Ethics and Boundaries: Documentation and Forensic Issues

This workshop provides training on how and why of documenting client records. Includes important content on how the use of searches, e-mail, and social media are changing our understanding of therapeutic boundaries. We'll also use legal background to describe and illustrate a number of principles related to mental health care.

At a glance

What: Ethics and Boundaries: Documentation and Forensic Issues

When: Last offered Dec 2, 2014. Check back for next offering.

Where: American Club, 419 Highland Dr, Kohler, WI

Cost: $175

Continuing education credit: 6 hours (0.6 CEUs)

Instructor: David Mays

Registration closed

For additional information, contact Kristi Obmascher: 608-262-8971

Brochure PDF

Documentation is a long-neglected but crucially important aspect of mental health practice. Rather than reducing risk exposure, the electronic medical record is exposing clinicians to greater privacy and boundary concerns. Internet and social media pressures are also changing the landscape of mental healthcare.

Court decisions and long-standing precedents in the areas of ethical misconduct and boundary violations have defined the responsibilities and practice standards in mental health work. We will use this legal background to describe and illustrate principles related to mental health care, including dual agency (duty to protect and communications with third parties).

Learning Objective

At the end of this workshop, participants will be able to:

  • Describe the basic components of informed consent
  • Differentiate between confidentiality and privilege, and their legal exceptions
  • Identify the history of the duty to protect and Wisconsin law regarding a Tarasoff Duty
  • Explain the difference between a boundary crossing and a boundary violation
  • Recognize formats and important aspects of intake notes and progress notes
  • Define the requirements for doing risk assessments for suicidality and violence
  • Predict how boundaries are changing between therapists and clients under the influence of the Internet

General information

The American Club, 419 Highland Dr. in Kohler, WI is listed on the National Register of Historic Places and is a member of Historic Hotels of America. For more information visit»

Registration is at 8:30 am; workshops 9am–4pm.

Continuing Education Units
0.6 CEU (6 hours) per training.

$175 per program includes instruction, materials, CEUs, lunch/refreshments, and a nonrefundable $25 administrative fee.

Please make your own travel and lodging arrangements. A block of rooms will be held at nearby Inn on Wood Lake through Nov 3, 2014 at a rate of $119/night single; $139/night double. Stay at the American Club for $169/night single; $199/night double. Call 800-344-2838 to make reservations. Reference number 8273AI, group block “University of Wisconsin–Madison.“

Enrollment is limited: Register early!

Program cancellations
In the event of bad weather or other emergencies, call 608-263-4432 or visit to learn whether a Continuing Studies program or class has been cancelled.

Continuing education credit

Six hours of Professional Continuing Education: 0.6 CEUs per training

Association of Social Work Boards: UW-Madison Continuing Studies (provider #1042) is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), through the Approved Continuing Education (ACE) program. UW-Madison Continuing Studies maintains responsibility for the program. ASWB Approval Period: 4/27/2013-4/27/2016. Social workers should contact their regulatory board to determine course approval. Social workers participating in each course will receive 6 continuing education clock hours per day.

National Board for Certified Counselors (NBCC)
UW-Madison Continuing Studies is an NBCC Approved Continuing Education Provider (ACEP) #5990 and may offer NBCC approved clock hours for events that meet NBCC requirements. The ACEP solely is responsible for all aspects of the program.

Wisconsin Psychology Examining Board
Each workshop qualifies as a continuing education course relevant to the professional practice of psychology offered by an accredited university.

Wisconsin Licensed Marriage and Family Therapists
Theses workshops qualify as a continuing education program offered by an accredited university.

Wisconsin Substance Abuse Counselors
Each workshop qualifies as a continuing education course consisting of relevant subject matter taught by qualified presenters.