The Portable Lawyer for Mental Health Professional s – An A–Z Guide to Protecting Your Clients, Your Practice, and Yourself, Third Edition

Sample Forms xi
<p>Preface xiii</p>
<p>Acknowledgments xvii</p>
<p>SECTION ONE CLINICAL RECORDS: PROTECTED OR NOT</p>
<p>1 Clinical Notes 3</p>
<p>2 Consent to Disclosure Forms 11</p>
<p>3 Correcting Errors 19</p>
<p>4 Discharge or Termination 26</p>
<p>5 Electronic Records 34</p>
<p>6 Intake and Consent Forms 43</p>
<p>7 Maintaining Records 66</p>
<p>8 Treatment Plans and Client Access to Records 77</p>
<p>SECTION TWO CONFIDENTIALITY</p>
<p>9 Couples, Family, and Group Therapy 95</p>
<p>10 Insider Information 102</p>
<p>11 Third–Party Payers 108</p>
<p>SECTION THREE CONTRACTS</p>
<p>12 Capitation Agreements 119</p>
<p>13 Gag Rules 126</p>
<p>14 Office Leases 134</p>
<p>SECTION FOUR FEES</p>
<p>15 Setting Fees 145</p>
<p>16 Sliding Fee Scales 152</p>
<p>17 Recovering Unpaid Fees 159</p>
<p>SECTION FIVE FORENSIC ISSUES</p>
<p>18 Abuse Allegations 169</p>
<p>19 Child Custody and Consent–to–Treat Issues 177</p>
<p>20 Children as Witnesses 186</p>
<p>21 Expert Witness 193</p>
<p>22 Forensic Evaluation 205</p>
<p>23 Involuntary Commitment 213</p>
<p>24 Threats of Violence 220</p>
<p>SECTION SIX PRACTICE MODELS</p>
<p>25 Groups 233</p>
<p>26 Partnerships 240</p>
<p>27 Solo Practitioner: Incorporate or Not? 247</p>
<p>SECTION SEVEN HOW TO AVOID MALPRACTICE CHARGES</p>
<p>28 Acts of Commission 261</p>
<p>29 Acts of Omission 270</p>
<p>30 What to Do If You Are Sued 281</p>
<p>SECTION EIGHT MANAGED CARE</p>
<p>31 Confidentiality Issues 289</p>
<p>32 Duty to Appeal 298</p>
<p>SECTION NINE TEAMWORK</p>
<p>33 Legal Aspects of Delegating 307</p>
<p>34 Supervisor/Supervisee Responsibilities 311</p>
<p>SECTION TEN UNUSUAL PRACTICES</p>
<p>35 Geriatric Clients 321</p>
<p>36 Nontraditional and Exotic Therapies 329</p>
<p>37 Internet Therapy 336</p>
<p>38 Social Media 351</p>
<p>SECTION ELEVEN FEDERAL REGULATIONS, HIPAA, AND HITECH</p>
<p>39 HIPAA Overview 359</p>
<p>40 HIPAA Privacy Rule 361</p>
<p>41 Personal Representatives (45 CFR 164.502(g)) 376</p>
<p>42 Business Associates (45 CFR 164.502(a)(1 4), 164.502(e), 164.504(e), 164.532(d) and (e)) 382</p>
<p>43 Uses and Disclosures for Treatment, Payment, and Health Care Operations (45 CFR 164.506) 390</p>
<p>44 Disclosures for Public Health Activities andWorkers Compensation 398</p>
<p>45 Marketing and Research (Accounting for Disclosures) 404</p>
<p>46 Notice of Privacy Practices for Protected Health Information (45 CFR 164.520) 413</p>
<p>47 Restrictions on Government Access to Health Information (45 CFR Part 160, Subpart C; 164.512(f)) 418</p>
<p>48 HIPAA Security Rule 422</p>
<p>49 The HITECH Act (42 U.S.C. Chapter 156) 439</p>
<p>APPENDIX A Bylaws for an IPA 447</p>
<p>APPENDIX B Partnership Agreement 461</p>
<p>APPENDIX C Articles of Incorporation: Professional Corporation 465</p>
<p>APPENDIX D Articles of Incorporation: General Corporation 469</p>
<p>APPENDIX E Certificate of Formation of a Professional Limited Liability Company 473</p>
<p>APPENDIX F Professional Limited Liability Company Member Agreement 475</p>
<p>APPENDIX G Sample Business Associate Contract 481</p>
<p>APPENDIX H Business AssociateContract (Attorney Services) 490</p>
<p>APPENDIX I Authorization for the Use and Disclosure of Protected Health Information 498</p>
<p>APPENDIX J Client Information Amendment Form 499</p>
<p>APPENDIX K Notice of Privacy Practices of Susan A. Jones, LPC 501</p>
<p>APPENDIX L Accounting of Disclosures of Protected Health Information 506</p>
<p>APPENDIX M Request for Accounting of Protected Health Information Disclosures 507</p>
<p>APPENDIX N Authorization Revocation Form 508</p>
<p>References and Reading Materials 509</p>
<p>Author Index 513</p>
<p>Subject Index 515</p>
<p>Sample Forms</p>
<p>CLIENT FORMS</p>
<p>Client Termination Letter 31</p>
<p>Client Information and Consent 56</p>
<p>Informed Consent Form: Psychological Testing 86</p>
<p>HIPAA FORMS</p>
<p>Fax/E–Mail Confidentiality Clause 373</p>
<p>Fax Audit 374</p>
<p>Business Associate Contract (Billing Services) 481</p>
<p>Business Associate Contract (Attorney Services) 490</p>
<p>Authorization for the Use and Disclosure of Protected Health Information 498</p>
<p>Client Information Amendment Form 499</p>
<p>Notice of Privacy Practices of Susan A. Jones, LPC 501</p>
<p>Accounting of Disclosures of Protected Health Information 506</p>
<p>Request for Accounting of Protected Health Information Disclosures 507</p>
<p>Authorization Revocation Form 508</p>
<p>CONSENT FORMS</p>
<p>Consent to Therapist–to–Therapist Disclosure of Client Records/Information 14</p>
<p>Single File for Joint Sessions 101</p>
<p>Consent for Release of Information Upon Insurance Assignment 114</p>
<p>Consent for Release of Information to Insurance Company 115</p>
<p>Consent to Disclosure of Confidential Information to Managed Care Company 296</p>
<p>Specific Consent to Animal–Assisted Therapy 334</p>
<p>Specific Client Information and Consent Clauses for Distance Therapy 348</p>
<p>WAIVER FORMS</p>
<p>Parental Waiver of Right to Child s Records 64</p>
<p>Client Waiver of Full Disclosure Clause 85</p>
<p>Agreement Not to Seek Testimony 203</p>
<p>MISCELLANEOUS FORMS</p>
<p>Group Confidentiality 100</p>
<p>Application for Limited Liability Partnership 246</p>
<p>Articles of Organization of Limited Liability Company 255</p>
<p>Ethical Standards in Managed Care 299</p>
<p>Social Media/Website Therapy Disclaimer 355</p>
<p>Bylaws for an IPA 447</p>
<p>Partnership Agreement 461</p>
<p>Articles of Incorporation: Professional Corporation 465</p>
<p>Articles of Incorporation: General Corporation 469</p>
<p>Certificate of Formation of a Professional Limited Liability Company 473</p>
<p>Professional Limited Liability Company Member Agreement 475</p>