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  • Record Keeping: Charting New Courses with Dean Given, Ph.D.

Record Keeping: Charting New Courses with Dean Given, Ph.D.

  • 08 Sep 2017
  • 5:15 PM - 7:00 PM
  • The Home of Dr. Dean Given


Registration is closed

Record Keeping: Charting New Courses


In this salon, Dr. Given will review the various purposes, and requirements for clinical record keeping. He will review the obligations and/or recommendations of relevant stakeholders including; government agencies (HIPAA, Medicare, California law, and the Board of Psychology), APA, malpractice insurance companies, and Managed Care Organizations (MCOs). He will offer an organizing framework to shape what is entered into the health record. Finally, he will review the increasing pressure on psychologists to utilize Electronic Health Records (EHR), the standard formats these systems offer, and consider how these various obligations and options impact the future of record keeping utilizing EHRs.


Upon completion of this class, participants will be able to:

1.  Identify and distinguish the various record keeping requirements and recommendations for California psychologists.

2.  List some changes they can make to improve their current record keeping.

3.  List some advantages and disadvantages to utilizing electronic record keeping.


American Psychological Association (2007). Record keeping guidelines. American Psychologist, 62, 993-1003.

American Psychological Association. (2002). Ethical principles of psychologists and code of conduct. American Psychologist, 57, 1060-1073.

CA Evidence Code (Section 1158; CA Health and Safety Code (Sections 123110, 123115, 123130, 123145, 123149); and CA Business and Professions Code Section 2919

Given, D., and Franklin, K, and the 2012 Expertise Series Task Force (2012), Record Keeping, California Psychological Association Division I Expertise Series

CPA is co-sponsoring with Santa Barbara County Psychological Association. CPA is approved by the American Psychological Association to sponsor continuing education for psychologists and recognized by the BBS to offer CE credit for its licensees. CPA maintains responsibility for this program and its contents.

Important Notice: Those who attend the workshop and complete the CPA evaluation form will receive 1.5 continuing education credits. Please note that APA CE rules require that we only give credit to those who attend the entire workshop. Those arriving more than 15 minutes after the start time or leaving before the workshop is completed will not receive CE credits.


SBCPA Continuing Education Committee

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