This course will address the key items
mental health clinicians need to include
in order to maintain best practice ethical
client records, and will provide forms
and templates that will help the clinician
to create forms for their own practice.


When the trainee completes this course,
he/she will:
- Comprehend the essential forms needed
for ethical record keeping
- Know the format and components of
a thorough psychosocial assessment
- Comprehend how to fill out a thorough
and concise psychosocial assessment
- Understand how to compose a HIPAA compliant
release of information
- Recognize the importance of maintaining Case
Activity Records for all client contacts performed
outside of face to face treatment sessions
-Understand how to construct best practices
progress notes and superbills
- Comprehend how to compose a discharge summary

This course is primarily designed for clinicians
early in their career, or for clinicians reviewing
basic concepts of ethical decision making.

This course was written by Charles D. Safford, LCSW,
President of, Inc., with guidance
and input from other senior, Inc.
course developers and from NASW GA.
Mr. Safford has over 40 years of post-master’s
experience as a clinician, and has over 25 years
of experience as a training developer and trainer
in business and clinical settings.
A live version of this course was presented
at the 2001 annual conference of NASW GA.


Approvals: has been approved by NBCC as
an Approved Continuing Education Provider,
ACEP No. 6071.

Programs that do not qualify for NBCC credit
are clearly identified. is solely responsible for all aspects
of the programs.

As noted on the NBCC web site, "most professional counselor
state licensure boards readily accept NBCC credit
for licensure renewal.", Inc., provider #1104, is approved
to offer social work continuing education by the Association
of Social Work Boards (ASWB), through
the Approved Continuing Education (ACE) program.

Organizations, not individual courses,
are approved as ACE providers.

State and provincial regulatory boards have the final authority
to determine whether an individual course may be accepted
for continuing education credit., Inc. maintains responsibility for this course.

ASWB Approval Period: 11/15/2023 to 11/15/2026.

Social workers participating in this course will receive;
3 clinical continuing education clock hours.

With the notable exception of New York and New Jersey,
ASWB approval is accepted for licensed social workers.

This course is approved for 3 contact hours in ethics