08.29.2022 - By Curt Widhalm, LMFT and Katie Vernoy, LMFT
What Goes in Your Notes? Interstate therapy practice and documentation for clients considering abortion or gender affirming care
Curt and Katie chat about documentation and practice questions related to abortion or gender affirming care when providing therapy to folks in states where these types of medical care are banned or will be banned soon. We look at medical documentation privacy concerns (related to HIPAA and the 21st Century Cures Act), how therapists avoid “aiding and abetting” a client to get an abortion, what to include in your notes, and special considerations related to duty to warn and child abuse reporting. This is a law and ethics continuing education podcourse.
Transcripts for this episode will be available at mtsgpodcast.com!
In this podcast episode we explore post-Roe documentation for therapists
We’ve heard a lot of questions about what therapists should do now that Roe has been overturned. We decided to dig into practice and documentation guidelines to help modern therapists navigate the changing times.
Medical documentation privacy concerns with interstate practice and the new abortion bans
HIPAA and the 21st Century Cures Act
The impact on clients who move from safe haven states to states with abortion bans
The impact of the Counseling Compact (and similar mental health compacts) and how many participating states have trigger laws to ban or limit abortion
Paying attention to jurisdictional differences and where the client lives
Who qualifies as a HIPAA covered entity?
Psychotherapy (Process) Notes versus Progress Notes
Psychotherapy notes are not defined the same and/or protected in every state
The impact of civil law suits on confidentiality of process notes
The huge challenge of information blocking and who may pass along your treatment information
Talk to an attorney or your professional organization when subpoenaed
How do you avoid “aiding and abetting” a client to get an abortion during mental health treatment?
Processing feelings and helping client to make their own decisions
Aiding and abetting can include telling them where to go, encouraging them to get an abortion, or providing practical support (like money or a ride)
How to provide resources without aiding and abetting
Self-empowerment and clients making their own decisions
Liability and risk in practice (check with your malpractice insurance)
Whether/how you let your clients know where you stand on the overturn of Roe v Wade
What do you include in your notes when talking about abortion and gender affirming care?
What is relevant to your treatment goals?
Documenting progress toward treatment goals
Creating a policy related to medical decision-making
Phrases that you can use to briefly describe what is happening in session
How much to document and the recommendation to be less specific in progress notes when discussing medical decisions
The special considerations related to duty to warn and child abuse reporting when talking about abortion and gender affirming care
No case law to guide us here
The difference between permissive versus required reporting
Vast differences across the states with all of the different pieces
HIPAA says that we should not report, but we will be impacted by state laws
Recommendations to pay attention to what is happening in the states where you practice and to identify advocacy opportunities to protect information, safe haven laws