Ethics of Managing Collaterals and Interested Parties in Therapy

Ethics of Managing Collaterals and Interested Parties in Therapy

Very few ethics trainings specifically address working with a therapy client’s collaterals and interested parties within complex family and societal systems. This aspect of professional practice is extremely important for all of us, no matter the treatment setting or area of practice. Virtually any client case, even if it starts out otherwise, might at some point move into the school system, child welfare system, family courts, or simply begin to pull in other family members, emergency contacts, medical providers, etc.

Treating individuals as a part of the various systems within which they operate presents a number of ethical challenges. Cases involving children in the school system and/or the child welfare system require therapists to engage in complex interactions with various parties including: family members, teachers, school social workers and counselors, department of family services case workers, and even guardian ad litems. With mandated clients, multiple third party payers (e.g. DHS, DOC, etc.) may seek information from you regarding your client’s case. Working within these systems as a mental health provider requires constant vigilance around professional ethics, mandated reporting requirements, and compliance with the law and court orders, all while establishing the conditions for success in therapy.

Without proper training, it can be extremely difficult to balance these concerns, avoid peril, and remain effective in the therapeutic process. These situations present a level of liability that can pose a significant threat to professional practice if mishandled. But if well-managed, navigating these liabilities successfully most often results in effective communication and treatment while maintaining the therapeutic alliance with the primary client.

In addition to the primary Course Objectives outlined below, learners will reflect on the nuances of working with individuals that operate within complex and often contentious societal systems. A review of a checklist for mandatory disclosure will also be provided to ensure the therapeutic relationship begins with a clear understanding of these challenging dynamics. 

 

Cost: $90 – Want to attend this course and any future event or course from our CE library for FREE and unlimited for the cost of $34.99/month for 12 months??!! Check out our Everything Plan here.

 

Objectives:

This training will provide participants clinical knowledge and tools to:

a). Identify three aspects of mandatory disclosure specific to working with individuals in complex societal systems (family, legal, medical, etc.).

b).  Identify two specifics regarding releases of information when working with individuals, collaterals, and interested parties within these systems.

c). Describe two ways to manage alliances drawn between family members, while maintaining the therapeutic relationship with the primary client.

d). Identify three significant areas of ethics that apply to these types of cases from the general ethics review offered in this training.

e). Name two strategies to deal effectively with payer sources often involved with Employee Assistance Programs (EAPs) and mandated clients.

 

Target Audience:

Clinical Mental Health Professionals such as Counselors, Psychologists, Marriage and Family Therapists, and Licensed Clinical Social Workers.

 

Instructional Level: Intermediate

Instructor(s): Jodi Ann Geis-Crowder, MS, LPC, ACS

Material Author(s): Jodi Ann Geis-Crowder, MS, LPC, ACS  

Jodi Geis-Crowder has a passion for the helping profession to ensureaccess to care for all. She is also passionate about mentoring, supervising and training others to reach their professional potential. Jodi has spent the past 25 years dedicating her professional efforts to ensuring that individuals in rural, frontier areas in Northeast Colorado and Southeast Wyoming have access to quality, culturally meaningful behavioral health care and substance use disorder services, delivered by trained, competent providers. A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming. She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, holds a certificate in the Human/Animal Bond from the Denver University Graduate School of Social Work, has studied and gained numerous continuing education credits in the area of the human/animal bond, has been registered with four previous therapy dogs (2005, 2010, 2019 and 2021) and recently passed her test and credentialing with her Border Collie, Shay River, through the Alliance of Therapy Dogs. Jodi’s passion for culturally appropriate human/animal bond and agriculture related services in rural areas resulted in her developing animal assisted therapy programs and therapeutic horticulture for two community mental health centers: Centennial Mental Health Center in Northeast Colorado and Peak Wellness Center in Southeast Wyoming. Jodi states, “I am grateful for the opportunities I have had to bring my passion for the natural world and rural culture into my professional work by developing programs that are culturally meaningful and support the rural culture.” She further states, “My original therapy dog, Mr. Big, taught me more about patience and unconditional love than any other relationship in my life. It is astounding to me how much he continues to teach me about grief and loss through his passing.”

Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director and telehealth clinical supervisor, and education and training coordinator in her years at Centennial Mental Health Center and Peak Wellness Center. Jodi developed animal assisted therapy, therapeutic horticulture and peer specialist programs during her tenure at Centennial Mental Health Center and was the architect for and developed a centralized, telehealth clinical supervision model for Peak Wellness Center. Jodi has extensive training and experience in working in the telehealth model. She authored an article regarding transitioning to working remotely and provided support to others transitioning to remote work during the Covid 19 Pandemic shut down in March, 2020. This article was used internally at Peak Wellness Center to support staff during this transition. Jodi also served as secretary of the Iliff Head Start Advisory Board for six years in Iliff, CO and is currently on the Absaroka Head Start Advisory Board in Worland, WY.

Jodi currently works full time as a telehealth clinical supervisor and trainer for Volunteers of America Norther Rockies (VOANR). Volunteers of America Northern Rockies merged with Peak Wellness Center in July of 2020 and serves the needs of individuals with behavior health care and substance use disorder challenges, as well as specializing in services for veterans in Montana, Wyoming and Western South Dakota. She enjoys teaching webinars and assisting others in their professional development under her private company JGC Enterprises, LLC in the areas of Ethics, Solution Focused Brief Therapy, working in the telehealth model and the human/animal bond. Jodi is also a professional mixed media and water color artist and hopes to volunteer at the Washakie County Library in Worland, WY, developing an animal assisted reading program for youth.

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Featured Materials :

Course materials for online asynchronous courses are found in the Lesson module after a course is purchased.

Ethics Deep Dive – Avoid Easy Traps That Bring Board Complaints/Lawsuits!

Ethics Deep Dive – Avoid Easy Traps That Bring Board Complaints/Lawsuits!

An occasional interactive review of applied ethics is crucial to maintaining (and keeping intact) a judgment-solid and client welfare centered therapy practice. Even the cases that we relegate to the extreme in terms of examples of grave clinical error often don’t start out, but progress toward, the worst of infractions carrying the most dire consequences. It’s important to maintain clinical ethical awareness as your therapy career progresses, the client landscape evolves, and the world of practice changes with time. Ongoing education is an important part of this effort!

Join us for a deep dive into ethics violations by professionals that resulted in board sanctions, court proceedings and/or even imprisonment. Jodi Geis-Crowder, LPC, a seasoned clinical ethics expert, supervisor, and trainer, will take you through a review of ethical codes and cases in which professionals committed grave errors in judgment and ethical decision making which resulted in sanctions that in some cases were career ending. You will come away from this training with a thorough ethics review and ethical decision-making model to protect your license and avoid sanctions or legal action over the long term.

In addition to the below Objectives, this live webinar will also touch on the following:

  • Describe two aspects that are most important for good client care and to avoid legal sanctions.
  • Describe two reasons why consulting with a meta supervisor or consultant is paramount to maintaining an ethical practice.
  • Name two precedent setting cases that were influenced by poor clinical and ethical judgement by the counseling professional.
  • Identify three specific aspects of ethics that were overlooked in the precedent setting cases and how to avoid them.
  • Identify three points that should be part of every decision-making model.

 

Cost: $90 – Want to attend this course and any future event or course from our CE library for FREE and unlimited for the cost of $34.99/month for 12 months??!! Check out our Everything Plan here.

 

Objectives:

This training will provide participants clinical knowledge and tools to:

a). Identify three reasons why a thorough review of codes of ethics is required annually to maintain ethical practice, judgement and knowledge.

b). Identify two cases in which professionals made grave errors that resulted in courts action and loss of credentials.

c). Describe two ways to enlist a legal consultant if you are faced with a board complaint or lawsuit.

 

Target Audience:

Clinical Mental Health Professionals such as Counselors, Psychologists, Marriage and Family Therapists, and Licensed Clinical Social Workers.

 

Instructional Level: Intermediate

Instructor(s): Jodi Ann Geis-Crowder, MS, LPC, ACS

Material Author(s): Jodi Ann Geis-Crowder, MS, LPC, ACS  

A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming.  She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, is a trainer for Professional Case Management and Ethical and Legal Issues in Counseling, holds a certificate in the Human/Animal Bond from the Denver University Graduate School of Social Work, has studied and gained numerous continuing education credits in the area of the human/animal bond, has been registered with three therapy dogs (2005, 2010 and 2019) and is a tester/observer for Alliance of Therapy Dogs, a national credentialing organization for therapy dog teams headquarter in Cheyenne, Wyoming.  Jodi’s passion for culturally meaningful human/animal bond and agriculture related services in rural areas resulted in her developing animal assisted therapy programs for two community behavioral health centers: Centennial Mental Health Center in Northeast Colorado and Peak Wellness Center in Southeast Wyoming.  She also developed a therapeutic horticulture program while at Centennial Mental Health Center.   Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director, telehealth clinical supervisor and education and training coordinator in her years in community behavioral health.  In addition to the program development mentioned above, Jodi was the architect for and developed a centralized telehealth clinical supervision model for Peak Wellness Center.  

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Featured Materials :

 Course materials for online asynchronous courses are found in the Lesson module after a course is purchased.

Ethics Deep Dive – Avoid Easy Traps That Bring Board Complaints/Lawsuits!

Ethics Around Clinical Teams, Professional Relationships, & Referral Sources

Lots of us work on clinical teams, frequently consult with other professionals, and commonly refer to other clinics, hospitals or professionals in private practice. Sometimes it can be difficult to know what information is ethically forbidden to be disclosed in order to protect client welfare and confidentiality. Some clinicians unknowingly violate ethical guidelines within these relationships and are completely unaware of the risks this carries in terms of client welfare, preservation of confidentiality, and even threat to professional licensure.

Please join us to increase your knowledge and insight in navigating ethical waters as it relates to professional relationships, referral sources and working on a clinical team. Jodi Geis-Crowder will share insight and real-world examples from her 25 years of experience working in community mental health on clinical teams with clients that are often mandated and referred through community partners. In this webinar you will gain knowledge regarding HIPAA, confidentiality, releases of information and sharing information on a need to know basis while preserving the therapeutic alliance with the client. You won’t want to miss this opportunity to be fully engaged and be challenged with this creative presentation!

In addition to the below Objectives, this live webinar will also touch on the following:

  • Identify two aspects of subpoenas that you must consider to protect your liability.
  • Identify two areas of ethical consideration when working with professionals that you may have dual relationships with in your communities.
  • Identify two ways to navigate “sticky’ situations with co-team members when you disagree on the therapeutic goals of a shared client.
  • Identify two challenges and how to deal with them if a client revokes a release of information.
  • Identify two strategies to assist you to work with the referral sources of mandated clients (probation, department of human services, etc.) when you don’t agree with their recommendation for client treatment.
  • Demonstrate an understanding of the importance of obtaining a supervisor or consultant by identifying two ways that consulting with another professional can assist you to maintain professional boundaries with referral sources and other members of the clinical team.

 

Cost: $90 – Want to attend this course and any future event or course from our CE library for FREE and unlimited for the cost of $34.99/month for 12 months??!! Check out our Everything Plan here.

 

 

Objectives:

This training will provide participants clinical knowledge and tools to:

a). Identify three reasons why mandatory disclosure is one of the most important aspects of client care and sets the stage for confidentiality, specifically as it relates to mandated clients, referral sources and treatment team approaches, while maintaining the therapeutic relationship.

b). Define at least two aspects of team meetings that must be reviewed and discussed with the client prior to each meeting, specifically as it relates to compliant releases of information.

c). Define your own ethical decision-making model and identify three points that should be part of your model when working with referral sources and on a clinical team.

 

Target Audience:

Clinical Mental Health Professionals such as Counselors, Psychologists, Marriage and Family Therapists, and Licensed Clinical Social Workers.

 

Instructional Level: Intermediate

Instructor(s): Jodi Ann Geis-Crowder, MS, LPC, ACS

Material Author(s): Jodi Ann Geis-Crowder, MS, LPC, ACS  

A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming.  She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, is a trainer for Professional Case Management and Ethical and Legal Issues in Counseling, holds a certificate in the Human/Animal Bond from the Denver University Graduate School of Social Work, has studied and gained numerous continuing education credits in the area of the human/animal bond, has been registered with three therapy dogs (2005, 2010 and 2019) and is a tester/observer for Alliance of Therapy Dogs, a national credentialing organization for therapy dog teams headquarter in Cheyenne, Wyoming.  Jodi’s passion for culturally meaningful human/animal bond and agriculture related services in rural areas resulted in her developing animal assisted therapy programs for two community behavioral health centers: Centennial Mental Health Center in Northeast Colorado and Peak Wellness Center in Southeast Wyoming.  She also developed a therapeutic horticulture program while at Centennial Mental Health Center.   Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director, telehealth clinical supervisor and education and training coordinator in her years in community behavioral health.  In addition to the program development mentioned above, Jodi was the architect for and developed a centralized telehealth clinical supervision model for Peak Wellness Center.  

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Featured Materials :

Course materials for online asynchronous courses are found in the Lesson module after a course is purchased.

Ethics of Managing Collaterals and Interested Parties in Therapy

Ethics & Boundaries – Avoiding Pitfalls & Preserving the Alliance!

Let’s face it, boundaries in therapy are icky! It’s uncomfortable, it’s awkward, and it is entirely OUR job to manage them in order to ensure therapy is successful, both parties are protected, and our clients get value from our services. They can determine whether you get paid, they can determine whether your client shows up for a session, they can determine whether you keep a caseload or not, and they can even determine whether or not you keep your license and your career. So many considerations, such an important topic for all of us!

Please join us to increase your knowledge and insight into appropriately setting ethical boundaries in challenging situations with clients. Jodi Geis-Crowder will shed light on how the behavioral health care industry is reflected in our media, social media and culture, and how that reflection impacts expectations of clients. Jodi will also provide a checklist you can use in mandatory disclosure to easily begin artfully deploying ethical boundaries to help you manage expectations throughout the therapeutic relationship. She will also share a number of juicy case examples to challenge your ethical decision-making and help you navigate ethical dilemmas when they arise. You don’t want to miss this opportunity to be fully engaged, challenged, and entertained as you knock out some of your ethics CE requirements, explore the art of boundaries in therapy, and further develop your ethical decision-making expertise!

 

Cost: $90 – Want to attend this course and any future event or course from our CE library for FREE and unlimited for the cost of $34.99/month for 12 months??!! Check out our Everything Plan here.

 

Objectives:

This training will provide participants clinical knowledge and tools to:

a). Identify three reasons why mandatory disclosure is one of the most important aspects of client care and setting the stage for boundaries from the first session.

b). Develop your own checklist/script for mandatory disclosure and identify three areas that are crucial to include to protect your professional liability.

c). Define ethical client boundaries and identify at least three approaches that assist a therapist to manage clients that push boundaries while preserving the therapeutic relationship.

d). Define transference and countertransference and two approaches that you can take to manage it in a therapeutic relationship.

e). Define suicidal blackmail and identify two risk management approaches to keep clients safe and limit your professional liability.

f). Identify two situations in which social media and the media impact how clients perceive the therapeutic relationship.

g). Identify three ways that you can safely market your practice while maintaining professional boundaries with marketing and social media.

h). Identify two reasons why a clear fee schedule is a necessity and how to manage monetary challenges without contaminating the therapeutic relationship.

i). Define your own ethical decision-making model and identify three points that should be part of your model.

j). Demonstrate an understanding of the importance of obtaining a supervisor or consultant by identifying two ways that consulting with another professional can assist you to set clear boundaries and protect your professional liability.

 

Target Audience:

The target audience for this event includes psychologists, social workers, counselors, MFT’s, and other clinical mental health professionals.

 

Instructional Level: Intermediate

Instructor(s): Jodi Ann Geis-Crowder, MS, LPC, ACS

Material Author(s): Jodi Ann Geis-Crowder, MS, LPC, ACS  

A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming.  She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, is a trainer for Professional Case Management and Ethical and Legal Issues in Counseling, holds a certificate in the Human/Animal Bond from the Denver University Graduate School of Social Work, has studied and gained numerous continuing education credits in the area of the human/animal bond, has been registered with three therapy dogs (2005, 2010 and 2019) and is a tester/observer for Alliance of Therapy Dogs, a national credentialing organization for therapy dog teams headquarter in Cheyenne, Wyoming.  Jodi’s passion for culturally meaningful human/animal bond and agriculture related services in rural areas resulted in her developing animal assisted therapy programs for two community behavioral health centers: Centennial Mental Health Center in Northeast Colorado and Peak Wellness Center in Southeast Wyoming.  She also developed a therapeutic horticulture program while at Centennial Mental Health Center.   Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director, telehealth clinical supervisor and education and training coordinator in her years in community behavioral health.  In addition to the program development mentioned above, Jodi was the architect for and developed a centralized telehealth clinical supervision model for Peak Wellness Center.  

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Featured Materials :

Course materials for online asynchronous courses are found in the Lesson module after a course is purchased.

Ethical Practice in the Delivery of Telehealth Clinical Supervision

Ethical Practice in the Delivery of Telehealth Clinical Supervision

The demand for telehealth behavioral health care services has increased due to the COVID-19 pandemic. This has resulted in an increased demand for telehealth clinical supervision to support the providers in the telehealth behavioral health care industry. Please join this live, interactive webinar to increase your knowledge in the area of the ethical practice in telehealth clinical supervision. The information gained in this webinar will increase your insight into the practice of telehealth clinical supervision as well as decrease your liability when working in this model.

 

Cost: $90 – Want to attend this course and any future event or course from our CE library for FREE and unlimited for the cost of $34.99/month for 12 months??!! Check out our Everything Plan here.

 

 

At the end of this training, you should be able to do the following:

  • Identify why it is important to start out with a discussion of setting professional standards with supervisees, including nuances of working in the telehealth model.
  • Name three things that should be part of a check list when meeting with a telehealth clinical supervisee for the first time.
  • Identify why a clinical supervisor professional disclosure statement and contract/supervision agreement is a necessity.
  • Identify why it is important to complete an annual evaluation and set professional growth goals with supervisees.
  • Identify two reasons to support collaboratively documenting in telehealth clinical supervision and why the supervisor and supervisee should sign the note.
  • Name two important details that should be in included in every supervision note.
  • Identify two areas of risk in a telehealth clinical supervision model.
  • Discuss the importance of understanding the different generations and communication patterns when engaging in a telehealth clinical supervisory relationship.
  • Name the organization that certifies clinical supervisors and authored the clinical supervisor code of ethics.
  • Identify why a clinical supervisor code of ethics is as important as your credentialing organization’s code of ethics.
  • Build a checklist to organize and manage risk in clinical supervision
  • Identify two reasons why a check list is needed to organize and manage risk with a supervisee in the telehealth model.
  • Name three critical items that should be included in a check list used in telehealth clinical supervision.

Other Considerations:

  • Consider Liability insurance and if your liability insurance is effective in the telehealth clinical supervision model.
  • Obtain a consultant or supervisor to discuss clinical supervision challenges. Don’t be a lone ranger with risk!

 

Objectives:

This training will provide participants clinical knowledge and tools to:

a). Develop supervision checklists which include critical items that ensure professional standards are maintained and risk is properly mitigated in conducting supervision via telehealth.

b). Identify and describe the importance of the following in your approach to supervision via the telehealth model: initial professional standards discussion and annual evaluation, utilization of a disclosure statement and supervision agreement, collaboratively documenting, and setting professional goals.

c). Identify and describe two areas of risk particular to the telehealth clinical supervision model.

 

Target Audience:

Professionals providing telehealth clinical supervision in the behavioral health care setting.

 

Instructional Level: Intermediate

Instructor(s): Jodi Ann Geis-Crowder, MS, LPC, ACS

Material Author(s): Jodi Ann Geis-Crowder, MS, LPC, ACS  

A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming.  She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, is a trainer for Professional Case Management and Ethical and Legal Issues in Counseling, holds a certificate in the Human/Animal Bond from the Denver University Graduate School of Social Work, has studied and gained numerous continuing education credits in the area of the human/animal bond, has been registered with three therapy dogs (2005, 2010 and 2019) and is a tester/observer for Alliance of Therapy Dogs, a national credentialing organization for therapy dog teams headquarter in Cheyenne, Wyoming.  Jodi’s passion for culturally meaningful human/animal bond and agriculture related services in rural areas resulted in her developing animal assisted therapy programs for two community behavioral health centers: Centennial Mental Health Center in Northeast Colorado and Peak Wellness Center in Southeast Wyoming.  She also developed a therapeutic horticulture program while at Centennial Mental Health Center.   Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director, telehealth clinical supervisor and education and training coordinator in her years in community behavioral health.  In addition to the program development mentioned above, Jodi was the architect for and developed a centralized telehealth clinical supervision model for Peak Wellness Center.  

For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.

Featured Materials :

 Course materials for online asynchronous courses are found in the Lesson module after a course is purchased.