AI + Documentation Risk Shield Bundle

Individual Course Information

Upon registration, the following courses will be added to your account:

1. Documentation Challenges in Behavioral Health (Complex Documentation Decisions)

One error in your clinical documentation can open the door to litigation, licensing board complaints, or serious harm to your client’s safety and dignity. In today’s behavioral health landscape—where records are accessible to clients, courts, and insurers—every note you write can either shield or expose you. Precision, ethics, and risk management are no longer optional; they are the foundation of professional survival. This course equips you to meet these high-stakes challenges head-on by transforming documentation from a vulnerability into a powerful tool for client care and self-protection.

Whether you're navigating subpoenas, safeguarding privacy in digital platforms, or trying to avoid ambiguous wording that could be used against you, this course provides critical guidance and strategies for real-world documentation dilemmas.

Topics covered include documentation pitfalls and risk areas, ethical judgments vs. misconduct, amphiboly and ambiguous language, informed consent for telehealth, client access to records, AI in documentation, portal communication, subpoenas, insurance audits, malpractice risk, defamation concerns, and high-risk clinical situations. Dr. Reamer also reviews federal and state laws (including HIPAA, 42 CFR Part 2, and the 21st Century Cures Act), malpractice trends, and best practices for policies, procedures, and supervision notes.

Learning Objectives:

• Identify the diverse purposes of documentation.
• Address documentation challenges related to client privacy, confidentiality, and privileged communication.
• Identify the implications of skilled documentation for risk management in behavioral health.
• Implement ethics-informed documentation strategies to protect clients and prevent lawsuits and licensing board complaints.

2. Ethical Use of Artificial Intelligence in Behavioral Health

Artificial intelligence is transforming behavioral healthcare—offering new tools for clinical practice, yet raising urgent ethical questions practitioners cannot afford to ignore. As AI becomes more embedded in service delivery, the consequences of uninformed use range from compromised client safety to legal risk and professional censure.

Behavioral health professionals now face a rapidly shifting technological landscape where ethical blind spots can have high stakes. This course offers a timely, comprehensive, and practical guide for navigating the ethical complexities of AI with clarity and confidence.

Topics include the current and emerging uses of AI in behavioral health; ethical risks such as informed consent failures, algorithmic bias, privacy violations, and misdiagnosis; litigation and licensing threats; policy recommendations; and best practices for compliance with NASW, ASWB, CSWE, and CSWA technology standards. Real examples—from AI-generated therapy notes to chatbot-based support tools—illustrate how these issues play out in practice.

Learning Objectives:

• Identify the ways in which artificial intelligence is being used in the behavioral health professions
• Identify ethical issues and challenges associated with the use of artificial intelligence in the behavioral health professions
• Develop ethics-informed policies and protocols to protect clients and practitioners

3. Behavioral Health Ethics and AI Clinical Documentation Tools

Artificial intelligence is no longer a distant idea—it’s in the therapy room, shaping the notes we write and the trust we build. With AI documentation tools now listening, transcribing, and summarizing clinical sessions, every clinician faces a defining question: How do we balance efficiency with ethics?
Client privacy, informed consent, and therapeutic integrity are at stake—and so is your professional liability.

This course cuts through the hype and uncertainty with clear, evidence-informed guidance for behavioral health professionals evaluating or already using AI-powered documentation tools. It helps clinicians navigate this new landscape where “time-saving” can quickly become “ethically risky.”

Participants will learn to interpret vendor language, identify red flags in “terms and conditions,” and understand how data retention and opt-out features impact client confidentiality. You’ll also explore the limits of de-identification, consent fatigue, algorithmic bias, and how these systems can unintentionally affect therapeutic rapport—especially for marginalized clients.

Learning Objectives:

• Identify key legal and ethical risks when using AI clinical documentation tools.
• Demonstrate how to conduct meaningful informed-consent conversations about AI note-taking.
• Evaluate AI vendor claims regarding HIPAA compliance, data handling, and client privacy.

4. Updates to the American Psychological Association (APA) Telehealth Guidelines

Stay ethically aligned and clinically competent in the digital age with the APA’s newly updated 2024 Guidelines for the Practice of Telepsychology. Navigating the rapidly evolving digital landscape requires psychologists to maintain strict ethical alignment and clinical competence under the American Psychological Association's updated standards. As telepsychology transitions from a temporary crisis-response framework to a permanent fixture of modern practice, mastering these shifting guidelines is critical to protecting client privacy and avoiding professional liability.

This online self-study course offers a comprehensive deep dive into the updated APA revisions, transforming a high-value live session into an accessible, on-demand educational experience. Clinicians can seamlessly review essential updates on data security, informed consent, and interjurisdictional compliance at their own pace to enhance remote service delivery.

The course addresses core telepsychology competencies, focusing heavily on modern data security protocols, such as vetting Business Associate Agreements (BAAs) for home offices and navigating the hidden ethical gaps of emerging AI note-takers. Clinicians explore strict data disposal methods—ranging from HIPAA-compliant shredding to physical hard drive destruction—alongside critical guidelines for interjurisdictional compacts like PSYPACT. Additionally, the training covers tele-assessment standards, including the use of in-room proctors, and advanced emergency planning strategies that involve tracking regional crisis resources to prevent counterproductive emergency interventions.

Learning Objectives:

• Apply updated APA telepsychology guidelines to ensure ethical, legal, and competent delivery of telepsychology services across diverse clinical scenarios.
• Evaluate informed consent processes and data security protocols to protect client confidentiality and privacy when conducting telepsychology.
• Analyze interjurisdictional, documentation, and emergency planning considerations to maintain compliance with evolving telehealth regulations and best practices.

Course Details

What is included: 

Enrollment in the AI + Documentation Risk Shield Bundle includes:

• Four individual self-study courses that offer a total of 10.5 Ethics CEs, plus 1 additional CE for Psychologists (APA only) 
• Instruction provided by seasoned instructors on a variety of topics
• Instruction material that addresses practical, up-to-date tools and critical ethical insight to confidently navigate virtual boundaries

Who Should Attend:

These courses are intended for clinicial supervisors who want comprehensive training, tools, templates, and simulation practice.

Teaching Methods: 

These are non-interactive, self-study courses. Teaching methods include AI-powered interactive training, recorded lectures, videos, a post-test, and a course evaluation.

How to Attend:

Course access and completion instructions.

Instructors and Disclosures

Instructors

About Frederic G. Reamer, Ph.D.

Frederic Reamer is professor emeritus in the graduate program, School of Social Work, Rhode Island College, where he has been on the faculty since 1983. His teaching and research focus on professional ethics, criminal justice, mental health, health care, and public policy. Dr. Reamer received his Ph.D. from the University of Chicago and has served as a social worker in correctional and mental health settings. He chaired the national task force that wrote the Code of Ethics adopted by the National Association of Social Workers in 1996 and served on the code revision task force. Dr. Reamer also chaired the national task force sponsored by the National Association of Social Workers, Association of Social Work Boards, Council on Social Work Education, and Clinical Social Work Association that developed technology standards for the profession. Dr. Reamer has lectured nationally and internationally on social work and professional ethics, including in India, China, Singapore, South Korea, Japan, Taiwan, and in various European nations. His books include Risk Management in the Behavioral Health Professions; Social Work Values and Ethics; Risk Management in Social Work; The Social Work Ethics Casebook; Ethical Standards in Social Work; Boundary Issues and Dual Relationships in the Human Services; Ethics and Risk Management in Online and Distance Behavioral Health; Moral Distress and Injury in Human Services; and The Social Work Ethics Audit, among others. Dr. Reamer has served as an expert witness in many court and licensing board cases throughout the United States.

Dr. Frederic Reamer's instructor information.

About Sofia Georgiadou, PhD, LMFT-S, LPC-S (Texas)

Dr. Sofia Georgiadou is an Assistant Professor and Internship Coordinator at the University of Houston at Clear Lake’s MA in Family Therapy Program. Additionally, she teaches as an Adjunct for the Family Institute at Northwestern University and Capella University's fully online Master's in Family Therapy program. She is also the administrator of COAST’s Educators Division, the Society for the Teaching of Marriage and Family Therapy (www.stmft.coastmft.org).

Originally from Greece, Sofia develops culturally responsive MFT and Counseling courses, using an intersectional approach in her teaching and supervision. Her research experience centers on qualitative/mixed methods and survey design. Sofia seeks to understand the lived experiences of diverse groups to better support international students, immigrants, and individuals from equity-deserving communities.

About Dr. 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.

Disclosure Statement: 

The instructor(s) for this course receive compensation for their services. There are no reported conflicts of interest to disclose.

CE Hours

Credit Hours:

This program consists of a total of 10.5 Ethics continuing education hours of credit, plus 1 additional CE for Psychologists (APA only). (Individual courses offer separate certificates with CEs)

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.

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 your licensing board would accept this course.

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 marriage and family therapists #MFT-0135, effective May 8, 2025.

Social Workers:

Telehealth Certification Institute LLC, #1609, 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: 05/02/2024 – 05/02/2027. Social workers completing these courses receive a total of 10.5 ethics continuing education credits.

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.

Addiction Professionals:

This course has been approved by Telehealth Certification Institute LLC, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #193104, Telehealth Certification Institute LLC is responsible for all aspects of the programming.

Psychologists:

(This bundle offers a total of 11.5 continuing education hours of credit for 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.

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.

Other Professionals:

This course qualifies for 630 minutes of instructional content plus 60 additional minutes for Psychologists (APA credit only) 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.

Accommodations and Policies

Close Captioning is available for live webinars and recorded video presentations.

You can click on the following links to view our policies:

• Accommodations for Individuals with Disabilities.
• Cancellation Policy
• Grievance Policy
• Support Options
• Disclosure Statement