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Record Keeping for Registered Psychotherapists

$250 + HST


This course is specifically designed for Registered Psychotherapists in Ontario. Learn to effectively document within the framework of professional ethics, confidentiality, current legislation, and standards of practice. 

This course is only available by appointment. Please ensure you have scheduled a date and time with the instructor before registering for this course.


7 hours

Delivery Model:  

Live Stream


Module 1: Introduction to Record Keeping


Module 2: Patient Records: Regulatory Standards


  • Patient Records Guidelines

  • Client Profile

  • Consent

  • Discontinuing Services

  • Release of Records, Confidentiality, and Access

  • Closing, Selling, or Relocating a Practice

  • Referrals

  • Fee Sharing Agreement

  • End of Module Written Evaluation


Module 3:

  • Storage, Security and Retrieval

  • Appointment Records

  • Financial Records

  • Issuing Accurate Documents

  • End of Module Written Evaluation

Module 4: Mandatory Reporting Obligations

  • Sexual Abuse

  • Suspected Child Abuse or Neglect

  • Suspected Abuse of the Elderly

  • Reporting By Employers and Facilities: Professional Misconduct, Incompetence, Incapacity

  • Self Reporting:     

    • Finding of Guilt for an Offence

    • Finding of Professional Malpractice or Negligence

    • Finding or Proceeding in Another Jurisdiction or Proceeding by another College

  • Warning of authorities or appropriate parties when someone is in serious danger (duty to warn)

  • Unsafe Practice by another RP

  • Report about social workers or social service workers

  • Termination for Breach of Privacy

  • Report certain breaches to the Privacy Commissioner of Ontario

  • End of Module Evaluation

Module 5: Professional Misconduct

  • End of Module Evaluation

Visit the Course Calendar page for information on course dates and location

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