Introduction
Date Course Created: February 2023
The “Ethics Around Clinical Teams, Professional Relationships, & Referral Sources” course offers essential training for clinicians navigating ethical challenges within multi-disciplinary teams. This 3-CE course focuses on maintaining confidentiality, handling dual relationships, and managing ethical dilemmas when working with referral sources. Perfect for mental health professionals seeking to refine their ethical decision-making, this training equips you with practical tools to protect client welfare and professional integrity in clinical settings.
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 course 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.
This is a 3-CE noninteractive, self-paced online video course delivered in home study format via an industry-standard online learning platform.
Agenda
00:00 – 01:00 → Five Moral Ethical Principals
01:00 – 02:00 → Client ROIs
02:00 – 02:40 → Ethical Decision Making Models
Objectives
This training will provide participants clinical knowledge and tools to:
After completing this training, participants will be able to 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.- After completing this training, participants will be able to 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.
- After completing this training, participants will be able to 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
For additional information about this course, the instructors, or the material authors, please contact Content Assistance at content@onlinececredits.com.
Course Materials & Delivery Method:
Course Materials – The course is composed of a recorded presentation and written materials (e.g. a slide deck and/or other worksheets, manuals, or handouts as provided by the instructor). The slide deck and any additional worksheets or handouts (as provided by the instructor) are made available inside the Lesson module after a course is purchased.-
Delivery Method – This course is a recorded asynchronous, self-paced webinar training, and there is no access time limit or due date to complete it once enrolled. The enrolled learner will stream the recorded presentation and view the materials from their internet connected device via an industry-standard online learning platform.
CE Approvals:
National Board for Certified Counselors (NBCC)
Online CE Credits has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6795. Programs that do not qualify for NBCC credit are clearly identified. Online CE Credits is solely responsible for all aspects of the programs.
Association of Social Work Boards (ASWB)
Mind Works Professional Education, Inc. DBA Online CE Credits, #1974, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: July 23, 2025 – July 23, 2028. Social workers completing this course receive 3 ethics continuing education credits.
Other Helpful Information:
Refund & Cancellation Policy – You may review this policy at any time by clicking here.-
Accessibility Accommodations – If you require a reasonable accommodation for any reason, please email your request to cc@onlinececredits.com.
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Course Completion Requirements – 1.) View the entire Lesson module (accessible from the main course page), to include the embedded and/or linked presentation video(s), slide deck, additional materials, and/or links to any shared video clip(s) that may have been edited from the presentation video(s) to comply with copyright laws. 2.) Click into the Quiz module accessible from either the main course page or the Lesson page and complete the Quiz with an 80% or better pass rate. 3.) Complete the Course Evaluation – you’ll be sent to the Evaluation automatically once you successfully pass the Quiz.
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Posttest Requirements – You must answer 80% or more of the Quiz questions correctly to pass. If you fail to pass the first time, you may attempt the quiz again until you are able to pass with a score of 80% or better. Quizzes are graded instantly and automatically by the learning management system once your attempt is submitted.
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Certificate of Completion – Certificates of Completion are automatically generated – downloadable from your Dashboard and emailed to you – once you view the Lesson Materials and complete the Quiz and the Course Evaluation.
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How to Enroll – Login to the website first if you already have a user account. If not, you will create your permanent user account login information during course enrollment. Select the appropriate course library using the top menu of the website. Once inside your chosen course library, find and select your desired course to be taken to the main course page. Click the button on the top banner to enroll. When the order window pops up, enter your details and place your order. You will be emailed an enrollment confirmation message, and you’ll be sent to a landing page instructing you how to begin your newly enrolled course.
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