The must-known details for selecting and implementing an electronic health record

Interview-style, with Elizabeth Irias, LMFT

  • Course Description

    What should I know before I start my EMR search? How can I best navigate and prepare for an implementation to make it successful? This course will help you to know how to get organized and what to think about before even starting a search for an EMR. It will cover what questions to ask yourself and your team, relevant federal laws and ethical codes, what information you will need, and how to approach the process. It will also cover how to set yourself up for success in regards to implementation and being prepared for the unexpected.

  • Learning Objectives

    Upon completing this course, participants will be able to: Describe how to begin an EMR search and what you need to know before you start; List three considerations when choosing a electronic records system; Describe how HIPAA and electronic records are related

    Target Audience and Instructional Level
    This course is intended for psychologists, therapists, social workers, clinical counselors, and addiction counselors. Instructional level: Introductory

  • How To Take This Course

    In order to receive a certificate of completion reflecting the associated CE credit hour, you must:
    #1: Have an active Clearly Clinical membership
    #2: Listen to the corresponding course podcast
    #3: Achieve a passing grade on the post-presentation test (the test has ten questions and you must earn a score of at least 80%; you are able to re-test)
    #4: Complete the requested course evaluation.

    Course requirements (including the course audio, post-test, and course evaluation) can be completed on a computer or mobile device via your Clearly Clinical account.

  • Course Format

    This high-quality and interesting course contains a one-hour, non-interactive audio podcast interview, which is available for free via Apple Podcasts, Google Play, or your other favorite podcast providers. You can also listen to and download the file via our course player.

  • Commercial Support

    There is no known commercial support or conflict of interest for this CE program, sponsor, or instructor. Regarding content: Matt Stevens is the cofounder of Alleva, an electronic health records system, whose website he mentions as a potential resource during this course.

  • Certificate Access Details

    Once you've completed the course, your certificate will automatically populate in the 'Certificate' section of your account; it will also be emailed to you. Access to completion certificate will expire 365 days after issuance. Course certificates will be on file for ten (10) years from date of course completion.

  • Accommodations

    If you have special needs or need an accommodation, please email us at and we will do our best to assist you.

Expert Interviewee and Interviewer

Matt Stevens

Electronic Health Record Expert

Matt Stevens has built and sold software in the healthcare space for over a decade, and is the cofounder of Alleva, an electronic record system for behavioral health providers. He has a specialization in EHR legal/ethical compliance, and interfaces with clinicians daily; he carries a bachelor degree in communications, with a minor in business. He co-founded Alleva after watching a dear friend's son deal with addiction and overdose. Matt and his wife have 3 children and live in Laguna Niguel, California. Matt loves yoga and surfing, he is currently studying to become a yoga teacher.

Elizabeth 'Beth' Irias, MS, LMFT

Interviewer & Clearly Clinical Founder

Elizabeth 'Beth' Irias (she/her) is a licensed Marriage & Family Therapist and the Founder and President of Clearly Clinical. She has specializations in Clinical Documentation, Best Practice, and Utilization Review, and works closely with clinical teams across the US as a trainer and national conference presenter; Beth was formerly an adjunct professor at Pepperdine University in the Graduate Psychology and Education department. Licensed in California and Oregon, she provides therapy via her private practice to young adult and adult clients, members of the LGBTQ population, and those with addictive disorders. She has two young children, a super cool spouse who helps out with Clearly Clinical's tech, and a rescue dog.

See why we're the country's premier CE provider

  • CONVENIENT: All courses are 1-hour podcast episodes, available on Apple Podcasts, GooglePlay, and many others

  • AFFORDABLE: We offer quality CE courses through a reasonably-priced membership

  • SOCIALLY-RESPONSIBLE: We donate to The Trevor Project for LGBT youth suicide prevention

  • WOMEN-OWNED: We are founded and run by Elizabeth Irias, LMFT

  • DIVERSE: We highlight minority expert presenters

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