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Risk Management: Quick Tips I

Ofer Zur, PhD; Jeffrey N. Younggren, PhD; Eric A. Harris, JD, EdD; Stuart Benas, CIC; Bruce E. Bennett, PhD; Edward Zuckerman, PhD; Bryant L. Welch, JD, PhD; Stephen Hjelt, JD, MSJ

CE Credit: 1 Hour

Target Audience: Psychology CE | Counseling CE | Social Work CE | Marriage & Family Therapy CE

Learning Level: Intermediate

Course Type: Online

Course Abstract

Risk Management: Quick Tips I is a 1-hour online continuing education (CE) course that addresses a variety of risk management topics in the form of seven archived articles from The National Psychologist. Topics include: social networking: how should psychologists respond to online ‘friending’ requests; some additional thoughts on social networking; malpractice insurance 101: claims-made vs. occurrence coverage; progress notes: what not to write down; triple jeopardy: dangers of an APA ethics complaint; when marital therapy isn’t; and when marital therapy is. This course is intended to provide psychotherapists of all specialties with a set of brief, practical tips for dealing with risk management challenges that present themselves in everyday practice.

Closeout Course #10-42 | 2011 | 13 pages | 8 posttest questions

Learning Objectives

1.Identify the risk management issues involved in engaging in online social media practices
2.Differentiate between "occurrence" and "claims-made" malpractice coverage
3.Identify Zuckerman's three cautions about what to include and not include in progress notes
4.Describe Welch's three jeopardies associated with various malpractice claims and ethics complaints
5.Identify the hazards of using an improper diagnostic code when conducting martial therapy
6.List strategies for applying the correct diagnostic code when billing for marital or family therapy

Professional Development Resources is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists; by the National Board of Certified Counselors (NBCC) to offer home study continuing education for NCCs (#5590); the Association of Social Work Boards (ASWB #1046, ACE Program); the Florida Boards of Clinical Social Work, Marriage & Family Therapy, and Mental Health Counseling (#BAP346) and Psychology & School Psychology (#50-1635); the Ohio Counselor, Social Worker & MFT Board (#RCST100501); the South Carolina Board of Professional Counselors & MFTs (#193); and the Texas Board of Examiners of Marriage & Family Therapists (#114) and State Board of Social Worker Examiners (#5678).


This online course provides instant access to the course materials (PDF download) and CE test. The course is text-based (reading) and the CE test is open-book (you can print the test to mark your answers on it while reading the course document).

Successful completion of this course involves passing an online test (80% required, 3 chances to take) and we ask that you also complete a brief course evaluation. Click here to learn more.

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About the Author(s)
Ofer Zur, PhD, is a licensed psychologist, writer, forensic consultant and lecturer from Sonoma, CA. He conducts workshops and seminars through the Zur Institute: www.drzur.com

Jeffrey N. Younggren, PhD, is a clinical and forensic psychologist practicing in Rolling Hills Estates, CA. He is also a clinical professor at the University of California Los Angeles School of Medicine. His e-mail is jeffyounggren@earthlink.net.

Eric A. Harris, JD, EdD, is a lawyer and psychologist. He is in part-time clinical practice. He is a consultant and has lectured on risk management and managed care issues. He may be reached by e-mail at: Jegseah@aol.com


Financial: No relevant financial relationship exists.
Nonfinancial: No relevant nonfinancial relationship exists.

Stuart Benas, CIC (certified insurance counselor), is supervisor of field underwriting for the APA Insurance Trust. He may be reached at stuart.benas@apait.org

Bruce E. Bennett, PhD, is the (now retired) CEO of the APA Insurance Trust. He may be reached by e-mail at: bruce.bennett@apait.org

Edward Zuckerman, PhD, has worked in community mental health, taught at the University of Pittsburgh and Carnegie Mellon and was in independent practice for almost 20 years. He earned his PhD in clinical psychology from the University of Pittsburgh. Dr. Zuckerman is the author of the best-selling The Paper Office, which contains all the forms and guidance one needs to operate a private practice legally, ethically, and profitably (see www.theclinicianstoolbox.com). Dr. Zuckerman also edits the series of books called The Clinician's Toolbox for Guilford Press.

Financial: Dr. Zuckerman is an author for Professional Development Resources and receives royalties on sales of his courses.

Nonfinancial: No relevant nonfinancial relationship exists.

Bryant L. Welch, JD, PhD, is a clinical psychologist and attorney practicing in Hilton Head, SC. He was the architect of the original APA Practice Directorate. He may be contacted at welchfirm@aol.com.

Stephen Hjelt, JD, MSJ,is a retired administrative law judge who lives in California. He served twenty years in this capacity and specialized in mental health issues. He can be reached by e-mail at: hjelter@gmail.com.

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