1 CE Hour. Live Replay of Online Open Office Hours Session. Free and open to the public.

Developed by Roy Huggins, LPC NCC
Presented by Roy Huggins, LPC NCC; Liath Dalton; and Nicole Kramer, MBA

Kid With Crayons

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HIPAA requires mental health professionals to create a set (or “manual”) of security policies and procedures as part of their compliance process. It sounds like a big task — and it can be, if you’re not careful! This Live Replay of our Open Office Hours session will teach you the basic requirements along with providing tips and resources for getting the task done legally, ethically, and simply.

This introductory-level course for counselors, clinical social workers, marriage and family therapists, and clinical and counseling psychologists will help learners both understand the role of security policies and procedures in professional, HIPAA-compliant practice and to actually author and adopt security policies and procedures using the templates from HIPAACOW, NASW, or Person Centered Tech.

1 CE Hour. Live Replay of Online Open Office Hours Session. Free and open to the public.

Educational Objectives

  • Describe the set of HIPAA security standards which need to be addressed in policies and procedures for compliance.
  • Choose practice-appropriate tools for assisting in authoring HIPAA-compliant security policies and procedures.
  • Describe how the risk analysis process informs the policies and procedures authoring process.


  1. What are HIPAA security policies and procedures and why do I need them?
    • Addressing HIPAA Security standards.
    • The relationship between HIPAA-compliant risk analysis and policies and procedures.
    • HIPAA investigations and policies and procedures.
    • Efficient practices and policies and procedures.
  2. How and when do I create or update my policies and procedures?
    • HIPAA policy and procedure authoring guidance from the Center for Medicare and Medicaid Studies (CMS.)
    • High-level best practices around security policies and procedures and how they relate to mental health practices.
  3. What tools are available to help author security policies and procedures?
    • Survey of tools that provide templates and guidance for HIPAA security policies and procedures, with a focus on mental health-oriented tools.
  4. What do I do with my policies and procedures?
    • HIPAA and security training.
    • Requirements for maintaining compliance documents.

Vital Stats

Date and Time: April 6th, 10AM Pacific / 11AM Mountain / Noon Central / 1PM Eastern
Venue: The event will be held via interactive webinar.
Cost: FREE. This is a live replay of an Open Office Hours continuing education session. All registrants will be subscribed to the Person Centered Tech newsletter.
Availability: This is alive replay. An on-demand replay of the event is available to Person Centered Tech members. Members can click here for the on-demand replay.

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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.

Nicole Kramer, MBANicole Kramer, MBA received her MBA in healthcare administration from Western Governors University in 2017.  Before healthcare, she worked as a licensed insurance producer where she helped individuals and businesses assess risk and mitigate liability. Her working experience includes medical clinic office management which included overseeing and implementing technology operations and HIPAA compliance.

Nicole is the Business Development Manager at Person Centered Tech.

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; 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: Person Centered Tech sells services and tools for HIPAA compliance, including security policies and procedures templates.

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 Aaron Burden on Unsplash

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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.


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