Professional wills are documents that define how a psychologist’s professional practice will be managed in the event of the psychologist’s sudden death or incapacity. Professional wills enable psychologists to designate a colleague to manage the complex clinical and record maintenance issues that arise in these circumstances. Professional wills may also address how to handle business issues relating to closing a psychologist’s practice. When there is no professional will in place, these responsibilities typically fall on the psychologist’s grieving family members, who are unlikely to be familiar with the relevant clinical, ethical, legal and business issues. In this presentation, we will discuss in detail why and how to prepare a professional will. Topics to be addressed include: clinical care transitions, ethical considerations, record maintenance requirements, confidentiality, and steps to take in closing a psychology practice
Learning Objectives: After attending event, participants will be able to:
- List three advantages of having a professional will.
- Identify and describe an ethical standard that addresses continuity of care in the event of a psychologist’s illness, death, or unavailability.
- Demonstrate understanding of the legal and ethical requirements for the maintenance of client records.
Dr. Winkelman is the Director of Professional Affairs at the California Psychological Association. In this role, she provides consultations and resources to CPA members on issues relating to recordkeeping, confidentiality, telepsychology, mandated reporting, and other standards of professional conduct. She also provides research and advocacy on laws and regulations that affect mental health professionals. Prior to joining the CPA staff, Dr. Winkelman worked at the American Psychological Association for many years, where she most recently served as Director of Legal and Professional Affairs.
Dr. Winkelman earned a PhD in Clinical Psychology from The New School for Social Research and a JD from Columbia University School of Law. She completed a post-doctoral fellowship at the American Institute for Cognitive Therapy in New York City and an APA Congressional Fellowship in Washington, DC.
This is a Lunch Event (optional). Register at Eventbrite Here:
Lunch – TBDP
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CE – the program offers 1.5 hours of credit
CPA is co-sponsoring with The San Gabriel Valley Psychological Association. The California Psychological Association is approved by the American Psychological Association to sponsor continuing education for psychologists. CPA maintains responsibility for this program and its content. CPA co-sponsored credit is also accepted by the Board of Registered Nursing and the Board of Behavioral Sciences for their licenses. Important Notice: Those who attend the workshop and complete the CPA evaluation form will receive 1.5 continuing education credits. Please note that APA CE rules require that we give credit only to those who attend the entire workshop. Those arriving more than 15 minutes after the start time or leaving before the workshop is completed will not receive CE credits.
Please join us after the program for informal networking until 2:00pm.
Have questions about Professional Wills: Why and How to Plan for the Unexpected – Elizabeth Winkelman, JD, PhD?
Visit the Continuing Education Tab at www.sgvpa.org