(WC 150409 KRASE 2025) Documentation and Record Keeping in Psychotherapy Key Ethical and Legal Requirements

Course overview

Six step framework for protecting yourself from legal and ethical liability Clear, practical guidance on handling real world documentation dilemmas The latest codes and laws on record keeping No one becomes a therapist to stress over SOAP notes - but here you are, still finishing them at 10 p.m. Because documentation and recordkeeping are essential for protecting your clients, your licenses, and your practice. But let's be honest, you probably didn't receive much training on how to do it right. Not in grad school. Likely not in supervision. So you can end up second-guessing what to include, worrying about missing important details ... ... and often spending a lot of time trying to get it all right - even if it means taking extra time on your evenings and weekends. And today, it's more complicated than ever before with electronic health records, AI, client record requests, and evolving privacy laws. That's why you need this training. Join ethics and legal expert Dr. Kathryn Krase, JD, MSW, a licensed social worker and practicing attorney, as she shares her knowledge of the clinical and legal sides of documentation challenges inside and out. She'll show you everything you need to create clear, ethical, and defensible clinical documentation PLUS best practices for recordkeeping, managing digital communication, client access, and more. From writing effective progress notes and managing client record requests to handling teletherapy documentation and navigating termination and fair information practices ... ... you'll leave this program feeling more prepared than ever before. So you can stop stressing over your notes and start focusing on what matters - your clients.