320. Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - 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 3.25 clock hours of continuing education instruction.


Marriage & Family Therapists - Connecticut Marriage & Family Therapists

This activity consists of 3.25 continuing education clock hours for Connecticut marriage & family therapist is designed to meet the continuing education requirements of the Connecticut State Department of Public Health. Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - District of Columbia Marriage & Family Therapists

This activity consists of 3.25 continuing education clock hours for District of Columbia marriage & family therapist is designed to meet the continuing education requirements of the DC Municipal Regulations for Marriage and Family Therapy (7707.8). Please retain the course advertisement and certificate of completion for your CE records.


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 course qualifies for 3.25 continuing education credits.


Marriage & Family Therapists - Idaho Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for Idaho Marriage and Family Therapists and is designed to meet the continuing education requirements of the Idaho Licensing Board of Professional Counselors and Marriage and Family Therapists (24.15.01; Section 375; 425. Continuing Education). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - 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 3.0 credits. 


Marriage & Family Therapists - Indiana Marriage & Family Therapists

This activity consists of 3.25 continuing education clock hours for Indiana marriage & family therapists and is designed to meet the continuing education requirements of the 839 Indiana Admin Code 1-6-2. Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Iowa Marriage & Family Therapists

This activity consists of 3.75 continuing education clock hours for Iowa marriage & family therapist and is designed to meet the continuing education requirements of the Iowa Board of Behavioral Science. Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Kansas Marriage & Family Therapists

This activity consists of 3.25 continuing education contact hours for Kansas Marriage and Family Therapists and is designed to meet the continuing education requirements of the Kansas Behavioral Sciences Regulatory Board (K.A.R. 102-5-10. Continuing education for licensees). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Maine Marriage & Family Therapists

This course consists of 3.25 continuing education clock hours for Maine Marriage and Family Therapists and is designed to meet the continuing education requirements of the Maine Board of Counseling Professionals Licensure Rules (Chapter 7-A). Please retain the course advertisement and certificate of completion for your CE records.


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 activity consists of 3.25 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 activity qualifies for 3.25 contact hoursand satisfies the ethics requirements. Approved Provider # NVCEP2006.


Marriage & Family Therapists - New Hampshire Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for New Hampshire Marriage and Family Therapists and is designed to meet the continuing education requirements of the New Hampshire Board of Menal Health Practice Office of Professional Licensure and Certification (N.H. Code Admin. R. Mhp 402.02 Approved Continuing Education Units). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - New Jersey Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for New Jersey Marriage and Family Therapists and is designed to meet the continuing education requirements of the New Jersey State Board of Marriage and Family Therapy Examiners (New Jersey Admin. Code 13:34-5). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - New Mexico Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for New Mexico Marriage and Family Therapists and is designed to meet the continuing education requirements of the New Mexico Counseling and Therapy Practice Board (16.27.16.9 NMAC). Please retain the course advertisement and certificate of completion for your CE records.


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 activity will qualify for 3.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Marriage & Family Therapists - North Carolina Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for North Carolina Marriage and Family Therapists and is designed to meet the continuing education requirements of the North Carolina Marriage and Family Therapy Licensure Board (21 NCAC 31.0701 Requirements for Continuing Education). Please retain the course advertisement and certificate of completion for your CE records.


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 3.25 clock hours of general continuing education credit. Tracking number: 20-TBD


Marriage & Family Therapists - Oklahoma Marital & Family Therapists
CE credit is available. PESI, Inc. is recognized as a Board Approved Continuing Education Provider by the Oklahoma State Board of Behavioral Health Licensure (BBHL). This technology-assisted program qualifies for 3.25 continuing education hours.
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 activity consists of 3.25 clock hours of continuing education instruction.


Marriage & Family Therapists - South Carolina Marriage & Family Therapists

This program has been approved for 3.0 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 - South Dakota Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for South Dakota Marriage and Family Therapists and is designed to meet the continuing education requirements of the South Dakota Board of Examiners for Counselors & Marriage and Family Therapists (ARSD 20:68:07:24 Approved continuing education programs). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Tennessee Marriage and Family Therapists

CE credit is available. This course consists of 3.25 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.


Marriage & Family Therapists - Texas Marriage & Family Therapists

This activity consists of 3.0 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.


Marriage & Family Therapists - Utah Marriage & Family Therapists

This course consists of 3.25 continuing education clock hours for Utah Marriage and Family Therapists and is designed to meet the continuing education requirements of the Utah Mental Health Professional Practice Act Rule (R156-60b-304 Continuing Education). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Virginia Marriage & Family Therapists

This activity consists of 3.25 continuing education contact hours for Virginia Marriage and Family Therapists and is designed to meet the continuing competency criteria of the Virginia Board of Counseling (18VAC115-50-96. Continuing competency activity criteria). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Wisconsin Marriage & Family Therapists

This course consists of 3.25 continuing education contact hours for Wisconsin Marriage and Family Therapists and is designed to meet the continuing education requirements of the Wisconsin Marriage and Family Therapy, Professional Counseling and Social Work Examining Board (MPSW 19.03 Approved continuing education). Please retain the course advertisement and certificate of completion for your CE records.


Marriage & Family Therapists - Wyoming Marriage & Family Therapists

This course consists of 3.25 continuing education clock hours for Wyoming Marriage and Family Therapists and is designed to meet the continuing education requirements of the Wyoming Mental Health Professions Board (Chapter 14, Section 4). Please retain the course advertisement and certificate of completion for your CE records.


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 activity consists of 3.25 clock hours of continuing education instruction.


Educators, Teachers & School Professionals - South Carolina Psycho-Educational Specialists

This program has been approved for 3.0 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 activity qualifies for 195 continuing education minutes 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. 



Speaker

Kathryn Krase, PhD, JD, MSW's Profile

Kathryn Krase, PhD, JD, MSW Related seminars and products


Kathryn Krase, PhD, JD, MSW, principal consultant with Krase Consultant, is a lawyer, social worker, and expert on the legal and ethical implications of professional practice. She has over two decades of experience as a professor of social work in undergraduate, masters level and doctoral level social work programs. She has authored multiple books and articles on the subject of professional ethics, including Making the Tough Call: A Resource for Professional Reporters of Suspected Child Maltreatment.

 

Dr. Krase blogs regularly on topics such as professional boundaries for clinicians, confidentiality in practice, and racial justice in mental health practice. She has years of experience consulting with government and community-based organizations to develop policy & practice standards, and trains thousands of mental and physical health professionals a year on various legal and ethical obligations.

 

Speaker Disclosures:
Financial: Kathryn Krase maintains a private practice and has an employment relationship with Social Work Education Assessment Project. She receives royalties as a published author. Kathryn Krase receives a speaking honorarium and product royalties from PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Kathryn Krase is a member of the National Association of Social Workers.


Additional Info

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 one 15-minute break mid-morning. Actual break start times are at the discretion of the speaker. 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. Determine the ethical responsibility of mental and behavioral heath professionals to maintain client records.
  2. Distinguish between the ethical responsibility and related legal requirements of mental and behavioral health professionals to maintain client records
  3. Identify best practices when reusing content in documentation.
  4. Utilize strategies that protect client confidentiality whether using physical or electronic health records.

Outline

Protect Yourself from Legal & Ethical Liability

  • The 6 Step Decision-Making Framework
  • Develop awareness of emerging professional challenges
  • Weigh possible responses through an ethical and practical lens
  • Take thoughtful, well-supported action with appropriate safeguards

Explore Ethical Codes & Legal Requirements on Record Keeping

  • AAMFT
    • Code 2.5 – Confidentiality in non-clinical activities
    • Code 3.5 – Maintenance of records
  • ACA
    • A.1.b – Records and documentation
    • B.6 – Records and documentation subsection
  • NASW
    • 3.04 – client records
  • APA
    • Section 6 – Record keeping and fees
  • Federal Law: HIPAA
    • Privacy Rule and safeguards
    • Patient rights and psychotherapy notes
  • Specific State Law Examples
    • NY: Expectations, and retention
    • CA: Retention rules

Practical Documentation

  • Essential content examples
  • Security of paper and electronic records
  • Benefits and risks associated with the use of templates
  • Dangers of note cloning and best practices for reusing content
  • Clinical records vs. psychotherapy notes

Special Documentation Issues

  • Electronic communications: Ethical risks, consent, and secure systems
  • Amending records: Legal process for making changes or corrections post entry
  • Client requests for records: Right of access rules and exceptions

Responsibilities around Termination, Job Transitions, and Retirement

  • Importance of keeping complete records
  • Informing clients (past and present)
  • Retention timelines and best practices

Impact of Electronic Health Records (EHR/EMR)

  • Legal & ethical implications
  • The latest security standards
  • Informed consent for digital systems
  • Fair information practices
  • Post-termination responsibilities
  • Client access to EMRs

Special Topics

  • Records of minors
  • Guidelines for sharing records
  • Teletherapy documentation and consent/disclaimers for virtual care
  • Using AI in documentation

 

Target Audience

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

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