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Paper Office for the Digital Age, Fifth Edition: Forms, Guidelines, and Resources to Make Your Practice Work Ethically, Legally, and Profitably 5th edition [Mīkstie vāki]

4.56/5 (32 ratings by Goodreads)
, (private practice, United States)
  • Formāts: Paperback / softback, 502 pages, height x width: 267x203 mm, weight: 1100 g
  • Izdošanas datums: 12-Dec-2016
  • Izdevniecība: Guilford Press
  • ISBN-10: 1462528007
  • ISBN-13: 9781462528004
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  • Cena: 98,92 €
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  • Formāts: Paperback / softback, 502 pages, height x width: 267x203 mm, weight: 1100 g
  • Izdošanas datums: 12-Dec-2016
  • Izdevniecība: Guilford Press
  • ISBN-10: 1462528007
  • ISBN-13: 9781462528004
Citas grāmatas par šo tēmu:
Significantly revised and updated to include online and computerized aspects of private practice, this essential manual has given many tens of thousands of clinicians the complete recordkeeping and risk-reduction tools that every psychotherapy practice needs. The book provides effective methods for obtaining informed consent, planning treatment and documenting progress, managing HIPAA compliance, maintaining clinical and financial records, communicating with clients and third-party payers, and reducing malpractice risk. Drawing from the professional literature, it features key guidance and easy-to-digest pointers about the ethical, legal, and business aspects of practice. The print book has a large-size format with lay-flat binding for easy photocopying of the 54 reproducible forms and handouts; the included CD-ROM lets purchasers customize and print the reproducible materials.

New to This Edition:
*Updated throughout to reflect today's greater use of electronic/digital technologies in practice management.
*Chapter on insurance and billing, coping with managed care, and Medicare.
*Chapter on private practice marketing, including Internet and social media dos and don'ts.
*Expanded topics: HIPAA compliance, ICD-10, responding to subpoenas, and using online technologies for billing, communication, and record keeping.
*Information about hundreds of websites dealing with all aspects of operating a practice.

See also Clinician's Thesaurus, 7th Edition, and Clinician's Electronic Thesaurus, Version 7.0, by Edward L. Zuckerman, indispensable resources for conducting interviews and writing psychological reports.

Recenzijas

"This updated fifth edition is chock-full of details about all aspects of managing a practice, from designing a business card and writing a professional will to understanding the nitty-gritty components of paper and electronic record keeping, maintaining confidentiality, and marketing a practice. When questions arise about ethical guidelines, practice management, and documentation of care, clinicians of all levels of experience will want to turn to this book."--Joan Davidson, PhD, Co-Director, San Francisco Bay Area Center for Cognitive Therapy; Assistant Clinical Professor, University of California, Berkeley

"Opening a private practice in the mental health professions--and keeping up with all the regulatory, ethical, and clinical requirements--can be very daunting. Zuckerman and Kolmes have provided the most comprehensive and current practice management manual for both new and seasoned professionals. The fifth edition provides in-depth coverage of the challenges and opportunities created by the growing use of digital technologies to conduct and document therapy. This manual is not intended to be read in one or two days, but rather serves as a reference for establishing policies and procedures and answering questions that arise in practice. The detailed table of contents and index make it easy for practitioners to locate the information they need. Zuckerman and Kolmes should be credited for helping clinicians from any discipline put the highest levels of ethical and legal standards into practice. As a text, this book is a good fit for courses on professional ethics, risk management, and establishing a professional practice--students will want to keep it at hand long after graduation."--Allan E. Barsky, JD, MSW, PhD, School of Social Work, Florida Atlantic University; Former Chair, National Ethics Committee, National Association of Social Workers

"This soup-to-nuts guide to opening and operating a therapeutic practice is a 'must read' for every mental health clinician. For the solo practitioner or small office, the sample forms for every conceivable clinical and business issue from intake to termination are a terrific benefit of this absorbing book. And every clinician should read and periodically reread the excellent chapter on ethics and malpractice. If you have an office manager, that person needs this book. If you have this book, you may not need an office manager."--James Morrison, MD, Affiliate Professor, Department of Psychiatry, Oregon Health and Science University

"Private practice involves a great deal of hard work, planning, and foresight. This book does a remarkable job of covering the broad range of concerns related to maintaining a practice based on sound risk management strategies plus current HIPAA regulations. Not only do the authors share ideas garnered from other experienced practitioners, but they also offer a wealth of reproducible forms and abundant supporting references. The fifth edition aptly addresses current technological advances, insurance complexities, and general consumer litigiousness. A 'must have' for anyone engaged in private practice."--Ann A. Abbott, PhD, LCSW, past president, National Association of Social Workers; retired Professor and Chair of Graduate Social Work, West Chester University

"When I was training to be a therapist, I studied theory, psychopathology, and treatment--but not the nuts and bolts of running a practice. I learned the rules and policies that guide a successful practice 'on the job,' and it took a long time. The fifth edition of this amazing book contains all the essential information that I wish I had learned during my formal education. It includes expert guidance for therapists working in an environment dominated by social media. This is the ideal text for a practice-based class or one focused on professional issues, and serves as the seminal reference for therapists in private practice."--JoEllen Patterson, PhD, Department of Counseling and Marital and Family Therapy, University of San Diego

"This excellent book covers all the relevant issues involved in starting and maintaining a private practice.This book should be in the hands of all private practitioners, whether newly graduated or seasoned veterans."--Doody's Review Service, 03/1/2017

"Should be among the most well-thumbed works in the library of virtually anyone in independent practice....Thoughtful perusal of and decision-making based on this volume's detailed, inclusive, carefully crafted information should well equip mental health practitioners to establish or update sound and effective practice procedures and materials. Various chapters walk readers through myriad ethical and practical considerations that should underlie the policies and procedures governing their business.... Much of [ the book's] value lies in the information and advice it provides on practicing ethically--and on thinking through challenging or complex situations and decisions." (on the fourth edition)--The National Psychologist, 04/01/2009

"An essential resource for every practicing clinician. This book is the premiere guide for professional record keeping. Adopting the suggested record-keeping strategies outlined in the text will help to ensure maximum profitability, increase clinical efficiency, and minimize risk for professional liability.An essential resource for any therapist's office." (on the third edition)--The Master's Advocate

"The entire book is worthwhile and essential reading for every clinician....Solidly written, practical, with easy-to-implement forms and guidelines, this book is the definitive resource for the busy clinician." (on the third edition)--Doody's Electronic Journal

List of Figures, Forms, Handouts, and Tables xxi
Introduction 1(7)
Ways This Book Can Help You
1(1)
What This Book Contains
2(1)
Unique Features
3(1)
How to Use This Book in Your Practice
4(1)
Quick Start: Recommended Core Materials
4(1)
Availability of Materials on CD
5(1)
A Cautionary Note and Disclaimer
5(1)
About Reproducing Materials in This Book
6(1)
We Invite Your Feedback
7(1)
1 Essential Documents, Procedures, and Communication Tools 8(35)
1.1 Basic Practice Management Documents and Communication Tools: An Overview
8(1)
1.2 Presenting Yourself
9(7)
Ethical Aspects of Self-Presentation
9(1)
Guidelines for Clear and Accurate Self-Presentations
9(2)
The Name of Your Practice
11(1)
Your Letterhead and Cards
12(3)
Your Resume and Curriculum Vitae
15(1)
1.3 Your Appointment Book
16(3)
Figure 1.1. Sample curriculum vitae, partially filled in
17(1)
What an Appointment Book Should Include
18(1)
A List of Current Clients
18(1)
Pros and Cons of Paper versus Electronic Appointment Books
18(1)
1.4 Basics of Record Keeping
19(7)
Why Keep Records?
19(1)
What Should Be in the Records?
20(2)
Pros and Cons of Paper versus Electronic Records
22(2)
The Physical Structure for Organizing Paper Records
24(2)
Form 1.1. Checklist for client records
25(1)
1.5 Record Security
26(9)
HIPAA and Privacy
27(2)
Steps for Becoming HIPAA-Compliant
29(4)
Form 1.2. Checklist of security procedures for a small psychotherapy practice
30(3)
Tips for Record Security
33(2)
1.6 Retention of Records
35(2)
How Long Should Records Be Kept?
35(1)
Suggestions about Retaining Records
36(1)
Disposing of Your Records
36(1)
1.7 When You Close Your Practice, Retire, or Die: Preserving Your Records with a Professional Will
37(6)
Closing Your Practice
38(3)
If You Should Suddenly Become Incapacitated or Die
41(2)
2 Financial Tools and Procedures 43(18)
2.1 Setting Financial Policies for Your Practice
43(8)
About Fees
44(1)
Ethical Guidelines on Fees
44(1)
Setting Your Fees
45(2)
Other Fee Arrangements
47(2)
Arranging and Discussing Fees with Clients
49(2)
2.2 The Income and Expense Records
51(2)
Your Checkbook
52(1)
Choosing a Business Credit Card
52(1)
The Monthly/Quarterly Expense Summary
52(1)
2.3 Methods of Billing for Payment
53(4)
Accepting Credit Cards or Smartphone Services
53(1)
Accepting Checks
54(1)
Statements
54(1)
Superbills
54(1)
Completing the CMS-1500 Standard Billing Form
55(1)
Billing Services and Clearinghouses
56(1)
Computerized Billing Programs
56(1)
Tips on Collecting Fees
56(1)
2.4 Collecting Overdue Fees from Clients
57(4)
Calling the Client
58(1)
Sending a Note on the Bill
58(1)
Sending Collection Letters
58(1)
Using Legal Methods
58(1)
Avoiding Illegal and Unethical Billing Procedures
59(1)
A Valuable Resource
59(2)
3 Health Insurance and Managed Mental Health Care: Billing Third Parties and Getting Paid 61(39)
Edward L. Zuckerman
Gordon I. Herz
3.1 The Health Care Landscape
61(1)
3.2 To Take Insurance or Not?
62(2)
Your Time
62(1)
What You Can Collect
63(1)
Your Costs
63(1)
3.3 Getting NPI Number(s)
64(1)
3.4 Which Insurance Company Panels Should I Consider Joining?
64(3)
The National and Local Reach of a Company
65(1)
The Structure of the Company
65(1)
The Level of Independence versus Oversight
66(1)
Ethical Challenges
66(1)
Public Health Plans
66(1)
The Reputation of the Company among Your Peers
67(1)
3.5 Applying to Insurance Companies to Become a Provider
67(7)
Joining an MCO Panel
67(1)
Your Contract with the Insurer or MCO
68(3)
The Special Case of Enrolling with Medicare
71(2)
What about Medicaid?
73(1)
3.6 Beginning to See MCO Clients
74(11)
Verifying Coverage, Eligibility, and Benefits
74(4)
Form 3.1. Behavioral health insurance benefits questionnaire
75(3)
MCOs and Treatment Plans
78(2)
Initial Discussions with the Client about MCO-Related Ethical Issues
80(2)
A Client Education Handout about Managed Care
82(3)
Handout 3.1. Client handout for education about/informed consent to managed care
83(2)
3.7 Submitting Claims to Get Paid
85(9)
Ethical and Legal Considerations in Billing Insurers or MCOs
85(1)
What You Need to Know for Insurance Claim Processing
86(2)
The Concept of "Medically Necessary" Care
88(2)
Form 3.2. Medical-necessity-for-psychotherapy checklist
89(1)
Assignment of Benefits
90(1)
Making the Claim on the CMS-1500
91(1)
How to Submit Claims Electronically
91(1)
When Should You Hire a Biller?
92(1)
Checklist for Evaluating a Potential Billing Service
92(2)
3.8 Billing for Medicare Clients
94(1)
Providing Noncovered Services to Medicare Beneficiaries
94(1)
How to Opt Out of Medicare and See Medicare-Covered Clients as Private Pay Clients
94(1)
3.9 Tips for Dealing with Managed Care
95(3)
Late Payments from Insurers
95(1)
Continuity-of-Care Concerns
95(1)
Dealing with MCO Reviewers
96(2)
3.10 The Future of Insurance in Mental Health Care
98(2)
4 Reducing Malpractice Risk by Operating Ethically 100(75)
4.1 Ethics and Malpractice
100(6)
Why Are Ethical and Legal Issues So Complicated?
100(1)
The Formula for Risk and Risk Management
101(1)
The Licensing Board Risks for Clinicians
101(2)
Figure 4.1. The formula for risk and risk management
101(1)
Table 4.1. Most Common Types of Disciplinary Actions by APA Ethics Committee, 1994-2003: Cases with Multiple Categories
102(1)
The Major Malpractice Risks for Clinicians
103(1)
Table 4.2. Major Causes of Successful Malpractice Suits against Psychologists
103(1)
Four Steps toward Ethical Self-Protection
104(2)
4.2 Legal Aspects of Malpractice
106(6)
When Do Clients Sue?
106(1)
What Is Malpractice?
106(1)
The Good News (for Us): The Real Risks Are Small
107(1)
The Bad News (for Us): Malpractice Accusations Hurt
108(1)
Where to Get Advice on Legal/Ethical Problems
108(1)
What to Do If You Are Complained Against: A Checklist
109(3)
4.3 Professional Liability ("Malpractice") Insurance
112(10)
Introduction
113(1)
Occurrence-Based versus Claims-Made Policies
113(2)
Figure 4.2. An illustration of your coverage in claims-made and occurrence-based policies over time
114(1)
Points of Comparison and Advantage
115(1)
Guidelines and Issues to Consider When Purchasing Liability Insurance
116(6)
Other Kinds of Insurance to Consider
122(1)
4.4 Ways to Reduce Your Risk of Malpractice
122(9)
Twenty-Four Steps for Risk Reduction
123(6)
Sensitivity to Differences in Culture, Religion, Gender, and Other Dimensions of Diversity
129(2)
4.5 Boundary Issues
131(7)
Figure 4.3. Gutheil and Gabbard's model of crossed role boundaries
132(1)
Why Avoid Dual (or Multiple) Relationships?
133(3)
Figure 4.4. Are you in trouble with a client?
134(2)
Examples of Multiple Relationships
136(1)
When Dual Relationships Are Unavoidable: Weighing Their Effects
137(1)
Preventing Boundary Crossings and Violations
138(1)
4.6 Sexual Intimacies in Therapy
138(10)
What Is Meant by "Sexual Intimacies"?
138(2)
Handout 4.1. Client handout on limits of the therapy relationship
139(1)
With Whom Are Sexual Intimacies Prohibited?
140(1)
The Damage to the Client and to Therapy
140(1)
Is Sexual Intimacy with a Client Ever Acceptable?
141(1)
A Checklist of Preventative Measures
142(1)
What to Do If a Client Asks You for Sex
143(1)
What to Do If You Are Attracted to a Client
143(1)
Reporting Another Therapist
144(1)
Client-Therapist Intimacy: Appropriate and Inappropriate Conduct
144(4)
Handout 4.2. Client handout on client-therapist contact
145(3)
4.7 Assessing a Client's Dangerousness to Self and Others
148(12)
Preparing Ahead of Time
149(1)
Gathering Information to Assess Risk
149(1)
The Issues and Risk Factors of Suicide
149(1)
Assessing Suicide Potential: Risk Factor Analysis versus Predictions of Suicide
150(5)
Form 4.1. Checklist of suicide risk factors
151(4)
Responding to a Suicidal Crisis
155(1)
The Risk Factors for Interpersonal Violence
156(1)
Analyzing the Information Gathered
157(1)
Documenting the Situation and Your Actions
158(1)
Managing the Risk
158(2)
Doing Damage Control
160(1)
4.8 The Duty to Protect (and Warn)
160(5)
The Legal Basis
161(1)
When Do You Have a "Duty to Warn"?
161(1)
What to Do When You Decide to "Warn"
162(1)
Suicide
162(1)
Domestic Violence and Abuse
163(1)
Limiting Your Personal Vulnerability to Violence
164(1)
4.9 Legal and Ethical Aspects of Supervising and Being Supervised
165(10)
Risks and Responses
165(2)
A Formal Agreement
167(5)
Form 4.2. Agreement for professional supervision
168(4)
A Record of Supervision Meetings
172(2)
Consultation
174(1)
5 Getting Informed Consent 175(77)
5.1 The What and Why of Getting Informed Consent
175(6)
What Is Informed Consent?
175(1)
What Informed Consent Requires
176(4)
Informed Consent in Three Steps
180(1)
The Five Paths to Informed Consent
181(1)
5.2 The First Path to Informed Consent: The Client Information Brochure
181(35)
Kinds of Brochures
181(1)
Table 5.1. Types and Purposes of Brochures Used in Psychotherapy
182(1)
How to Use the Model Client Information Brochure
182(1)
The Model Client Information Brochure
183(33)
5.3 The Second Path to Informed Consent: The Question List as a Guide to Discussion
216(8)
Handout 5.1. Question list for therapist-client discussion (client's version)
222(2)
5.4 The Third Path to Informed Consent: Lists of Clients' Rights
224(1)
5.5 The Fourth Path to Informed Consent: Psychotherapy Contracts
224(15)
The Nature of Contracts
225(1)
Checklists for Psychotherapy Contracts: Elements and Options
225(2)
A Contract for Individual Therapy with an Adult
227(1)
Contracts for Couples and Families
227(3)
Form 5.1. Contract for individual adult therapy
228(2)
Contracts for Therapy with Minors
230(3)
Form 5.2. Contract with parent/guardian for psychotherapy with a minor
232(1)
A Contract for Group Therapy
233(6)
Form 5.3. Contract for psychotherapy with an older child or adolescent
234(3)
Form 5.4. Contract for group therapy
237(2)
5.6 The Fifth Path to Informed Consent: Consent to Treatment and Other Services
239(7)
Generic Consent to an Adult's Treatment
240(1)
Generic Consent to a Minor Child's Treatment
240(1)
Consent to Counseling for a Child of Separation or Divorce
240(6)
Form 5.5. Form for generic consent to treatment of an adult
241(1)
Form 5.6. Form for generic consent to treatment of a child
242(2)
Form 5.7. Agreement for parents regarding limitations and goals of psychotherapy with a child of separation or divorce
244(2)
5.7 Other Consents
246(6)
Authorization to Record Sessions and Use Case Materials
246(1)
Consent to Psychological Testing and Assessment
247(3)
Form 5.8. Release/permission form for recording sessions and using case materials in research, teaching, and professional publishing
248(2)
Consent to Being Evaluated for a Third Party
250(2)
Form 5.9. Consent form and contract for psychological testing and evaluation
251(1)
6 Intake and Assessment Forms and Procedures 252(85)
6.1 Creating the Client's Chart
252(1)
The Chronology of Record Making
252(1)
The Contents of the Record
253(1)
6.2 Phase 1: The Initial Telephone Contact
253(7)
Reasons for Refusing a Caller as a Client
254(1)
Getting the Essential Data
255(5)
Form 6.1. First-contact record
256(4)
6.3 Phase 2: The New-Client Package and Other Preappointment Contacts
260(4)
Ways to Respond Before the Initial Appointment
260(1)
Ways of Dealing with No-Shows
261(2)
Form 6.2. Letter of appointment confirmation
262(1)
Minimizing Dropouts
263(1)
6.4 Phase 3: The New Client's Arrival for a First Meeting
264(44)
The Notice of Privacy Practices and the Related Consent Form
264(14)
Form 6.3. Notice of privacy practices (unabridged)
267(9)
Form 6.4. Notice of privacy practices (brief version)
276(1)
Form 6.5. Consent to privacy practices
277(1)
Ways of Collecting Further Client Information
278(1)
Obtaining the Client's Demographic Information
279(6)
Form 6.6. Adult client demographic information form
280(5)
Obtaining the Client's Clinical Information
285(4)
Form 6.7. Adult client clinical information form
286(3)
Obtaining the Client's Medical Information
289(5)
Form 6.8. Health information form
291(3)
Assessing Chemical Use
294(4)
Form 6.9. Chemical use survey
295(3)
Obtaining Financial Information
298(1)
Assuring Financial Responsibility
298(4)
Form 6.10. Financial information form
299(2)
Form 6.11. Agreement to pay for professional services
301(1)
Problem Checklists
302(1)
Obtaining Information on Child Clients
303(5)
Form 6.12. Adult checklist of concerns
304(2)
Form 6.13. Child checklist of characteristics
306(2)
6.5 Phase 4: First Meeting with a New Client
308(14)
Form 6.14. Child information form
309(7)
Preparing the Client for the Intake Interview
316(1)
Using the Intake Interview Questions and Guide
316(3)
Form 6.15. Intake interview questions and guide
317(2)
Collecting Information from Young Adults
319(1)
Special Considerations for Interviewing a Child
319(3)
Form 6.16. Information form for young adults
320(2)
The Evaluation of Mental Status
322(1)
6.6 Phase 5: Summarizing the Intake Information
322(15)
Summarizing Chemical Use and Suicide Risk Data
322(1)
Formulating the Whole Case
322(15)
Form 6.17. Mental status evaluation checklist
323(3)
Form 6.18. Chemical user's case formulation
326(3)
Form 6.19. Suicide risk assessment summary and recommendations
329(3)
Form 6.20. Intake summary and case formulation
332(5)
7 Planning and Then Documenting Treatment 337(46)
7.1 Treatment Planning
337(5)
Issues
337(1)
Guidelines for Treatment Planning
338(1)
Systems and Formats of Treatment Planning
339(1)
Other Points in Planning Treatment
340(1)
Formulating Treatment Plans for Managed Care Organizations
341(1)
7.2 Documenting Treatment's Progress
342(23)
Note Taking: Guidelines and Suggestions
342(7)
Two Kinds of Clinical Notes: Routine Progress Notes and Psychotherapy Notes
349(1)
A Comparison of Routine Progress Notes and Psychotherapy Notes
350(3)
Deciding Whether to Keep Psychotherapy Notes
353(1)
Format for a Psychotherapy Note
354(1)
A Basic Format for Routine Progress Notes
355(4)
Form 7.1. HIPAA-based case progress note
356(1)
Form 7.2. Case progress note, structured
357(2)
The Problem-Oriented Record
359(4)
Figure 7.1. Column headings for a problem-oriented record (POR) problem list
360(2)
Figure 7.2. Completed example of a POR progress note form
362(1)
A Structured Form for Group Therapy
363(1)
Client-Generated and Co-Created Records
363(2)
Form 7.3. Structured progress note form for group therapy
364(1)
Progress Assessment Measures
365(1)
Evaluating Each Therapy Session
365(1)
7.3 Case Termination
365(8)
Form 7.4. Session evaluation questionnaire
366(1)
Reasons for Terminating or Transferring a Client
367(1)
How to Terminate Treatment in Different Situations
368(5)
7.4 The Case Closing Summary
373(1)
Outline for Dictating a Case Closing Summary
373(1)
A Termination Summary Form
374(1)
7.5 Assessing Client Satisfaction and Outcomes
374(9)
Client Satisfaction Measures
374(3)
Form 7.5. Termination summary form
375(2)
Outcome Assessment Questionnaires
377(6)
Form 7.6. Client satisfaction follow-up questionnaire
378(3)
Form 7.7. Client outcome follow-up questionnaire
381(2)
8 Confidentiality and Releasing Records 383(58)
8.1 Understanding Confidentiality
383(16)
Basic Definitions
383(2)
Common Exceptions to Confidentiality
385(5)
Other Points about Confidentiality and Its Limitations
390(1)
Confidentiality and Children
391(1)
Confidentiality and HIV-Positive Clients
392(1)
An Electronic Communications Policy for Your Practice
392(2)
A Handout on the Limits of Confidentiality
394(5)
Handout 8.1. Client handout on limits of the therapy relationship
396(3)
8.2 Maintaining Confidentiality
399(7)
Guidelines for Maintaining Confidentiality
399(3)
Training Employees in Privacy Practices
402(1)
A Checklist for Staff Training in Confidentiality
402(3)
Form 8.1. Checklist for staff training in confidentiality
403(2)
Creating Confidential Records
405(1)
A Little Test
405(1)
8.3 Releasing Clients' Records
406(16)
A Pretest
406(1)
Ethical Considerations in Releasing Records
407(1)
Legal Requirements for a Release of Information
408(1)
Eight Variations on the Theme of "Please Send Your Records"
409(11)
Table 8.1. Coping with a Subpoena for Client Records
416(4)
Guidelines and Considerations in Sending Records
420(1)
Comments on the Pretest
421(1)
8.4 Forms for Requesting and Releasing Information
422(5)
A Comprehensive Request/Release Form
422(5)
Form 8.2. Form for requesting or releasing confidential records and information
423(4)
A Briefer Request/Release Form
427(1)
8.5 More Specific Releases of Information
427(4)
Releasing Information to an Attorney
427(3)
Form 8.3. Briefer form for requesting or releasing confidential records and information
428(2)
Releasing Information to the Client's Family
430(1)
A Release-of-Records Cover Letter
431(1)
8.6 Confidentiality When Faxing Records or Sending Email
431(5)
Form 8.4. Authorization to release confidential information to family members
432(2)
Form 8.5. A release-of-records form letter
434(2)
8.7 Confidentiality Notifications
436(1)
8.8 Business Associates and Privacy
437(1)
8.9 Privacy Violations
438(3)
Unauthorized Disclosures and Breaches
438(1)
Complaints and Reports of Privacy Violations
438(1)
A Sample Complaint Form
439(1)
Online Complaint Filing
439(2)
Form 8.6. A sample complaint form
440(1)
9 Marketing Your Practice in the Digital Age 441(24)
9.1 Marketing Your Practice Ethically
441(2)
Ethics and Traditional Marketing
441(1)
Digital Ethics: Things That Seem Like Good Ideas but Aren't
442(1)
9.2 Traditional Forms of Marketing
443(7)
Talking about What You Love as a Marketing Method
443(1)
Looking for Potential Referrers
444(1)
A Letter for Seeking Referrals from Physicians and Other Medical Staff
444(2)
Seeking Referrals for Group Therapy
446(1)
"Thanks for the Referral" Notes
447(1)
Business Cards
448(1)
Free Initial Meetings
448(1)
Giving Presentations
449(1)
Patient Education Handouts as Practice Marketing
450(1)
9.3 Tracking Your Referral Sources
450(2)
Figure 9.1. Characteristics of new clients
451(1)
9.4 Collecting Feedback on Your Psychological Reports
452(1)
9.5 Online Marketing, or "Hanging Out Your Shingle in Cyberspace"
453(6)
Online Directories of Therapists
453(1)
Your Blog
454(1)
Your Newsletter
454(1)
Your Own Website
455(3)
Google AdWords
458(1)
Search Engine Optimization
458(1)
9.6 Social Media and Online Networking
459(1)
9.7 Do I Need a Social Media Policy, and If So, What Should Be in It?
460(2)
Should You Search for Your Clients on Google or Social Media?
461(1)
Online Client Reviews
461(1)
9.8 Teletherapy
462(1)
9.9 Additional Resources
463(2)
Appendices: Resources 465(6)
Appendix A. Resources for Closing a Practice and Making a Professional Will
465(2)
Appendix B. Professional Liability Insurance Resources
467(1)
Information Resources
467(1)
Sellers of Insurance
467(1)
Appendix C. Books on Practice Development and Marketing
468(3)
References 471(16)
Index 487(14)
Feedback Form 501(1)
Instructions for Installing The Paper Office for the Digital Age's Forms on Your Computer 502
Edward L. Zuckerman, PhD, consults and creates effective practice tools for clinicians. He found his lifes passion while working as a psychiatric aide at New Yorks Bellevue Hospital in the 1960s. Dr. Zuckerman has worked with adults in a variety of clinical contexts, acted as liaison with state hospitals, taught undergraduates, and maintained an independent practice in general clinical psychology for many years. He lives in rural western Pennsylvania.

Keely Kolmes, PsyD, is in private practice in San Francisco and Oakland, California. They currently serve as Chair of the Ethics Committee of the California Psychological Association and as California's Council Representative for the American Psychological Association (APA). Dr. Kolmes is a Fellow of APA Division 42 (Psychologists in Independent Practice) and received its award for Best Article of the Year in Independent Practitioner for the influential paper Developing My Private Practice Social Media Policy. A graduate of the APA's Leadership Institute for Women in Psychology, Dr. Kolmes is the founder of Bay Area Open Minds, a group of therapists affirming sexual and gender diversity. Dr. Kolmes teaches and consults nationally and internationally on digital ethics and technology issues for clinicians. Their website is http://drkkolmes.com.