LIVE: Effective Documentation and Record Keeping for Psychologists: Ethical, Legal, Risk Management, and Clinical Perspectives

February 17, 2022  |  8:00 AM - 11:00 AM Pacific

Presented By Jeffrey E. Barnett, PsyD, ABPP
Jeffrey E. Barnett, PsyD, ABPP

February 17, 2022
8:00 AM - 11:00 AM Pacific

3 hours | 3 CEs

The live professional training program on Effective Documentation and Record-Keeping for Psychologists: Ethical, Legal, Risk Management, and Clinical Perspectives is presented by Jeffrey E. Barnett, PsyD, ABPP in partnership with the American Board of Professional Psychology (ABPP).

This live workshop explains the goals and potential benefits of effective clinical documentation as well as the ethical and legal requirements for doing so. Documentation is addressed from a clinical and risk management perspective. Specific recommendations are made for how to document the clinical services provided in a competent and effective manner. Additionally, common pitfalls to avoid are addressed. How to store and maintain records is addressed for both paper and electronic records. Precautions to take to protect and preserve records are described in detail along with how and when to dispose of them. Guidance is provided for following HIPAA and other laws and regulations relevant to documentation and record-keeping. Participants in this workshop will receive practical guidance that can be integrated into daily practice to document more effectively, to better achieve the goals of thoughtfully created treatment records, and to meet and exceed professional standards and practice guidelines relevant to documentation and record-keeping.

Intended Audience

This live program is intended for mental health and other allied professionals.

Experience Level

This live program is appropriate for beginner, intermediate, and advanced level clinicians.

CE / CPD Credit

APA, ASWB, CPA, NBCC: Click here for state and other regional board approvals.

Presented By

Jeffrey E. Barnett, PsyD, ABPP

Jeffrey E. Barnett, Psy.D., ABPP, is a licensed psychologist and is board-certified by the American Board of Professional Psychology in Clinical Psychology and in Clinical Child and Adolescent Psychology. Additionally, he is a Distinguished Practitioner in Psychology of the National Academies of Pra...

Learning Objectives

Upon completion of this program you will be able to:

Describe the goals of documentation

Describe the elements of effective documentation

Describe how effective documentation is a risk management strategy

Describe steps to take to protect electronic health records

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Live Event Policy

Registration for our live events is covered for one (1) person per purchase. If you would like to purchase for a group, please contact our group training team.

Event Communications

Event Communications

When registering, use an email that is active and that you check regularly. We are not responsible for communications not being received; if you do not add caps@paloaltou.edu to your email safe sender list, our emails are likely to end up in your spam or junk folders.

Cancellation Policy

Cancellation Policy

Have a sudden change of plans and are unable to attend live? No worries, you will be given access to the on-demand version of the program once available. Alternately, your registration can be migrated to another live event.

Event Conduct

Event Conduct

Professional conduct is expected during our live programs. Our goal is to make our events as interactive as possible for all participants. We reserve the right to remove any participants who are disruptive, act unprofessionally, or who we are unable to verify their purchase.

Develop a Specialty Area of Practice

Transforming mental health professionals into experts

Expert Instructors

Professional training developed and delivered by the field's leading experts

CE Credit

Earn CE credit for meaningful professional training that will elevate your practice

Convenience & Flexibility

Learn at your own pace, from wherever you might be!

Program Partner

American Board of Professional Psychology (ABPP)

We are proud to partner with The American Board of Professional Psychology for this training. The American Board of Professional Psychology serves the public by promoting the provision of quality psychological services through the examination and certification of professional psychologists engaged in specialty practice. ABPP is the primary organization for Specialty Board Certification in Psychology. There are currently 15 Specialty Boards and one Subspecialty Board.

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CE Sponsorship Information

Palo Alto University, Continuing and Professional Studies (CONCEPT) is approved by the American Psychological Association to sponsor continuing education for psychologists. Palo Alto University, Continuing and Professional Studies (CONCEPT) maintains responsibility for this program and its content. Palo Alto University, Continuing and Professional Studies (CONCEPT) is approved by the Canadian Psychological Association to offer continuing education for psychologists. Palo Alto University, Continuing and Professional Studies (CONCEPT), SW CPE 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 #SW-0356 and 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-0073. Palo Alto University, Continuing and Professional Studies (CONCEPT) has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6811. Programs that do not qualify for NBCC credit are clearly identified. CONCEPT Professional Training, #1480, 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 as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. CONCEPT Professional Training maintains responsibility for this course. ACE provider approval period: 11/22/23-11/22/26. Social workers completing this course receive (clinical or social work ethics) continuing education credits.