The complete guide to private practice telehealth
It’s easy to miss some steps when preparing for a telehealth session. Download and print out this checklist for easy reference at your work station to make your video sessions the best they can be.
Whether you're new to virtual care or a seasoned pro, having a consistent pre-session routine ensures your technology and environment are ready for a high-quality session. While you can easily download the full list as a printable PDF, here is a quick-glance version of the essential steps to take before every video appointment.
The telehealth appointment checklist
Before the session
- Restart your computer. Close background programs.
- Confirm that the webcam, microphone, and speakers are working.
- Make sure the audio is not on mute.
- If necessary, contact a client's insurance to obtain payment coverage authorization.
Start of session
- Verify client's identity, if needed. Document full name.
- Confirm client is in a safe, private place to talk.
- Review the back-up plan in case the connection fails.
- Confirm their phone number on file.
- Inform the client of the potential risks and limitations of receiving treatment via Telehealth.
- Obtain verbal or written consent, if necessary, from the client for the use of Telehealth.
- Mention that you may briefly look away or down when taking notes, but that doesn't mean you aren't listening.
Disclaimer: This sample document is provided only as a reference for practices developing their own materials and should be adapted to local needs. You should consult an attorney who is knowledgeable about the laws of your state.
