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Ethical Record Keeping and Data Collection

May 13 @ 8:00 am - 11:45 pm



John C. Simoneaux, Ph.D.



  • List and describe the primary reasons to justify effective documentation
  • Discuss the relative clinical weights that should be applied to information collected at intake and throughout the treatment process
  • Design and document, with client input, an appropriate individualized treatment plan with measurable, long-term and short-term goals and objectives



8:00 a.m. – 8:30 a.m.    – Login

8:30 a.m. – 10:00 a.m.

  • Why keep records?
  • What should be in a proper record?
  • What to keep, what to throw out (nothing)
  • Some records are more clinically relevant than others

10:00 a.m. – 10:15 a.m. – Break

10:00 a.m. – 11:45 p.m.

  • Ensuring that records don’t hurt you
  • What are the legal/ethical implications of your records
  • Developing and documenting treatment plans and progress
  • Safe and effective record-keeping strategies

11:45 p.m. Adjournment



P.T.R. has been made aware that various licensing authorities have made changes to continuing education requirements secondary to the COVID crisis.  While we have made efforts to accommodate those changes, please recognize that individual circumstances suggest that each professional should confirm that specific regulations are satisfied.

Psychologist–Professional Training Resources, Inc.  is approved by the American Psychological Association to sponsor continuing education for Psychologists.  “Professional Training Resources, Inc., maintains responsibility for this program and its content.”

Social Workers (NASW 3 ethics hours) –This program has been approved for 3 continuing education contact hours by the National Association of Social Workers, Louisiana Chapter, and may be applied toward the continuing education requirements for licensure renewal.

LPC’s (NBCC)–  “Professional Training Resources is an NBCC-Approved Continuing Education Provider #5829 and may offer NBCC-approved clock hours for events that meet NBCC requirements. The ACEP solely is responsible for all aspects of the program.”

Substance Abuse Counselor (ADRA) — approved by the Addictive Disorder Regulatory Authority for 3 clock hours topic.

School Psychologist (NASP) –Professional Training Resources is approved by the National Association of School Psychologists to offer continuing education for school psychologists.  Professional Training Resources maintains responsibility for the program.

Other Professions –may seek approval for education credits through their respective boards.  Everyone in attendance will receive a certificate of attendance.


May 13
8:00 am - 11:45 pm


On Line
Pineville, LA 71360 United States


Professional Training Resources
(318) 443-0845


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