Practical insights: How to Ethically and Legally Handle Everyday Responsibilities in Private Practice
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Join Robert A. Lees & Associates for a training focused on the legal and ethical considerations involved in owning a private practice business. This workshop will cover the following topics: 

Independent Contractors vs Employees

• Which is better for your practice?

• What are the statutory and ethical considerations?

• What are the business considerations?

Insurance

• Professional Liability Insurance Carriers

• Notifying Carrier of Grievances

• Liability Limits

How to take Client Notes

• Formats: SOAP Notes, DAP Notes, Checklists, etc.

• What should you not include?

Insurance Company requirements 

• Behavioral Health Insurance Panels  

• How do you get on panels?

• How do you get paid

• Do you have to take insurance or can you request private pay?

• Business Associate Agreements and HIPAA Requirements

• Superbills

• How do you remove yourself from panels?

• What happens when a client's benefits are exhausted?

• What should you include?

What Needs to be in Your Client Files

• Board Rule 16

• HIPAA Designated File Set

• Progress vs. Process/Psychotherapy Notes

• Electronic Record Keeping

Electronic Counseling

• What is Electronic Counseling?

• Statutory & Ethical Considerations

• Interstate vs. Intrastate clients

• Emergency situations vs. a Long-Term Counseling Relationship

• International Clients (Ex-Pats, Missionaries, Military, etc)

• Consent

Client Forms, Policies and Procedures

• How do you know if yours are current?

• Which forms should I have an attorney draft and/or review?

• Which forms should you use in your practice?

• What kinds of policies and procedures do I need?