Tuesday Oct 24th is the final day to register for:
Law & Ethics
6 CE's
RRC-CAMFT's biggest event of the year to help maintain our chapter!
Friday, October 27, 2023
9 AM-4 PM
Lunch will be provided and catered
Location: McConnell Foundation
800 Shasta View Dr
Redding, CA 96002
Early Bird:
Licensed Chapter Member: $75
Pre-licensed Chapter Member: $50
Licensed Non-Member: $85
Pre-licensed Non-Member: $60
After Oct 1st:
Licensed Chapter Member: $85
Pre-licensed Chapter Member: $60
Licensed Non-Member: $90
Pre-licensed Non-Member: $70
October 27, 2023
L&E Webinar - "No-Stress Records Requests"
Bradley J. Muldrow, Esq.
CEs: 3
SYLLABUS
A. Title, Date & Time
“No-Stress Records Requests”
October 27, 2023
9:00 am – 12:15 pm
B. Instructor Information
Bradley Jordan Muldrow, Esq.
CAMFT Staff Attorney
As a CAMFT staff attorney, Bradley J. Muldrow, Esq. takes member phone calls regarding law and ethics issues and contributes articles on those subjects to CAMFT's publication, the Therapist. Prior to joining CAMFT’s legal team, Brad worked on litigation and regulatory matters as an attorney for San Diego Gas & Electric Company.
Since becoming an attorney, Brad has given law and ethics presentations to attorneys and judges as a member of the J. Clifford Wallace Inn of Court. He has also served as a board member for the Earl B. Gilliam Bar Foundation, a San Diego-based nonprofit.
C. General Information/Description “Are my notes sufficient?” “Do I have to provide the entire record??” “Could my license be at risk???” Anxiety-inducing questions like these often flood therapists’ minds the moment they receive records requests from patients, attorneys, insurance companies, or other third parties. However, understanding how to create quality patient records and effectively respond to records requests can allow practitioners to handle such requests with confidence and ease. Join CAMFT staff attorney Brad Muldrow for a helpful overview of the legal and ethical requirements for recordkeeping and responding to records requests.
D. Educational Goals
Participants will become familiar with notetaking approaches that: 1) are consistent with their legal and ethical obligations; and 2) demonstrate their competence and the effectiveness of their services in case the notes are ever reviewed by attorneys or other third parties during litigation, BBS disciplinary hearings, or other legal processes. Participants will understand state and federal requirements for responding to records requests from patients, attorneys, insurance companies, and other third parties.
E. Measurable Learning Objectives
Participants will be able to recognize the BBS’ recordkeeping standard and identify two additional recordkeeping systems that are utilized by certain third-party payers and employers. Participants will know how long the law requires them to keep patient records post-termination and why CAMFT recommends that practitioners keep their records for three years beyond that period. Participants will recognize important legal distinctions between responding to records requests under HIPAA and California law.
- California Health and Safety Code Section 123115
- 45 CFR § 164.524
- Business and Professions Code Section 4982(v)
“Working with clients who are involved in the legal system”
Michael Griffin, Esq., LCSW
1:00-2:30 PM
CE: 1.5
A. Title, Date & Time
“Working with clients who are involved in the legal system”
October 27, 2023
1:00 pm – 2:30 pm
B. Instructor Information
Michael Griffin, Esq., LCSW
CAMFT Staff Attorney
Michael Griffin, Esq., LCSW has been a member of the CAMFT legal team since 2007. A graduate of the USC School of Social Work and Chapman University School of Law, Mr. Griffin earned his LCSW in 1982 and his California license as an Attorney in 2002. He has a broad professional background in various mental health settings (including Western Youth Services in Orange County, California, and Rady Children’s Psychiatry Dep’t in San Diego) as a clinician, administrator, supervisor, clinical case manager, school program coordinator, and outpatient clinic director, and has served as an oral examiner for LCSW candidates. In addition to his work for CAMFT, Mr. Griffin is a practicing psychotherapist with adults, adolescents and children in Laguna Niguel, California
C. General Information/Description
This 1.5 - hour workshop will provide an overview of legal and ethical issues which commonly arise when working with clients who are involved in the legal system. The workshop will discuss the importance of clearly defining the therapist’s role and client expectations at the start of treatment, including expectations concerning the therapist’s possible participation in the client’s legal matter. Issues such as letter writing, offering one’s opinion to the court, and the therapist’s responsibility to the legal system, as expressed in the Code of Ethics, will also be considered. Vignette examples will be utilized, as time allows.
D. Educational
Goals
This 1.5- hour workshop discusses a variety of legal and ethical issues which may arise when working with clients who are involved with the legal system. Issues to be discussed include the importance of defining one’s role and identifying client expectations and important considerations for a therapist when writing letters for clients or offering testimony regarding a client.
E. Measurable Learning Objectives
Upon completion of this workshop, attendees will be able to:
1. Explain why a therapist should consider their scope of competence before offering their professional opinion regarding a client.
2. Describe one or more sections of the CAMFT Code of Ethics that are relevant for a therapist to consider before offering their opinion in a case that is court-involved.
3. Describe the requirement of impartiality, as it is described in section 10.5 of the Code of Ethics.
4. Describe the role of “treating therapist” compared to “forensic expert,” as they are defined in section 10.2 (Expert Witnesses) of the Code of Ethics.
5. Provide one or more examples of conflicting roles when working with clients who are involved with the legal system.
Friday, October 27, 2023
“Legal and Ethical Guidance for Therapists to Rely on When a Client Asks for a Letter” Alain Montgomery, Esq.
2:45-4:15 PM
1.5 CEs
A. Title, Date & Time
“Legal and Ethical Guidance for Therapists to Rely on When a Client Asks for a Letter”
Friday, October 27, 2023
2:45 pm – 4:15 pm
B. Instructor Information
Alain Montgomery, Esq.
CAMFT Staff Attorney
Alain Lance Montgomery, Esq., is a member of the State Bar of California. Alain received a Bachelor of Arts degree in Political Science from the University of California at Berkeley and a Juris Doctor degree from Thomas Jefferson School of Law. Prior to joining the CAMFT legal department, Alain worked in public interest law as a legal advisor for the Superior Court of California where he helped self-represented parties navigate the complexities of small claims litigation. As a member of the CAMFT legal department, Alain has served as part of the support staff for the CAMFT Ethics Committee and has represented the Association at various state regulatory board meetings. After graduating from college and before attending law school, Alain worked as a ski instructor at Mammoth Mountain Ski Resort.
C. General Information/Description
Therapists are often asked to write letters, fill out forms and offer professional opinions on behalf of clients. During this one-and-a-half-hour presentation, CAMFT Staff Attorney Alain Montgomery, will review the key legal and ethical standards for therapists to consider before writing a letter or filling out a form on behalf of a client and discuss how to manage the array of potential outcomes.
D. Educational Goals