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Webinar 2017-03-30
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Webinar 2017-03-30

This webinar provides a way for counselors to conceptualize counseling sessions so that their progress notes include information that is within ethical parameters for documentation. Guidance on what to share and how to share information with the client and third parties is discussed as well as options for how to legally and ethically store progress notes.

 Export to Your Calendar 3/30/2017
When: Thursday, March 30, 2017
2:00-3:00 PM EDT
Where: Online
United States
Contact: Webinar Coordinator


Online registration is available until: 3/30/2017
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Conceptualizing Counseling Sessions: Ethical Considerations

Rhonda Sutton, Ph.D., LPC, LPC-S

Thursday, March 30, 2017
2:00-3:00 PM EDT

The progress note is a critical mental health tool because it helps counselors create and determine their approaches, interventions, techniques and treatment plans for their work with their clients. In addition to its use, there are also ethical considerations regarding progress notes in regards to the types of information contained in them, how they are shared, and how this documentation is stored. This webinar provides a way for counselors to conceptualize counseling sessions so that they include information that is within ethical parameters for documentation. Guidance on what to share and how to share information with the client and third parties is discussed as well as options for how to legally and ethically store progress notes.

Learning Objectives:

Participants will:
1. Learn a structured, systematic way for documenting their progress notes.
2. Gain a new perspective for how to conceptualize their therapy sessions with clients.
3. Understand best and ethical practices for writing, storing and sharing progress notes.
4. Develop a new appreciation for how to use their documentation in their therapeutic work with clients.


Dr. Rhonda Sutton is a licensed professional counselor, a licensed counselor supervisor, and a national certified counselor with over 25 years of experience in the counseling and mental health field. She is a former adjunct teaching professor at North Carolina State University. She developed STEPnotes in 2012 due to the questions and concerns students and supervisees shared with her about their progress notes and clinical documentation. She has written the book, The Counselor’s STEPs for Progress Notes: A Guide to Clinical Language and Documentation. She has also presented at conferences and universities on STEPnotes, including UNC-Chapel Hill, Winthrop University, North Carolina Central University, the South Carolina Counseling Association, the North Carolina Licensed Professional Counselors Association and the North Carolina Counseling Association. Currently, Dr. Sutton works as the Wellness Counselor at Hilton Head Health and she continues to provide supervision to counselors-in-training. Dr. Sutton is an advocate for those who work in mental health, and she strives to educate and promote the professional nature of therapeutic work.

CSI Webinars are free to active members and $39 for guests.

If you are unable to attend the live webinar, you may access the recorded webinar for an NBCC-approved clock hour as well; it will be posted on the Recorded Webinars page within 72 hours after the live event.

Views expressed by presenters and participants during the webinars and in webinar PowerPoints and other handouts do not necessarily represent the views of Chi Sigma Iota International.

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