TRMS On-Demand Webinars

Our library of on-demand webinars continues to grow with hot topics you can view at your own pace, in the comfort of your own space. TRMS policyholders can download these at a discounted rate & earn CE.

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This webinar discusses the emergence of telehealth in the treatment of patients with behavioral health issues. It provides a discussion concerning special considerations when using this method in treating high-risk patient populations. The presenter will discuss standard of care issues. The presenter will examine specific high-risk populations and risks associated. The presenter will identify the importance of documentation including informed consent. The presenter will discuss the importance of safety precautions and will provide a case example as a method to illustrate this.  Additionally, licensure and location will be discussed as well as general termination issues. Learning Objectives On completion of this workshop, participants will be able to: Identify the changing landscape of treatment through telehealth Discuss ways to explore the importance of being aware of rules and regulations Examine the importance of documentation and informed consent in telehealth Discuss high-risk patient populations 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 program is approved by the National Association of Social Workers (Approval #886836501-4975) for (1) continuing education contact hour. Approval Date: 12/03/2023 Renewal date: 12/31/2024 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. Read more

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. Medical Records and Documentation: Basic Information That May Be Critical, Course #4535, is approved by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program to be offered by Trust Risk Management Services as an individual course. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE course approval period: 11/30/2022 - 11/30/2024. Social workers completing this course receive 1 Ethics continuing education credit. Recorded video-based online activity. Level: Beginner LEARNING OBJECTIVES: Identify common claims involving Allied Health Professionals as well as the standard of care Describe ways to explore medical records and types of documentation Discuss record retention, release and requests for information Examine privacy and security issues impacting Allied Health Professionals WEBINAR DESCRIPTION: Medical records are critical in providing effective and comprehensive care for patients. This webinar will provide an overview of common claims involving Allied Health 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 explore types of medical records including written and electronic health records. She will discuss record retention, record release, and requests for information from individuals including third parties and family members. The presenter will explore privacy and security issues impacting Allied Health Professionals. HIPAA will be discussed as well as the applicability and importance of Business Associate Agreements.  She will explore protections as well as limitations regarding psychotherapy notes. In addition, the presenter will discuss the importance of providing and documenting informed consent and termination.  A case example will be explored to highlight the importance of documentation. 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/Admin.     With populations that include:  Children/Youth/Families   Aging    End-of-Life Issues/Grief & Loss    Victim or Protective Services   Physical/Intellectual Challenges Agenda: 60 minutes — Post-test separate. Legal Issues  Common Claims What Do the Courts Look At Standard of Care The Medical Record  Importance of Policies Regarding Documentation Importance of Documentation What May/May Not Need to be Documented Electronic Medical Record/Written Record Documentation of Patient’s Compliance/Non-Compliance with  Treatment Record Retention/Request for Records  Retention Patient Record Request Case Example Family Member Request Third Party Request Addendums/Corrections  Privacy and Security  HIPAA/State Privacy Requirements Psychotherapy Notes Documentation via Electronic Means  Via Mobile Devices Via Text Via Email Documenting Informed Consent  Minors, Incapacitated Persons Termination Storing, Examining, Destruction of Records  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.  Having technical issues? Please contact TRMS at contact@trustrms.com. For questions, concerns, or to request special accommodations, please call 800-477-1200. Trust Risk Management Services, Inc. Continuing Education Grievance Policy for ASWB 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. In collaboration with the Social Work Planner, 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 an on-demand webinar or the continuing education test, approved for social workers only, the Social Worker Planner will mediate and will be the final arbitrator. If the participant requests action, the Social Worker Planner, in collaboration with the TRMS CE Director, 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 recordkeeping purposes. The aggrieved individual does not need to sign the note. If the grievance specifically concerns TRMS, the Social Worker Planner and the TRMS CE Director will attempt to arbitrate. The timeframe for the grievance will be resolved within 30 days from the date of the complaint. Direct Correspondence For Grievances: Brenda Ingram, Ed.D., M.S.W., L.C.S.W.; Social Worker Planner Karen Greene, Director of Continuing Education  Trust Risk Management Services 111 Rockville Pike, Suite 700 Rockville, Maryland 20850 (800) 477-1200 Email: grievances@trustinsurance.com Presenter Kristen Lambert, J.D., MSW, LICSW, CPHRM, FASHRM   Read more

Medical records are critical in providing effective and comprehensive care for patients. This webinar will provide an overview of common claims involving Allied Healthcare Professionals and will discuss the 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 explore types of medical records, including written and electronic health records. She will discuss record retention, record release, and requests for information from individuals, including third parties and family members. 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 explore protections as well as limitations regarding psychotherapy notes.  In addition, the presenter will discuss the importance of providing and documenting informed consent and termination.  A case example will be explored to highlight the importance of documentation. 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. Explore medical records and types of documentation. Discuss record retention, release, and requests for information. 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/Admin.  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 Importance of Documentation What May/May Not Need to be Documented Electronic Medical Record/Written Record Documentation of Patient’s Compliance/Non-Compliance with Treatment Record Retention/Request for Records Retention Patient Record Request Case Example Family Member Request Third Party Request Addendums/Corrections: Privacy and Security HIPAA/State Privacy Requirements Psychotherapy Notes Documentation via Electronic Means Via Mobile Devices Via Text Via Email Documenting Informed Consent Minors, Incapacitated Persons Termination Storing, Examining, Destruction of Records 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 #886836501-2341) 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 Read more

This 2 credit course was developed for social work professionals. The course 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. Preventing and Responding to Licensing Board Complaints, Course #4536, is approved by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program to be offered by Trust Risk Management Services as an individual course. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE course approval period: 11/30/2022 - 11/30/2024. Social workers completing this course receive 2 General continuing education credits. Recorded video-based online activity. Level: Beginner LEARNING OBJECTIVES: List five risk management strategies and how they relate to preventing or improving responses to a licensing board complaint. Describe the general process followed by licensing boards in responding to complaints. Explain what due process rights are and how they relate to licensing board complaints. Recognize ways to inadvertently waive due process rights during the investigative and adjudicative process. Identify the connection between the professional ethics codes, and the state laws and regulations related to the practice of psychotherapy. State the role, mission, and composition of state licensing boards. WEBINAR DESCRIPTION: Mental health providers in any practice setting are potential targets of licensure complaints from clients or other sources. The consequences of such complaints can be serious and may have a significant impact on a provider’s ability to practice. This course will describe the role of state licensing boards and the concept of due process as it applies to state board proceedings. The course will provide an overview of the guidance, laws, and regulations that govern the mental health professions, including psychologists, professional counselors, social workers, and marriage and family counselors, followed by a discussion of five risk management strategies that can help mental health providers avoid licensure complaints or respond to them more effectively if they occur. In addition, there will be a description of the general processes followed by licensing boards in investigating and resolving complaints from clients. The hope is that by understanding the role of the boards and the processes they follow in dealing with complaints, providers faced with complaints may be less anxious and more proactive in responding to complaints or may be able to prevent such situations in the first place. The target audience is any licensed behavioral health provider who may face a board complaint at some time in their practice. This webinar applies to any allied healthcare professional who may face a complaint based on their work as a licensee. Agenda: Legal Issues  Common Claims What Do the Courts Look At Standard of Care The Medical Record  Importance of Policies Regarding Documentation Importance of Documentation What May/May Not Need to be Documented Electronic Medical Record/Written Record Documentation of Patient’s Compliance/Non-Compliance with   Treatment Record Retention/Request for Records Retention Patient Record Request Case Example Family Member Request Third Party Request Addendums/Corrections  Privacy and Security  HIPAA/State Privacy Requirements Psychotherapy Notes Documentation via Electronic Means  Via Mobile Devices Via Text Via Email Documenting Informed Consent  Minors, Incapacitated Persons Termination Storing, Examining, Destruction of Records Begin earning CE credits now!  Get details and objectives, select a webinar, register and create a login. 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. Having technical issues? Please contact TRMS at contact@trustrms.com. For questions, concerns, or to request special accommodations, please call 800-477-1200. Trust Risk Management Services, Inc. Continuing Education Grievance Policy for ASWB 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. In collaboration with the Social Work Planner, 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, an on-demand webinar, book, or the continuing education test, approved for social workers only, the Social Worker Planner will mediate and will be the final arbitrator. If the participant requests action, the Social Worker Planner, in collaboration with the TRMS CE Director, 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 recordkeeping purposes. The aggrieved individual does not need to sign the note. If the grievance specifically concerns TRMS, the Social Worker Planner and the TRMS CE Director will attempt to arbitrate. The timeframe for the grievance will be resolved within 30 days from the date of the complaint. Direct Correspondence For Grievances: Brenda Ingram, Ed.D., M.S.W., L.C.S.W.; Social Worker Planner Karen Greene, Director of Continuing Education  Trust Risk Management Services 111 Rockville Pike, Suite 700 Rockville, Maryland 20850 (800) 477-1200 Email: grievances@trustinsurance.com Presenter Julie Jacobs, Psy.D., J.D. Julie Jacobs, Psy.D., J.D. is a licensed psychologist and attorney who practices in the area of mental health provider law.  Prior to attending law school, Dr. Jacobs practiced for 12 years as a clinical psychologist in a variety of settings, including private practice, college counseling centers, and the United States Air Force.  Several years ago, she decided to change the path of her career and focus on helping mental health providers understand the interaction between law and mental health practice.  This decision brought her to Boulder, where she obtained her J.D. at the University of Colorado Law School in 2014.  Dr. Jacobs uses her own experiences as the basis for understanding the needs of her clients, particularly in the area of mental health provider law.  Her focus is on optimizing the work of mental health providers by addressing issues of risk management, ethical decision-making, and licensure defense.  She currently works as an attorney in Boulder, Colorado, and is developing a practice focused on the needs of mental health providers.   She also offers educational programs for mental health providers on a variety of topics related to mental health practice and law. Read more

Mental health providers in any practice setting are potential targets of licensure complaints from clients or other sources. The consequences of such complaints can be serious and may have a significant impact on a provider’s ability to practice. This course will describe the role of state licensing boards and the concept of due process as it applies to state board proceedings. The course will provide an overview of the guidance, laws, and regulations that govern the mental health professions, including psychologists, professional counselors, social workers, and marriage and family counselors, followed by a discussion of five risk management strategies that can help mental health providers avoid licensure complaints or respond to them more effectively if they occur. In addition, there will be a description of the general processes followed by licensing boards in investigating and resolving complaints from clients. The hope is that by understanding the role of the boards and the processes they follow in dealing with complaints, providers faced with complaints may be less anxious and more proactive in responding to complaints, or may be able to prevent such situations in the first place. The target audience is any licensed behavioral health provider who may face a board complaint at some time in their practice. This webinar applies to any allied healthcare professional who may face a complaint based on their work as a licensee. Learning Objectives On completion of this workshop, participants will be able to: List five risk management strategies and how they relate to preventing or improving responses to a licensing board complaint. Describe the general process followed by licensing boards in responding to complaints. Explain what due process rights are and how they relate to licensing board complaints. Recognize ways to inadvertently waive due process rights during the investigative and adjudicative process. Identify the connection between the professional ethics codes and the state laws and regulations related to the practice of psychotherapy. State the role, mission, and composition of state licensing boards. Agenda: Legal Issues Common Claims What Do the Courts Look At Standard of Care The Medical Record Importance of Policies Regarding Documentation Importance of Documentation What May/May Not Need to be Documented Electronic Medical Record/Written Record Documentation of Patient’s Compliance/Non-Compliance with  Treatment Record Retention/Request for Records Retention Patient Record Request Case Example Family Member Request Third Party Request Addendums/Corrections: Privacy and Security HIPAA/State Privacy Requirements Psychotherapy Notes Documentation via Electronic Means Via Mobile Devices Via Text Via Email Documenting Informed Consent Minors, Incapacitated Persons Termination Storing, Examining, Destruction of Records 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 2-credit course was developed for social work professionals. The course 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 #886836501-2913) for (2) continuing education contact hours. 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 Julie Jacobs, Psy.D., J.D. Julie Jacobs, Psy.D., J.D. is a licensed psychologist and attorney who practices in the area of mental health provider law.  Prior to attending law school, Dr. Jacobs practiced for 12 years as a clinical psychologist in a variety of settings, including private practice, college counseling centers, and the United States Air Force.  Several years ago, she decided to change the path of her career and focus on helping mental health providers understand the interaction between law and mental health practice.  This decision brought her to Boulder, where she obtained her J.D. at the University of Colorado Law School in 2014.  Dr. Jacobs uses her own experiences as the basis for understanding the needs of her clients, particularly in the area of mental health provider law.  Her focus is on optimizing the work of mental health providers by addressing issues of risk management, ethical decision-making, and licensure defense.  She currently works as an attorney in Boulder, Colorado, and is developing a practice focused on the needs of mental health providers.   She also offers educational programs for mental health providers on a variety of topics related to mental health practice and law. Read more

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. Risk Management Principles in Allied Healthcare, Course #4534, is approved by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program to be offered by Trust Risk Management Services as an individual course. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE course approval period: 11/30/2022 - 11/30/2024. Social workers completing this course receive 1 Ethics continuing education credit. Recorded video-based online activity. Level: Beginner LEARNING OBJECTIVES: Identify common claims involving Allied Healthcare Professionals as well as the standard of care Discuss the importance of policies and procedures Discuss ways to explore medical records and documentation Examine privacy and security issues impacting Allied Healthcare Professionals WEBINAR DESCRIPTION: 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. 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: 60 minutes — Post-test separate. 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 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. Having technical issues? Please contact TRMS at contact@trustrms.com. For questions, concerns, or to request special accommodations, please call 800-477-1200. Trust Risk Management Services, Inc. Continuing Education Grievance Policy for ASWB 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. In collaboration with the Social Work Planner, 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, an on-demand webinar, book, or the continuing education test, approved for social workers only, the Social Worker Planner will mediate and will be the final arbitrator. If the participant requests action, the Social Worker Planner, in collaboration with the TRMS CE Director, 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 recordkeeping purposes. The aggrieved individual does not need to sign the note. If the grievance specifically concerns TRMS, the Social Worker Planner and the TRMS CE Director will attempt to arbitrate. The timeframe for the grievance will be resolved within 30 days from the date of the complaint. Direct Correspondence For Grievances: Brenda Ingram, Ed.D., M.S.W., L.C.S.W.; Social Worker Planner Karen Greene, Director of Continuing Education  Trust Risk Management Services 111 Rockville Pike, Suite 700 Rockville, Maryland 20850 (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. Read more

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