(Updated) Clinical and Ethical Considerations in
Diagnosis, Note-Writing, and Record Keeping for Trans/ Non Binary Clients
Protect your clients. Comply with ethics. Understand your role.
A course on record keeping and legal risks affecting trans/ non binary clients' mental health care.
Course Overview
In light of real-world breaches like the 2022 Vanderbilt University Medical Center case, this course explores your ethical and legal responsibilities when providing care for trans and nonbinary clients including diagnoses, notes, and recent legislative updates.
This Course Is For You If…
- You’re a licensed mental health professional or student
- You support and advocate for trans and non binary clients
- You want CEs that are clinically relevant and affirming
- You value education created by queer clinicians for queer clinicians
What You’ll Walk Away With

Dana M. Cea (she/they)
Prior to becoming a licensed mental health clinician, Dana was a Certified Peer Support Specialist. Her work with clients and her own experiences accessing therapy have informed Dana's focus on protecting clients and their information. After learning about Vanderbilt University Medical Center releasing the full medical records of trans/ non binary clients, Dana realized they wanted to do what they could to keep something similar from happening again. This training is her small contribution to that effort. They hope clinicians of all gender identities learn something new they can apply immediately.
“Together, we can make this field better for both clients and clinicians.”
Course Preview
This on-demand training offers concise, practical guidance for ethically supporting trans and non binary clients.
View Full CurriculumCourse Description: In 2022 Vanderbilt University Medical Center released complete copies of medical records for trans/ non binary (TNB) patients to the state attorney general. These patients included minors between the ages of 16 and 17 years old. The situation led to patients' increased fear that their safety and confidentiality would be at risk. As mental health professionals we have ethical and legal requirements regarding clients' records, which includes diagnoses (ACA Code of Ethics, A.2.b.) and progress notes (ACA B.1.b.; NBCC 18). Ethical considerations from the National Board for Certified Counselors and the American Counseling Association Codes of Ethics are addressed, and recent legislation changes specific to TNB clients will be discussed.
Learning Objectives:
- Incorporate at least two ethical standards when cautiously soliciting information from trans/ non binary clients, writing notes about trans/ non binary clients, and sharing information about trans/ non binary clients
- Apply more than three stringent procedures regarding confidentiality for the records of trans/ non binary clients
- Demonstrate understanding of around six implications regarding diagnosis for trans/ non binary clients
- Recognize around four ways that current laws and ethical codes shape counselor responsibilities
Choose the Best Option for You
CE Approval(s)

FAQ
For on demand products you will complete the training then submit a quiz and survey. If you pass the quiz, a certificate will be available for you almost immediately. For live events you will be given a link to a survey. After receiving your survey submission, a certificate will be emailed to you within ten days.
All major forms of payment are accepted through our checkout process. If you have any issues, questions, or concerns, please let us know.
For any course, simply increase the quantity to the number of seats you need to purchase. When purchasing more than one seat, the buyer will not be automatically enrolled in the product. However, they can enroll using the link provided after the purchase. After the purchase is successfully completed, the buyer is brought to the thank you page with additional seat management options. To get access to their seat, each team member needs to access the course using the invite link. They will be brought directly to the checkout page for the product that they got an invite for, where they will need to create an account (if they do not already have one) to get access to the product. Looking for a group rate? Email us ([email protected]) and let us know!
All refund requests must be made in writing ([email protected]).
On demand products: Full refunds will be given for accidental duplicate purchases or for products that you have not already used. No refunds or credits will be given for products that have been started or completed. If you have a complaint, please see our policy regarding complaints.
Live products: Registrants canceling between two weeks and two full business days prior to the first day of the event are refunded at 70% of the registration fee subject to a cancellation fee of 5% of the original purchase price, including taxes and other fees. Registrants canceling less than two full business days prior to the first day of the event are refunded at 25% of the registration fee subject to a cancellation fee of 5% of the original purchase price, including taxes and other fees. No vouchers will be issued in lieu of a refund. Transfers/substitute(s) welcome (notify in advance of the program).
While we hope this never happens, here is our formal policy: Complaints must be made in writing ([email protected]). A representative will follow up on written complaints within 30 days of receiving the complaint. The following information must be included in the written complaint:
(1) The name and contact information for the person making the complaint.
(2) The name and contact information for the person or organization against which the complaint is made.
(3) A detailed written description of the dispute, complaint, or problem.
(4) Reference to the appropriate rule, standard, and/or guidelines related to the matter (if known).
(5) Copies of all related correspondence, records, and other documentation.
(6) Signature of the person making the complaint.
Please email us at [email protected] or call/text us at (919) 960-1646. We will work with you to meet your accommodation needs.
Please email us at [email protected] or call/text us at 919-960-1646. Also visit our main website at home.ccresourcing.us. We look forward to hearing from you! Mailing address: 118 Brookside Way, Pikeville NC 27863.
Let’s Keep Learning, Together
This work matters — and so do you. Every decision you make in support of trans and nonbinary clients creates safer, more affirming care. Let’s keep growing in ways that reflect our values.
Enroll Now & Start Today