The Trust Ethics and Risk Management Roundtable (NPC 2021)

This Trust Roundtable will focus on current ethical, risk and practical challenges providers encounter. We will discuss the basic dimensions and implications of the Open Notes rule (Information Blocking), working with high conflict families, and handling requests for information from the legal system. We will also respond to participants’ questions on these and other risk management topics. The overall goal of this Roundtable will be to heighten participants’ knowledge and skills in addressing the ethical and risk management implications of these challenges and enhance participants’ ability to scrutinize the soundness of various alternative solutions. We will discuss strategies for effective risk management and good patient care when regulations and requirements are unclear.

Instructors:  Leisl Bryant, Ph.D., ABPP; Daniel O. Taube, J.D., Ph.D.; Marc Martinez, Ph.D., ABPP

[Note] This presentation was recorded at the 2021 National Practice Conference, co-hosted by the National Register.

Learning Objectives

• Describe two steps in developing an approach to the Open Notes rule.
• Identify whether (and if so, which of) the eight exceptions to the Open Notes Rule their practice can claim.
• List three risk management strategies in working with high-conflict families.
• Compile two solutions to legal requests to address issues beyond the provider’s role or scope of competence.
• Identify two specific dilemmas that arise in professional practice and analyze the relevant ethical and risk management components.

Important Notice

Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must:

• Complete the entire webinar,
• Pass a brief exam, and,
• Complete a brief evaluation form.

You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again.

Eligibility for Insurance Premium Discounts

• Unless otherwise noted, you can combine 6 or more CE credit hours earned from the on-demand of the National Practice Conference or from The Trust’s Virtual Webinar Series (Risk Management Roundtables, Telehealth Community Chats, We Hold These Truths) and become eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods.
• You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal.
• To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal.
• Discounts are not applicable to Researcher/Academician or Student policies.
• Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount.
• All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal.

Continuing Education Credits

The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content.

The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019.

Continuing Education Grievance Policy

The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards.

While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken:

• If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid.
• Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate.

Direct correspondence to:

Continuing Education
The Trust
111 Rockville Pike, Suite 700
Rockville, MD 20850
Phone: (800) 477-1200

Email: grievances@trustinsurance.com