(Updated) Clinical and Ethical Considerations in Diagnosis, Note-Writing, and Record Keeping for Trans/Non Binary Clients
What you document and how has real consequences for trans and non binary clients. Learn to navigate legal risks, protect sensitive records, and meet your ethical obligations.
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 who wants to get this right, not just check a CE box
- You work with trans and non binary clients and want documentation practices that actually protect them
- You're looking for CEs that feel clinically rigorous and genuinely affirming, not performative
- You want training built by queer clinicians, for queer clinicians, informed by lived experience
What You’ll Take Away

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.
Course 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
Just This Course
Get lifetime access to this self-paced 1.5 NBCC CE hour course.
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Perfect for clinics, agencies, and group practices ordering 2 or more seats. Automatic volume discount; no codes needed.
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FAQ
C&C Resourcing, Inc. does not issue partial credit for any trainings.
For on demand products you will complete the training then submit a quiz. Once these steps are completed, a certificate will be available for you almost immediately.
For live events participants are only allowed to miss a certain amount of time and still receive credit. For a webinar/training less than 2 hours long, participants may miss 15 minutes. For a 2-to-6-hour training, 30 minutes. For a 12-to-13-hour training, 1 hour. At the end of the live training you will be given a link to a survey. Within ten days attendance records and survey submissions will be reviewed. Certificates will be emailed to participants who have met the attendance requirement and completed the survey.
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Please email us at [email protected] or call/text us at 919-960-1646. Also visit our main website at home.ccresourcing.us. 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.
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