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Chapter 611 Release of Records and Professional Forms Workshop | May 2020

May 11 @ 9:00 am - 4:00 pm CDT

$295
| Practice Mentors
John Mongogna-Attorney

Workshop UPDATE!!!

We've decided to add a special guest appearance by one of our favorite attorneys, John Mongogna, to the lineup. John will turn the lunch-hour into a working lunch and go through the details of what makes up a strong Service Agreement! This means you now get 7 CEU hours in the same time-frame, for the same cost of admission. Get your ticket, NOW!!

| Practice Mentors

Chapter 611 Release of Records and Professional Forms Workshop Synopsis:  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 a newly minted course, Professional Counseling Forms, which includes the most popular forms needed to run a counseling practice in 2020. We've even made available some of the less frequently used forms, worksheets, and templates for you.

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

We'll take a break for lunch which is provided during which time you can hang around and chat with your colleagues and Kathleen, or feel free to leave for the hour if you need to.

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.

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.

Morning Session
9AM-Noon

Chapter 611 - Release of Records
In the morning session we'll do a 3-hour deep dive into the release of records, Texas Health & Safety Code Chapter 611, and review the proper protocol for this task.

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.

 

"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, Practice Mentors is the go-to for any and all your needs."

--Beth Boatman

 

Takeaway Materials:
1. 3-ring binder with a working copy of the Texas Health and Safety Code, Chapter 611, specific release forms, Review of Determination, Denial, and Redaction Protocol forms. Also included is Katheen's, "When To Use Legal Consult In Special/Unique Circumstances" overview.

2.  Special Bonus Item:  11 x 17 copy of the Release of Records work-flow. You won't find this item anywhere else in the State of Texas.

CE Credits: (3 Hrs-Texas Ethics CE's)

Lunch Is Included!

Afternoon Session
1PM - 4PM

Professional Forms
In our workshops what we typically see is that once a student has taken the Chapter 611-Release of Records course or the 4 Cornerstones class, the light bulb goes on and we start getting questions about forms! 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.

That is why we've been planning this Forms class for well over a year now. We'll review all 12 of the more common forms used on a daily basis in the counselor's office environment, including:

Section 1: Texas Health and Safety Code Chapter 611: Release of Records

  • Chapter 611 Document
  • Authorization to Disclose Protected Health Information-PHI (TX)
  • General Release of Information
  • Psychotherapy Notes Release

Section 2: Client File Forms

  • Intake Packet: Services Agreement between you and your client.
  • Authorization For Treatment of A Minor
  • Participant Agreement (for participating non-client)
  • Correspondence Letter Template (to client's physician)
  • Excused Absence

Section 3: Provider File Forms

  • Initial Assessment Form (90791/90839)
  • Case Notes/Progress Notes (90837/90834/90847/90846)
  • Treatment Plan Template

Section 4: General Office Forms (Internal and External Usage)

  • Billing Sheet Log
  • Credit Card Payment Form
  • Fax Cover Sheet Form
  • Insurance Verification Worksheet
  • Insurance Call Sheet (for use when calling claims)
  • Note From The Billing Department (for in-house office use only)
  • On-Site Work & Administrative Tasks (For recording special tasks performed by staff or providers)

Section 5: Information Reading Forms

  • Texas Labor Code-Chapter 201
  • Texas Independent Contractor Agreement (for reference only)
  • Risk Management Guidelines For Mental Health Practitioners
  • Services Agreement Outline

Section 6: Additional Forms

  • Life Coach Services Agreement
  • Business Associate Agreement
  • Integral Intake (Adult Client)
  • Adolescent Form (Teenage clients 15-18)
  • Parenting Plan (Parents and participant minor)

Section 7: Recommended Forms (Not included in this folder)

  • Various, additional forms we will discuss!

Section 8: Recommended Checklists

  • Questions To Ask Your Malpractice Insurance Carrier When Purchasing Liability Insurance

 

"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

Takeaway Materials: You'll receive a 3-ring binder with hard-copies of the (12) most popular forms utilized in the mental health counseling office environment.

For an additional $75 you'll receive a thumb-drive with digital copies of all forms in our library, that you can brand and make your own.

CE Credits: (3 Hrs)

Your Workshop Instructor | Kathleen Mills

Kathleen Mills-Practice MentorsKathleen Mills has a special interest in the business side of mental health care that has led to the development of PracticeMentors.us. She conducts events that cover a myriad of 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. She’s also a talented speaker/presenter. Kathleen offers various workshops and CEUS for mental health professionals in the area of business development and ethics. Many of these topics are presented by professionals in their fields.

 


Licensure/Credentials:

Licensed Professional Counselor, Certified Employee Assistance Professional
Education: Master of Education in Counselor Education, University of North Texas
Years in Practice: 28

Chapter 611 Release of Records and Professional Forms Workshop | May 2020
| Practice Mentors

We've decided to add a special guest appearance by one of our favorite attorneys, John Mongogna, to the lineup. John will turn the lunch-hour into a working lunch and go through the details of what makes up a strong Service Agreement! This means you now get 7 CEU hours in the same time-frame, for the same cost of admission. Get your ticket, NOW!!

Event Type: Event

Event Attendance Mode: Offline

Performer: Person

| Practice Mentors
Kathleen Mills-Practice Mentors

Tickets

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Ch 611 & Pro Forms Workshop | Apr 2020
$ 295.00
Unlimited

Details

Date:
May 11
Time:
9:00 am - 4:00 pm
Cost:
$295
Event Categories:
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Organizer

Content Marketing Coach-Phillip Crum
Phone:
469-536-2347
Email:
pcrum@contentmarketingcoach.us
Website:
http://ContentMarketingCoach.us

Venue

Frisco-Comstock Resources Bldg.
5300 Town and Country Blvd Suite 130
Frisco, TX 75034 United States
+ Google Map
Phone:
972-234-6634