Course curriculum

    1. Welcome!

    1. Thanks for joining us!

    2. Attendance Assignment

About this course

  • $60.00
  • 3 lessons
  • 0 hours of video content


Virtual via Zoom

This is a live, interactive, training presented through Zoom as an online Webinar. Zoom recommends having a broadband wired/wireless connection, speakers, and a microphone to effectively participate via this platform. (requirements listed on zoom’s website here:

Program Summary:

This program reviews critical legal and ethical guidelines for mental health providers, especially those practicing in private practice. Core expectations are reviewed with recommendations for how providers may best adhere to guidelines and provide high quality care to their clients. Ethical dilemmas will be presented along side an ethical decision making model. Attendees will leave this training understanding what these expectations are, why they are critical to client care, and how they can be met efficiently.

Learning Objectives:

  • Participants will distinguish legal and ethical guidelines that shape expectations and requirements as mental health professionals.

  • Participants will identify strategies for staying up to date on ongoing legal and ethical guidelines.

  • Participants will recognize and discuss multiple ethical dilemmas that can occur in clinical practice.

  • Participants will recognize strategies for effectively meeting legal and ethical standards while providing high quality care.

  • Participants will summarize & walk through a ethical decision -making model.

Audience & Skill Level


This program is intended for mental health practitioners (primarily counselors, social workers, marriage and family therapists) of all experience levels. There are no pre-requisite trainings or prior expectations for providers to attend and benefit from this course.

Course Outline & Agenda

9:00-9:30 - Updates from the CSWMFT Board & Defining clinical practice/scope 

9:30-10:00 Communicating clearly with clients 

10:00-10:30 Documentation Standards 

10:30-11:00 Multiple Relationships and Boundary Concerns 

11:00-11:30 Reviewing an Ethical Decision-Making Model 

11:30-12:00 Special Topics 

  • Teletherapy 
  • Working with Minors 
  • Emotional Support Animals

12:00 Q&A, Evaluations 

To receive course credit, participants must complete the following:

  • Attend the Entire Program

  • Complete the Course Evaluation

  • Once completed and evaluation is received, certificates are released within seven business days.


Charles J. Potter


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).

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 number50-24074). 

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 3 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] 


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. 


Ohio CSWMFT Resources  

Ohio Counselor, Social Worker, & Marriage and Family Therapist Board. (2022, November). Laws and rules. Retrieved December 14, 2022, from: 

Ohio Counselor, Social Worker, & Marriage and Family Therapist Board (2020, Fall). CSWMFT news. Retrieved from: 


Codes of Ethics 

American Counseling Association. (2014). 2014 Code of ethics. Retrieved from: 

American Association of Marriage and Family Therapy. (2015). Code of ethics.  Retrieved from: 

National Association of Social Workers. (2021). Code of ethics.  Retrieved from: 


Additional Resources 

Forester-Miller, H., & Davis, T. E. (2016). Practitioner’s guide to ethical decision making (Rev. ed.). Retrieved from’s-guide-to- ethical-decision-making.pdf  

Hoy-Gerlach, Janet & Vincent, Aviva & Hector, Becca. (2019). Emotional Support Animals in the United States: Emergent Guidelines for Mental Health Clinicians. Journal of Psychosocial Rehabilitation and Mental Health. 6. 10.1007/s40737-019-00146-8. 


Insurance Manuals 

Anthem Blue Cross Blue Shield. (2022, July). Ohio provider manual.  Retrieved from:  

Cigna. (2022, September). Evernorth behavioral health administrative guidelines.  Retrieved from:  

Medical Mutual. (2022, October). Provider manual. Retrieved from: 

Medicare Learning Network. (2022, March). Medicare mental health manual. Retrieved from: