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

October 27, 2017 8:30 am - 12:00 pm Office In The Park | Life Tree Counseling Center, Inc. 14679 Midway Road Suite 200 Addison, TX 75001

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


Kathleen Mills-Practice MentorsHow 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's 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.

Hour One & Hour 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:

1. WHO the Board Protects and Why.
2. WHAT the complaint process sequence is and its actions.
3. WHY this “ Villain" is a Hot Topic within LPC Rules and Regulations.
4. HOW to help Protect, Equip and Defend your private practice more efficiently.

Hour Three: The Complaint Process

What to Know About Your Board, Texas Sunset Commission Recommendation Report that was rendered January 30, 2017, Senate Bill 1022, and the shift from DSHS to TDLR.

(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!)

We only have 8 seats available so register now.


Give me a call if you have any questions about the 3 Ethics CEU event: 972.234.6634 ext 101


Kathleen Mills-Practice Mentors






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

Life Tree Counseling Center Approved Texas LPC CEU Provider #1777
Life Tree Counseling Center Approved Texas Social Worker CEU Provider #6942