Product Detail

• Name the three HIPAA Rules and define their purposes
• List the three paper forms required for minimum compliance with HIPAA
• Explain two benefits and two difficulties of making or not the HIPAA-protected Psychotherapy Notes
• Write a simple records retention and destruction policy
• State the biggest risk of using a basic word processor to keep clinical/progress notes
• Adopt the use of a comprehensive Authorization Form for seeking and releasing records

THE ESSENTIALS

• Why HIPAA?
  1. Assumptions, legal and clinical, in HIPAA
  2. The three Rules of HIPAA and their continuing impacts on clinicians
  3. Strategy: Integrate HIPAA requirements into your own progress note format
• Risk and Gap Analyses
  1. Search for information leaks
  2. Strategy: Develop ‘safeguards (only) for foreseeable threats’
  3. Strategy: Layered protections
• The Notice of Privacy Practices (NPP)
  1. HIPAA's privacy-procedures and practices
  2. What is and what is not Protected Health Information
  3. Strategy: Add your own rules to make your NPP
• The Privacy Rule
  1. Do I need to do everything or are there “levels” of compliance?
  2. Integrating your state’s privacy rules and your discipline’s ethics
  3. “Preemption” and “silence”
• Disclosures, authorizations, access, consent
  1. Understand disclosures: authorized and not, systematic and incidental, oral and written
  2. The “Minimum necessary” rule
  3. Who has access to Protected Health Information and how it Is limited
  4. What “access” means in HIPAA
  5. The signed HIPAA consent form
  6. Strategy: Your very complete Authorization form

THE DEVELOPMENTS

• Record keeping
  1. To keep or not to keep HIPAA-protected psychotherapy notes
  2. Why not to use your word processor
  3. Faxing records risks and protections
  4. Strategy: Secure email made easy
• Complaints of unauthorized disclosures
  1. Unauthorized disclosures, breaches and notifications
  2. Investigations by the Office of Civil Rights
  3. Tiered punishments and fines

THE FUTURE

• Enforcement of HIPAA
  1. Audits and fines
  2. Strategy: Your HIPAA Policy and Procedures Manual made easier
• Business Associates
  1. Updated agreements
  2. Risk of breaches

Edward Zuckerman, Ph.D., has created the most comprehensive and practical set of practice tools for clinicians of all experience levels. His books include The Paper Office: Forms, Guidelines and Resources to Make Your Practice Work Ethically, Legally, and Profitably (4th Ed. for 2008), The Clinician's Thesaurus: The Guide to Conducting Interviews and Writing Psychological Reports (7th ed.), and he co-authored Rewarding Specialties for Mental Health Clinicians: Developing Your Practice Niche, and The Authoritative Guide to Self Help Resources in Mental Health. All of these are published by Guilford Press. He has also written and published HIPAA Help: Health Insurance Portability and Accountability: A Compliance Manual for Psychotherapists.

Dr. Zuckerman earned his doctorate in Clinical Psychology from the University of Pittsburgh. He has more than 30 years of clinical experience working in community mental health, with developmentally disabled adults, as a program evaluator, in full-time private practice and as a claims reviewer for Social Security Disability. He taught psychology courses at the University of Pittsburgh and at Carnegie Mellon for 15 years.

His writing demonstrates an understanding of clinicians' work environments and needs based on his extensive experience. In his writing and workshops, Dr. Zuckerman provides invaluable consultation, practical information and usable forms and tool for the support functions of clinical practice.

Speaker Disclosures:

Financial: Edward Zuckerman is an author for Guilford Press and Professional Development Resources and receives royalties. He receives a speaking honorarium from PESI, Inc.

Non-financial: Edward Zuckerman has no relevant non-financial relationship to disclose.

For U.S. and Canadian customers, a CE test is available for $9.99 USD per participant. International CE rates may vary; 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 may be emailed, faxed or mailed to participants completing the post-test/evaluation and paying the CE fee.

**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.

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.

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Addiction Counselors

This self-study course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 1.0 CE in the Legal, Ethical and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming. Full attendance is required; no partial credit will be awarded for partial attendance.

California Alcoholism & Drug Abuse Counselors (CCAPP): PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: 0S-03-036-1025. This self-study activity meets the qualifications for 1.0 CEH's (continuing education hours).

Connecticut Addiction Counselors: Provider #120924. This course has been approved as a CCB approved training and has been awarded 1.25 hours by the Connecticut Certification Board.

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Counselors
This intermediate self-study activity consists of 1.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

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Marriage & Family Therapists
This self-study activity consists of 1.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.

Illinois Marriage & Family Therapists: PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. Provider #: 168-000156. Full attendance at this self-study activity qualifies for 1.0 credits.

Texas Marriage & Family Therapists: PESI, Inc. has been approved as a continuing education sponsor through the Texas State Board of Examiners of Marriage and Family Therapists. Provider #: 503. This self-study activity qualifies for 1.0 continuing education credits.

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Nurses, Nurse Practitioners, and Clinical Nurse Specialists
This intermediate activity consists of 1.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation.

California Nurses: PESI, Inc. is a provider approved by the California Board of Registered Nursing, Provider #:17118 for 1.0 self-study contact hours.

You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.

Florida Nurses: PESI, Inc. is an approved provider by the Florida Board of Nursing. Provider #: FBN2858. These materials qualify for 1.0 self-study contact hours.

Iowa Nurses: PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 1.5 self-study contact hours.

Copies of the evaluation may be sent to the IBON. You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.

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Psychologists
This self-study activity consists of 1.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline and the certificate of completion you receive from this self-study activity. Contact us for more information on your state board or organization specific filing requirements.

Canadian Psychologists: PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 1.0 self-study continuing education hours. Full credit statement at: https://catalog.pesi.com/page/ceinformation#psychologists

Florida Psychologists: PESI, Inc., is an approved provider with the Florida Board of Psychology. Provider Number 50-399. This product qualifies for 1.2 self-study continuing education credits. Please make sure to bring your license number to the seminar so that we can report your attendance to CE Brokers.

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Social Workers
PESI, Inc., #1062, 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. PESI, Inc. maintains responsibility for this self-study course. ACE provider approval period: January 27, 2017 - January 27, 2020. Social Workers completing this course receive 1.25 Clinical Practice continuing education credits. Course Level: Intermediate. Full attendance is required; no partial credits will be offered for partial attendance. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

Canadian Social Workers: PESI, Inc., #1062, 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. PESI, Inc. maintains responsibility for this self-study course. ACE provider approval period: January 27, 2017 - January 27, 2020. Social Workers completing this course receive 1.25 Clinical continuing education credits. Course Level: Intermediate. Full attendance is required; no partial credits will be offered for partial attendance. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation. Canadian provinces may accept activities approved by the ASWB for ongoing professional development.

Illinois Social Workers: PESI, Inc. is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 1.0 contact hours.

Minnesota Social Workers: PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study course has been approved for 1.0 continuing education hours. A certificate will be issued upon successful completion of a post-test.

California Social Workers/ Counselors/Marriage & Family Therapists/Licensed Educational Psychologists: The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level activity consists of 1.0 clock hours of continuing education instruction.

Florida Social Workers, Marriage & Family Therapists, and Mental Health Counselors: PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 1.25 continuing education credits.

Ohio Social Workers, Counselors, and Marriage & Family Therapists: PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #: RCST071001. Successful completion of this self-study course meets the qualifications for 1.25 clock hours of continuing education credit.

Pennsylvania Social Workers/Counselors/Marriage & Family Therapists: This intermediate activity consists of 1.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation. Full attendance is required, variable credits may not be awarded per the Pennsylvania State Board.

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Other Professions
This self-study activity qualifies for 1.25 clock hours of instructional content as required by many national, state and local licensing boards and professional organizations. Retain your certificate of completion and contact your board or organization for specific filing requirements.

Disclaimer: **Information obtained in this course should be used within your scope of practice.
**It is your ethical responsibility to report accurate hours to your licensing board.
**All self-study participants must complete and pass (80% or better) a post-test and evaluation prior to receiving a certificate of completion. If you require a copy of the test/evaluation for CE purposes, please print at the time you take the test. Or you may call our customer service department and a copy of your test/evaluation will be emailed to you. Please allow 30-45 days.

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