Turning Intake Paperwork into a Meaningful Conversation

Completing intake paperwork at the beginning of the first session is often viewed as intrusive and cumbersome by both clinicians and individuals in therapy. With proper training, clinicians can use the intake experience as an opportunity to build rapport with clients immediately instead of building a wall. There is an art to the intake process that can include all ethical and legal requirements being fulfilled with a caring, compassionate approach. 

In this two-hour continuing education web conference, Dr. Maelisa Hall returns to share her experience of easing the burden of mental health paperwork and help attendees view the intake experience as a process that can often be completed over time. She will review the legal and ethical requirements common to mental health practitioners while diving into the strategies she has used for effectively communicating these obligations to individuals in therapy. Dr. Hall believes that knowing these responsibilities and guidelines thoroughly allows a clinician to adapt the intake process to the needs of each individual seeking their help.

Dr. Hall will incorporate examples of successful intake processes from the point of view of the individual in therapy while providing sample phrases that a clinician can use right away in their practice. She will review the most common mistakes that are made during the intake process and share items that are crucial for modern day counseling but are often overlooked. This presentation will also include a review of how HIPAA, social media, credit cards, and insurance all play into the meaningful conversation that can be made from intake paperwork.

This introductory instructional level course is designed to help clinicians:

1. Explain how informed consent is a process, not just a form.
2. Describe the key aspects every clinician needs in their intake packet.
3. Identify how HIPAA and privacy concerns impact informed consent.
4. Describe the most common mistakes clinicians make regarding payment.
5. Explain how to talk with individuals in therapy about insurance and confidentiality.
6. Evaluate paperwork regularly to ensure it remains current with laws and ethics.

If you have any questions or concerns about this web conference or would like more information, please contact us here.

Continuing Education (CE) Information

Two CE credits will be provided by GoodTherapy.org for attending this web conference in its entirety.

GoodTherapy.org is an Approved Education Provider by NAADAC, The Association for Addiction Professionals (provider #135463). Of the eight counselor skill groups ascribed to by NAADAC, this course is classified within documentation and legal, ethical, and professional development.

GoodTherapy.org has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6380. Programs that do not qualify for NBCC credit are clearly identified. GoodTherapy.org is solely responsible for all aspects of the programs.

GoodTherapy.org is approved by the American Psychological Association to sponsor continuing education for psychologists. GoodTherapy.org maintains responsibility for this program and its content.

GoodTherapy.org, SW CPE is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #0395.

GoodTherapy.org, LLC is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0022 and for licensed mental health counselors #MHC-0031.

To receive CE credit hours for an archived event, you will need to complete a survey as well as a 12 or 15-question exam, verifying that you listened to or watched the event in its entirety. Archived CE events generally are considered "homestudy" by licensing boards.

Registration Information

Premium and Pro Membership with GoodTherapy includes access to this web conference at no additional cost, as well as other member benefits such as a profile listing in GoodTherapy's Therapist Directory. Not yet a member? Sign up for a Premium or Pro Membership, here.

Just want CE credits? Sign up for a monthly or annual CE Subscription with GoodTherapy to get unlimited access to our CE Program, including this event, other live CE web conferences, and hundreds of hours of homestudy courses.

Mental health professionals who are not members can access the homestudy recording for $15.50. Sign up here to purchase this CE course and earn a CE certificate.

If the event is canceled by GoodTherapy, registrants who purchased the event will be notified and the charge for the event will be refunded

If you have any questions or would like information regarding disability accommodations, please contact us.

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