Code of Ethics

As a member of the IMBT community, you agree to adhere to, and to follow, the following standards:

Role of the Touch Pro and Talk Pro

  1. You agree to adhere to, and to follow, all Codes of Ethics for associations, organizations, companies, and entities for which you are a part. In the event that any aspect of the code of that association, organization, or company conflicts with any aspect of the IMBT code, you agree to follow the code of that association, organization, or company.
  2. You are responsible for fostering effective communication with your colleagues, clients, and others in the community.
  3. Your responsibility and chief focus is always the welfare and safety of your clients and colleagues.
  4. The objectives and parameters of your relationship with your clients and colleagues shall be discussed with them so that you can all make informed decisions.
  5. Your relationships with your clients is temporary; always within the context of the working relationship.
  6. You shall recognize the boundaries and limitations of your competence. You shall not attempt to use methods outside the range of your training and experience. If you think your clients will benefit from such methods, you will refer them to such a provider.
  7. If you have a professional degree, certificate, license, or accreditation, which applies to other than your core practice, the function of your core practice as identified in your agreement with your client shall be primary. However, if there is an agreement between you, your clients, and your colleagues that other methods and techniques, within your competence, are appropriate for your client’s welfare, you may use these additional skills.
  8. If a situation arises that would normally require consultation with another type of provider (including, but not limited to, a mental health clinician or medical provider), you are responsible for taking appropriate but reasonable action for your client’s welfare.
  9. Your responsibility for your client’s welfare continues until it is terminated by mutual agreement between you and your client, or you or your supervising colleague terminate the relationship.
  10. The identity of your clients and all information received about them in the working relationship shall not be communicated outside the relationship (which may include a supervisory colleague), without the client’s express permission, except under the following conditions:
    1. When there is a clear and imminent danger to the client or to individuals or society, and then only to the appropriate professional colleagues and public authorities.
    2. For the purpose of professional consultation with appropriate professional colleagues, if the identities of individuals are disguised to protect identity.
    3. For presentation of summarized information to professional groups, if the identities of all clients are disguised to protect confidentiality.
  11. You are responsible for taking adequate and reasonable precautionary measures against the transmission of communicable diseases and infections.
  12. It is your responsibility to ensure protection against conception.
  13. You shall recognize that effectiveness in the profession depends, in part, on your maintaining independent, personally-fulfilling social, intimate, and sexual relationships.
  14. In order to maintain optimum professionalism, you are responsible for:
    1. obtaining relevant continuing education;
    2. seeking prompt and effective help when personal problems arise; and
    3. seeking peer support on cases as needed.

As a surrogate partner engaged in working with a mental health provider in support of a client, you agree to adhere to these additional guidelines:

Role of the Surrogate

  1. The term “surrogate partner” is used exclusively to designate a certified practitioner who works in the triadic therapeutic structure of client, surrogate, and mentor/therapist.
  2. The surrogate shall provide ongoing feedback to the therapist on the progress of the client which can help refine the process.
  3. The surrogate understands that their relationship with the client is time-limited to the course of treatment, and shall not continue once therapy has been terminated.
  4. The surrogate shall understand their boundaries as it applies to skill and knowledge, and they will seek the assistance of a mentor to guide them, if necessary, to provide the best result for the client.
  5. The surrogate shall understand the role transference plays in the surrogate/client relationship, and they further understand that feelings of attraction and love are part of the therapy process.
  6. The surrogate is responsible for teaching and implementing safer sex practices at all times.
  7. The surrogate is responsible for maintaining their professionalism by seeking continuing education opportunities, by seeking clinical and mental health support as appropriate, and receiving supervision from a qualified mentor.
  8. The surrogate shall respond promptly and constructively to all concerns and criticisms.


  1. The needs of the client come first.
  2. Any treatment plan shall include the input of the client as well as the surrogate and mental health provider.
  3. The surrogate will provide clear, comprehensive information to enable the client to make the best therapeutic choices.


  1. The surrogate will honor and respect the confidentiality of the client.
  2. Any notes or reference material the surrogate may have regarding a client shall be kept in a secured file cabinet or other locking device and/or secure online folders.