Telemental Health Session Checklist

Description

Making sure every telemental health session complies with legal, ethical, and clinical standards is essential for protecting your clients and your practice. But with so many details to remember, even experienced clinicians can feel overwhelmed or risk overlooking important steps.

That’s why we created the TeleMental Health Session Compliance Checklist—a clear, step-by-step guide designed to help you feel confident and organized before, during, and after each session. This resource ensures that every appointment starts smoothly, runs safely, and ends with the right documentation in place.

The checklist covers all key phases of a client’s telehealth journey, including:

• Screening for Fit 

        Confirm treatment goals, technology access, client safety, and reimbursement details.

• Pre-Session Tech-Check or Client Orientation 

        Provide instructions, set expectations, review emergency protocols, and confirm privacy.

• First Session 

        Establish rapport, verify identity and location, review consent, conduct the session, and complete                      essential documentation.

• Follow-Up Sessions

       Re-verify client details, address modifications, document thoroughly, and coordinate care as needed.

With this checklist at your fingertips, you’ll have one streamlined document to guide you through each stage of a compliant and professional telemental health session.

Stay organized, protect your clients, and practice with confidence. Access your TeleMental Health Session Compliance Checklist today and make every session your best.

Course Details

Availability: 

From the time of registration, you have twelve months to access the checklist.

Who Should Attend: 

This course is intended for clinicians who provide behavioral health services.

Teaching Methods: 

The checklist is provided as a download in two formats: a pdf file and a spreadsheet.

Participants may request a printed version of their checklist to be delivered by mail. A shipping/handling fee of $6.95 will be charged per request. Shipping internationally may require an additional charge.

How to Attend: 

Course access and completion instructions.

Accommodations and Policies

Close Captioning is available for live webinars and recorded video presentations.

You can click on the following links to view our policies:

• Accommodations for Individuals with Disabilities.
• Cancellation Policy
• Grievance Policy
• Support Options
• Disclosure Statement