Clinical Documentation with Children and Adolescents: Treatment, Risks, and Ethics
Join us for a Live Webinar on February 2, 2024 from 12-3:20pm EST
3 Ethics CE hours available for behavioral health clinicians
Clinical documentation is complex and comes with a huge range of seemingly never-ending requirements. You must note every interaction, appointment, and follow-up, including clinical justification for your chosen interventions, mental status, safety concerns, progress toward treatment goals, and much more. Providers must be knowledgeable in the legal, ethical, and payer requirements for documentation.
These considerations become even more complex when working with clients below the age of majority. Clients have a legal right to view their medical records, but this means that parents and guardians have the right to request their children’s records. Mandated reporting, custody battles, and family therapy all impact your ability to keep your records private. School staff who are not HIPAA-trained or bound by the same confidentiality laws as providers may also access client records in some circumstances. How do you document when a client discloses something that needs to be kept confidential? How do you get assent for treatment and release with someone under the age of majority?
This program is for counselors, social workers, family therapists, play therapists, psychologists, school counselors, and any other mental health professional who work with minor clients. It is an intermediate to advanced course for individuals who are already competent to provide mental health services to children and teens but who struggle with ethical and legal clinical documentation. It bridges gaps in knowledge about best practice for protecting our clients, offering the best possible care, and meeting all requirements for documentation.
By completing this course, you will gain an understanding of special considerations around privacy, safety, and medical necessity, ensuring that your documentation meets payer requirements, applicable laws, and your ethics code. When you finish this course, you will be ready to complete intake notes, diagnostic conceptualizations, treatment plans, progress notes, safety plans, and more with child and adolescent clients.
Learning Objectives:
- Design treatment plans and documentation of clinical interventions for minor clients that maintain legal and ethical standards.
- Assess concerns of confidentiality and privacy for children and teen clients, and construct office policies that uphold these ethical ideals while maintaining documentation standards.
- Accurately diagnose child and adolescent clients based on age and developmental level, with appropriate justification and documentation of symptoms.
3 Ethics CE hours for the Live Webinar
Counselors: Telehealth Certification Institute, LLC has been approved by NBCC as an Approved Continuing Education Provider, ACEP No, 6693. Programs that do not qualify for NBCC credit are clearly identified. Telehealth Certification Institute, LLC is solely responsible for all aspects of the programs.
Telehealth Certification Institute, 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 mental health counselors. #MHC-0048. Approval renewal date: 1/31/2026
Marriage and Family Therapists: Many MFT licensing boards accept our courses or one of the approvals which we have from professional associations. You can check with your board to determine if this course would be accepted by your licensing board.
Social Workers: Telehealth Certification Institute, LLC, #1609, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB) www.aswb.org, through the Approved Continuing Education (ACE) program. Telehealth Certification Institute, LLC maintains responsibility for the program. ASWB Approval Period: 05/02/2021 – 05/02/2024. Social workers should contact their regulatory board to determine course approval for continuing education credits. Socials workers will receive 3 ethics continuing education clock hours.
Telehealth Certification Institute, LLC 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 #SW-0435. Approval renewal date: 2/28/2026
Psychologists: Telehealth Certification Institute LLC is approved by the American Psychological Association to sponsor continuing education for psychologists. Telehealth Certification Institute LLC maintains responsibility for this program and its content.
Telehealth Certification Institute, LLC is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0128. Effective 8/31/2021 – 8/31/2024
Art Therapists: Telehealth Certification Institute, 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 creative arts therapists #CAT-0093. 7/21/2021 – 7/31/2024
Other Professionals: This course qualifies for 180 minutes of instructional content as required by many national, state and local licensing boards and professional organizations. Retain your certificate of completion and contact your board or organization for specific filing requirements.
Register for the webinar by midnight before the event. So that we can provide you these CEs, you are required to:
- login and access the direct link to the webinar through your account
- participate fully during the event
- complete a post-test and course evaluation at the conclusion of the event
- collect your certificate of completion on your account after steps 1-3 are completed
Enroll in a course by adding it to the cart and proceeding through the check out process. Create an account (or login to yours) during the checkout process.
Prepare: Download Zoom software. Participants must use a device that is connected to adequate internet speed with a camera, microphone and speakers (or headset).
Attend: At least 15 minutes before teh start time the day of the event, login to your account on the website. Go to "My Courses", click on the title/date of the webinar. The link to join the meeting/webinar will be listed in the course content.
Attendance is automatically recorded when you use the link to join.
Any recording made of a live event is NOT included with live webinar registration.
When possible, webinars are recorded and converted into online self-study courses, available for separate purchase/enrollment for those who did not attend the live event.

Amy Marschall
Psy.D.
Dr. Marschall earned her doctoral degree in clinical psychology from the University of Hartford in West Hartford, Connecticut. She completed her pre-doctoral internship through the National Psychology Training Consortium and her post-doctoral residency at Family Psychological Center, PA.
Dr. Marschall has been in practice since 2016 and currently owns a private practice, RMH-Therapy, where she provides therapy primarily to children and adolescents and psychological evaluations. Her clinical specializations include trauma-informed and neurodiversity-affirming care, trauma therapy, autism, and ADHD.
She also provides ADHD assessments through ADHD Online and therapy services through Spring Health. She teaches continuing education through PESI, Spring Health, and the Telehealth Certification Institute.
Dr. Marschall is certified in telemental health and is the author of Telemental Health with Kids Toolbox and Telemental Health with Kids Toolbox: Volume 2.
She is also the author of the following:
- I Don’t Want To Be Bad: A CBT Workbook for Kids, Parents, and the Professionals who Help Them
- Clinical Documentation with Children and Adolescents
- A Year of Resiliency: 465 Journal Prompts to Become Your Strongest Self
- Armani Doesn’t Feel Well: A Book to Help Sick Kids
She created a website, Resiliency Mental Health, to provide resources for therapists and anyone who wants to learn more about mental health.
The course was so informative and I was glued to my screen for the entire duration. I received so much knowledge concerning ethics in telehealth and I am greatly encouraged to read about all the standards and policies that pertain to my practice. Thank you!.