Free CE & Food at The Trust Exhibit - Hilton Chicago


Location: Hilton Chicago  | 720 South Michigan Avenue
Rooms: Lake Erie & Lake Huron (8th Floor)

Thursday, August 8, 2019

8:00 am – 9:00 am Coffee & Breakfast - Exhibit Open

9:00 am – 11:00 am Preventing and Responding to Licensing Board Complaints (2 CEs)
Presenter: Julie Jacobs, Psy.D., J.D.

Mental health providers in any practice setting are potential targets of licensure complaints from clients or other sources. The consequences of such complaints can be serious and may have a significant impact on a provider’s ability to practice. This course will describe the role of state licensing boards and the concept of due process as it applies to state board proceedings. The course will provide an overview of the guidance, laws and regulations that govern the mental health professions, including psychologists, professional counselors, social workers, and marriage and family counselors, followed by a discussion of five risk management strategies that can help mental health providers avoid licensure complaints or respond to them more effectively if they occur. In addition, there will be a description of the general processes followed by licensing boards in investigating and resolving complaints from clients. The hope is that by understanding the role of the boards and the processes they follow in dealing with complaints, providers faced with complaints may be less anxious and more proactive in responding to these complaints or may be able to prevent such situations in the first place.

Learning Objectives

  • List five risk management strategies and how they relate to preventing or improving responses to a licensing board complaint.
  • Describe the general process followed by licensing boards in responding to complaints.
  • Explain what due process rights are and how they relate to licensing board complaints.
  • Recognize ways to inadvertently waive due process rights during the investigative and adjudicative process.
  • Identify the connection between the professional ethics codes and the state laws and regulations related to the practice of psychotherapy.
  • State the role, mission, and composition of state licensing boards.

12:00 – 2:00 pm Networking Lunch - Exhibit Open

2:00 pm – 3:00 pm Emotional Support Animals and the Treating Psychologist: A Debate (1 CE)
  Presenters: Leisl M. Bryant, Ph.D., ABPP; Daniel O. Taube, J.D., Ph.D.

This presentation, in the form of a debate, will explore whether, when and how a treating psychotherapist can certify a patient as needing an emotional support animal (ESA). The panel will explore the legal requirements, ethical conundrums, role conflicts, and societal implications of certification and whether or not it is a forensic activity requiring an independent evaluation. The panel will consider whether there are differences in decision-making when asked to certify an ESA under the Fair Housing Act versus certifying animals to accompany clients on flights.

Learning Objectives

  • Describe the legal requirements for a psychologist evaluating and certifying a patient as needing an emotional support animal.
  • Identify the potential uses, role conflicts, and other ethical issues involving such certification.

3:30 pm – 4:30 pm Basic Legal Issues (1 CE)
  Presenters: Joe Scroppo, Ph.D., J.D.; Daniel O. Taube, J.D., Ph.D.; Amanda D. Zelechoski, J.D., Ph.D., ABPP

This presentation will focus on the basic legal concepts that clinicians are most likely to encounter in their clinical practices. These concepts include confidentiality/privilege; fact/expert witness; court jurisdiction; typical exceptions to confidentiality; depositions; grand juries; and similar concepts.

Learning Objectives

  • Describe concise and accurate definitions of key legal terms, such as confidentiality/privilege; fact/expert witness; and related similar concepts.
  • Articulate the basic steps to take when called to testify at a deposition or trial.

Friday, August 9, 2019

8:00 am – 9:30 am Coffee & Breakfast - Exhibit Open

9:30 am – 10:30 am Risk Management Roundtable (1 CE)
  Presenters: Leisl M. Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Julie Jacobs, Psy.D., J.D.; Joe Scroppo, Ph.D., J.D.; Daniel O. Taube, J.D., Ph.D.; Amanda D. Zelechoski, J.D., Ph.D., ABPP; Jeffrey N. Younggren, Ph.D., APBB (tentative)

Challenging dilemmas can arise from a variety of sources in everyday mental health practice. In this highly interactive workshop, participants are encouraged to bring their own questions or clinical vignettes for discussion. Open dialogue and exploration of various risk management and ethical dilemmas will occur, with a focus on helping participants tease out the clinical, legal, ethical and risk management factors in each situation. Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity with the understanding that there may be no single ideal solution to each challenge.

Learning Objectives

  • Distinguish ethical, professional practice (clinical and moral issues), risk management, or legal concerns.
  • Discuss, consult about, and review specific dilemmas that arise in clinical practice and share potential resolutions.
  • Analyze three risk management and ethical situations that can arise in mental health practice.

11:00 am – 12:00 pm Starting a Private Practice (1 CE)
  Presenters: Julie Jacobs, Psy.D., J.D.; Joe Scroppo, Ph.D., J.D.; Amanda D. Zelechoski, J.D., Ph.D., APBB

Beginning a private practice is an exciting, challenging, and complex undertaking. This presentation will focus on the practical, ethical, and risk management related issues that are often encountered by clinicians when they first start a practice. We will discuss some of the practical concerns (e.g., insurance coverage; office space; forms; policies) as well as basic ethical and risk management strategies, including familiarity with ethics codes, practice guidelines, and state regulations and laws. Particular attention will be paid to participant concerns.

Learning Objectives

  • Identify at least four practical concerns in starting a private practice.
  • Identify two or more major ethical and regulatory/legal concerns in starting a private practice.

12:00 pm – 2:00 pm Networking Lunch - Exhibit Open

2:00 pm – 3:00 pm Record Keeping in a Digital World (1 CE)
  Presenters: Eric A. Harris, Ed.D., J.D.; Julie Jacobs, Psy.D., J.D.; Daniel O. Taube, J.D., Ph.D.

The use of electronic health records (EHRs) has burgeoned in recent years. This presentation will focus on differentiating EHRs from other types of digital record keeping (e.g., practice software), and will address ethical, legal and risk-related aspects of these platforms. We will discuss the challenges of differentiating clinical versus psychotherapy records, and factors to consider in decisions regarding the adoption, maintenance and change in record keeping systems.

Learning Objectives

  • Identify two risks and benefits of using digital record keeping systems.
  • Describe two steps to take to mitigate risks in digital record keeping.

5:00 pm – 6:00 pm SECP Happy Hour - Enjoy Margaritas, Craft Beer and Wine!
(Open to only Student and Early Career Psychologists)

Saturday, August 10, 2019

8:00 am – 9:30 am Coffee & Breakfast - Exhibit Open

9:30 am – 10:30 am Coaching and Its Role in the Practice of Psychology (1 CE)
  Presenters: Leisl M. Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Joe Scroppo, Ph.D., J.D.

Calls to The Trust’s Advocate 800 Program show that many psychologists, including many clinicians, are interested in coaching as an adjunct or alternative to their clinical practice. Coaching emphasizes strength and healthy functioning rather than amelioration of emotional problems. It allows providers to escape the negative impacts of managed mental health care and insurance requirements and regulatory issues such as HIPAA and EMRs. Coaching, however, is an open market specialty. There is no third-party reimbursement and considerable competition for limited resources. Whether and how coaching will be regulated has not been decided.

For licensed psychologists, there are clear legal and ethical issues about how a psychologist coach can operate, and how coaching differs regulatorily from psychotherapy. However, one thing is clear. Coaching is part of the practice of psychology. This presentation will focus on the current state of regulation, including the requirements for competent practice as a coach, informed consent and confidentiality, how boards are likely to adjudicate complaints and interjurisdictional practice. It will also cover ethical issues with marketing a coaching practice such as direct solicitation, testimonials and boundaries. Finally, it will cover current malpractice insurance coverage for coaching.

Learning Objectives

  • Explain the informed consent and confidentiality requirements of coaching.
  • Identify how coaching complaints are likely to be handled by psychology licensing boards.

11:00 am – 12:00 pm Risks and Ethical Issues in Financing and Billing for Psychological Services (1 CE)
  Presenters: Eric A. Harris, Ed.D., J.D.; Julie Jacobs, Psy.D., J.D.; Daniel O. Taube, J.D., Ph.D.

Psychologists often struggle with issues related to billing and collecting for their services. This discussion will provide an overview of ethical billing practices, as well as an exploration of the new CPT billing codes for psychologists. We will discuss the risks associated with billing and collecting fees from clients and ways to help manage those risks in an ethical manner.

Learning Objectives

  • Identify issues associated with billing for couple and family therapy services.
  • Describe three aspects of the new CPT billing codes relevant to mental health practitioners.

12:00 pm – 2:00 pm Networking Lunch - Exhibit Open

2:00 pm – 5:00 pm Exhibit Open

NOTE: Attendance at these sessions may make you eligible for discounts on your Trust Sponsored Professional Liability insurance policy for up to two renewal periods: 4 hours = 5%; and 6 hours = 15%. Please visit our discounts page for details.