Description: 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: 

  1. Comprehend the essential forms needed for ethical record keeping
  2. Know the format and components of a thorough psychosocial assessment
  3. Comprehend how to fill out a thorough and concise psychosocial assessment
  4. Understand how to compose a HIPAA compliant release of information
  5. Recognize the importance of maintaining Case Activity Records for all client contacts performed outside of face to face treatment sessions
  6. Understand how to construct best practices progress notes and superbills
  7. 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, is President of, Inc., with guidance and input from other senior, Inc. course developers and from NASW GA. Mr. Safford has over 20 years of post-master’s experience as a clinician, and has over fifteen 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., 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: 11/15/2020 to 11/15/2023. Social workers participating in this course will receive 3 clinical continuing education clock hours. 

This course is approved for 3 contact hours in core or ethics by the following certifying bodies:

The National Association of Social Workers through approval by NASW GA

Ethics courses taken online - except during the Covid-19 crisis - may not be counted towards the 5 hour ethics requirement under licensure in the state of Georgia, but may be applied to core continuing educational requirements.

States with their own approval process:

Florida Board of Clinical Social Work, Marriage and Family Therapy, and Mental Health Counseling Provider Number, BAP #50-2193