Record Keeping and More: Ethics Issues for Psychologists

Presented by David Trueman, J.D., Ph.D.

This presentation will cover topics pertaining to record keeping and associated ethical and legal issues as relates to psychologists and other mental health professionals.  Topics will include record keeping basics, New York State law and HIPAA, Protected Health Information (PHI) and the designated record set, what should be in the record, initial practice documentation, treatment plans, proper diagnosing, maintaining notes, including the use of electronic record keeping systems, different types of records, psychotherapy notes and personal notes and observations, recording of sessions, the use of AI in note taking and record keeping, texting and emails, and the impact of remote treatment on record keeping.  Topics will also include issues of confidentiality, security of records, record requests, subpoenas, insurance audits, record keeping and billing, and billing improprieties.  Emphasis throughout the presentation will be both on knowledge of relevant legal and ethical issues and practical strategies to avoid claims of unprofessional or negligent conduct. 

This workshop was recorded on October 16, 2026

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