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Live Online Interactive

Requirements for Clinical Record-Keeping

12/05/2025 | Fri | 12 pm - 3 pm | Eastern Time/NY | 3 CE hours


Class Description

Requirements for Clinical Record-Keeping: From the Basic to the Complicated This three-hour continuing education workshop provides a comprehensive exploration of the ethical and legal responsibilities related to clinical record-keeping in mental health practice. Participants will revisit foundational ethical principles, examine how ethical and legal requirements intersect, and learn to apply these standards to their own documentation practices. The course addresses both basic and advanced aspects of record-keeping, including distinctions between “records” and “notes,” managing confidentiality, and the impact of electronic health records on practice. Through lecture, group discussion, and case analysis, attendees will strengthen their ability to protect client welfare, uphold professional integrity, and reduce exposure to ethical and legal liability. Led by Kathryn Krase, PhD, JD, MSW, a national expert with over 20 years of experience in professional ethics and legal compliance, this program equips mental health professionals with the knowledge and tools to maintain records that meet both ethical expectations and statutory mandates. Course Objectives Describe the ethical responsibility of mental and behavioral health professionals to maintain client records Distinguish the ethical responsibility of mental and behavioral health professionals to maintain client records from related legal requirements Explain how they protect client confidentiality through their record keeping practices About the Instructor Kathryn Krase, Ph.D., J.D., M.S.W., Principal Consultant with Krase Consultant and founder of Making the Tough Call 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.

3 hr
60 US dollars

Contact Details

631.212.5009

support@chiprodevelopment.com

Bellport, NY, USA


Licensing Board Approvals

All live-online courses are approved by the following:

 

State Approvals for Each Profession

 

Addiction Counselors

Alabama, Alaska, Arizona, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York (CASAC), New Mexico, North Carolina, Ohio, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Counselors 

Alabama, Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

 

Marriage & Family Therapists

Alabama, Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Prevention Specialist

Alabama, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Massachusetts, Michigan, Mississippi, New York, North Carolina, Ohio, Oregon, Rhode Island, South Dakota, Texas, West Virginia, Wisconsin

 

Psychologist

Delaware, Michigan, New Hampshire,

 

Social Workers

Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

 

Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan

 

Association of Social Work Boards (ASWB)

Approved Continuing Education (ACE) program

CHI Professional Development Inc, #1776, 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. CHI Professional Development, Inc. maintains responsibility for this course. ACE provider approval period: 8/16/25-8/16/28.

National Association for Addiction Professionals

NAADAC Approved Education Provider

CHI Professional Development, Inc. has been approved as a NAADAC Approved Education Provider for educational credits. NAADAC Provider #234330, CHI Professional Development, Inc., is responsible for all aspects of their programming.

National Board for Certified Counselors

CHI Professional Development, Inc. has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7194. Programs that do not qualify for NBCC credit are clearly identified. CHI Professional Development, Inc. is solely responsible for all aspects of the programs.

New York State Education Department | Board for Mental Health Professionals

CHI Professional Development, Inc. is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider for continuing education for licensed mental health counselors #MHC-0173

New York State Education Department | Board for Social Work

CHI Professional Development, 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-0538

Office of Addiction Services and Supports

OASAS

CHI Professional Development, Inc. is OASAS certified to provide CASAC renewal and CPP/CPS hours #1343

 

New York State Education Department

DASA

CHI Professional Development, Inc. is recognized by the NYS Department of Education as a DASA course provider.

 

Accessibility, Cancellation & Grievance Policy

 

Accessibility

It is my goal to create a learning experience that is as accessible as possible. If you anticipate any issues related to the format, materials, or requirements of this course, don't hesitate to get in touch with me so we can explore potential options. support@chiprodevelopment.com

 

Cancellation Policy

Payment is made in full; there are no refunds. If you cannot attend the class, please contact support@chiprodevelopment.com to discuss options.

 

Grievance Policy

CHI Professional Development is committed to providing fair and transparent processes for handling participant concerns.

  • Grievances may be submitted in writing via email to support@chiprodevelopment.com or by phone at (631) 212-5009.

  • Grievances may include refund requests, course content, presenters, facilities, or certificate issues.

  • The Social Work Advisory Committee reviews all grievances and responses to ensure fairness and objectivity.

  • Complaints are acknowledged within five business days and typically resolved within 15 business days.

  • Records of grievances and resolutions are maintained and utilized to inform future course improvements.

  • Contact information is included in the course materials for submitting a grievance.

Participants may request the full grievance policy by emailing admin@chiprodevelopment.com.

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Location: 26 Station Road Suite 85 Bellport, NY 11713

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