- Recorded Webinar
12 Core Functions: Treatment Planning & Reports and Record Keeping
Jenny Kirwin, LCSW, LCAS, CCS
- Recorded Webinar
Overview:
Treatment planning and reports and record keeping are two of the 12 Core Functions of a counselor. These 12 competencies serve as a foundational guide for addiction counseling, outlining expectations for professionals in the field. Counselors are judged on their competency in these areas:
- Screening
- Intake
- Orientation
- Assessment
- Treatment Planning
- Counseling
- Case Management
- Crisis Intervention
- Education
- Referral
- Report and Record Keeping
- Consultation
Treatment planning for substance abuse counselors is the process by which the counselor and the client identify and rank problems needing resolution, establish agreed-upon immediate and long-term goals, and decide upon a treatment process and the resources to be utilized.
Reports and record-keeping involves charting the results of the assessment and treatment plan, writing reports, progress notes, discharge summaries, and other client-related data.Â
The global criteria for treatment planning are as follows:
- Explain assessment results to the client in an understandable manner.
- Identify and rank problems based on individual and client needs in the written treatment plan.
- Formulate agreed upon immediate and long-term goals using behavioral terms in the written treatment plan.
- Identify the treatment methods and resources to be utilized as appropriate for the individual client.
The global criteria for report and record-keeping are as follows:
- Prepare reports and relevant records integrating available information to facilitate the continuum of care.
- Chart the ongoing information pertaining to the client.
- Utilize relevant information from written documents for client care.
The global criteria for treatment planning are as follows: Explain assessment results to the client in an understandable manner; Identify and rank problems based on individual and client needs in the written treatment plan; Formulate agreed upon immediate and long-term goals using behavioral terms in the written treatment plan; Identify the treatment methods and resources to be utilized as appropriate for the individual client. The global criteria for report and record-keeping are as follows: Prepare reports and relevant records integrating available information to facilitate the continuum of care; Chart the ongoing information pertaining to the client; Utilize relevant information from written documents for client care.
Objectives:
- Discuss the need for effective treatment planning.
- Discuss the global criteria associated with this core function.
- Explain the TAP 21 Competencies related to treatment planning.
- Construct an individualized treatment plan.
About Online Treatment Planning & Reports and Record Keeping CE Courses:​
This recorded webinar on treatment planning and reports and record keeping offers substance abuse counselors essential continuing education. This on-demand online course is designed to strengthen skills in creating effective treatment plans and maintaining accurate medical records compliant with HIPAA standards.
It’s essential for mental health professionals to integrate evidence-based interventions and apply DSM criteria for precise documentation, enhancing patient care and collaboration across healthcare settings.
Geared toward healthcare professionals and clinicians, the webinar addresses these core competencies and emphasizes the importance of clear communication in treatment goals, progress notes, and outcomes tracking.
Accreditation ensures the content meets professional learner standards, equipping participants with tools to navigate challenges in addiction counseling while fulfilling CE requirements.
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Jenny KirwinJenny M. Kirwin, MSW, LCSW, LCAS, CCS completed her BA in Psychology and Human Services; Masters of Social Work Degree with a concentration in Alcohol and Drugs from the University of Buffalo, NY. She is also a Licensed Clinical Social Worker; Licensed Clinical Addictions Specialist; and Certified Clinical Supervisor in NC. Jenny has been working as a consultant and clinical supervisor with almost 20 years in the field of mental health and substance abuse specializing in Co-Occurring Disorders. She began her career in North Carolina with the local Area Authority in Mental Health. Transitioning to the Women’s Program as a lead worker. Substance abuse quickly became her focus while obtaining LCAS and CCS with NCSAPPB. From Private Practice to DWI Programs, her background brings diverse experience to her clinical supervision services. Jenny has been married for 19 years and has 4 children, 2 dogs, 8 chickens, and a goldfish. She enjoys being outdoors with her family as well as homesteading and staying physically active.
National Approvals
eCare BHI, as the accredited and approved sponsor, maintains responsibility for all the programs and must abide by each board’s continuing education guidelines.
Professional Counselors — The National Board for Certified Counselors (NBCC)
E Care Behavioral Health Institute has been approved by NBCC as an approved Continuing Education Provider. ACEP No. 6703. Programs that do not qualify for NBCC are clearly identified. E care Behavioral Health Institute is solely responsible for all aspects of the programs.
Addiction Professionals — NAADAC, the Association for Addiction Professionals (NAADAC)
E Care Behavioral Health Institute is officially on file with NAADAC, the Association for Addiction Professionals (NAADAC) as an Approved Education Provider. They are formally known as NAADAC Provider #139138. Please note that E care Behavioral Health Institute is solely responsible for all aspects of the program.
Social Workers — Association of Social Work Boards (ASWB)
E Care Behavioral Health Institute, #1706, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. E Care Behavioral Health Institute maintains responsibility for this course.  ACE provider approval period: 06-03-2020 – 06-03-2026.Â
CE Broker
CE Broker is a continuing education tracking system in which licensees track their compliance and report their completed CE hours credit (CE Broker Tracking #50-33336)
State Approvals
States that Accept ASWB-ACE Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut |
| Delaware | District Of Columbia | Florida | Georgia | Hawaii | Idaho | Illinois |
| Indiana | Iowa | Kansas | Kentucky | Louisiana | Maine | Maryland |
| Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Montana | Nebraska |
| Nevada | New Hampshire | New Jersey | New Mexico | North Carolina | North Dakota | Ohio |
| Oklahoma | Oregon | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee |
| Texas | Utah | Vermont | Virginia | Washington | West Virginia | Wisconsin |
| Wyoming | Â | Â | Â | Â | Â | Â |
States that Accept NBCC Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut |
| Delaware | District Of Columbia | Florida | Georgia | Hawaii | Idaho | Indiana |
| Iowa | Maine | Maryland | Missouri | New Hampshire | New Jersey | New Mexico |
| Ohio | Oregon | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee |
| Texas | Vermont | Virginia | Washington | Wisconsin | Â | Â |
Notes:
- Nevada CPC’s and MFT’s accept ASWB-approved training
- North Dakota Board Of Counselor Examiners LAPC and LAPCS accept ASWB approved training
- Rhode Island Board of Mental Health Counselors and Marriage & Family Therapists MHC’s accept ASWB approved training
- Texas Behavioral Health Executive Council LPC and LPCS accept ASWB approved training
- Utah Division of Professional Licensing – CMHC’s accept ASWB approved training
- Washington State Department of Mental Health MHC’s accept ASWB approved training
- Wisconsin Council on Mental Health LPCS accepts ASWB-approved training
States that Accept NAADAC Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | Delaware | Hawaii | Indiana |
| Kentucky | Maine | Massachusetts | Minnesota | Montana | Nevada | New Jersey |
| New Jersey | New Mexico | North Carolina | North Dakota | Oregon | Rhode Island | Tennessee |
| Vermont | Virginia | Washington | West Virginia | Wisconsin | Wisconsin | Wyoming |
States that Accept APA Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Delaware | District Of Columbia |
| Florida | Georgia | Idaho | Illinois | Indiana | Iowa | Kansas |
| Kentucky | Louisiana | Maryland | Massachusetts | Minnesota | Mississippi | Missouri |
| Montana | Nebraska | New Jersey | New Mexico | North Dakota | Ohio | Oklahoma |
| Pennsylvania | Rhode Island | South Carolina | Tennessee | Utah | Vermont | Virginia |
| Washington | West Virginia | Wisconsin | Wyoming | Â | Â | Â |
Note: Please note that Individual Board Rules are subject to potential changes. The approval and acceptance details we furnish are accurate to the best of our knowledge at the time of documentation.
Should you have any inquiries or uncertainties not addressed by the provided information, it’s advisable to consult your State Regulatory Board. Ultimately, the decision of whether your license renewal credit hours are accepted or denied rests with you.
Georgia Addiction Counselor:Â E Care BHI is recognized by the Alcohol and Drug Abuse Certification Board of Georgia as an approved education provider for Addiction Counselors (ADACBGA) #19-12-17-1212.
Florida Addiction Counselor: E Care BHI is recognized by the Florida Certification Board as an approved education provider for Addiction Counselor (FCB) #5387-A.
Florida Board of Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling: The Florida Board of Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling accepts courses from ASWB & NBCC approved providers. E Care Behavioral Health Institute is an ASWB and NBCC approved provider.
Oklahoma Addiction Counselor: E Care BHI is recognized by the Oklahoma State Board of Licensed Alcohol and Drug Counselors as an approved education provider for Addiction Counselors (OBLADC) #20220136.
Oklahoma Board of Behavioral Health Licensure: E Care BHI is an approved CE provider for LPC & LMFT
Ohio Addiction Counselor: E Care BHI is recognized by the Ohio Chemical Dependency Professionals Board as an approved education provider for Addiction Counselor (OCDP)#50-29024
The Ohio Counselor, Social Worker, and Marriage and Family Therapist Board accepts courses from ASWB & NBCC approved providers. E Care Behavioral Health Institute is an ASWB and NBCC approved provider.
VA Mental Health Employee: E Care BHI VA COMMERCIAL VENDOR # 81-3353387-01
California Consortium of Addiction Programs and Professionals (CCAPP): E Care BHI is recognized by the California Consortium of Addiction Programs and Professionals (CCAPP) Provider Number OS-22-344-0526
Connecticut Certification Board CCB Approved): E Care BHI is recognized & approved by the Connecticut Certification Board.
Texas Certification Board (TCB): E Care Behavioral Health Institute is recognized by the Texas Certification Board as an approved education provider. Number 2041-19
South Carolina E Care Behavioral Health Institute is recognized by the Professional Counselors, Marriage & Family Therapists, and Psycho-Educational Specialists licensing board as an approved education provider Provider #4628
New York (MHC) E Care Behavioral Health is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0277
New York (SW) E Care Behavioral Health Institute is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0745
LA-ADRA – E Care Behavioral Health Institute is recognized by Louisiana The Addictive Disorder Regulatory Authority as an approved educational provider AEP #E122
Who This Training is For:
This program is intended for mental health professionals such as Social Workers, Mental Health Counselors, Addiction Counselors, Psychologists, & MFTs
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Frequently Asked Questions
Yes, we are approved Continuing Education providers by ASWB, NBCC, NAADAC, APA & many other state boards.
Programs that do not qualify for ASWB, NBCC, NAADAC, & APA are clearly identified. eCare Behavioral Health Institute is solely responsible for all aspects of the programs.
To view all of our board approvals, click here
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Yes. (If you’re from Florida, Ohio, & South Carolina). We report CEs to the CE broker daily for courses completed the day before. For both live and recorded webinars.
Recorded Webinar CE Courses:
- Refunds are only eligible if the course was purchased within 30 days or less.
- If the customer doesn’t want the course anymore, or was unsatisfied from it – We can transfer credits to another course of their choice (with same CE credit amount).
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