Approved CE Provider for:
What if your paperwork served not only as a legal tool in your practice, but also as a powerful clinical tool to establish a therapeutic relationship with clients?
Paperwork in Private Practice is a transformative continuing education program designed to help therapists master the art of effective paperwork. This course goes beyond the basics and explores tailoring informed consent forms, fee agreements, and practice policies to align with ethical standards, legal requirements, and your unique clinical approach.
Learn how to turn your paperwork into a tool that builds trust, improves client outcomes, and enhances the efficiency of your practice. With practical tips, real-world examples, and strategies tailored to therapists in private practice, this course will leave you with a new understanding of the role of paperwork in your practice and the therapeutic relationship.
Streamline your operations, strengthen your boundaries, and elevate the care you provide—because great therapy starts with great paperwork.
ENROLL NOWProgram Overview
This program highlights the importance of well-structured paperwork in therapy, focusing on informed consent, fee agreements, and responding to subpoenas. It offers practical guidance for aligning documentation with ethical standards, legal requirements, and clinical practices while emphasizing its role in streamlining operations, improving client outcomes, and maintaining professional boundaries.
Program Learning Objectives
Understand the Essential Elements of Informed Consent
Learn how to structure informed consent documents to set clear clinical and legal boundaries, manage client expectations, and establish trust while adhering to confidentiality laws and licensing regulations.
Develop Comprehensive Fee Agreements
Gain skills in drafting fee agreements that include session rates, ancillary services, no-show policies, and collection protocols, ensuring transparent communication of financial responsibilities.
Navigate Subpoenas and Legal Issues
Understand the distinctions between subpoenas and court orders, learn how to respond professionally and ethically, and integrate strategies to manage these situations without compromising client confidentiality.
Narrowly Tailor Paperwork
Learn practical techniques to customize documentation to your niche, client population, and therapeutic modality, enhancing both practice efficiency and client care.
About Brandi
Brandi Morgan Matthews, LMFT-S, Attorney at Law
As an LMFT-S and Attorney in Oklahoma, I previously founded and owned a multi-location group therapy practice for more than a decade. During my 15 years of practice as a therapist, I specialized in working with children and families in the context of divorce and custody matters. Since 2010, I have practiced law focused exclusively on the areas of: (1) child advocacy, including serving as a court-appointed guardian ad litem and parenting coordinator; and (2) legal consultation and representation for mental health professionals.
Today, my law practice focuses exclusively on serving mental health professionals in Oklahoma. Consultations include all issues related to the practice of therapy such as responding to subpoenas, court orders, records requests, and licensing board complaints to complex legal issues including suicide and homicide assessment, child abuse reporting, and domestic violence.
Through my years of experience as an attorney and mental health professional, I have consistently seen the need for quality continuing education on legal and ethical issues to help therapists proactively address and avoid costly legal issues--especially for therapists in private practice. To fill that need, my continuing education programs are dedicated to helping therapists build legally sound, profitable, streamlined, and sustainable businesses that make a significant impact--without the overwhelm, exhaustion, and burnout that is all too common to our profession.