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Community Event: Getting on the Same Page

  • 04/23/2022
  • 9:00 AM
  • 04/24/2022
  • 5:00 PM
  • Rancho Santa Fe, CA

Coastal Continuing Education Presents...
Getting on the Same Page:
The Ethics of OpenNote & Clinical Case Note Documentation

Rochelle Perper, Ph.D.

Saturday, June 4th, 2022
Satisfy your Law & Ethics requirement!
6 hours of Continuing Education (CE) credits available.
Online via Zoom!

Click here to register 

Coastal Continuing Education is excited to welcome back Dr. Rochelle Perper, Ph.D., for an engaging and interactive workshop regarding clinical case notes and documentation, the Cures Act and how the Cures Act applies to mental health professionals, and much more! This course is for mental health clinicians seeking to deepen their awareness of maintaining an ethical clinical record and satisfying this year's law and ethics requirement!

Rochelle Perper, Ph.D. is the Founder and Principal Psychologist of Therapy Changes, a multispecialty group psychology practice in San Diego, California established in 2011. Dr. Perper earned her doctoral degree in Clinical Psychology from California School of Professional Psychology at Alliant International University (CSPP-AIU). She had the privilege of serving on the San Diego Psychological Association (SDPA) Ethics Committee from 2012–2018 and Chair of the Committee from 2016-2018.  She has conducted continuing education courses on the subject of law and ethics in psychology since 2017 and is a regular invited speaker with Coastal Continuing Education. Dr. Perper specializes in the education and treatment of grief and loss, traumatic grief and working with victims of crime. She is an invited speaker to UCSD and USD Student Counseling Services and the San Diego County District Attorney Victim Advocacy program. For more information about Dr. Perper or to learn about services at Therapy Changes, please visit www.TherapyChanges.com.


Do you struggle to write your clinical casenotes in a time-efficient manner? If so, this course is for you. Recent licensing board requirement updates, ethical guidelines, and third-party regulations make it more challenging than ever for therapists to effectively document what happens in treatment.

This course will review current updates from the Board of Behavioral Sciences (BBS) and the Board of Psychology (BOP), as well as information from the 21st Century Cures Act. Attendees will learn the relevant details of the Cures Act and OpenNotes trends, the implications for mental health and how this impacts case note documentation. Attendees will have the chance to practice writing ethical case notes that balance transparency and patient autonomy with the need to protect patient privacy.



1. Describe the practice of information blocking in health care.

2. Identify the Cures Act rules that prohibits the practice of information blocking.

3. List the key components of a minimal clinical record.

4. Discuss the ethical considerations for maintaining a clinical record that does not include sensitive details about therapy.



Early Bird Registration (VALID UNTIL 5/4/2022) for Licensed Psychologists, MFTs, LCSWs, LPCCs and LEPs: $135.00

Regular Registration for Licensed Psychologists, MFTs, LCSWs, LPCCs and LEPs: $150.00

Unlicensed attendees (not receiving CE): $120.00

For groups of 5 or more, you may email info@coastal-ce.com to inquire about a discount code prior to registering.

**We will take a 30 minute break for lunch during the live webinar.

Early Bird registration will be valid until 5/4/2022. Cancellations are subject to a $25.00 processing fee and must be received 14 days prior to be eligible for a refund.

Online check-in will be at 7:55AM. Please login on time to make sure you are connected via video and audio and are able to view the course. You can then grab yourself a cup of coffee, breakfast, glass of water, snack etc. and return a few minutes before the start time of the workshop. A Zoom Webinar link will be emailed to you prior to the presentation.

Contact Us:
San Diego Psychological Association
4699 Murphy Canyon Rd.  Suite 105
San Diego, CA 92123

Office Manager
(858) 277-1463
Fax (858) 277-1402

San Diego Psychological Association is a 501(c) 6 non-profit organization.
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