Course curriculum

    1. Welcome!

    2. Downloads & Handouts

    3. Part One: Introduction

    4. Part Two: Core Content

    5. Course Post-Test (80% required to pass)

    6. Course Evaluation

    7. Thanks for joining us!

About this course

  • $20.00
  • 7 lessons
  • 2 hours of video content

Modality

Recorded August 2024

This program was recorded in August of 2024. A browser capable of streaming the video is necessary. For CE credit, the entire recording is expected to be viewed, and post test completed (passing score 80%) and course evaluation submitted.

Program Summary:

This course reviews fundamental rules and regulations around documentation. Presenters review legal and ethical guidelines that shape documentation practices. This includes recommendations for approaching these topics in various situations. Topics like informed consent, managing confidentiality, and timeliness as it impacts a clinician’s ability to document a diagnostic assessment, treatment plan, and session notes are discussed. Common strategies/recommendations for writing quality examples of these documents are also shared. Included are examples of documentation (i.e. a sample diagnostic summary, treatment plan goals, and session notes) are shared and reviewed. Links to resources such as the legal and ethical codes, that are referenced in this training are provided, as are those for many insurance manuals that shape documentation practices.

Learning Objectives:

  • Participants will be able to recognize legal and ethical requirements associated with Diagnostic Assessments, Treatment Plans, and Session notes.

  • Participants will associate recommendations and documentation strategies with these corresponding requirements.

  • Participants will be able to apply recommendations to their current documentation practices.

Audience & Skill Level

Introductory

This session is designed to introduce mental health clinicians (Counselors, Social Workers, Marriage & Family Therapists and related professions) to the topic. Those with little to no experience or previous training in this area will benefit.

Course Outline & Agenda

  • 0:00-00:15 General Housekeeping 
  • 00:15-1:05 Diagnostic Assessments
    • Includes notes about informed consent and working to maintain confidentiality while establishing a therapeutic relationship. 
  • 1:05-1:35 Treatment Planning
    • Includes strategies for ensuring treatment plans are collaborative and outline a path towards client growth. 
  • 1:35-2:00 Session Notes
    • Includes notes considering client confidentiality and advocating for our clients via our session notes. 

To receive course credit, participants must complete the following:

  • View the entire recording (Both clips)

  • Complete the post-test with a passing grade of at least 80%

  • Complete the course evaluation

Instructor(s)

Charles J. Potter

PHD, LPCC-S

Charles J. (CJ) Potter is one of the clinical directors at Mindfully and a practicing Licensed Professional Clinical Counselor, Supervisor (LPCC-S). Part of CJ’s responsibilities at Mindfully includes staying abreast of best practices (including legal and ethical considerations) that impact clinical practice. In this session, CJ shares those insights as they relate specifically to clinical supervision of mental health providers (Counselors, Social-Workers, and Marriage & Family Therapists).

Kasandra David

MSW, LISW-S

Kasandra David MSW, LISW-S is a clinical director at mindfully as well as the lead clinician for our Radically-Open Dialectical Behavioral Therapy (RO-DBT) team. Kasandra has experience working with a wide variety of clients within numerous different settings. She is passionate about helping fellow providers sharpen their clinical skills and combines her clinical experience with a conversational teaching style to make concepts digestible and more easily applied in clinical settings.

Program Approvals

Ohio CSWMFT Approval 

This training is approved for counselor, social work, and marriage and family therapy continuing education. In addition, it is approved by the Ohio Chemical Dependency Board for chemical dependency continuing education. Check CE Broker for detailed breakdown of CE types (provider number 50-24074). 


ASWB ACE Approval 

Mindfully (ACEP provider #1862), 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: 6/27/2023 – 6/27/2024. Social workers completing this course receive 2 clinical continuing education credits. 


NBCC ACEP Approval

Mindfully Academy has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7322. Programs that do not qualify for NBCC credit are clearly identified. Mindfully Academy is solely responsible for all aspects of the programs.

For more information

Individuals with comments/questions/concerns can contact Mindfully Academy via the information provided below:

[email protected] 

513-939-0300

Charles Potter (Program Coordinator) [email protected] 


  • Grievance policy: If you are dissatisfied with your experience, please feel free to share this with us via email: [email protected] or via telephone: 513-939-0300, or via your program evaluation.  All complaints will receive a response within seven business days outlining actions taken and proposed responses which may include issuing a refund, credits for future trainings, updating course content or taking appropriate action with presenters, among others. 
  • Request for Accommodations: Should any accommodations enhance your program experience, please contact us via email: [email protected] or via telephone: 513-939-0300, to explore what options you may have. 

References

INSURANCE MANUALS: 

Center for Medicaid/Medicare Services (CMS) 

United Healthcare Manual (2024): https://www.uhcprovider.com/en/admin-guides.html 

Anthem Blue Cross Blue Shield Manual (August 2024) : https://www.anthem.com/provider/policies/manuals/ 

Humana Manual (March 2024): https://provider.humana.com/working-with-us/publications

CODES OF ETHICS

American Counseling Association. (2014). 2014 Code of ethics. https://www.counseling.org/knowledge-center 

National Association of Social Workers.(2021). 2021 Code of ethics. https://www.socialworkers.org/About/Ethics/Code-of-Ethics/Code-of-Ethics-English 

OHIO LAW

COLORADO LAW

TEXAS LAW