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 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: 9/30/2024 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. Telebehavioral Health Practice: Risk Management and Liability Considerations, Course #4533, 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 the changing landscape through telebehavioral health Discuss the importance of documentation and informed consent in telebehavioral health Examine the importance of being aware of rules and regulations WEBINAR DESCRIPTION: This webinar discusses the emergence of telebehavioral health in the treatment of patients with behavioral health issues. It provides discussion concerning special considerations when using this method when treating patients. The presenter will discuss standard of care issues. The presenter will identify the importance of documentation when using this method. The presenter will discuss the importance of safety precautions and will provide a case example as a method to illustrate this. The presenter will explore privacy and security issues when using telebehavioral health. The presenter will discuss various legal developments within the telebehavioral health space. Additionally, licensure and location will be discussed as well as general termination issues. Target audience: Social Workers in settings that provide: Behavioral Health Health Care Addictions Treatment Community Services / Resource Dev. Who serve in the role(s) of: Case Mgmt Counseling/Therapy Supervision/Admin. With populations that include: Children/Youth/Families Aging End-of-Life Issues/Grief & Loss Victim or Protective Svcs Physical/Intellectual Challenges Agenda: 60 minutes — Post-test separate. Background and overview of Telebehavioral Health Statistics Increased use Standard of Care  Rules and Regulations/Office Policies  Privacy and Security  HIPAA/State Privacy Requirements Psychotherapy Notes Use of Mobile Devices Other Considerations  Ethical Guidelines Licensure Competence Physical Environment Legal Developments  PsyPACT Enhanced Nurse Licensure Compact (eNLC) Enactment Veterans E-Health and Telemedicine Support Act of 2017  Patient Safety Documentation  Overview Documentation of Informed Consent Patient Travel/Licensure  Termination  Store and Forward 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 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 webinar discusses the emergence of telebehavioral health in the treatment of patients with behavioral health issues.  It provides discussion concerning special considerations when using this method when treating patients.  The presenter will discuss the standard of care issues.  The presenter will identify the importance of documentation when using this method.  The presenter will discuss the importance of safety precautions and will provide a case example as a method to illustrate this.  The presenter will explore privacy and security issues when using telebehavioral health.  The presenter will discuss various legal developments within the telebehavioral health space.  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 through telebehavioral health. Discuss the importance of documentation and informed consent in telebehavioral health. Examine the importance of being aware of rules and regulations. Target audience: Social Workers in settings that provide: • Behavioral Health • Health Care      • Addictions Treatment   • Community Services / Resource Dev.    Who serve in the role(s) of: • Case Mgmt     • Counseling/Therapy • Supervision/Admin.  With populations that include: • Children/Youth/Families  • Aging   • End-of-Life Issues/Grief & Loss   • Victim or Protective Svcs  • Physical/Intellectual Challenges Agenda: Background and overview of Telebehavioral Health  Statistics Increased Use Standard of Care Rules and Regulations/Office Policies Privacy and Security HIPAA/State Privacy Requirements Psychotherapy Notes Use of Mobile Devices Other Considerations Ethical Guidelines Licensure Competence Physical Environment Legal Developments PsyPACT Enhanced Nurse Licensure Compact (eNLC) Enactment Veterans E-Health and Telemedicine Support Act of 2017 Patient Safety Documentation Overview Documentation of Informed Consent Patient Travel/Licensure Termination Store and Forward 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 #886836501-1503) for (1) continuing education contact hour for ethics. Approval Date: 9/1/2023 Expiration Date: 9/30/2024 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 one-hour presentation focuses on helping mental health providers better understand what it means to receive a subpoena or court order. Participants will learn about the different kinds of subpoenas that can be issued to a mental health provider and will be provided with steps to follow when served with a subpoena or court order. Risk management strategies related to subpoenas and court orders will be outlined so that providers will be better able to respond in an appropriate and risk-managed way to these types of documents. Learning Objectives Identify the different types of subpoenas Describe the difference between a subpoena and a court order Outline the steps for responding to subpoenas and court orders Identify risk management strategies for dealing with subpoenas and court orders Agenda: Overview/Types of information requests Subpoenas - What they are and how to respond Court orders - What they are and how to respond Ethical and risk management considerations Depositions Case examples Target Audience: Master's and Doctoral level mental health providers. 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 #886836501-6742) for (1) continuing education contact hour. Category: Social Work Approval Date: 6/24/2021 Expiration Date: 6/30/2024 Recorded video-based online activity 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

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