This material is copyrighted. Except for your own private use, you may not copy or reproduce it in any way without express permission from Cascadia Training.
On the Record: Progress Notes and Recordkeeping in Clinical Practice
Presented and developed by Frances Schopick, JD, MSW, LICSW
This interactive presentation will examine best practices for record keeping in clinical practice. This training will provide a comprehensive overview of the legal as well as ethical requirements of health care records
Participants will come away with an understanding of how records can be applied to clinical practice and risk management.
This training will not focus on HIPAA, though it will touch on HIPAA requirements regarding privacy and disclosure.
Goals and Objectives:
- Provide a comprehensive overview of the legal requirements of disclosure and informed consent, discussing purpose, function and utility. Attendees should come away with a clear understanding of what is required, such that they can review and edit their own disclosure statement and ensure it is in compliance.
- Provide a comprehensive overview of the legal and ethical limits to confidentiality. Attendees should come away with a clear understanding of when disclosure may or must be made without client authorization.
- Provide a comprehensive overview of the legal requirements and ethical relevance of health care records, as well as differing philosophies about what to record. Attendees should come away with a clear understanding of how they can best comply with the law and also protect themselves and their practice and still render the best care and service they can.
- Provide a comprehensive overview of the legal requirements and ethical concerns related to disclosure to third parties. Attendee should come away with a clear understanding of the legal and ethical issues involved in the release of information to third parties, and how to review their own forms for compliance.
- Provide a comprehensive overview of the legal and ethical issues of documentation of protected health information to third party payors. Attendees should come away with a clear understanding of how to comply with disclosure, as well as how to maintain client confidentiality to the fullest extent possible.
- Provide a comprehensive overview of development and use of treatment plans. Attendees should come away with a clear understanding of how to compose a treatment plan that is symptom-based and meets criteria for medical necessity.
6 Law and Ethics CEs
Continuing Education (CE) Information
6 Law and Ethics CEs
Cascadia Training is an NBCC-Approved Continuing Education Provider (ACEP) and may offer NBCC-approved clock hours for events that meet NBCC requirements. The ACEP solely is responsible for all aspects of the program.
Cascadia is also approved by the Washington State Office of Public Instruction as a "Washington State approved clock hour offering workshop."
Frances Schopick, JD, MSW, LICSW
Frances Shopick, has worked for nearly 20 years as a mental health diagnostician and clinician in agency, research and private practice. She is on the faculty of the Icahn School of Medicine at Mount Sinai (fka the Mount Sinai School of Medicine) in New York City in the Departments of Psychiatry and Preventive Medicine, and was formerly on the faulty of Harvard Medical School in the Department of Psychiatry. Research publications, abstracts, and presentation reflect her work in Mood and Personality Disorders. More recently, she has investigated high conflict custody issues as an evaluator for Family Law Court Appointed Special Advocate (CASA), and is trained as a Guardian ad Litem (GAL). As an attorney, her focus is on Family Law dissolutions (divorces) and helping counselors with ethical challenges that put them at risk for DOH complaints. Ms. Schopick has presented to the Washington State NASW on Ethical Issues in Social Work Practice, Washington State Superior Court Judges' and Administrators' (SCJA) 2013 Spring Conference and the Washington State Bar Association Disciplinary Counsel on mental health issues. Ms. Schopick completed her BA at Barnard College at Columbia University in New York City, a Master's Degree in Social Work (MSW) at the Hunter College School of Social Work, and Juris Doctor (JD) at the University of New Hampshire. She holds Washington licensure as both an attorney and LICSW.
Upcoming Dates and Registration
Date: Friday, November 3rd, 2017
Time: 9:00am - 4:30pm
Cost: $159.00 USD
Campus: Shoreline Center , Shoreline, WA
Room: Ballinger room
Map: Directions to our campus location.