Summer CE Bundle (On-Demand)


Summer CE Bundle – The Trust

We are excited to offer this never-before-seen package of six informative on-demand courses in our Summer CE Bundle! This on-demand content was originally presented by our knowledgeable Risk Management Consultants in Chicago on August 8-10, 2019, and covers a wide array of informative topics that are critical to running a successful practice. Plus, Trust policyholders save 50% and pay $60 – that’s only $10 per CE!

As with all of our Continuing Education Programs, you'll earn CE for watching and passing a brief exam after each session. Each session below earns 1 CE, and combining all six sessions will make you eligible for a 15% savings on your Trust Sponsored Professional Liability insurance premium for two renewal periods. To purchase and view this bundle, simply click on the webinar bundle name or button below.

Summer CE Bundle

CE Credits: 6 | Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

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
6 hours total (1 hour each)


Go Here Now to Purchase & Download This Bundle!

Courses Included in This Bundle

  • Basic Legal Issues (1 CE)
  • Record Keeping in a Digital World (1 CE)
  • Risk Management Roundtable (1 CE)
  • Starting a Private Practice (1 CE)
  • Risks and Ethical Issues in Financing and Billing for Psychological Services (1 CE)
  • Coaching and Its Role in the Practice of Psychology (1 CE)

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.

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.

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

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.

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.

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.

Coaching and Its Role in the Practice of Psychology (1 CE)

Presenters: Eric Harris, Ed.D., J.D.; Leisl Bryant, Ph.D., ABPP; 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 the psychology licensing board.

NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust as the source if you reproduce or distribute any portion of these resources.

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The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content.

The American Insurance Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019.

Please check with your respective licensing board as to whether a Trust webinar would meet your state ethics requirements.