Clinical Record Keeping for TCM Professionals

Kim Graham explains the importance of Clinical Record Keeping for TCM Professionals.

Kim Schneberk
Kim Schneberk

Course Overview

Accurate record keeping is essential for a competent practice. In this 4-hour course you will learn how to create, format and manage patient records. Content includes risk management, informed consent and refusal, patient termination, legalities, and privacy acts. Exercises to create appropriate records for initial and follow-up visits will also be covered, as well as examples of consent, initial intake, referrals and real-life clinical experience will be shared.


All participants will receive a reference handbook highlighting all aspects of the course.


Additional relevant reference material for this course includes the Jurisprudence handbook from the CTCMA (not included). To purchase a copy of this handbook click here.


  • Understand how clinical record keeping relates to competent practice.

  • Understand how to create and maintain accurate clinical (patient) records.

  • Understand the ethical and legal issues surrounding clinical (patient) record keeping.

  • Recognize areas of weakness in current record keeping practices and how to correct them.


  • 0 hrs - 15 min

    What is Accountable Record Keeping and The Purpose of Record Keeping

  • 15 min - 30 min

    Code of Ethics CTCMA

  • 30 min - 1 hrs


  • 1 hrs - 1.25 hrs


  • 1.25 hrs - 1.5 hrs

    Medical History/Intake & Activity

  • 1.5 hrs - 1.75 hrs

    CTCMA Guidelines for Informed Consent

  • 1.75 hrs - 2 hrs

    Informed Consent & Activity

  • 2 hrs - 2.5 hrs

    The Clinical Record: Charting

  • 2.5 hrs - 3 hrs

    Storage & Disposal

  • 3 hrs - 3.5 hrs


  • 3.5 hrs - 3.75 hrs


  • 3.75 hrs - 4 hrs

    Recorded Question and Answer segment


  • Jill S. (Canada)

    I found this course quite helpful. Coming from Alberta, I had many questions regarding what is required in B.C. Kim is very knowledgable in the subject of Clinical Record Keeping and has many beneficial suggestions to keep your charting professional and complete.

  • Corrine W. (Canada)

    This course was clear, concise and on point. It was easy to follow and pertinent to our profession.

  • Rita W. (Canada)

    This course provided some very important and necessary information on how to maintain a professional record that will hold up legally, can easily be cross-referenced and/or transferred to other professionals.

See All Reviews


Kim Schneberk

A graduate of the International College of Traditional Chinese Medicine of Vancouver, Dr. Kim Schneberk has dedicated the majority of her practice to the treatment of Addiction & Mental Illness. She has also been part of the CTCMA committee to improve competencies for Dr. TCM, and has been teaching the Record Keeping course at Langara College for over 5 years.


  • *CEU/CPD Approvals

    Some accreditation bodies have course approval expirations. If the approval expires, you will see a notice next to the name with a date of expiration: "[Until YYYY/MM/DD]". Please factor this date into your own renewal deadline. If an approval expires, you will be able to request that it is renewed and we will submit it for you within 2 business days. Renewals normally come back to us after 30 days.

    If your accreditation body is not listed under the "Approved" section, you may find it under the "Pending" section. That means that it is either currently pending approval, or that it is available for you to request: "[Upon Request]". New course approvals usually come back to us after 45 days.

    We use an automated system within our platform that allows you to make these requests in an easy and convenient way. Just visit the course page in your Net of Knowledge account and click the "Request Approval" button at the top.

    Each "Course and CEUs/CPDs" purchase grants you 1 request per accreditation body. If you request a course approval and do not complete it before its new expiration date, you will need to purchase another "CEU/CPD Add-On" to make another request.

    If the course is ineligible for approval with an accreditation body due to their subject-matter policies, it will be listed as "[Ineligible]", and no requests will be possible for the course.

  • Accessing Your Course

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  • Unlimited Access & CEUS

    You will have unlimited access to this course for as long as it is on Net of Knowledge, so that you can keep reviewing and learning from it over the years.

    CEU requirements must be completed within 1 year from the purchase. During this time, you must view the training and complete any required documents to get your certificate. You must also print and save your certificate for your own records.

  • Cancellation Policy

    Please note we do not offer refunds for our recorded online courses/webinars.

  • Note

    This recording is available in an online format only; you will not receive a DVD or physical copy of the recording – it is only available to watch as a course to watch on the internet through your online account.

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More Details
  • CEUs:

    Approved By: Standard Certificate (4), IVAS (4)

    Pending: Florida [Ineligible]*, California [Upon Request]*

  • Language: English

  • Course Type: Recorded Webinar

  • Course Length: 4 h

  • Course Notes: Notes are provided with this course.

  • Access Period: Lifetime


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