Requirements for Clinical Record-Keeping: From the Basic to the Complicated
Event Actions
This workshop will explore the legal and ethical requirements of clinical record keeping, while highlighting ethical challenges and the realities of busy professionals.
Mental health professionals have a legal and ethical obligation to keep records to memorialize their work with their clients. However, what you record, and how it is recorded, can be confusing to navigate. This workshop will explore the legal and ethical requirements of clinical record keeping, while highlighting ethical challenges and the realities of busy professionals.
Course Overview
This course aims to bring context to ethical concerns often experienced by behavioral/physical health professionals in practice with individual clients/patients.
Learning Objectives
At the conclusion of this course, participants will:
- 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 they protect client confidentiality through their record keeping practices.
Tuition
- $80 – Regular
- $60 – Alumni, Field Instructor, FFL, Current Adelphi University School of Social Work Adjunct Fee
- $45 – Veterans Fee
- Free (with code) – Current Adelphi University School of Social Work Students
Credentialing Information
To receive approved continuing education credits, participants must attend the entire training or workshop and submit a completed evaluation form.
CEs: 3
See full credentialing information and CEUs
About the Instructor

Kathryn Krase, Ph.D., J.D., M.S.W.
A principal Consultant with Krase Consulting, is an expert on the professional ethics, and the intersection of ethics with legal responsibilities. She has years of experience consulting with government and community based organizations to develop policy & practice standards.
Cancellation Policy
Unfortunately, we cannot provide refunds for cancellations made seven working days or fewer before the event for any reason—or for no-shows. We can provide credit towards a future workshop up to 24 hours before the event. After that, no credit will be issued.
Accessibility Statement
The Americans with Disabilities Act (ADA) and Adelphi University require that all events be accessible. To request a reasonable accommodation, please contact the event host identified on the event webpage; please allow for a reasonable time frame. The event host, when necessary, will collaborate with the Student Access Office.