Risk Management

Risk Management Essentials (RM-10)

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Understanding the common legal pitfalls and risks that impact clinicians and health care organizations is essential to providing safe patient care. In the PBI Risk Management Essentials course, participants develop a deeper understanding of the potential risks clinicians face regarding laws and rules, ethics, communication, boundaries, documentation, and prescribing. Using the PBI Formula©, participants learn how to identify their risk factors and create a Personalized Protection Plan© of practical strategies and solutions to protect patients and their career.

The course is facilitated in an interactive group format and taught by one primary faculty member who reviews each participant’s pre-course assignment submissions. 

Participating in more than one live course?
Contact us about our multi-course discount program.

Course Editions

Risk Management Essentials (RM-10)

  • Pre-course assignments, 2 hours
  • One-day virtual live course

Risk Management Essentials Extended Edition (RM-10EX)

  • Pre-course assignments, 2 hours
  • One-day virtual live course
  • Post-course, weekly faculty-led group teleconference seminars (MAS), one hour for 12 weeks

Reasons for Referral

  • Disorganized practice management (e.g., billing errors, inappropriate marketing, scheduling problems)
  • Failure to obtain adequate informed consent
  • Non-compliance with licensure requirements (e.g., continuing education requirements)
  • Failure to adhere to basic laws, rules, or policies (e.g., masking, posting mandatory office signage)
  • Inappropriate social media use
  • Improper use of email or texting per HIPAA or PIPEDA
  • Inappropriate or insensitive patient communication regarding apologies
  • Other minor, less severe, or first-time infractions related to boundaries, ethics, communication, prescribing, or record-keeping

In addition to addressing the situations above, this course is appropriate for clinicians to attend for risk management education and preventive purposes.

Professions This Course Is Suitable For

The Risk Management Essentials course is multi-disciplinary and appropriate for all licensed clinicians and support staff, including but not limited to: physicians, nurses, dentists, veterinarians, chiropractors, physician assistants, mental health providers, physical therapists, acupuncturists, EMTs, pharmacists, midwives, optometrists, trainees/students, medical assistants, scribes, and office staff.

Learning Objectives

  • Identify the legal pitfalls and practice shortcomings that increase regulatory and practice management risks and list the preventative measures that can be taken against them.
  • Describe techniques for appropriately handling communications, both in person and via electronic communication channels, with colleagues, staff, patients and their families, private sector organizations, and governmental entities.
  • Identify common ethical and boundary dilemmas and describe strategies and resources to prevent them, including appropriate patient forms, chaperones, parameters for networking, social media, and advertising, supervisory and delegation policies, informed consent policies, and patient termination policies.
  • Identify the types of unprofessional conduct that pose risks to practice, including confidentiality violations, documentation concerns, prescribing problems, disruptive behaviors, substance abuse, and impairment.
  • Apply the PBI Formula© and describe how to develop a Personalized Protection Plan for immediate implementation.

Accreditation

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of the University of California, Irvine School of Medicine and Professional Boundaries, Inc. The University of California, Irvine School of Medicine is accredited by the ACCME to provide continuing medical education for physicians.

The University of California, Irvine School of Medicine designates these live activities for a maximum of 22 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Registration Options

Select Edition

Course Credits

10 CME (2 Pre-Course + 8 Live)

Course Costs

$925.00 Doctoral/Advance Practice

$695.00 Non-Doctoral/Nurse

Interest-Free Financing Available

Date: January 11, 2025 - January 11, 2025

Location: Virtual Live Classroom, Pacific Time
8:00 AM - 5:00 PM

Date: April 12, 2025 - April 12, 2025

Location: Virtual Live Classroom, Pacific Time
8:00 AM - 5:00 PM

Course Credits

22 CME (2 Pre-Course + 8 Live + 12 Post-Course)

Course Costs

$1525.00 Doctoral/Advance Practice

$1295.00 Non-Doctoral/Nurse

Interest-Free Financing Available

Date: January 11, 2025 - January 11, 2025

Location: Virtual Live Classroom, Pacific Time
8:00 AM - 5:00 PM

Date: April 12, 2025 - April 12, 2025

Location: Virtual Live Classroom, Pacific Time
8:00 AM - 5:00 PM

FAQ

What is the Virtual Live Classroom?
This course agenda covers multiple topic areas, while other live PBI courses cover just one topic. How can I determine which course is most appropriate?
What is the difference between the Standard Edition (RM-10) and the Extended Edition (RM-10EX) of the Risk Management Essentials course?
How do I know if this course is approved by my regulatory agency or board?
  • "I will be more mindful of potential risks I may come across and be proactive in preventing them from happening."
    - Risk Management Essentials Course Graduate
  • "I took the PBI Medical Record Keeping Course, and I have been enrolled in the Maintenance and Accountability Seminars. I (took this course) wanting to develop a deeper understanding of the potential risks that I face regarding ethics, communication and boundaries."
    - Risk Management Essentials Course Graduate

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