Fri, July 17, 2026: 8:40am-12pm ET | Ethics and Record Keeping | 3 Ethics CEs

$69 Standard Registration

DISCOUNTS:

• Full Day Discount: Save $10 on the full day when you register for the morning AND afternoon session. Discount applied automatically when both courses are added to your cart.
• Group Discount: $59 per person for Groups of 3+ REGISTER YOUR GROUP HERE

3.0 ETHICS CREDIT HOURS

Social Workers:

• ASWB ACE 3.0 Ethics CE Credits (see approval statement below)
• Maryland Social Work 3.0 Category I CE Credits
• DC Board of Social Work 3.0 Credits

Professional Counselors: 

• NBCC ACEP 3.0 Ethics Credit Hours

Elevate Continuing Education, #1816, formerly Maryland CEU Institute 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: 05/04/2023-05/04/2026. Social workers completing this course receive 3.0 ethics continuing education credits.

Visit the CE Approvals page for all CE accreditation information and more about which states/boards accept the CEs we offer.

After attending this training, participants will be able to...

• Describe the ethical responsibility of mental and behavioral health professionals to maintain client records.

• Distinguish the ethical responsibility of mental and behavioral health professionals to maintain client records from related legal requirements.

• Explain how to protect client confidentiality through effective record-keeping practices.

Note: All course times below are Eastern Time (ET)

• 8:30–8:40 a.m. ET: Zoom Doors Open and Welcome
  Participants join the session and participate in informal introductions.
• 8:40–8:45 a.m.: Announcements, Attendance Sign-In Poll, and Presenter Introduction
• 8:45–8:50 a.m.: Review of Course Objectives
  • Provide an overview of the course goals.
  • Emphasize the importance of understanding ethical and legal standards in record keeping.
• 8:50–9:15 a.m.: Introductions & Revisiting Ethics in Professional Practice
  • Welcome participants and brief introductions.
  • Revisit key ethical principles and Codes of Ethics.
  • Discuss how “ethical” relates to “legal” standards.
  • Identify sources of guidance for record-keeping in law and professional codes.
  • Introduce initial case examples.
• 9:15–9:35 a.m.: Protecting Yourself from Ethical & Legal Liability
  • Outline a framework for avoiding ethical pitfalls.
  • Explore strategies to reduce risk and ensure compliance with clinical documentation expectations.
• 9:35–10:20 a.m.: Defining Important Terms Related to “Records”
  • Clarify what constitutes “records.”
  • Differentiate records from other forms of documentation such as notes or informal memos.
• 10:20–10:35 a.m.: 15-Minute Break
• 10:35–11:20 a.m.: Distinguishing Ethical & Legal Requirements for Record Keeping
  • Compare professional Codes of Ethics regarding record-keeping expectations.
  • Contrast ethical standards with legal requirements across states.
• 11:20–11:40 a.m.: Exploring the Impact of Electronic Health/Medical Records
  • Examine how electronic systems add complexity to ethical and legal responsibilities.
  • Identify privacy and confidentiality challenges associated with digital records.
• 11:40–11:55 a.m.: Evaluating Case Examples
  • Apply ethical and legal frameworks to real-world documentation cases.
  • Discuss implications and best practices.
• 11:55 a.m.–12:00 p.m.: Conclusions and Q&A
  • Summarize key takeaways from the session.
  • Distribution of course evaluations

Visit the Live Webinars - What to Expect page for full details about course completion requirements, technology & system requirements.