Ethical Documentation: Applying Professional Ethics to Clinical Records, Confidentiality, and Risk Management

Ethical Documentation: Applying Professional Ethics to Clinical Records, Confidentiality, and Risk Management

Clinical documentation is more than a record of what happened in session—it reflects clinical reasoning, ethical decision-making, continuity of care, and our responsibility to client welfare.

This 5-hour live, synchronous ethics CE workshop examines clinical documentation through the lens of professional ethics and applicable Georgia standards. Participants will explore ethical responsibilities related to assessment, diagnosis, treatment planning, progress documentation, confidentiality, clinical records, technology and AI-assisted documentation, risk, subpoenas, and consultation.

Rather than spending five hours simply listening to a lecture, participants will apply ethical principles to realistic clinical documentation dilemmas through live polls, case discussions, knowledge checks, and breakout-room activities.

Topics Include

• Client welfare and the ethical purpose of documentation

• Assessment and diagnostic documentation

• Treatment planning and progress documentation

• Confidentiality and clinical records

• Client access and release of records

• Electronic records, technology, and AI-assisted documentation

• Risk and high-stakes documentation

• Subpoenas and legal requests for records

• Clinical and ethical consultation

• Ethical decision-making in documentation

Learning Objectives

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

1. Analyze ethical responsibilities related to clinical documentation using applicable professional ethics codes and Georgia Composite Board Rules.

2. Apply ethical decision-making principles to documentation involving assessment, diagnosis, treatment planning, progress notes, informed consent, consultation, and termination.

3. Evaluate ethical dilemmas involving confidentiality, record maintenance, subpoenas, client access to records, electronic health records, and AI-assisted documentation.

4. Develop ethically sound documentation practices that protect client welfare, support continuity of care, and reduce professional risk.

Who Should Attend?

This workshop is designed for LPCs, APCs, LCSWs, LMSWs, LMFTs, and other behavioral health professionalsseeking practical guidance for ethical clinical documentation.

Workshop Details

Date: Friday, August 21, 2026

Time:9:30 AM–3:30 PM Eastern Time

Format:Live synchronous webinar via Zoom

CE Hours:5 Ethics CE Hours

Registration:$110

Presenter:Elizabeth Lewis, LPC

Provider:CASE Support Services

Approval:LPCA Approved

Participants must attend the live training in accordance with applicable CE attendance requirements to receive continuing education credit. Additional attendance and certificate instructions will be provided to registered participants.

This training is educational in nature and is not a substitute for individualized legal advice.