Documentation That Protects: Ethical Practices for Client Privacy and Risk Management – 11/9/26
Date/Time
Time: 9:30 a.m. – 1:00 p.m. Eastern
Location: LIVESTREAM
Cost: $59.99
Credits: 3 CE Credits
Registration ends 30 minutes before the webinar opens.
Presenter(s)
CEU Creations presents:
Documentation That Protects: Ethical Practices for Client Privacy and Risk Management – 11/9/26
FEATURING:
- Practical strategies for writing concise, clinically useful documentation that protects client privacy
- Ethical and legal guidance for documenting sensitive topics, responding to subpoenas, and navigating audits and electronic health records
EVENT INFO:
9:30 a.m. – 1:00 p.m. Eastern
Registration ends 30 minutes before the webinar opens.
COST:
CONTINUING EDUCATION CREDITS:
Social Workers:
ASWB ACE – 3 Ethics CE credits
New York State Education Department’s State Board for Social Work – 3 Contact hours
Psychologists:
APA – 3 CE credits
Counselors: 3 Contact or 3 Ethics hours
NBCC ACEP – 3 Contact hours
NY State Education Department’s State Board for Mental Health Practitioners – 3 Contact hours
Addiction Professionals:
NAADAC – This course is not eligible for NAADAC Contact hours.
Nurses:
California Board of Registered Nursing – 3 Contact hours
Case Managers:
CCMC – 3 Ethics CE Contact hours
Long-Term Care Administrators:
This course is not approved for NAB/NCERS participant hours.
Attendance or applied credit certificate available for other credentials.
Please make sure to check with your own state board to ensure the transferability of CE credits.
Counselors: If this course awards Ethics hours, please note that some states do not recognize Ethics hours; in those cases, Contact hours will be awarded.
Target Audience: Social workers, psychologists, counselors, nurses, and case managers
Instructional Level: Intermediate
Counseling Skill Group:
N/A
OVERVIEW:
Mental health professionals are increasingly navigating concerns about client privacy, subpoenas, insurance audits, electronic health records, and the potential misuse of sensitive information. This training explores ethical and legally sound documentation practices that protect client confidentiality while meeting clinical, regulatory, and risk-management requirements. Participants will examine the distinction between progress notes and psychotherapy notes, apply the HIPAA minimum-necessary standard to documentation, and learn practical strategies for writing concise, clinically useful notes that support treatment without including unnecessary sensitive details. Special attention will be given to documenting work involving trauma, identity exploration, reproductive concerns, substance use, and other sensitive topics in a manner that balances client safety, continuity of care, and professional obligations.
OBJECTIVES:
By attending this training, you will be able to:
1. Differentiate between progress notes and psychotherapy notes.
2. Explain the distinct legal protections afforded to each under HIPAA.
3. Apply the minimum necessary standard to clinical documentation.
4. Identify information that is essential for treatment, billing, and continuity of care versus information that may create unnecessary privacy risks.
5. Use documentation strategies that maintain clinical effectiveness, support ethical practice, and protect client confidentiality in electronic and paper health records.
AGENDA (all times are Eastern):
9:45-1:00 Presentation (includes a 15-minute break)
PRESENTER BIO:
Brianne Rose-Baker, or Bri, is a Licensed Mental Health Counselor with more than a decade of experience supporting adolescents and adults navigating trauma, depression, anxiety, identity exploration, relationship concerns, and anger management. She specializes in complex trauma and works from a relational, trauma-informed approach, integrating evidence-based modalities including Cognitive Behavioral Therapy, Dialectical Behavior Therapy, Narrative Therapy, and Neurofeedback.
Outside of the therapy room, Bri is also a fiction writer whose work explores themes of trauma, identity, and human connection. Her writing has been published in Claudine Literary, and she is an active member of the Northern California Writers Retreat group, blending clinical insight with compelling storytelling. This creative perspective enriches her approach to therapy and instruction, helping clinicians think critically about the narratives people carry and the ways stories shape healing. Learn more about her and her work at www.briannerosetherapy.com.
COURSE PARTICIPATION INFORMATION:
To ensure you are ready to participate, please review these tips and tricks to ensure a better webinar experience.
This live webinar is fully interactive; a computer is required. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions. Zoom account is not required.
You will receive a reminder email approximately 24 hours prior to the start of the training and a link to join the webinar will be in your CEU Creations account under Member Profile.
To receive credit, you must log in on time, attend the entire presentation, and interact.
POST EVENT: When the training ends, your attendance will be processed using Zoom analytics. Once processed, the evaluation link will be available in your account and we ask that you complete it within 3 days of the training. Once your evaluation is complete, your certificate will be available in your CEU Creations account within 24-72 hours.
Please contact us at [email protected] with any questions.
BOARD INFORMATION
SOCIAL WORKERS: CEU Creations, #1239, 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: 11/22/24-11/22/27. Social workers completing this course receive 3 Ethics CE credits.
CEU Creations, Inc. 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-0616. This activity is approved for 3 Contact hours.
PSYCHOLOGISTS: 3 CE credits. CEU Creations is approved by the American Psychological Association to sponsor continuing education for psychologists. CEU Creations maintains responsibility for this program and its content.
COUNSELORS: 3 Contact or 3 Ethics hours 
CEU Creations has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6941. Programs that do not qualify for NBCC credit are clearly identified. CEU Creations is solely responsible for all aspects of the programs. CEU Creations, Inc. 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-0199. This activity is approved for 3 Contact hours.
ADDICTION PROFESSIONALS: This event is not eligible for NAADAC Contact hours.
NURSES: 3 Contact hours. CEU Creations is an approved provider of nursing CEs through the California Board of Registered Nursing. Provider number: CEP17905. All states retain their own licensing authority through their own boards. Please make sure to check with your own state board to ensure transferability of the CE credits.
Cancellation Policy: Registrants must cancel their registration in their CEU Creations account. No email, faxes, or mail cancellations will be accepted. Cancellation fee: $25. Refunds will not be given for cancellations within five (5) business days prior to the workshop date.
Accessibility Accommodations: At CEU Creations, we are dedicated to providing an inclusive and accessible experience for all individuals. We strive to ensure our continuing education content, website, and services are usable by everyone, regardless of ability. We are continually working to enhance accessibility and user experience for all of our users. If you encounter any barriers, have questions, or wish to request accommodations, please don’t hesitate to reach out. You can contact us at [email protected] and a member of our team will review your message and respond promptly.
Event Cancellation and Rescheduling Policy: In the event that CEU Creations cancels or reschedules an event, registered participants will be given the option to receive a full refund, a credit toward a different event of the same value, or to transfer their registration to the rescheduled date.