LIVE: Effective Documentation and Record Keeping for Psychologists

Presented by: Jeffrey E. Barnett, PsyD, ABPP

February 17, 2022 | 8:00 - 11:00 am Pacfic

3 Hours | 3 CEs

$225 Registration | Early Registration $200 (through January 17th)

The registration fee includes live online instruction, continuing education credits, and e-copies of all workshop materials.

This live workshop 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 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.


Presented By

Jeffrey E. Barnett, Psy.D., 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 Practice. He also is a Professor of Psychology at Loyola University Maryland. He is a nationally recognized expert in professional ethics issues for mental health professionals and has served as chair of the ethics committees of the Maryland Psychological Association, the American Psychological Association, and the American Board of Professional Psychology. He also has served as the Vice Chair of the Maryland Psychology Licensing Board. Dr. Barnett has numerous publications to include 13 books and over 250 articles and book chapters and over 300 professional presentations that focus on ethics, legal, and professional practice issues for mental health professionals. Among his many awards he is a recipient of the American Psychological Association’s Award for Outstanding Contributions to Ethics Education and the ABPP award for Distinguished Service and Contributions to the Profession of Psychology.

Learning Objectives

Upon completion of this workshop 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

  • Intended Audience

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

  • Experience Level

    This live workshop 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.

Live Event Policy

  • Event Communications

    The Zoom login information will be sent 1-week, 1-day, and 1-hour before the start of the event. 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

    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

    Please conduct yourself in a professional manner throughout the event. Our goal is to make this as interactive an experience as possible for all who attend. We reserve the right to remove any participants who are disruptive or who act unprofessionally.

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!

The American Board of Professional Psychology

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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