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Providing consultation for other therapists

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4 comments

  • Kathleen Burke

    When you said you are "...about to provide a consultation for another therapist...," you did not state whether you are actually meeting with a client of the other therapist, or only having a discussion with the therapist about a client without the client present. If you are meeting with the actual client, then I assume you would have them complete your privacy notifications, release of information, etc, and put them into SP as a client.

    If you are providing a consultation to another therapist without the client present, all state and federal privacy laws would still apply, and you would need the client to sign off on a release of information that specifies what information will be shared with you. Additionally, you must also assume that any professional opinions and recommendations that you share with the other therapist could potentially be used by the therapist to formulate diagnoses and/or treatment plans. That client would therefore technically be your client as well.

    I would enter at least basic information about the client, such as name, address, and DOB, into SP. I would also upload the signed release of information into the client record, detail the name and address of the other therapist in the client record, and document everything that you discussed with the therapist about the client. 

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  • Cara Frankel

    Thanks Kathleen.  In this case I believe the therapist getting consultation from me is the client because he will be discussing a case or 2 with me but they will be de-identified and he will be the one paying.

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  • Kathleen Burke

    Thanks for clarification, and apologies for my original long-winded response. When I perform these types of consultations, I don't record them in SP at all. I suppose you could add the other therapist in SP as a client, but I prefer use SP for my own therapy clients.

    I just accept the fee and make sure I declare it as "additional income" when I file taxes. Be aware that in these consultation cases, you are considered an independent contractor, and the other therapist should really issue you the IRS form 1099-nec for payments he or she made to you, if those payments exceed $600.

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  • Cara Frankel

    Thanks Kathleen.  That's very helpful!

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