Ethics in Behavioral Health Documentation: Reasons, Risks, and Rewards


About the course
This basic-level course will help practitioners approach documentation in a way that is guided not solely by what is mandated, but by what is mutually beneficial to all stakeholders in the documentation process: The practitioner, the agency, the funding source, and - most of all - the clients.

Learning Outcomes

  • Explain the rationale for high-quality documentation.
  • Describe the content of good clinical documentation.
  • Identify aspects of clinical documentation that present potential ethical problems.
  • Describe decision-making in ethical documentation.
  • Discuss proper documentation within integrated care settings.
  • Recognize documentation risks specific to digital record-keeping.

About the Author
Matthew Lucas, MS, LMFT is a licensed marriage and family therapist practicing within an integrated primary care practice since 2015. He received a Masters of Science in counseling with an emphasis on marriage, family and child therapy from the University of Phoenix, Sacramento Gateway campus in Northern California. Additionally, he has maintained a private practice since 2011, and has previously directed several psychotherapeutic programs. Most notably, he developed and directed a brief therapy, partial hospitalization program for high-risk, self-harming adolescents. Mr. Lucas has completed ongoing training in Jungian psychotherapy, and continues to study analytical concepts for treatment purposes. He is also an adjunct associate professor with the University of Maryland Global Campus, teaching in the University's First Term Experience department.

How to Receive Credit

  • Read the entire course online or in print.
  • Answer the final examination questions at the end of the course. A passing grade of 75% is required. Test questions link content to learning objectives as a method to enhance individualized learning and material retention.
  • Provide required personal information and payment information.
  • Complete the mandatory course evaluation.
  • Print your Certificate of Completion.

Resolution of Conflict of Interest
Colibri Healthcare, LLC implemented mechanisms prior to the planning and implementation of the continuing education activity, to identify and resolve conflicts of interest for all individuals in a position to control content of the course activity.

Sponsorship/Commercial Support and Non-Endorsement
It is the policy of Colibri not to accept commercial support. Furthermore, commercial interests are prohibited from distributing or providing access to this activity to learners.

The information provided in this activity is for continuing education purposes only and is not meant to substitute for the independent medical judgment of a healthcare provider relative to diagnostic and treatment options of a specific patient’s medical condition.
©2023: All Rights Reserved. Materials may not be reproduced without the expressed written permission or consent of Colibri Healthcare, LLC. The materials presented in this course are meant to provide the consumer with general information on the topics covered. The information provided was prepared by professionals with practical knowledge of the areas covered. It is not meant to provide medical, legal, or professional advice. Colibri Healthcare, LLC recommends that you consult a medical, legal, or professional services expert licensed in your state. Colibri Healthcare, LLC has made all reasonable efforts to ensure that all content provided in this course is accurate and up to date at the time of printing but does not represent or warrant that it will apply to your situation nor circumstances and assumes no liability from reliance on these materials. Quotes are collected from customer feedback surveys. The models are intended to be representative and not actual customers.

Colibri Healthcare, LLC (formerly Elite Professional Education, LLC), Provider Number 1147, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 5/5/2023 – 5/5/2026.

Colibri Healthcare, LLC is approved by the American Psychological Association to sponsor continuing education for psychologists. Colibri Healthcare, LLC maintains responsibility for this program and its content. Most states accept courses offered by APA approved sponsors.

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