Artificial Intelligence Tools for Clinical Notes: The Ethics of ‘Can We Use These?’

Date course created: June 2025

Artificial Intelligence is now a part of almost any service delivery platform we use in daily life. While AI has long been in our presence – think of ATMs coming out in the late 1960’s – it is now performing tasks (e.g. private, complex, or interpersonally valuable human interactions) that have long been considered out of the realm of [relatively] hands-off predictive automation. Whether we like it or not, predictive AI is here. It holds tremendous capability to streamline services and help providers reach more people in need. But, it is important we do it carefully and in a way that preserves client confidentiality, informed consent, and the integrity of the therapeutic relationship.

Please join us to increase your awareness, knowledge, and skills to ethically integrate Artificial Intelligence (AI) into your clinical documentation practices. Artificial Intelligence is revolutionizing many aspects of our lives – to include healthcare, behavioral healthcare, and the entire medical record. It is absolutely crucial for behavioral health professionals to maintain adequate data security, patient privacy, integrity of the patient-provider relationship, and thorough mandatory disclosure as they adopt new AI tools in clinical service delivery. It is also important to protect overall trust and confidence in the therapy process amidst this historic change in the healthcare landscape.

Jodi Geis-Crowder brings 27 years of experience to this cutting edge and important topic. Learners will get a modern refresh of the ethical code as the lens through which the training will be viewed. Positive and negative aspects of this new technology driven way of delivering and managing therapy service delivery will be addressed. Attendees will have the opportunity to apply this knowledge to case examples and ask questions of the speaker.

• A general ethics review to educate attendees on the importance of keeping ethics at the forefront of their practice and to meet requirements for state licensing boards.
• An opportunity to create an ethical decision making model.
• An opportunity to apply knowledge gained in the course to clinical case examples.
• How adapting to and strategically adopting new technology can reduce inefficiency and error while increasing standardization and adherence to best practice that can be lost when the workflow is manually driven.

**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 – 00:30: Training Objectives and Ethical Considerations, Perspectives on AI, Regulatory Compliance
00:30 – 01:00: Practical Applications, Ethics, APA Style in Documentation, AI in Decision Making, Confidentiality
01:00 – 01:32: AI in Behavioral Health & Diagnosis, Enhancing Efficiency, Natural Language Processing, Bells AI
01:32 – 02:00: Ethical Implications of AI in Onboarding, Treatment Plans, AI Development, Consultation and Supervision
02:00 – 02:25: Benefits of Collaborative Documentation, Client-Centered Approach, Insurance & Ethical Considerations
02:25 – 02:38: Client Preferences & Comfort with Telehealth & Tech, Crisis Documentation, Conclusion and Resources

Objectives:

This training will provide participants clinical knowledge and tools to:

a). After completing this training, participants will be able to identify at least two reasons why mandatory disclosure is one of the most important aspects of client care that provides an opportunity to educate clients about the role of automation and AI in their treatment.

b). After completing this training, participants will be able to name two examples of AI in behavioral health and how it is being used to augment clinical care.

c). After completing this training, participants will be able to identify two common AI technologies being used in behavioral healthcare clinical documentation.

d). After completing this training, participants will be able to describe two ways in which AI is not used to replace the therapist, but to increase efficiency and clinical competency.

e). After completing this training, participants will be able to name three ethical considerations important in the use of AI in clinical behavioral health documentation and note taking.

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 is a dedicated professional with 27 years of experience in ensuring access to quality behavioral health care and substance use disorder services in rural areas of Northeast Colorado and Wyoming. She holds an Associate Degree in Education, a Bachelor’s Degree in Social Sciences, and a Master’s Degree in Counselor Education with an emphasis in Leadership from institutions in Wyoming. Jodi also holds professional counseling licenses in Colorado and Wyoming and is an Approved Clinical Supervisor through the Center for Credentialing and Education, recognized by the National Board of Certified Counselors. Jodi pioneered animal- assisted therapy and therapeutic horticulture programs at Centennial Mental Health Center and Peak Wellness Center, reflecting her commitment to culturally meaningful care in rural settings. She has held various leadership roles, including clinical supervisor and regional clinical director, and has expertise in Solution Focused Brief Therapy (SFBT), telehealth supervision, and telehealth service delivery. Jodi currently serves as a clinical supervisor and professional trainer for Volunteers of America Northern Rockies. Jodi also offers webinars, professional training consultation, and professional speaking through JGC Enterprises, LLC, focusing on Ethics, Solution Focused Brief Therapy, Clinical Supervision, Telehealth, Trauma Informed Care, and the Human/Animal Bond. Passionate about art, Jodi is a professional watercolor artist and photographer, selling her work in Wyoming boutiques as a member of the Sagebrush Artisans. “I am grateful and humbled by the opportunities I have to mentor and nurture professionals on their journey. I am passionate about behavioral health care and ensuring service delivery for some of the most vulnerable in our society. My goal is to focus on solutions, hope, gratitude, identifying and instilling resilience, and finding glimmers in daily lives to facilitate positive change, individually and organizationally.”

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:

Online CE Credits has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6795. Programs that do not quality for NBCC credit are clearly identified. Online CE Credits is solely responsible for all aspects of the programs.

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, 2024 – July 23, 2025. Social workers completing this course receive 3 ethics continuing education credits.

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