Sign In

CSS Submit Button Rollover


Record Keeping in Psychotherapy & Counseling:
Ethical, Legal and Clinical Issues

6 CE Credit Hours - Online Course and 60 Essential Clinical Forms - $119.00

Developed by Ofer Zur, Ph.D.

This course includes 60 Essential Clinical Forms, ready to use Updated 2016.
The forms are valued at $99, making this course an excellent deal.

Course fulfills the California and other states' ethics and law requirements.
Course may qualify for insurance discount. Check with your insurer.

Board Approvals for Psychologists, LMFTs, SWs, Counselors, & Nurses

This course is also offered as part of an Advanced Ethics Certificate Program of 70 CE Credit Hours.

Simply follow these steps:

1. Sign up securely online.
2. Read/listen to the articles & audios.

3. Submit evaluation & post-test.
4. Print your certificate.


To order this Course now
Order Course now, click here



Record Keeping in Therapy

Proper record keeping is an area of practice that is confusing and unclear to many practicing psychotherapists and counselors. What to put in the records? How long to keep records? Is it better to keep records online or on the cloud? What to do if I'm subpoenaed? When can I dispose of records, and what’s the best way? These are some of the pressing questions around record-keeping that therapists face. The time to get answers is now, before legal or clinical issues become acute and the records are under scrutiny. This course teaches best practices for record keeping, relevant laws and regulations, how to respond if issued a subpoena, and the best ways to deal with third-party payers who request records, among many other relevant issues. Course fee includes 60 most important clinical forms.

This intermediate level course begins with an introductory section on record-keeping guidelines. This section includes a text overview and audio interview with ethicist and scholar, Dr. Michael Donner, chair of the California Psychological Association (CPA) Ethics Committee (transcript provided). The second section contains an article on informed consent and the process of obtaining and retaining informed consent throughout treatment. The third section contains an article on keeping records of electronic communication, such as voicemails, emails, and text messages. Also discussed are several options for keeping records online. The fourth section gives therapists resources for responding to subpoenas in an ethical, legally compliant, and clinically appropriate manner. The fifth section covers record retention: how long to keep records and relevant California law. The sixth section discusses risk management and what belongs in the clinical records, over the course of several articles. The seventh section includes a full set of clinical forms, on topics including termination, informed consent, office policies, treatment plans, professional will, and much more. The final section includes additional resources for further information.



Educational Objectives:

    This course will teach the participant to
  • Learn the current laws and regulations regarding record keeping.
  • Discuss the issues involved in keeping records electronically online.
  • Evaluate current record-keeping practices.
  • Summarize appropriate ways to dispose of records.
  • Prepare to respond to subpoenas in an appropriate manner.
  • Utilize clinical forms in the psychotherapy practice.

Course Syllabus:

  • Overview of documentation and record-keeping
  • Reasons to document
    • Clinical
    • Ethical
    • Legal

  • What belongs in clinical records
    • Client information
    • Clinical developments
    • Termination information
    • Testing, crisis and other relevant information

  • Relevant ethical issues
    • Clinical matters
    • Principles
    • Codes
    • Standards

  • Legal issues (including CA law)
    • HIPAA
    • How long to keep records

  • Subpoenas
    • How to respond
    • Protecting clients' confidentiality
    • Giving the minimum information needed
    • Patriot Act - Special circumstances

  • Risk management
    • How records can help
    • Keeping appropriate records

  • Effective documentation strategies
    • Retention
    • Storage
    • Electronic Storage
    • Disposal

  • Essential forms and templates
  • Codes of Ethics
    • Guidelines from professional associations

  • Resources
    • Ethical guidelines


Author's Bio


To order this Course now
Order Course now, click here




Instructions for requesting accommodations for disabilities

Refund and Course Exchange Policies

Share This:

Follow Us On:     TwitterFacebookLinkedIn

Click here to receive clinical updates by e-mail.

Online Courses  -  Zur Institute on YouTubeYouTube
Live Workshops  -  Forensic & Expert Witness Services - Consultations for Therapists
Private Practice Handbook  -  HIPAA Compliance Kit  -  Clinical Forms  -  CE Board Approvals  -  Discussions
Online Catalog -  Free Articles  - Boundaries & Dual Relationships  - General Public Resources  - Seminars For General Public
Organizational Discounts  -  About Us  -  FAQ  - Privacy, Disclaimer, Terms of Use, DMCA  -  ADA Policy & Grievance - CV
Home -  Contact Us  -  Site Map

Ofer Zur, Ph.D., Director

321 S. Main St. #29, Sebastopol, CA 95472
Contact Zur Institute, Inc.

© 1997-2018 Zur Institute, Inc. All rights reserved. Privacy Statement, Disclaimer & Terms of Use.
Site design/maintenance by R&D Web