Navigating the Insurance Maze

The Therapist’s Complete Guide to Working with Insurance – And Whether You Should

with Barbara Griswold, LMFT

Barbara Griswold, LMFT

Navigating the Insurance Maze

The Therapist’s Complete Guide to Working with Insurance – And Whether You Should

with Barbara Griswold, LMFT

WEBINAR: “TELEHEALTH LAW & ETHICS: APPS, AI, AND OTHER ADVANCES IN CARE” (FOR INFO, CLICK HERE)

$55.00

THIS IS A PRE-RECORDED WEBINAR (recorded April 2025):

While aimed at a nationwide audience, this webinar fulfills the California Board of Behavioral Sciences mandate for 3 hours of telehealth training for all their licensees – even if you don’t provide telehealth! CE details are below.

Technological advances are rapidly changing the way we practice. But most of us haven’t had time to really keep up with all the changes. As clinicians, we are often intrigued by new technology, but don’t always understand the benefits and dangers, and we worry about privacy. How can we take advantage of what technology can offer while remaining safely within legal and ethical boundaries?

Join telehealth expert Ben Caldwell, PsyD, LMFT in this engaging webinar, as he gives specific guidance on the important legal requirements and practical considerations for providing telehealth, complying with HIPAA, seeing someone in another state, sending appointment reminders, using email, text, AI, and phone Apps. It is guaranteed to make you think twice about your practice policies!

PLEASE read important details below before purchasing.

SKU: TELWEB23-1 Category:

While aimed at a nationwide audience, this webinar fulfills the California Board of Behavioral Sciences mandate for 3 hours of telehealth training for all their licensees – even if you don’t provide telehealth! CE details are below.

Technological advances are rapidly changing the way we practice. But most of us haven't had time to really keep up with all the changes. As clinicians, we are often intrigued by new technology, but don't always understand the benefits and dangers, and we worry about privacy. How can we take advantage of what technology can offer while remaining safely within legal and ethical boundaries?

Join telehealth expert Ben Caldwell, PsyD, LMFT in this engaging webinar, recorded in 2025, as he gives specific guidance on the important legal requirements and practical considerations for providing telehealth. It is guaranteed to make you think twice about your practice policies!

TOPICS WILL INCLUDE:

  • Emailing and texting with clients: Legal and ethical considerations
  • Things your licensing board may require at the start of telehealth treatment
  • Common myths about seeing a client in another state: when is it legal?
  • The latest on interstate compacts
  • Do you need client consent to send appointment reminders?
  • Is it OK to have progress notes written by artificial intelligence (AI)?
  • How can mental health apps improve the care we provide? When a client uses one, whose job is it to make sure their data isn't being sold?
  • What you need to know about HIPAA compliance (and are Zoom and FaceTime HIPAA compliant?)
  • Is it OK to Google your client? Respond to a client Yelp review?

PLUS: You'll get links to helpful handouts and resources, including

  • "Checking Coverage: 13 Essential Questions" handout
  • "What to Ask the Health Plan When Giving Up Your Office or Practicing Across State Lines" handout

CE CREDITS: Webinar cost includes CE post test. However, we can only guarantee that these CEs will be counted for Master's level therapistsOther licensees should check with their licensing board for possible credit. CEs can be obtained by watching the recording. This course meets the criteria for the mandatory 3-hour telehealth course required by the California Board of Behavioral Sciences for Master's level therapists (click here for more details about this). It can ALSO be counted as 3 LEGAL AND ETHICAL CE CREDITS for California LCSWs, LMFTs, LPCCs or LEPs AND can be counted as 3 CE credits toward your mandatory 2-year renewal totals. That is, it can be triple counted. CE certificates will arrive within ONE WEEK of taking the post-test. Please check your spam folder if you do not recieve it. Then contact us at orders@theinsurancemaze.com. Even if you can't get CEs, we hope you'll view this just for the great content! For more about CEs, see FAQs below.

WHO SHOULD TAKE THIS COURSE: The training is aimed at a nationwide audience. It is appropriate for psychotherapists, supervisors, practice managers, students, or counselors in training, regardless of experience level or practice setting.

EASY TO VIEW: The webinar takes no technological know-how to watch – after purchase you will immediately be sent a link. With one easy click you can watch it on your computer or smartphone at your convenience. The recording link is available for one year after purchase, so you can stop and start, and refer back to it as needed. A link to the handout and templates discussed will also be provided. You can stop and restart, as needed.

IMPORTANT: AFTER PURCHASE, YOU SHOULD BE IMMEDIATELY REDIRECTED BACK TO A "THANK YOU PAGE" – SCROLL DOWN THAT PAGE AND LOOK CAREFULLY FOR THE LITTLE BLUE links for the WEBINAR LINK AND HANDOUTS. We will send a follow up email with these links within one business day. If you do not receive this please CHECK YOUR SPAM FOLDER. Contact us at orders@theinsurancemaze.com if you do not receive it within 2 business days.

PRESENTER: Benjamin E. Caldwell, PsyD is a California Licensed Marriage and Family Therapist and Adjunct Faculty for California State University Northridge. He is the author of Basics of California Law for LMFTs, LPCCs, and LCSWs, and lead author of AAMFT's Best Practices in the Online Practice of Couple and Family Therapy. He has published and presented around the country on issues related to ethics, technology, supervision, and professional development.

SPONSOR: Barbara Griswold, LMFT is a private practice coach and the author of Navigating the Insurance Maze: The Therapist's Complete Guide to Working with Insurance – And Whether You Should, now out in its updated 10th edition. After 33 years in private practice, Barbara now offers trainings and consultations to therapists nationwide on insurance, billing, documentation, audits, and running a business. Contact her via this website.

FAQs

"TELL ME MORE ABOUT YOUR CE POLICIES." For those who signed up for CE credits, a link to the evaluation/post-test will be sent within 3 days of the live webinar; attendees must complete this and pass with a score of 70% before a CE certificate will be issued. The certificate will come via email within one week of submitting the test. CEs are only guaranteed for California BBS licensees, others should check with their licensing board for possible credit. Psychologists cannot receive CEs for this training. Even if you can't get CEs, we hope you'll attend just for the great content! You don't need to attend live to get CEs. The date you take the quiz will be the date on your CE certificate. Barbara Griswold is approved by the California Association of Marriage and Family Therapists (#023504) to sponsor continuing education for California LMFTs, LCSWs, LPCCs, and/or LEPs. While Barbara Griswold LMFT maintains responsibility for the oversight of this course, the speaker is responsible for its content. Please contact us at orders@theinsurancemaze.com with questions, complaints or requests for accommodations. For complete CE policies, click here

"REFUND POLICY?" No refunds are given, except in cases of duplicate registration or if you are dissatisfied with the webinar.

STILL HAVE QUESTIONS? Contact us at orders@theinsurancemaze.com

DISCLAIMER: Telehealth laws and regulations change rapidly, and requirements vary by agency, state, licensing board, and insurance plan. Information presented should be seen as a general overview. Nothing presented should be construed as legal advice, or can take the place of individual legal consultation. Opinions expressed are those of the presenter, and do not necessarily reflect those of the sponsor, Barbara Griswold.

Additional information

Would you like the FREE CE test?

No – $55.00, Yes – $55.00