Requirements for Clinical Record-Keeping: From the Basic to the Complicated
Live Event

Requirements for Clinical Record-Keeping: From the Basic to the Complicated

Fri, Jan 8th, 2027
11:00am – 1:00pm US Eastern Time
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About the Event

Mental health professionals have a legal and ethical obligation to keep records to memorialize their work with their clients. However, what you record, and how it is recorded, can be confusing to navigate. This workshop will explore the legal and ethical requirements of clinical record keeping, while highlighting ethical challenges and the realities of busy professionals.

Live Event
This live online event will be held as a Zoom Webinar. Attendees will have the option to interact through features such as the Chat and Q&A, but cameras and microphones will not be enabled.

Live Event Instructor

Kathryn Krase

Kathryn Krase

Kathryn Krase, Ph.D., J.D., M.S.W., is a social worker, lawyer, researcher, educator, and expert on professional ethics. She has significant experience as a family law practitioner, social work supervisor, along with more than 20 years of experience in faculty and administrative roles in undergraduate, masters, and doctoral level social work programs in and around New York City.

Dr. Krase is the Principal Consultant for Krase Consulting, in Brooklyn, New York, where she focuses on educating mental and physical health professionals on their general legal and ethical obligations.

She is an expert on the professional reporting of suspected child maltreatment. She has authored multiple books and articles on the subject. She has years of experience consulting with government and community based organizations to develop policy & practice standards.

Target Audience

This live interactive is intended for Behavioral Health and Addictions professionals, including psychologists, social workers, counselors, marriage & family therapists, art therapists, school psychologists, psychoanalysts, music therapists, behavior analysts, school counselors, and addiction counselors. It is appropriate for all levels of knowledge.

Learning Objectives

After taking this activity, you should be able to:

  1. 1 Describe the ethical responsibilities of mental and behavioral health professionals related to maintaining client records.
  2. 2 Distinguish ethical responsibilities related to client record keeping from applicable legal requirements.
  3. 3 Explain how record-keeping practices can protect client confidentiality.

Decker, S. E., Farook, M. W., Meshberg-Cohen, S., Matsuura, T., Manning, M., Abel, E. A., ... & Prelli, F. (2024). Clinical documentation of patient identities in the electronic health record: Ethical principles to consider. Psychological Services, 21(3), 589. https://doi.org/10.1037/ser0000816

Tracey, P., Garcia, P., & Punzalan, R. (2023). Recordkeeping, logistics, and translation: a study of homeless services systems as infrastructure. Archival Science, 23(3), 327-353. https://doi.org/10.1007/s10502-023-09410-0

Kariotis, T. C., Prictor, M., Chang, S., & Gray, K. (2022). Impact of electronic health records on information practices in mental health contexts: scoping review. Journal of medical Internet research, 24(5), e30405. https://doi.org/10.2196/30405

Cummings, E. (2019, August). Mind the gap: information sharing between health, mental health and social care services. In Digital Health: Changing the Way Healthcare is Conceptualised and Delivered: Selected Papers from the 27th Australian National Health Informatics Conference (HIC 2019) (Vol. 266, p. 101). SAGE Publications Limited. https://doi.org/10.3233/SHTI190780

Cairns, I., Jonas, M., & Wallis, K. (2018). The ethics of sharing: How do social workers decide what to record in shared health records?. Ethics and Social Welfare, 12(4), 348-369. https://doi.org/10.1080/17496535.2017.1384849

Lustgarten, S. D., & Elhai, J. D. (2018). Technology use in mental health practice and research: Legal and ethical risks. Clinical Psychology: Science and Practice, 25(2), e12234. https://doi.org/10.1111/cpsp.12234

Barsky, A. E. (2017). Social work practice and technology: Ethical issues and policy responses. Journal of Technology in Human Services, 35(1), 8-19. https://doi.org/10.1080/15228835.2017.1277906

Disclosure to Learners

CE Learning Systems adheres to the ACCME's Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity – including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests).

The following relevant financial relationships have been disclosed by this activity's planners, faculty, and the reviewer:

Planners and Reviewers

The planners of this activity have reported that they have no relevant financial relationships.

Faculty

There are no known relevant financial relationships to disclose.

Commercial support

There is no commercial support for this distance-learning course.

Use our CE Approvals tool to look up your state requirements and how can help you meet them, or log in to your member account to show approvals relevant to your licensure.

Joint Accreditation (JA)

2 Psychologist CE credit hours
2 Social Worker CE credit hours Ethics
Eligible until Jan 8th, 2027
In support of improving patient care, CE Learning Systems, LLC, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
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American Psychological Association (APA)

2 CE credit hours Ethics
Eligible until Jan 8th, 2027
Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP Office maintains responsibility for the content of the programs.
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Association of Social Work Boards (ASWB ACE)

2 CE credit hours Ethics
Eligible until Jan 8th, 2027
As a Jointly Accredited Organization, CE Learning Systems LLC is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. Regulatory boards are the final authority on courses accepted for continuing education credit. Social workers completing this course receive 2 ethics continuing education credit(s).
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National Board for Certified Counselors (NBCC)

2 CE credit hours
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CE Learning Systems has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 5951. Programs that do not qualify for NBCC credit are clearly identified. CE Learning Systems is solely responsible for all aspects of the programs. 2 NBCC hour(s) awarded.
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NAADAC, the Association for Addiction Professionals (NAADAC)

2 CE credit hours
Eligible until Sep 29th, 2026
This course has been approved by CE Learning Systems, service provider of Impact CE, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #192243, CE Learning Systems is responsible for all aspects of their programming.
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NAADAC Approved Education Provider

Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling (FL CSW, MFT, MHC)

2 CE credit hours CE Broker logo 20-1407023
Eligible until Jan 8th, 2027
Impact CE, a service of CE Learning Systems, is approved by the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling (Provider # 50-315).
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Florida Certification Board (FCB)

2 CE credit hours
Eligible until Jan 8th, 2027
Impact CE, a service of CE learning Systems, is approved by the Florida Certification Board (FCB) to offer continuing education programs (Provider # 5069A).
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Florida Board of Psychology

2 CE credit hours CE Broker logo 20-1407023
Eligible until Jan 8th, 2027
Impact CE, a service of CE Learning Systems, is approved by the Florida Board of Psychology (Provider # 50-315).
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Missouri Credentialing Board (MCB)

2 CE credit hours
Eligible until Dec 30th, 2026
AddictionCounselorCE is an approved provider of the Missouri Substance Abuse Professional Credentialing Board (Provider #101). AddictionCounselorCE maintains responsibility for this course and its contents.
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New York Education Department Board of Social Work

2 contact hours
Eligible until Jan 8th, 2027
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers. Provider #0060.
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New York Education Department Board of Creative Arts Therapy (NYSEDCAT)

2 CE credit hours
Eligible until Jan 8th, 2027
CE Learning Systems (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practioners as an approved provider of continuing education for licensed creative arts therapists. #CAT-0008
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New York Education Department Board of Mental Health Counseling

2 CE credit hours
Eligible until Jan 8th, 2027
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0072.
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New York Education Department Board of Psychologists

2 CE credit hours
Eligible until Dec 29th, 2026
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for psychologists, # PSY-0016.
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New York Education Department Board of Marriage and Family Therapy

2 CE credit hours
Eligible until Jan 8th, 2027
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0045.
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Virginia Certification Board (VCB)

2 CE credit hours
Eligible until Jan 8th, 2027
Virginia Certification Board educational provider # 106
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Event Agenda

Agenda times are listed in US Eastern Time. That is 3 hours later than US Pacific Time. The event starts at 8:00am US Pacific Time.

11:00–11:20 AM: Introduction, Revisiting Ethics in Professional Practice

11:20–11:35 AM: Protecting Yourself from Ethical & Legal Liability

11:35 AM–12:20 PM: Distinguishing Ethical & Legal Requirements for Record Keeping

12:20–12:55 PM: Evaluating Case Examples

12:55–1:00 PM: Q&A and Conclusion

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If the activity must be cancelled by the provider, all attendees will receive an email notifying them of the cancellation. The email will also provide details about transferring the registration to another educational activity or receiving a refund of the registration fee. As always, you can contact our support team if you have questions or concerns.

Frequently Asked Questions

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