On-Demand: Subpoenas and Records Requests: Ethical and Legal Considerations - 3 CE Hours

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• CE Hours Included: 3 Ethics, Core, or Related (please see below for 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 forms and handouts. There is a quiz at the end to ensure comprehension and is required by all CE approval organizations for on-demand workshops.
• Investment: $87 (provides lifetime access!)
  • To pay with PayPal, ACH transfer, or CashApp, please email us at [email protected] or call us at 404-913-2005. Otherwise, click below on "Enroll Now!"
• Presented by: Becky Beaton-York, Ph.D. & Chris J. York, Esq. (see bios below)
• Target Audience: Psychologists, Counselors, Social Workers, Marriage & Family Therapists, Psychotherapists, Other Mental Health Professionals
• Instruction Level: Intermediate

Educational Objectives:

In this workshop, you will learn how to:

• Describe the difference between a Subpoena and a Court Order.
• Identify what to consider and what actions to take if you are served with a Subpoena, including prevention.
• Discuss the best legal and ethical steps involved in a non-subpoena simple records request from a client as well as a third party.
• Explain some lesser-known dual relationship issues concerning court appearances and document production by therapists who never planned to be involved in court work.

Workshop Description:

Have you ever wondered what to do when a third part or a client requests access to clinical records or where to turn if a served with a subpoena or court order? In this workshop, Attorney Chris York, and Ethicist Dr. Becky Beaton-York review the steps to take if served with a Subpoena or a simple request for client records. Additionally, they will discuss ways to avoid being served to begin with and ethical issues that could arise from blind compliance as well as what to spell out in your informed consent. This is a course every therapist needs to take!

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

Dr. Beaton-York has been on the Georgia Psychological Association’s Ethics Committee since 2010 and the Ethics Chair for eight of those years. She was also previously the Ethics Chair for the Licensed Professional Counselor's Association of Georgia (LPCA-GA) for two years before becoming licensed as a Psychologist. Dr. Beaton-York has taught hundreds of ethics workshops over the past 25 years and has served as an expert witness in ethics malpractice suits. She was also the Founder and Clinical Director of The Anxiety & Stress Management Institute for 15 years, the Co-Founder of the nonprofit OCD Georgia, Inc. and, recently, the Founder and Director of The Knowledge Tree. In 2005, Dr. Beaton was voted Counselor Educator of the Year by LPCA-GA and received their Lifetime Achievement Award in 2015. She is currently an Adjunct Professor in the Department of Psychology at Emory University. Lastly, you may have 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:

• "This was one of the most helpful ethics workshops I've ever taken." - JE, LMFT, LPC
• "Excellent presenters - clearly knowledgeable, easy to understand, and user-friendly." - GB, MFT
• "Becky and Chris--you were not only extremely informative, but did so in such an entertaining manner!!" - AB, LCSW
• "The presenters had substantial knowledge and experience as well as wisdom and clinical judgment on difficult and complex issues." - EC, LPC
• "Great information and suggestions for handling a subpoena. Great examples provided by presenters. Excellent presentation. Having the slides to review is helpful to digest so much information!" - HN, LPC
• "The workshop content was an added benefit to my practice. The presenters were well-versed in the topics. The workshop was highly informative!" - CHS, LPC
• "Both presenters were well prepared and effectively communicated their relevant domains with great skill." - SM, LPC
  
• "Thank you for making this very dry subject interesting and engaging!" - JHS, LCSW
• "Very knowledgable presenters! Love how fun they are and how much fun they clearly had presenting." - LT, LICSW

3 Ethics, Core, or Related "Asynchronous" CE Clock Hours Included - Details by License Type Below:

• PSYCHOLOGISTS: The Knowledge Tree is approved by the American Psychological Association to sponsor continuing education for psychologists. The Knowledge Tree maintains responsibility for this program and its content. For more detailed information on the current CE ruling in Georgia, or if you are licensed in another state or country, please click here.
• COUNSELORS: The Knowledge Tree has been approved by the National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider (ACEP), ACEP No. 7153. Programs that do not qualify for NBCC credit are clearly identified. The Knowledge Tree is solely responsible for all aspects of the programs. Please click here for more detailed information.
  • Counselors Licensed in Canada: This workshop is approved for 3 credit hours through the Canadian Counseling and Psychotherapy Association (CCPA), event code: 64964513.

• SOCIAL WORKERS: This workshop is approved for 3 core CE hours through the Georgia Society for Clinical Social Work (GSCSW), approval #081223. If you are licensed in another state or country, please click here for more detailed information.
• MARRIAGE & FAMILY THERAPISTS: Many states will accept APA and/or NBCC-approved continuing education hours for Marriage & Family Therapists, but please check your specific state’s rules & regulations. For Georgia-specific information regarding MFT approval, please go to our CE Information page by clicking here and scroll down to the map of Georgia.

To view our various workshop policies, including our multi-workshop discount & refund policy, please click here.

We are an approved vendor for the U.S. Department of Veterans Affairs (VA) for easy reimbursement of educational expenses for VA employees.