On The Record . . .
Official Newsletter of BERTOLINO LLP

April 2025

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Our Firm


Tony R. Bertolino, Esq.

Managing Partner


Sheri L. Middlemas

Chief Operating Officer


Troy Beaulieu, Esq.

Director of Legal Services


LaJuana Acklin, Esq.

Senior Associate Attorney


Kerry Bloodsaw, Esq.

Associate Attorney


London de la Teja

Accounts Receivable Manager


Melissa Hooper

Team Lead, Paralegal [Certificated]


Lesa Surber

Paralegal [Certificated]


Cimone Murphree

Project Liaison


Jasen Dalus

Client Success Liaison


Dena Lackey

Marketing Specialist

Social media and Your Professional, Occupational License.

By Tony Bertolino, Esq.

Social media is an all-too-frequent ground for the discipline of licensed professionals by state licensing boards or agencies. As a result, professionals must be wary of violating rules by posting certain messages, pictures, or links on any social media platform.


How Social Media Usage Can Lead to Disciplinary Violations


Using social media to air complaints, grievances, and other problems is commonplace today. Criticizing a business, a government entity, or even your employer is routine when a person has what they perceive as a negative experience. Although people can freely express their thoughts, experiences, and opinions on social media platforms, freedom is not without consequences, especially when you are a licensed professional. Publicly airing a grievance on social media that you have with another lawyer, a client, your employer, or even your licensing board can lead to disciplinary action against you. Disciplinary actions can be highly detrimental to your career and result in unwanted sanctions.


For example, an attorney who experiences a frustrating client can run into disciplinary problems if he gives enough detail in an online post to allow some people to identify the client. The attorney may be accused of violating ethical rules concerning the attorney-client relationship and, depending on the tenor and details of the post, of other rules governing professional conduct.


Likewise, if a CPA is in the throes of what he sees as a frivolous disciplinary case with his licensing board and posts details of the case online, he could violate various rules governing the accounting profession. He could even find himself or herself charged with another violation by his licensing board. 


Another common source of social media trouble occurs when an unflattering portrait of a license-holder is published online. Pictures of a license-holder doing drugs, inflammatory posts perceived as racist or sexist, and similar online behavior can result in disciplinary action by a licensing board.


The Texas Board of Nursing and Its Social Media Policy


The Texas Board of Nursing (BON) has issued “Position Statement 15.29: Professional Boundaries Including Use of Social Media by Nurses” to address how using social media can result in nurses violating Texas laws and rules.


More specifically, Position Statement 15.29 states that nurses who post on social media platforms can easily make nurses responsible for knowing, recognizing, and maintaining professional boundaries with patients.

 

According to 22 Tex. Admin. Code §217.1(29), professional boundaries are:


The appropriate limits which should be established by the nurse in the nurse/client relationship due to the nurse’s power and the patient’s vulnerability. Refers to the provision of nursing services within the limits of the nurse/client relationship, which promote the client’s dignity, independence and best interests and refrain from inappropriate involvement in the client’s personal relationships and/or the obtainment of the nurse’s personal gain at the client’s expense. 


Professional boundaries can involve the overinvolvement of a nurse in a patient's life, whether physical, sexual, emotional, or financial. Violating professional boundaries qualifies as professional misconduct that can lead to disciplinary action under Texas law.


 The BON explicitly states that a nurse’s use of social media can unintentionally blur the boundaries between a nurse’s professional and personal lives. A lack of boundaries on social media platforms can lead to a nurse violating professional boundaries. Based on these concerns, the BON has issued the following statements concerning nurses’ social media usage:


Nurses have an ethical and legal obligation to maintain patient privacy and confidentiality, including when using social media. Using privacy settings is insufficient to ensure privacy.


  • Nurses must maintain professional boundaries when using social media and never engage in disparaging, degrading, or embarrassing patients.


  • Nurses must provide nursing services without discrimination and refrain from making threatening, harassing, profane, obscene, sexually explicit, racially derogatory, homophobic, or other offensive comments.


  • Nurses must be aware of and comply with all laws and rules, including employer policies regarding using electronic devices, work-owned electronic equipment, and personal devices in the workplace. In addition, nurses must ensure appropriate and therapeutic use of all patient-related electronic media according to applicable laws and employer policies.


The Texas State Board of Examiners of Professional Counselors and Social Media Posts


The Texas State Board of Examiners of Professional Counselors (the Board), which is housed in the Texas Behavioral Health Executive Commission (BHEC), has also issued “Guidelines for Using Social Media” for professional counselors.


These Guidelines state that licensed counselors must consider their ethical and professional responsibilities when using any type of social media. Whether to use any social media tools to deliver services and communicate is very fact and client specific. Factors such as culture, language, technology, ease of use, and service needs are all relevant to this determination.


With those statements in mind, the Board has issued specific guidelines for licensed professional counselors, including the following:


  • Obtain proper informed consent before engaging in social media with clients;


  • Maintain professional boundaries with clients and their surrogates;


  • Safeguard the privacy and confidentiality of clients;


  • Evaluate the appropriateness of social media usage with each client;


  • Provide online professional counseling or services only through a secure portal of a practice or institution;


  • Refrain from disclosing individually identifiable protected health information;


  • Turn down requests from clients to connect on personal social media accounts;


  • Communicate and engage in social media only with civility and respect for others;


  • Consider social media posts as permanent, even if later deleted;


  • Maintain current knowledge and training on social media platforms used in professional practice;


  • Notify professional colleagues if they have posted inappropriate content; and


  • Observe the rules for marketing a professional practice online.


The Board also notes that it may discipline license holders for unprofessional conduct related to social media usage. Examples of potentially actionable conduct include the following:


  • Inappropriate communication with clients online;


  • Online sexual misconduct;


  • Use of the internet for unprofessional behavior;


  • Online misrepresentation of credentials;


  • Online violations of client confidentiality;


  • Failure to reveal conflicts of interest online;


  • Online derogatory remarks regarding a client;


  • Any engagement in online discriminatory language or practices.


Conclusion


In today’s digital age, licensed professionals must recognize that their social media presence is not separate from their professional responsibilities. What may seem like a harmless post, or an emotional vent online can lead to serious disciplinary consequences, including investigations, sanctions, or even the loss of a license. Regulatory bodies across professions—whether nursing, counseling, law, or accounting—have made it clear that social media misuse can constitute unprofessional conduct. Therefore, it is essential for professionals to remain vigilant, understand their board’s rules and ethical guidelines, and always maintain appropriate boundaries both online and offline. When in doubt, pause before posting—your career and livelihood may depend on it.


Hallmark Achievements

Texas Executive Council of Physical Therapy and Occupational Therapy Examiners v. PM

 

Facts: PM hired Bertolino LLP to defend against a complaint filed with the Council. The complainant made groundless allegations that PM had violated patient billing requirements, and this baseless complaint threatened to damage PM’s reputation and expose him to potential discipline from the Council.


Outcome: Bertolino LLP evaluated the client’s case, assessed the applicable law and we gathered the documentation and evidence necessary to fight against the meritless complaint and show the Council why the allegations needed to be dismissed immediately. We developed a well-written response showing how the complaint accusations lacked any supporting evidence and advocated aggressively on the client’s behalf for swift dismissal of this matter. The Council evaluated the written response and agreed to dismiss the complaint completely, taking no disciplinary action against our client’s license. This allowed PM to return his focus to his clients’ needs and kept his stellar industry reputation intact.

Texas Appraiser Licensing and Certification Board v. JD 


Facts: JD hired Bertolino LLP to defend against a complaint filed with the Board. The complainant made accusations that JD had violated state law, the Uniform Standards of Professional Appraisal Practice (USPAP), and alleged deficiencies under Federal Housing Administration requirements and this threatened harm to JD’s reputation and potential discipline from the Board. 


Outcome:  Bertolino LLP evaluated JD’s situation, assessed the applicable law and we compiled the necessary documents, witness statements and evidence necessary to fight against the accusations and show the Board this needed to be dismissed without delay. Bertolino LLP’s legal team developed a well-honed written response demonstrating the complaint lacked evidence, the lack of any violations of the law or USPAP and advocated for swift dismissal of this matter. The Board considered our submission and agreed to dismiss the charges and take no action against our client. This allowed JD to focus on running his appraisal business without this complaint remaining over his head.

I’ve Been Contacted by My Regulator About a Complaint, Now What? – Five Things You Must Do Right Now to Protect Your License 

by Troy Beaulieu, Esq.

People’s lives are busy and it’s easy to convince yourself that a complaint is not a big deal. The truth is your livelihood is on the line, and it may be the biggest threat to your professional reputation and your ability to work in your chosen field. Most anyone can typically file a complaint against you with your regulatory licensing agency. Once that's done the regulatory agency is obligated to investigate the matter regardless of whether you know it has no merit. During their investigation, other issues may arise, and you can easily find yourself being asked complicated legal questions, told you must provide written documentation and given deadlines that have legal consequences and expose you to disciplinary action if you do not respond timely. When you get contacted about a complaint, here are the essential things you need to do immediately to protect yourself and the license you’ve worked hard to acquire.


Don’t Ignore the Situation 

 

It is easy to feel overwhelmed, procrastinate and tell yourself that you will deal with this problem next week. The truth is time is a critical commodity when you receive a complaint. Time gives you the opportunity to pursue legal remedies, defenses and arguments you wouldn’t otherwise be able to present. Time allows you to investigate, gather evidence and locate witnesses. Time gives you the chance to locate and retain solid legal counsel. And time gives you the flexibility to develop a robust and detailed response to the allegations with the support of a dedicated law firm. If you ignore the complaint, put it off and wait until the last minute, those valuable resources diminish or disappear altogether, and you may face disciplinary action in the absence of a response. Don’t ignore the situation; act now to protect your license, livelihood and reputation. 

 

Be Careful with Your Communications 

 

When you get contacted about a complaint, your instinct is to defend yourself immediately and explain your situation. Resist that urge. Wait until the right time, after you’ve consulted with legal counsel and have time to thoughtfully develop an appropriate response. When you are contacted by a regulatory investigator, they may urge you to speak with them now, but you need to avoid that impulse and decline their request. You can do so politely, simply saying,“I’ll be happy to speak with you about the matter later, after I’ve consulted with an attorney and gathered my information.” Do not discuss the substance of your case with anyone until you’ve talked with an attorney knowledgeable about license defense matters. You do not want to make an accidental statement or admission you do not realize has a negative impact on your matter. 

 

Gather Your Information 

 

Every complaint has a story behind it and before you and your attorney share that story, you must get the facts, information and documents in order. Your lawyer needs to evaluate this material to protect your interests, search for possible legal arguments and issues and develop a legal strategy to protect your license. Maybe there is a witness who can testify on your behalf, or a document that shows what really happened. There might be important information about the timeline of events, or the allegations made in the complaint. Evaluating the information pertinent to the accusations in a complaint is an essential element of the process that a good license defense attorney is going to do early on. Have your information organized and ready so your lawyer can advocate effectively for you. 

 

Recognize Important Deadlines 

 

Complaints come with deadlines, and they are crucial to your legal matter. You need to take note of the deadlines and what you are being asked to respond to or provide. Sometimes the regulatory agency wants a written response from you, sometimes they want you to provide documentation and many times your regulator wants both. These deadlines are critical to meet and must be addressed to protect your license. Do not let important deadlines from your Regulator go unanswered because it can have dire consequences for your license.  

 

Hire the Right Attorney to Fight for You 

 

First, nobody should perform their own root canal or treat their own medical condition. And if you do, the dentist or doctor you go to ultimately is going to have to first fix the problems created by trying to handle it on your own and then deal with the original problem. Start by going to the skilled expert first. You need a trained professional, who knows the law, the rules of evidence, the relevant procedures, the regulatory agency staff members and the art of advocacy to fight for you. Second, you don’t go to a dermatologist when you need brain surgery – you need an expert experienced in the unique area of law you are confronting. Any old lawyer with a bar license will not do when your license, livelihood and professional reputation are on the line. For license defense matters you want a firm that practices administrative law and regularly defends license holders before regulatory agencies. Research the attorney and law firm carefully, look at the reviews from other clients, consider how their cases turned out, and evaluate their website. Select a law firm experienced in defending your license with the administrative law knowledge necessary to fight effectively for you. 


Know Your Regulator: The Podcast that Inspires You to Engage

Engage with your regulatory agency like never before! Navigating the laws that govern your license and profession can be challenging. That’s why we’ve created Know Your Regulator, an educational resource designed to help license holders take charge of their careers. Stay informed with important agency updates, gain valuable insights, and discover opportunities to enhance your professional license.


Don’t miss our weekly podcast! Each episode dives into key topics, from navigating complex regulations to tips for building a successful career in your field. Tune in for practical advice and expert interviews.



Empower your license and career, and stay ahead in your industry. Take advantage of our free educational resources by visiting Know Your Regulator today!

Get Your Free eBook!

Learn how you can proactively protect your license by engaging with your regulator and staying informed about regulatory developments in your industry.


With Bertolino LLP's insights regulatory insight, suggestions, and information, we can help you minimize your compliance risk profile and stay ahead of your competition by engaging with your regulator.

How did one of Texas’s biggest teacher certification fraud scandals go unnoticed?
Know Your Regulator Podcast

Professional Recognition Days:

April Calendar


Team Bertolino is grateful for the expertise and dedication of these professionals. Thank you for your outstanding contributions to your respective industries.


April 01st:        Occupational Therapy Month 

               U.S. Air Force Academy Day

 

April 03rd:       Paraprofessional Appreciation

 

April 06th:       Army Day

                               

April 14th:      Air Force Reserve Birthday

                         Pathologists’ Assistants Day

                               

April 18th:       Lineman Appreciation Day

                          Health Information Professionals


April 22nd:     National I.T. Service Provider Day

 

April 23rd:      Administrative Professionals Day

                         Army Reserve Birthday

                               

April 25th:      Hairstylist Appreciation Day

                         National Plumbers Day

                               

April 26th:      World Veterinary Day

Side Bar ...

2025 Bertolino LLP Impact in Government Scholarship


Application Deadline: June 1, 2025, at 11:00 PM CT


At Bertolino LLP, we believe that understanding how government and law shape our lives is essential—especially for the next generation of professionals. That’s why we created the Impact in Government Scholarship to encourage students to think critically about the evolving role of government in our daily lives.

This year’s video essay prompt invites applicants to take a bold step into the future:


"Imagine it’s the year 2075. How have recent U.S. Supreme Court decisions and the current makeup of the Court reshaped the regulatory landscape over the past 50 years?"


Applicants must record and edit a short video response and upload it to YouTube as an unlisted video. Submissions are accepted exclusively through the official scholarship form on our website, and must include:


  • The video link
  • Proof of enrollment or acceptance at an accredited U.S. university
  • An unofficial transcript


Please note: incomplete or late submissions will not be considered.

To learn more and access the full submission guidelines, visit our

Scholarship Page.


📅 Deadline: June 1, 2025, at 11:00 PM CT


Know a high school or university student with a passion for law, government, or public service? Forward this to them today—this could be their moment.


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BERTOLINO LLP | (512) 476-5757 | 823 Congress Avenue, Suite 300, Austin, TX 78701 www.bertolinolaw.com | info@bertolinolaw.com