Risk Management Principles in Allied Healthcare - NASW

This webinar is a broad-based overview of general risk management principles applicable to Allied Healthcare Professionals. The presenter will provide an overview of common claims involving Allied Healthcare Professionals, and will discuss general standard of care issues. The presenter will identify why medical records are important and what may/may not need to be documented. The presenter will discuss the importance of being aware of applicable state laws concerning duty to warn/protect, civil commitment, and other reporting obligations. A case example will be explored to highlight the importance of documentation. The presenter will explore privacy and security issues impacting Allied Healthcare Professionals. HIPAA will be discussed as well as the applicability and importance of Business Associate Agreements. She will discuss the importance of supervision and being aware of applicable state rules. In addition, the presenter will discuss the importance of documenting and adhering to rules when terminating with patients.

Learning Objectives

On completion of this workshop, participants will be able to:

• Identify common claims involving Allied Healthcare Professionals as well as the standard of care.
• Discuss the importance of policies and procedures.
• Explore medical records and documentation.
• Examine privacy and security issues impacting Allied Healthcare Professionals.

Target audience: Social Workers in settings that provide:

• Behavioral Health

• Health Care     

• Addictions Treatment  

• Community Services / Resource Development   

Who serve in the role(s) of:

• Case Management    

• Counseling/Therapy  

• Supervision/Administration  

With populations that include:

• Children/Youth/Families  

• Aging     

• End-of-Life Issues/Grief & Loss  

• Victim or Protective Services  

• Physical/Intellectual Challenges

Agenda:

Legal Issues

• Common Claims
• What Do the Courts Look At
• Standard of Care

The Medical Record

• Importance of Policies Regarding Documentation
• Types of Office Policies
• Importance of Documentation
• What May/May Not Need to be Documented

Documenting Informed Consent

• General Principles
• Explore Elements
• Minors, Incapacitated Persons

Record Retention/Request for Records

Important Rules

• Civil Commitment
• Duty to Warn/Protect
• Reporting Obligations

Privacy and Security

• HIPAA/State Privacy Requirements
• Psychotherapy Notes
• Use of Mobile Devices

Begin earning CE credits now!

• Get details and objectives, select a webinar, register and create an account.
• View the webinar at your convenience (in whatever time increments are convenient).
• Pass an online exam and complete a brief online webinar evaluation.
• Download and print or save your CE certificate.

You are required to achieve a passing score of 80% or higher.

Important Notice

Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient.

This online course is self-paced/non-interactive. Course questions can be directed to: contact@trustrms.com.

Having technical issues?

Please contact TRMS at contact@trustrms.com. For questions, concerns, or to request special accommodations, please call 800-477-1200.

Continuing Education Credits

This 1 credit webinar was developed in 2020 for social work professionals. The webinar will familiarize professionals with strategies and techniques to reach outcomes quickly, effectively, and demonstrably, providing a rationale and theory supporting ethical therapy and by incorporating information and strategies to reduce risk. 

This program is approved by the National Association of Social Workers (Approval #886836501-4173) for (1) continuing education contact hour for ethics.

Approval Date: 9/1/2023
Expiration Date: 9/30/2025

Trust Risk Management Services, Inc. Continuing Education Grievance Policy for NASW Courses

Trust Risk Management Services, Inc. (TRMS) is fully committed to conducting all activities in strict conformance with the National Association of Social Workers, Code of Ethics. TRMS will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content, and in the treatment of CE participants. TRMS will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content, and in the treatment of CE participants. The TRMS CE Director is responsible for complying with these standards. While TRMS strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken:

• If the grievance concerns the content of a live workshop, on-demand webinar, or the continuing education test, a TRMS representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a TRMS representative will either provide a credit for a subsequent CE offering, or provide a partial or full refund of the CE fee already paid.
• Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual does not need to sign the note. If the grievance specifically concerns TRMS, the CE Director or a TRMS representative will attempt to arbitrate.
• The timeframe for the grievance will be resolved within 30 days from the date of the complaint.

Direct correspondence to: 
Continuing Education
Trust Risk Management Services, Inc. (TRMS)
111 Rockville Pike, Suite 700
Rockville, MD 20850
Phone: (800) 477-1200
Email:  grievances@trustinsurance.com

Presenter

Kristen Lambert, J.D., MSW, LICSW, CPHRM, FASHRM

Kristen Lambert served as the first TRMS Healthcare Practice and Risk Management Innovation Officer at Trust Risk Management Services, Inc. (TRMS). Ms. Lambert focused on developing a wide range of risk management content for Allied Healthcare Professionals across the country. Ms. Lambert has a wide range of experience in providing risk management advice to providers regionally, nationally, and globally.  

She has experience working for a global insurer, where she led risk management for behavioral health providers and professional liability lines. She also has worked as a defense attorney at a Boston law firm where she represented hospitals, nursing homes, medical providers and allied healthcare professionals on various legal issues—some of which include: representation during all stages of lawsuits, board matters, and general health law matters including guardianship and conservatorship issues. She has served as Guardian Ad Litem on child custody matters.

In addition, Ms. Lambert began her career as a clinical social worker in various inpatient and outpatient settings. She has worked with all populations but specialized in treating patients seen in the emergency department and issues involving women and children’s services, including working in maternity and the NICU.

She is a graduate of the Massachusetts School of Law, obtained her Master’s of Social Work from Springfield College, and Bachelors of Arts from the University of Massachusetts. She is a member of the bars of Massachusetts, Connecticut, and the District Court of Massachusetts, a Licensed Independent Clinical Social Worker in Massachusetts, and a Fellow of the American Society of Healthcare Risk Management. She has published extensively and has presented nationally and regionally on legal and risk management topics impacting providers.