Accounting /CPLEE The Ethics Code: Ethical Standard 6 - Record Keeping and Fees

CPLEE The Ethics Code: Ethical Standard 6 - Record Keeping and Fees

Accounting8 CardsCreated 7 days ago

This deck covers key ethical standards related to record keeping and fees as outlined in the CPLEE Ethics Code. It includes questions and answers on maintaining records, confidentiality, billing practices, and professional conduct.

6.01: To the extent that they have control, psychologists should create and maintain records of their ________________________ with the following goals in mind: 1) to facilitate future provision of services; 2) to allow for replication of research results; 3) to meet institutional requirements; 4) to ensure accuracy in billing; 5) to comply with the law.

Professional work.
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Key Terms

Term
Definition
6.01: To the extent that they have control, psychologists should create and maintain records of their ________________________ with the following goals in mind: 1) to facilitate future provision of services; 2) to allow for replication of research results; 3) to meet institutional requirements; 4) to ensure accuracy in billing; 5) to comply with the law.
Professional work.
6.02: To the extent they have control, psychologists create, maintain, and destroy records in a manner that ________________________. When client info. is entered into databases, appropriate measures should be taken to protect confidentiality, including ____________________ of personal identifiers. Psychologists should make plans in advance to protect the confidentiality of records and data in case of their death or incapacity.
Protects confidentiality; Coding
6.03: Psychologists may not ____________________________ that are necessary for emergency treatment because a client owes them money. This ethical standard ___________________ with current federal law (HIPAA), which states that psychologists may not withhold records for nonpayment under any circumstances.
Withhold records; Conflicts Note: It is technically ethical but actually illegal to withhold records for nonpayment in a non-emergency situation.
6.04: Fees and billing arrangements must be agreed upon “____________________________ in a professional or scientific relationship.” Fee practices must be consistent with the law, and psychologists may not misrepresent their fees. Psychologists must also inform clients before using a _______________________, and they must provide clients with the opportunity to make prompt payment.
As early as is feasible; Collection agency
Psychologists __________ have to inform clients at the outset of treatment that they may use a collection agency at some later time. When using a collection agency, only the most ______________________ should be disclosed (typically the client’s name and amount of money owed).
Do not; Limited information
6.05: Bartering is permissable as long as it is not _________________________ and not _______________________
Clinically contraindicated; Exploitative

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TermDefinition
6.01: To the extent that they have control, psychologists should create and maintain records of their ________________________ with the following goals in mind: 1) to facilitate future provision of services; 2) to allow for replication of research results; 3) to meet institutional requirements; 4) to ensure accuracy in billing; 5) to comply with the law.
Professional work.
6.02: To the extent they have control, psychologists create, maintain, and destroy records in a manner that ________________________. When client info. is entered into databases, appropriate measures should be taken to protect confidentiality, including ____________________ of personal identifiers. Psychologists should make plans in advance to protect the confidentiality of records and data in case of their death or incapacity.
Protects confidentiality; Coding
6.03: Psychologists may not ____________________________ that are necessary for emergency treatment because a client owes them money. This ethical standard ___________________ with current federal law (HIPAA), which states that psychologists may not withhold records for nonpayment under any circumstances.
Withhold records; Conflicts Note: It is technically ethical but actually illegal to withhold records for nonpayment in a non-emergency situation.
6.04: Fees and billing arrangements must be agreed upon “____________________________ in a professional or scientific relationship.” Fee practices must be consistent with the law, and psychologists may not misrepresent their fees. Psychologists must also inform clients before using a _______________________, and they must provide clients with the opportunity to make prompt payment.
As early as is feasible; Collection agency
Psychologists __________ have to inform clients at the outset of treatment that they may use a collection agency at some later time. When using a collection agency, only the most ______________________ should be disclosed (typically the client’s name and amount of money owed).
Do not; Limited information
6.05: Bartering is permissable as long as it is not _________________________ and not _______________________
Clinically contraindicated; Exploitative
6.06: Psychologists must provide _______________________ to payors (e.g., insurance companies) and to sources of research funding (e.g., diagnoses, fees, services provided).
Accurate information. Note: Psychologists may not submit false diagnoses or exaggerate their clients’ problems in order to ensure continuity of coverage. Nor may they understate diagnoses in an effort to reduce stigma.
6.07: Any payment or fee-splitting between psychologists and other professionals must be based on services provided (clinical, consultative, administrative, or other). Psychologists may never pay another professional for a ________________.
Referral.