| | | | |
| I.
For ALL CLIENTS, Discuss the Following: | | | |
| |
(Using
clear language & allowing client to ask questions) | 3.10a;
10.01a | 1.03a,
b | A.2.a,
b, d |
| |
Limits
of Confidentiality; Foreseeable Uses of Information | 4.02b; 10.01a |
1.07e | A.2.b;
B.1.d |
| | Nature,
Purpose, & Anticipated Course of Services | 3.11;
10.01a |
1.03a | A.2.b
|
| |
Fees
and Billing Arrangements | 10.01a;
6.04 | 1.03a;
1.13 | A.2.b |
| |
Client's Right to Refuse Services |
3.10; 10.01b | 1.03a,d | A.2.a,
A.2.b |
| |
Involvement of Third Parties | 10.01a | 1.03c,e;1.07h;
3.06 | A.3 |
| |
Potential Limits of Services Because of Finances | 6.04d |
1.03a | A.10.b |
| |
Risks; availability of alternative services | 10.01b | 1.03a |
A.2.b |
| |
If experimental treatment will be used | 10.01b | 1.04c
| |
| | Inform
client if therapist is a trainee in supervision | 10.01c | |
F.6.h |
| |
If recording or taping, obtain consent in advance |
4.03 | 1.03f
| B.6.b;
B.6.c |
| |
Time frame covered by the consent | | 1.03a | |
| | Technology
and its risks | 4.02c | 1.03e | A.12.g |
| | Therapist's
qualifications and credentials | | | A.2.b |
| | | | | |
| II.
For MINORS, Also: | 3.10b;
4.02a | 1.03
c; 1.14 | A2.d;
B.5.a,b,c |
| | Provide
explanations (above); involve others as appropriate
Obtain assent; include
in decision making if possible Consider his/her best interests | | | |
| | | | | |
| III.
For COUPLES/FAMILIES, Also: (see summary
+ checklist
) | 10.02a,b | 1.06d,
f,g;1.07 | A.7;
B.4.b |
| | Clarify
"who is the client?"
Clarify
relationship with each person
Clarify your role. Discuss any conflicting roles
Explain
probable uses of information gathered
| | | |
| | | | | |
|
IV. For GROUPS, Also: (see summary) | 10.03 |
1.07f,g | A8;
B.4.a |
| |
Explain participants' confidentiality rules
Clarify roles and responsibilities
of all parties
| | | |
| | | | | |
| V.
If services provided AT THIRD PARTY REQUEST, Also: |
3.07 | 1.03d |
B.1.d; B2c |
| | Clarify
relationships with all involved parties
Clarify own role (therapist, evaluator,
consultant, etc.) | | | |
| | |
(If this is a court-related role, see chart) | | | |
| | Identify
who is the client
Discuss probable uses of the information obtained | | | |
| | | | | |
| VI.
If provided THRU AGENCY/ORGANIZATION, Also: | 3.11a
| | |
| | Clarify
nature and objectives of the service
Identify which individuals are clients
Clarify
your relationship with each person and with agency
Discuss probable uses of information obtained
| | | |
| | |
(e.g., Who will have access to information? When?) | | | |
| | | | | |
VII.
If you will have MULTIPLE ROLES
&/or If you foresee CONFLICT OF INTEREST,
Also: | | | |
| | Clarify
role expectations and the extent of confidentiality |
3.05c; 3.06; 10.02b | | |
| | Inform
clients of real or potential conflict of interest | | 1.06d
| |
| | Clearly
define/maintain professional and social boundaries | | | A.5 |
| | | | | |
|
VIII. If services COURT-ORDERED or in JUDICIAL SETTING: | 3.05c;
3.07; 3.10c | 1.06d |
D.1.d; E.13.b |
| | Before
proceeding, clarify role and limits of confidentiality
(see chart
of ethical responsibilities in court-related roles) | | | |
| | | | | |
| Ix.
If SERVICES ARE INVOLUNTARY: | | | |
| | Explain
nature/extent of planned services and right to refuse | | 1.03d
| |