1 Live CE Hour. Continuing Education for Office Hours (CE for OH) Session. May 25th, 10AM Pacific/1PM Eastern.
Closed to the public. Free for members. Replay available free for members ()

Developed by Roy Huggins, LPC NCC
Presented by Roy Huggins, LPC NCC; Liath Dalton

Man tapping screen of smartphone


This event has ended.

To view the replay of this event, or to view or attend any Continuing Education for Office Hours course, become a Person Centered Tech member for as little as $35/mo.

Or if you are a member, log into your membership account here

This introductory-level course for counselors, clinical social workers, marriage and family therapists, and clinical and counseling psychologists will help learners

1 Live CE Hour. Continuing Education for Office Hours (CE for OH) Session. May 25th, 10AM Pacific/1PM Eastern.
Closed to the public. Free for members. Replay available free for members (Become a member for as little as $35/mo., or if you are a member, log in here.)

Educational Objectives

  • Describe the security-related legal-ethical concerns inherent in texting or messaging with clients.
  • Develop procedures and tools for texting or messaging with clients in a secure and HIPAA-compliant manner
  • Document messages exchanged with clients securely, with client informed consent, and according to the attendee’s documentation requirements.


  1. A few caveats about texting that will be covered in more detail in Session 2 of this program.
  2. What is “texting” and how does it relate to HIPAA and ethical standards?
    • Classic “SMS” texting vs. messaging with apps.
    • Confidentiality-related issues in sending information over the Internet.
      1. Risks to confidentiality.
      2. Client rights regarding their confidentiality.
    • HIPAA and the Transmission Security standard.
  3. Is “transmission security” the only ethical-professional concern around texting?
    • Safety of client phones and computers.
    • Safety of clinician phones and computers.
      1. Confidentiality concerns.
      2. Availability concerns.
    • Texting service providers and the HIPAA Business Associate Rule.
  4. What tools are available to make texting work legally and ethically?
    • Secure texting apps, including some example.
      1. When is an app a “conduit” under HIPAA’s Business Associate Rule?
    • When is nonsecure texting appropriate?
  5. What do I do with text messages that I am in possession of?
    • Text messages and the client record.
      1. What must be retained?
      2. Informed consent regarding text messages and record-keeping.
    • Techniques for securely documenting text messages.

Vital Stats

Date and Time: May 25th, 10AM Pacific / 11AM Mountain / Noon Central / 1PM Eastern
Venue: The event will be held via interactive webinar during an Office Hours session.
Cost: Free for members (Become a member for as little as $35/mo., or if you are a member, log in here.)
Availability: This is a live event. Replay available free for members(Become a member for as little as $35/mo., or if you are a member, log in here.)

Course Developer/Primary Presenter

Roy Huggins, LPC NCCRoy Huggins, LPC NCC, is a counselor in private practice who also directs Person-Centered Tech. Roy worked as a professional Web developer for 7 years before changing paths, and makes it his mission to grow clinicians’ understanding of the Internet and other electronic communications mediums for the future of our practices and our professions.

Roy is an adjunct instructor at the Portland State University Counseling program where he teaches Ethics, and is a member of the Zur Institute advisory board. He has acted as a subject matter expert on HIPAA, security and clinical use of technology for Counseling licensure boards and both state and national mental health professional organizations. He has co-authored or authored 2 book chapters, and he routinely consults with mental health colleagues on ethical and practical issues surrounding tech in clinical practice. He served for 5 years on the board of the Oregon Mental Health Counselors Association and then the Oregon Counseling Association as the Technology Committee Chair.

He really likes this stuff.

Course Co-Presenters

Liath Dalton is a Ph.D candidate in Religious Studies. She began her academic career at Reed College and continued her graduate work at the University of Cape Town.

Liath is the Deputy Director for Person Centered Tech and runs our HIPAApropriateness review program. Through her combination of experience evaluating products for their utility and security in regards to how they can meet risk management needs and providing guidance to members around what product options will best meet their specific practice needs, Liath has an intimate knowledge of both what the practice tech needs are for mental health professionals and what it takes for a product to meet those needs.


Program Notices

Accuracy, Utility, and Risks Statement: The contents of this program are based on publications and reports from the federal Department of Health and Human Services and the National Institutes for Standards and Technology; consultation with experts on HIPAA Security standards and their implementation; relevant professional ethics codes of the professions served by this program; and personal study from the program developers. Some interpretation and analysis presented is made by the presenter, in consultation with knowledgeable colleagues and expert consultants. Statements about applications to technology are according to presenter’s understanding of the technology at the time of the program. The presenter may not know how to apply all principles discussed to every technology type or product. This program discusses strategies for complying with HIPAA and covered ethics codes. It may not include information on all applicable state laws. Misapplication of the materials, or errors in the materials, could result in security problems, data breaches, or non-compliance with applicable laws or ethics codes.

Conflicts of Interest: None.

Commercial Support: This program has no commercial support.

All events for this program will be subject to our cancellation/refund policy and complaint policy.

Photo by NordWood Themes on Unsplash

ACEP LogoPerson Centered Tech Incorporated is approved by the American Psychological Association to sponsor continuing education for psychologists. Person Centered Tech Incorporated maintains responsibility for this program and its content.

ACEP LogoPerson Centered Tech Incorporated has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6582. Programs that do not qualify for NBCC credit are clearly identified. Person Centered Tech Incorporated is solely responsible for all aspects of the programs.

State Approvals

Person Centered Tech is an approved provider continuing education provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. CE Broker Provider #50-23706.

Ohio Counselor, Social Worker, and Marriage and Family Therapist Board accepts continuing education credits from providers approved by the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health.

Person Centered Tech Incorporated 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-0540.


Scheduled Maintenance

We will be temporarily taking the website offline at 10:00 PM Pacific (1:00 AM Eastern) tonight, July 6, in order to make some improvements. We plan to be back online by midnight Pacific (3:00 AM Eastern). We apologize for any inconvenience this may cause. Dismiss