Product Detail

Ethical and Legal Issues in Private Practice:
DVD Video
$219.99 USD
$99.00 USD
Now Available For Preorder
This item is currently on pre-order status and will be shipped when available.
Product Details
DVD Video - 4+ hours   Instructions
6 hr 13 min
Multi-disc DVD recording with electronic manual and instructions.
12/20/2019 - Available Now for Pre-Order
CE Available:
Yes, See CE credit tab for complete continuing education details
Product Code:
  1. Discuss and practice techniques for improving critical thinking skills when encountering ethical challenges in private practice.
  2. Learn how to navigate professional codes of ethics, licensing rules and laws pertaining to private practice related issues.
  3. Examine the ethical issues that arise regarding technology in private practice and how to competently handle them.
  4. Establish clear ethical guidelines regarding boundary-setting and special considerations in private practice.
  5. Explore potential legal and ethical issues that arise when working with minors in a private practice mental health setting.
  6. Articulate the laws related to record-keeping, HIPAA and FERPA to minimize the potential for legal troubles in the mental health profession.
Private Practice Best Practices – Avoiding Legal & Ethical Issues
  • What Is and Isn’t a Private Practice
  • What are the Goals for Your Business?
  • Choose an Ethical Model to Refer to and Apply
  • Services You Do and Don’t Provide
  • Screening for Potential Clients
  • Policies – The Good, The Bad & the Ugly
  • Create an Effective Policy Plan for Your Practice
  • Intake and Informed Consent Process & Policies
  • Understanding Risk – What You Don’t Know Can Hurt You
  • How to Avoid Being Sued – An Ounce of Prevention
Financial and Business Issues in Private Practice – Ethical Dilemmas
  • Referrals, Gifts & Bartering – Ethical Issues
    • Example Case – “Gifts, Referrals & More: Stephen’s New Practice”
  • Marketing Your Practice and Yourself to the Public – What’s Ethical?
    • Client Testimonials
    • Example Case – “Dr. Jones’ Website”
  • Fee Policy – Applying Best Practices to Avoid Trouble
    • Usual & Customary Fee
    • Sliding Scales
    • Pro Bono Publico
  • Insurance Provider Networks
  • Unhappy Customers – How to Avoid Legal Issues
    • Example Case – “The Unhappy Client: Linda’s Refund Demand”
  • Multiple Services – Blurred Lines & Ethics
    • Example Case – “Maggie’s New Revenue Stream”
  • LLC vs. Partnership vs. Sole Proprietorship – What’s Best for You?
  • Multiple Private Practice Roles – What Hat Do You Wear?
  • Relationships with Colleagues/Competitors
Boundary Issues in Private Practice – Top Challenges
  • Why Boundary Issues are more Important in Private Practice
  • Isolation – The Slippery Slope of Multiple Relationships
  • Power Differentials – Clients, Employees, Supervisees
  • Top Boundary Challenges in Private Practice
    • Example Case – “The Coffee Shop”
    • Example Case – “The Long-term Client”
Technology in Private Practice – Legal & Ethical Issues
  • Social Media Policies to Implement
    • Example Case – “Ashley’s Tweets”
  • Distance Therapy – 6 Keys to Practice
  • Online Listing Services
    • Practice Management Software and Electronic Medical Records
Record-Keeping in a Private Practice
  • Establishing Written Record-keeping Policies
  • HIPAA – What you Need to Know
  • FERPA – What you Need to Know
  • Privacy Policies
Working with Minors in Private Practice
  • Informed Consent Policies & Procedures for Minors
  • Establishing Who has Authority for Consent
  • Know Your Rights – Responding to Records Requests for Minors
    • Example Case – “Celeste and Her Father”


Terry Casey, Ph.D., is a licensed psychologist, health service provider with over 30 years of professional experience in private practice, outpatient, residential, hospital, community mental health, and educational settings. He is in private practice in Franklin, Tennessee and divides his time providing direct services to clients, consulting with counseling and mental health professionals and organizations, providing clinical supervision, and conducting training. He is also an adjunct faculty member in Lipscomb University’s CACREP-accredited graduate program in Clinical Mental Health Counseling where he has taught Ethics and Professional Issues in Counseling and other courses since 2007. Dr. Casey has also been a regular guest lecturer in Trevecca University’s PhD program in Clinical Counseling. He also served for several years as the chair of the ethics committee for the Tennessee Licensed Professional Counselors Association and served in an advisory capacity for graduate counseling programs at two universities. Dr. Casey served for 16 years as the director of counseling & psychological services for a non-profit agency with over 30 counselors at over a dozen locations. Dr. Casey has conducted numerous ethics trainings for counseling agencies, professional organizations, and national and state conferences. For more information, visit his practice website at

Speaker Disclosures:

Financial: Dr. Terry Casey maintains a private practice. He is an adjunct faculty member at Lipscomb University. Dr. Casey receives a speaking honorarium from PESI, Inc.

Non-financial: Dr. Terry Casey is a member of the American Psychological Association and the American Counseling Association.
Continuing Education Credits
Save time and $10 off the price of other submission methods – purchase & take the CE test online for $9.99 USD per participant. Additional processing fees apply for other submission methods (i.e. mail, fax, etc.). Please contact our Customer Service at 1-800-844-8260 for more details.

Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self study is an acceptable form of continuing education. Please refer to your state rules and regulations.

Certificates of Successful Completion are available for email, download and/or printing from your online account immediately following the successful completion of the post-test/evaluation.

**Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of mental health professionals. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards.

  • Counselors
  • Social Workers
  • Psychologists
  • Case Managers
  • Addiction Counselors
  • Therapists
  • Marriage & Family Therapists
  • Other Mental Health Professionals
  • Nurses