TeleMental Health Provider Workbook, Forms, and P&Ps

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This non-CE workbook is intended for behavioral health clinicians

TeleMental Health Provider Workbook, Forms, and P&Ps

Complying with telemental health best practices can feel overwhelming—there are so many ethical, legal, and technical details to get right. That’s why we created the TeleMental Health Provider Workbook—a comprehensive, editable resource designed to take the confusion out of launching and running a compliant telepractice.

Instead of spending months piecing together policies, forms, and procedures, this workbook gives you everything you need in one organized, easy-to-use package. It walks you step by step through the process of setting up your telepractice, from choosing technology and creating risk management plans to conducting client screenings and preparing for your first session.

Launch Your Compliant Telepractice — Get It for $200

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Inside, you’ll find:

  • Step-by-step worksheets on launching a telemental health counseling practice, conducting intake and first sessions, and providing services across all telehealth modalities (video, phone, chat, email, and secure texting).

  • Editable sample forms, including informed consent, group consent, assessment for fit, superbill, privacy practices for clinicians and clients, and a Telemental Health Sessions Checklist.

  • Practice management tools, such as a 174-question chart to evaluate and compare practice management programs.

  • Policies and procedures covering video sessions, screening for fit, emergency management planning, registration, documentation, technology issues, client referrals, and secure platform use.

The workbook is available as a digital download in multiple editable formats, making it easy to customize for your own practice. A printed version can also be requested by mail (shipping/handling fee applies).

With this workbook, you’ll save countless hours of research and avoid the risk of overlooking key compliance steps. More importantly, you’ll gain the confidence that your telepractice is structured, secure, and aligned with best practices—so you can focus on providing exceptional care to your clients.

Download the TeleMental Health Provider Workbook today and save yourself months of trial and error.

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