On-Demand: The Business Side of Therapy: Maintaining Ethical & Legal Standards while Growing Your Practice (with COVID/Online Updates) - 6 CEUs


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  • CEs: 6 Ethics, Core, or Related Continuing Education hours for Psychologists, Counselors, Social Workers, and Marriage & Family Therapists (please see below for more details).
  • Format: On-Demand Webinar ("Asynchronous") ~ At your leisure to be viewed at your own pace. You may pause, rewind, and fast forward at any point during the videos. You are in complete control of how you view this workshop. However, you are required to watch at least 90% of the videos to receive CEs. The PowerPoint handout will be displayed in the video along with the presenter, and there is also a separate document for printing as well as multiple other handouts and forms. There is a quiz at the end to ensure comprehension and is required by all CE approval organizations for On-Demand workshops.
  • Investment: $135

Educational Objectives:

  • Describe how Social Media and Search-Engine Optimization can play an essential part in practice-building now during COVID and into the future of digital practice and how to thwart the ethical pitfalls.
  • Discuss business licensing laws, employment law (including employing someone with a W2), HIPAA requirements, and whether or not it makes sense to become an S-Corp or an LLC (or our personal favorite . . . an LLC taxed as an S-Corp.
  • Describe how to save a significant amount of money on taxes by employing yourself with a W2.
  • Demonstrate ethically and legally sound ways to implement a crisis response plan in person and via TeleMental Health.
  • Explain the essentials of clinical documentation: what needs to be in a client record; how to write progress notes from a risk management perspective; how long client records should be retained; questions to ask regarding an electronic health records (EHR) platform; who has access to records; who owns the records, and the difference between psychotherapy notes and the medical record.
  • Discuss the frequently overlooked ingredients needed in an Informed Consent to Treatment that will help you maintain an ethical practice and prevent future malpractice claims.
  • Demonstrate financial reimbursement and ethical pitfalls concerning fee-setting, what is considered “reasonable and customary,” what lawyers term “undue influence,” bartering, kickbacks, etc.
  • Apply all the above to develop the framework for your ideal practice.

Workshop Description:

This workshop will address the legal and ethical essentials of being in any kind of outpatient practice. In order to generate business to grow a practice, marketing is essential. However, in this age of social media, self-disclosure and dual roles can muddy the waters of a clean therapeutic relationship. It's also critical that therapists are aware of the Standard of Care in which they need to uphold as well as ascertain that they truly have the competency to perform the services in which they are advertising. Additionally, being competent in telemental health and emergency procedures is essential: Do you know what you need to know regarding involuntary commitment when services are only through telemental health or what you need to know to practice across state lines during COVID, which seems to change from month to month? All of these solid, much-needed skills will be addressed, along with ethical fee setting (when is it unethical or even illegal), and protective documentation strategies beginning with your intake through a mindful termination summary.

Presented by: Becky Beaton-York, Ph.D.

Dr. Beaton-York has 30 years of experience in the therapy field, and she has run her own businesses for 25 of those years. She was the Founder of The Anxiety & Stress Management Institute, a very large practice with over 40 self-pay clinicians when she sold it after just eight years. She is the Co-Founder of the nonprofit OCD Georgia, Inc., and the founder of The Knowledge Tree, LLC. She loves growing businesses and coaching therapists regarding practice-building from an ethical perspective. In 2005, Dr. Beaton-York was voted Counselor Educator of the Year by the Licensed Professional Counselor's Association of Georgia. She is currently an Adjunct Professor in the Department of Psychology at Emory University. Dr. Beaton-York is also the Chair of the Georgia Psychological Association’s Ethics Committee. You may have also seen her on the television series "Hoarding: Buried Alive" as the treating psychologist on over 60 episodes.

Chris J. York, Esq.

Mr. York attended Bowdoin College in Maine for undergrad and is a 1991 graduate of Emory University Law School. As an Atlanta-based litigator, early in his career he tried numerous medical malpractice jury trials on behalf of defendant physicians. Later, he focused more on product liability, business, and corporate practice. He was Georgia counsel to a national seat belt and airbag supplier and later served as Senior VP and General Counsel to an Atlanta medical device company. In 2003, he formed his own firm which he still runs. His law partner, Chip Gaskill, is a Vanderbilt Law School graduate who specializes in corporate matters in addition to family law, trusts, and estates. Their firm is York Gaskill, LLC. Today, Mr. York primarily specializes in helping small businesses, with several of his clients being therapy practice owners.

What people are saying about this workshop:

  • "I learned so much and feel I will often reference the covered material as I grow as a therapist and business owner. Thank you!" - H.K., APC

6 Ethics, Core, or Related CE Clock Hours:

  • Psychologists: The Knowledge Tree (TKT) is approved by the American Psychological Association to sponsor continuing education for psychologists. TKT maintains responsibility for this program and its content.
    • Georgia Psychologists: all online webinars (both live and on-demand) count the same as live for 2021 (including ethics). Therefore, this workshop will satisfy your required six hours of ethics or core hours if you prefer. The Board states it will go back to the pre-COVID rules in 2022. You may want to consider completing all 40 CEs this year while you have multiple participation options.
    • Licensed in another state as a Psychologist: The Knowledge Tree is a Continuing Education Sponsor Approved (CESA) by APA, so all of our workshops should satisfy your CE requirements, but please check your specific state rules to be certain.
  • Counselors: This workshop was approved for 6 ethics or core hours through LPCA of Georgia, approval #2021-01-08-279LW.
    • Georgia Counselors: This workshop has been approved for 6 "Core Hours" as an "On-Demand - asynchronous" course by LPCA of Georgia (approval # above). The “Ethics” hours dropped off because the Georgia Composite Board requires that all Ethics hours be obtained either live or via a live synchronous webinar.
    • Licensed in another state as a Counselor: Many states will accept CEs for Counselors if that workshop has approved status from another state association as this one does. Additionally, we have national approval for all our courses through APA. Many states will accept APA-approved courses, but please check your specific state rules & regulations.
  • Social Workers and Marriage & Family Therapists: The Knowledge Tree (TKT) is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists.
    • Georgia: Because we have national approval for all our courses through APA, this workshop would be part of your option for up to 15 "Related Hours." For Masters Licensed Therapists in Georgia, "Related" hours are allowed to comprise up to 15 hours of the total 35 hours required per renewal period (10 hours of On-Demand are expressly permitted, and the extra five would be your optional Independent Study hours). "Ethics" hours must be obtained via a live "Synchronous" event (either in-person or Live Webinars). Please see our Live Webinars for Ethics options.
    • Licensed in another state as a Social Worker or MFT: The Knowledge Tree has national approval for all our courses through APA. Many states will accept APA-approved continuing education hours, but please check your specific state rules & regulations.

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For information about our Continuing Education Workshops, please contact our Continuing Education

Workshop Coordinator at:

404.913.2005

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