The Counseling Landscape Workshop Series, Pt 4

Ch. 611 Release of Records & Professional Forms

Chapter 611 Release of Records and Professional Forms Workshop

CEU's: 7
Ethics: Counts as 5 Ethics and 2 elective hours, or 6 Supervisor Refresher hrs and 1 elective hour, or 7 elective hours. (Doesn't include Jurisprudence req't.)
Supervisor Refresher Hours: Yes, these qualify!
Who Can Attend?: Anyone. You don't need to be a Supervisor!
Prerequisite Workshops: None.

Our Chapter 611 Release of Records and Professional Forms Workshop is our best offering to get you up to speed on these two critical topics. One of the things we've learned doing workshops is that once a student learns the basics, the way the State wants things done, the need for properly executed forms almost always makes its way to the forefront of thought and conversation. We can almost see the light-bulbs going off!

So, we've packaged our very popular course, Chapter 611 and The Release of Records with newly minted material, Professional Counseling Forms, which includes the most popular forms needed to run a counseling practice in 2022, including those necessary for the proper release of records. We've even made available some of the less frequently used forms, worksheets, and templates for you.

You'll walk away with a hefty 3-ring binder full of guidelines, forms, checklists, and other helpful documents that Kathleen has assembled over the years and sharpened in her own practice.

Chapter 611 - Release of Records
In the morning session we'll thoroughly cover the topic of the State of Texas' Chapter 611 which covers the Release of Records rules and regs. This will include a discussion of not only the proper workflow, but the proper forms to utilize in the process

Improperly executed release of records requests is the #1 cause of filed complaints in the State of Texas. It is very easy to become confused or assume that what makes good common sense is the correct way to do it, when in fact it may not be.

We will also discuss the limitations of your malpractice/liability should you be sued or receive a complaint regarding improper release of records protocol.

Professional Forms
The afternoon session will be a deep-dive into the most commonly needed forms and will equip you to customize and brand a set of forms tailored specifically to your practice. And, yes, there will be a chocolate break.

Everything a mental health counselor does should be properly documented and so the need for legally approved forms to prevent complaints and other problems becomes quite clear.

We'll review all of the more common forms used on a daily basis in the counselor's office environment, including:

Sandwich 4 1900x800 Final

What Your Peers Say...

"This was a great presentation. Loved being able to dialogue and ask questions about the codes and other things. Doing a deep dive on the Release of Records is so beneficial. It's overwhelming to read through and assess the wording and implications. PracticeMentors is so helpful and informative. It is so needed to understand the areas of (our profession) that we do not learn in school."

--Kailee Lockette, LPC  (Plano, TX)

"I wasn't sure I'd learn much in this training because I read rules often. However, I've learned new things, got great refreshers, and walked away with some important "to-dos" for my group practice."

--Jennifer Ryan, LPC-S  (McKinney, TX)

"Best ethics I have been to. Was worth my time! Looking forward to more."

--Huston McComb Jr, LPC-S  (Houston, TX)

“Thorough information, good pace, and the reference binder is awesome to have.”

--James Benton, LPC Dallas, TX

"Amazing and super helpful. The overall presentation was very well organized and very pertinent to everything counselors need. And The Counseling Landscape? You're right, one else is presenting this information and it is very much needed. The PracticeMentors Academy is much needed for veteran licensees as well as newly licensed professionals. PracticeMentors is not only a highly informative organization providing necessary information for the mental health community, but also probably the only organization promoting this type of information that I know of."

--Kim Sterling, LPC-S Garland, TX

“So helpful and informative. Organized and very smooth. I appreciate the virtual attendance option and I love the concept of The PracticeMentors Academy.”

--Kasey Kuehler, LPC   (Levellad, TX)

"Even if you think that you understand the language of laws and regulations as they are written, PracticeMentors 'translates' and provides clarity for critically important information."

--Elyse Deleski, LMFT-S

"Thorough, clear and helpful. Very much appreciate the forms!"

--Wendy Copeland, LPC

"This provided useful guidance and discussion regarding how to practically manage and safeguard a private practice.  I appreciate the information as well as the discussion of the application to our unique practices."

--Jolene McVean, LPC

"I first Met Kathleen with PracticeMentors in an educational CEU regarding Release of Records a few months ago. Kathleen is knowledgeable, engaging, and totally up to date on all things ethical! If you need any CEU’s, PracticeMentors is the go-to for any and all your needs."

--Beth Boatman, LPC

"I would highly, highly recommend this course to all my fellow counselors. I learned so many things today that I didn't learn in school. It is well worth your time!"

--Ashley Davis, LPC  (Dallas, TX)

"Kathleen is very thorough ad provides a great value in her presentations. I trust her resources completely."

--Russell Baxter, LPC-S  (Colleyville, TX)

"This was a great workshop. Helpful information, forms, and well organized! It was very helpful that you offered a virtual option."

--Janet Johnston, LCSW-S (Coppell, TX)

"I really appreciated the flow of things; thorough, methodical, friendly, professional, welcoming, and well-organized. A plethora of information one bite at a time. I so appreciate the "realness" and vulnerability demonstrated by the presenters (Kathleen talking about her own journey through the legal system)."

--Lana O'Quinn, LPC-S (Georgetown, TX)

"Fabulous! So helpful, validating, and well-organized."

--Susan Loveland, LPC (Boerne, TX)

"Very important material. The forms are most valuable and I love the flowchart given to us for the records release process. Great conversations help personalize this information. The Counseling landscape is genius; very relevant and much needed. And the PracticeMentors Academy is a gem.  There's tons of critical and readily applicable information in this workshop. This is a great way to learn the ambiguous stuff we'll all be held accountable for!

--Laura Flowers, LPC/LMFT   (Richardson, TX)

"I definitely appreciate this information. I enjoy the teaching and learning style utilized in these workshops and I feel more confident as my practice continues to grow."

--Alison Bailey, LMFT   (Crowley, TX)

"This has been very helpful to me. Very personable and informative."

--Suzy Gange, LPC-S   (Denton, TX)

"I appreciated the thorough walk-through of both state code and practice documents. The binder was well organized  and the presentation was not in the least bit tedious. I do appreciate the visuals and simplification of a complex topic. You are providing a much needed service of education and I'm grateful to learn from your hard work and experience. Thank you for investing in other counseling professionals by sharing your expertise in such an accessible and useful format."

--Rachel Vendsel, LPC-S

"Very helpful. Chapter 611 is a topic that is not often targeted in trainings. The Counseling Landscape is a nice visual that breaks up all the parts and The PracticeMentors Academy is a great opportunity to get everything you need in "1-stop". Very convenient. This training provides invaluable materials to take back and begin using immediately.

So worth it!"

--Sandy Stillo, LPC-S

"This is a workshop that I would highly recommend to all professionals. It is a must for anyone who is in counseling practice and/or supervises."

--Joan Ellasa, LPC-S

"I've been to other workshops of Kathleen's and she is a fabulous instructor.
The handouts are an excellent resource. I would recommend her workshops to everyone!"

--Roberta Jacobs, LPC

"Kathleen provides clear interpretation on material that can be very confusing and intimidating. She's very open to using her own experiences as examples and guidance for others. Very beneficial, informational, and organized!"

Amy Glover, LPC   (Denton, TX)

"PracticeMentors has taken the time to compile tons of essential information and put it into a 7-hour course to help keep counselors aware of best practices."

--Andrea Davis, LPC-S  (Richardson, TX)

"This training was very educational. While I may panic when receiving a records request or even have to still consult with another professional, I feel better equipped to handle it when it does happen. Kathleen and Phillip are great! Entertaining even with boring but important subject matter. This was very educational and I enjoyed being in a small group."

--Tammy Kothe-Ramsey, LPC   (San Antonio, TX)

"Very engaging and entertaining training. Kathleen is amazing and so knowledgeable. The charts and examples of forms were most helpful.

Price was worth it!"

--Claudia Ospina, LPC, LCSW (Carrollton, TX)

"The presentation was valuable in providing and explaining important information for a successful counseling entity. I learned much that will be used in my practice."

--A.J. Molina, LPC  (Colleyville, TX)

Your Workshop Instructor

Kathleen Mills, LPC-S, CEAP

Kathleen Mills has a special interest in the business side of mental health care that has led to the development of Her workshops cover topics of interest to Texas mental health professionals, including: business protocol, office operations, business start-up tips and suggestions, and legal considerations that every counselor in the state should embrace.


Licensed Professional Counselor Supervisor
Certified Employee Assistance Professional
Certified Integrative Mental Health Professional, Trained
M. Ed. in Counselor Education, UNT
Years in Practice: 32

Visiting From Out of Town?

These hotels are local and within a 5-mile radius of our meeting venue. Click the logos for more information. The Westin is right next door and a built-in discount is given when you book through this link.

How Do I Get a Digital Copy of These Forms?

The workshop fee includes a hard-copy of each of the forms listed in the sessions above. For an additional $125 (normal price is $325) you'll walk out of here with a thumb-drive with digital copies of all forms in our library, that you can brand and make your own. Purchase the document library at the workshop.

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