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Telemental Health Session Checklist

Download the Session Checklist today and make it your own.
This non-CE Checklist is for behavioral health clinicians

Telemental Health Session Checklist

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.

Get the TeleMental Health Session Compliance Checklist for $49

Payment Options are listed at checkout

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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.

Download your Session Checklist for $49

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

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