Monterey County Chapter 

Law and Ethics Presentation

  • 22 Oct 2021
  • 9:00 AM - 4:30 PM
  • Online

Registration


Law and Ethics Presentation

with Bradley J. Muldrow, Esq., Alain Montgomery, Esq., Sara Jasper, Esq. & Mike Griffin, LCSW, Esq.


October 22, 9:00 am - 4:30 pm -- Online

Schedule

9:00-10:30  “Avoiding Sour Notes and Broken Records: Guidance for Creating and Maintaining Effective Patient Records” presented by Bradley J. Muldrow, Esq.

10:30-10:45 BREAK

10:45 am – 12:15 pm “Guidelines for Writing Letters and Offering Professional Opinions” presented by Alain Montgomery, Esq.

12:15-1:15 LUNCH

1:15 pm– 2:45 pm  “Updates and Resources for Providers Navigating Managed Care in California” presented by Sara Jasper, Esq.

2:45-3:00 BREAK

3:00 pm – 4:30 pm  “Tarasoff and Dangerous Patients” presented by Mike Griffin, LCSW, Esq.

PLEASE NOTE:  This presentation is curated by state CAMFT and is being offered exclusively to our chapter members along with members of other chapters. At this time, we will be offering CEs for MFTs, LPCCs, LEPs and LCSWs only.

6 CEs are included in the registration cost for this presentation


COST

Licensed MC-CAMFT Members:  $40

Pre-licensed:  $30


Course meets the qualifications for 6 hours of continuing education credits for LMFTs, LPCCs, LEPs, and/or LCSWs, as required by the California Board of Behavioral Sciences.

Topic 1:  “Avoiding Sour Notes and Broken Records: Guidance for Creating and Maintaining Effective Patient Records” presented by Bradley J. Muldrow, Esq.

Description:

“How much detail should I include when recording notes?” “How long do I have to keep patient records following termination?” CAMFT staff attorneys receive numerous calls from practitioners who are curious about these and other recordkeeping topics. This workshop will provide therapists with the information they need to create and maintain effective patient records.

Learning Objectives:

Participants will be able to: 

  • Identify the requirements for storing physical patient records under HIPAA and California law, as  well as additional HIPAA regulations for storing records electronically 
  • Recognize the BBS’ recordkeeping standard and identify two additional recordkeeping systems  that are utilized by certain third-party payers and employers 
  • Know how long the law requires them to keep patient records post-termination and why CAMFT  recommends that practitioners keep their records for three years beyond that period 

Presenter Bio:

As a CAMFT staff attorney, Bradley J. Muldrow, Esq. takes member phone calls regarding law and ethics issues and contributes articles on those subjects to CAMFT's publication, the Therapist. Prior to joining CAMFT’s legal team, Brad worked on litigation and regulatory matters as an attorney for San Diego Gas & Electric Company. 

Since becoming an attorney, Brad has given law and ethics presentations to attorneys and judges as a member of the J. Clifford Wallace Inn of Court. He has also served as a board member for the Earl B. Gilliam Bar Foundation, a San Diego-based nonprofit. 


Topic 2:  “Guidelines for Writing Letters and Offering Professional Opinions” presented by Alain Montgomery, Esq.

Description:

Therapists are asked to write letters and/or offer professional opinions on behalf of a client. During this 90-minute presentation, CAMFT Staff Attorney Alain Montgomery will review the key legal and ethical standards for a therapist to consider before either providing a letter to a client or offering a professional opinion.

Learning Objectives:

  • Upon completion of the workshop, participants will be able to: 
  • Differentiate between the meaning of scope of practice and scope of competence for a Licensed  Marriage and Family Therapist (LMFT) 
  • Identify relevant sections of the CAMFT Code of Ethics that address issues related to writing  letters and offering professional opinions 
  • Identify the types of letters that a therapist is typically asked to write at the request of a client  and the situations during which a therapist may be asked to provide a professional opinion in a  legal proceeding 
  • Explain strategies that can be utilized to make sure that a therapist stays within their scope of  practice and competence when writing letters and/or rendering professional opinions 

Presenter Bio:

Alain Lance Montgomery, Esq., is a member of the State Bar of California.  Alain received a Bachelor of Arts degree in Political Science from the University of California at Berkeley and a Juris Doctor degree from Thomas Jefferson School of Law. Prior to joining the CAMFT legal department, Alain worked in public interest law as a legal advisor for the Superior Court of California where he helped self-represented parties navigate the complexities of small claims litigation.  As a member of the CAMFT legal department, Alain has served as part of the support staff for the CAMFT Ethics Committee and has represented the Association at various state regulatory board meetings.  After graduating from college and before attending law school, Alain worked as a ski instructor at Mammoth Mountain Ski Resort.


Topic 3:   “Updates and Resources for Providers Navigating Managed Care in California” presented by Sara Jasper, Esq.

Description:

California’s managed care systems are complex and often difficult for even the most seasoned providers to navigate. During her 90-minute presentation, CAMFT Staff Attorney Sara Jasper will provide a brief overview of managed care, review new laws intended to improve patients’ access to care and offer resources designed to support providers and patients. Ms. Jasper will also discuss the types of audits managed care providers may be subject to and the laws that govern providers’ responses.

Learning Objectives:

  • Identify the different entities responsible for the managed care system in California
  • Identify recently adopted laws that support their work with managed care patients
  • Describe the new parity laws that may improve patients’ access to care 
  • Prepare for records requests from managed care companies 
  • Identify resources for themselves and their patients when dealing with health care coverage and  claims issues 

Presenter Bio:

A member of the State Bar of California since 2008, Sara Jasper, Esq. joined CAMFT as a Staff Attorney in 2011. Before coming to CAMFT, she worked as the Legal Liaison and Administrative Officer for the Sacramento Police Department and as an Associate at Middleton, Young & Minney, LLP where she practiced education and employment law. During law school, Sara clerked for the California Judicial Council, Center for Children, Families and the Courts and for the National Center for Youth Law. Since joining CAMFT, Sara has become a Certified Association Executive and earned her certificate in Nonprofit Organization Management. As a CAMFT staff attorney, Brad takes member phone calls regarding law and ethics issues and contributes articles on those subjects to CAMFT's publication, the Therapist. Prior to joining CAMFT’s legal team, Brad worked on litigation and regulatory matters as an attorney for San Diego Gas & Electric Company. 


Topic 4:  “Tarasoff and Dangerous Patients” presented by Mike Griffin, LCSW, Esq. 

Description:

This 1 ½ hour workshop will discuss key issues involved when working with dangerous clients, including, relevant standards of care, the “duty to protect” (based upon Tarasoff v. Regents of Univ. of California, and Civil Code §43,92), “patient communication” (based upon Ewing v. Goldstein and Ewing v. Northridge Hospital Center), the “duty to report”(based upon Welfare & Institutions Code, sections 8100(b)(1) and 8105(c)), and relevant exceptions to confidentiality. 

Learning Objectives:

  • Participants will be able to: 
  • Describe and discuss the “duty to protect,” as it arises from Tarasoff v. Regents of Univ. of Calif.,  Ewing v. Goldstein, Ewing v. Northridge Hospital and section 43.92 of the California Civil Code 
  • Describe and discuss the “duty to report,” based upon Welfare & Institutions Code, sections  8100(b)(1) and 8105(c) 
  • Describe and discuss relevant exceptions to confidentiality and the importance of consultation when  working with a patient who communicates a serious danger of violence to another 

Presenter Bio:

Michael Griffin, Esq., LCSW has been a member of the CAMFT legal team since 2007. A graduate of the USC School of Social Work and Chapman University School of Law, Mr. Griffin earned his LCSW in 1982 and his California license as an Attorney in 2002.  He has a broad professional background in various mental health settings (including Western Youth Services in Orange County, California, and Rady Children’s Psychiatry Dep’t in San Diego) as a clinician, administrator, supervisor, clinical case manager, school program coordinator, and outpatient clinic director, and has served as an oral examiner for LCSW candidates.  In addition to his work for CAMFT, Mr. Griffin is a practicing psychotherapist with adults, adolescents and children in Laguna Niguel, California.


FOR GENERAL INFORMATION, SPECIAL NEEDS, ADA ACCOMMODATION OR GRIEVANCES:

Please contact Olivia Fae Stadler at olivia.stadler@yahoo.com


CE CERTIFICATES

Please Note: Certificates of completion will be awarded at the completion of the workshop to those who attend the workshop in its entirety, sign in and out, and complete the course evaluation form.


MC-CAMFT is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for LMFTs, LCSWs, LPCCs and LEPs and maintains responsibility for this program and its content.  Provider# 050097.


Information on Continuing Education Credit for Health Professionals

  • The California Board of Behavioral Sciences accepts CE credits for LCSW, LPCC, LEP, and LMFT license renewal for programs offered by approved sponsors of CE by the American Psychological Association.
  • LCSW, LPCC, LEP, and LMFTs, and other mental health professionals from states other than California need to check with their state licensing board as to whether or not they accept programs offered by approved sponsors of CE by the American Psychological Association.

REFUND/CANCELLATION POLICY:
You may cancel for a full refund up to 15 days in advance of the event, or a 50% refund between 5 and 14 days in advance of the event. No refunds for cancellations within 4 days of the event or for no-shows or failure to attend due to emergencies. Unused funds cannot be applied to future workshops. All requests for refunds must be submitted to Jennifer Farley by email at jennifer@shamanhealingmonterey.com.

The Monterey County Chapter of the California Association of Marriage Family Therapists (MC-CAMFT)  is a 501(c)6 non-profit organization. 

P.O. Box 3092, Monterey, CA 93942

MC-CAMFT Grievance Policy:  If a grievance regarding CEUs is brought to the attention of the MC-CAMFT Board the board will review it and will vote on the validity of the grievance.  If the grievance is proven valid by the Board a full or partial refund will be given.

ADA Compliance:  All MC-CAMFT luncheons and conferences are held in accessible locations.

Sponsorship Disclaimer:  Products and services described or advertised in these materials occur by contractual business arrangements between MCCAMFT and participating companies and organizations. These arrangements do not constitute or imply MCCAMFT’s endorsement of these products and services. Further, MCCAMFT cannot make specific recommendations for such products, programs or services.

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