Skip to content
Loading Events

« All Events

How To Properly Handle “Release of Records” | Dec Workshop

December 3 @ 9:00 am - 12:00 pm CST

Summary: In this 3 hr workshop, Kathleen will review the TX Health & Safety Code's, "Release of Records Chapter 611" guidelines. Seating is limited.

How To Be Successful With A Release Of Records Request

Effective July 2016 for LPC's : 2 of the 4 CEU Texas LPC Ethics requirements is required for Texas LPC. 2 CEU'sWebinar-Practice Mentors must be Texas LPC specific + 1 of the LPC’s choosing wherever + 1 Jurisprudence Exam (upon renewal) = 4. (ACA ethics will no longer suffice, according to the Texas LPC Board.)

This workshop will do a 2-hour deep dive into the release of records, Texas Health & Safety Code Chapter 611, and review the proper protocol of this document. We will also discuss the limitations of your malpractice/liability should you be sued or receive a complaint regarding improper release of records protocol.

If you think an improper, "release of records" complaint,  is covered by your liability coverage plan, think again. Kathleen will provide exacting details about things you need to know when it comes to what is actually covered and ways to become more protected.

We only have 8 seats available so register now .


See you at the workshop!

Kathleen Mills-Practice Mentors




Kathleen Mills, LPC-S, CEAP, CMO, Survivor of The System

Hours One & Two: Texas Health & Safety Code Chapter 611

We'll begin with the basics as we review the actual Chapter 611 document and learn how to read and interpret it.

Additional topics to be discussed during this time, include:

  • WHO the Board Protects and Why.
  • WHAT the NEW complaint process sequence is (Sub-Chapter K) and talk about the new penalty matrix.
  • WHY this “ Villain" is a Hot Topic within LPC Rules and Regulations.
  • HOW to help Protect, Equip and Defend your private practice more efficiently.

Hour Three: Cheat Sheet/Quick-Start Worksheet

In the hour three, Kathleen will provide...

  • a form for you to complete for each incoming request, which includes 5 preliminary standards you need to have in your daily operations, before you get a records request.
  • the checklist of questions to answer about the incoming request which includes how to deny a portion of the record, redaction protocol, preparation and delivery of the requested information

And, as an added bonus, Kathleen will include...

  • other things to think about as it pertains to your website and what you may want to begin to include on your website in conjunction with the release of records.


(1) Release of Records Workbook
(Includes the article: Understand the Limitations of Your $1M/$3Mil Malpractice-Liability Policy)

(1) Release Of Records Request Packet to use in your office:

  • Patient Access Request Forms
  • Notification of Time Extension
  • Review Determination Letter
  • Receipt of Document Sign Off Form

(Light Breakfast or Lunch Will Be Served and yes, chocolate too!)

All Workshops Held At: 

Comstock Resources Building

Life Tree Counseling Center, Inc.

5300 Town and Country Blvd.  Suite 130

Frisco, TX 75034

Life Tree Counseling Center
Approved Texas CE Sponsor

LPC #1777 Exp. 10-31-2019
Social Worker #6941 Exp. 8-31-2019
LMFT #1173 Exp. 3-31-2019


December 3
9:00 am - 12:00 pm
Event Categories:
, ,


Content Marketing Coach-Phillip Crum


Frisco-Comstock Resources Bldg.
5300 Town and Country Blvd Suite 130
Frisco, TX 75034 United States
+ Google Map
Scroll To Top