Complying with Subpoenas and Court Orders While Minimizing Your Risk

Dr. Zelechoski reviews the types of requests for information that practitioners may receive for various legal purposes, including subpoenas and court orders. She discusses the sometimes conflicting ethical and legal obligations of protecting client confidentiality, asserting privilege, and complying with the law, and provides strategies for responding to these records requests in ways that minimize risk.

Download the slides here.


Resources

APA Committee on Legal Issues (COLI) (2016). Strategies for private practitioners coping with subpoenas or compelled testimony for client/patient records or test data or test materials. Professional Psychology: Research and Practice, 47, 1-11.

APA Legal and Regulatory Affairs Staff (2008, December 17). How to deal with a subpoena. Retrieved from http://www.apapracticecentral.org/update/2008/12-17/subpoena.aspx

Barsky, A. E. (2012). Clinicians in court: A guide to subpoenas, depositions, testifying, and everything else you need to know (2nd ed.). New York, NY: Guilford Press.

Knapp, S., Younggren, J. N., VandeCreek, L., Harris, E., & Martin, J. M. (2013). Assessing and managing risk in psychological practice: An individualized approach (2nd ed.). Rockville, MD: The Trust.

The Trust (2017). Sample informed consent form. Retrieved from https://www.trustinsurance.com/Resources/Download-Documents