Understanding and Responding to Subpoenas and Court Orders (1 CE)

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Understanding and Responding to Subpoenas and Court Orders

Course Format: Self-Paced Video

Course Description:

This one-hour presentation focuses on helping mental health providers better understand what it means to receive a subpoena or court order. Participants will learn about the different kinds of subpoenas that can be issued to a mental health provider and will be provided with steps to follow when served with a subpoena or court order. Risk management strategies related to subpoenas and court orders will be outlined so that providers will be better able to respond in an appropriate and risk-managed way to these types of documents.

Course Instructor: Julie Jacobs, Psy.D., J.D.

Instructor Bio: 
Dr. Julie Jacobs is a licensed psychologist and attorney who practices in mental health provider law. She received her B.S. cum laude in Psychology from the University of Florida and her Psy.D. in Clinical Psychology from the Georgia School of Professional Psychology. Prior to attending law school, Dr. Jacobs practiced for 12 years as a clinical psychologist in a variety of settings, including private practice, college counseling centers, and the United States Air Force. Several years ago, she decided to change the path of her career and focus on helping mental health providers understand the interaction between law and mental health practice. This decision brought her to Boulder, where she obtained her J.D. at the University of Colorado Law School (ranking in the top 6% of her graduating class).

Dr. Jacobs uses her own experiences as the basis for understanding the needs of her clients, particularly in mental health provider law. Her focus is on optimizing the work of mental health providers by addressing issues of risk management, ethical decision-making, and licensure defense. She currently works as an attorney in Lyons, Colorado, and has developed a practice focused on the needs of mental health providers. Dr. Jacobs served on the Colorado Psychological Association Board of Directors from 2015 through 2019, and has been the Chair of the Colorado Psychological Association Legislative Committee since July 2016. She also offers educational programs for mental health providers on a variety of topics related to mental health practice and law.

Learning Objectives:

On completion of this workshop, participants will be able to:

  • Identify the different types of subpoenas

  • Describe the difference between a subpoena and a court order

  • Outline the steps for responding to subpoenas and court orders

  • Identify risk management strategies for dealing with subpoenas and court orders


Certificate and credits for the course will be awarded under the board approvals of the Trust and Trust Risk Management Services. TRMS website.

Managing High-Risk Patients Through Teletherapy is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its contents.

This program is Approved by the National Association of Social Workers (Approval # 886836501-6742) for 1 continuing education contact hours.

American Insurance Trust is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019.

This course can also qualify for continuing education for Marriage and Family Therapists under the APA approval.


Continuing Education licensing requirements vary by jurisdiction, are not always well defined and may even supersede the rules of a national accreditation organization. We recommend you contact the applicable state licensing board or accrediting organization for the latest regulations and specific requirements of your state when considering our programs for Continuing Education credit.


Grievance/Refund Policy

AATBS is fully committed to conducting all activities in strict conformance with the major mental health approving boards. AATBS will comply with all legal and ethical responsibilities to be non-discriminatory in promotional activities, program content and in the treatment of program participants. The monitoring and assessment of compliance with these standards will be the responsibility of the Program Director in consultation with the members of the continuing education committee.

Customer satisfaction is important to us. If you are unsatisfied for any reason, please send your complaint or questions in writing to info@aatbs.com. You can view our refund policy here.


More Information
Board ApprovalsAmerican Psychological Association (APA), Association of Social Work Boards (ASWB)
CE FormatOnline, Text-Based, Online Video