Telehealth: What You Need to Know About Policies, Procedures, Platforms and Best Practices - Melissa Westendorf

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Telehealth: What You Need to Know About Policies, Procedures, Platforms and Best Practices – Melissa Westendorf

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This training will make the technology side of telehealth instantly understandable and completely doable! Plus, you’ll learn how to properly handle informed consent and emergencies! ; The course: Telehealth: What You Need to Know About Policies, Procedures, Platforms and Best Practices by Melissa Westendorf

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The course: Telehealth: What You Need to Know About Policies, Procedures, Platforms and Best Practices by Melissa Westendorf

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  • Course language: English

From the technical to the clinical, implementing telehealth services can seem overwhelming.

How do I set this all up? Can I do this with the computer I currently have? Do I need tech support, cameras, apps? How do I handle informed consent and emergencies?

It’s easier than you think…with a bit of instruction.

This training will make the technology side of telehealth instantly understandable and completely doable! Plus, you’ll learn how to properly handle informed consent and emergencies! 

In a step-by-step process that’s easy to follow, our instructor will show you how you can:

  • Set up the tools and technology you need to start providing telehealth services
  • Choose the right telehealth delivery platform for you
  • Email and text privately and safely
  • Handle informed consent and emergency situations the right way

You can have the tools and technology ready to go for telehealth sessions the very next day!


  1. Determine best practices for creating a good setting for telemental health services.
  2. Evaluate how to implement policies and procedures that are necessary for maintaining an ethical telehealth practice.
  3. Identify and assess electronic services and platforms for delivering ethical telemental health services.

Best Practices for Telehealth

  • Selecting the appropriate tools
  • Utilizing ATA guidelines
    • Clinical – Patient and Setting appropriateness
    • Technical – The Setting, Camera, Microphones, and Lighting
    • Administrative – Connectivity, training
  • Practical solutions for your therapy

Processes & Procedures

  • The Intake Process
  • Informed Consent – sample plan, key topics to cover
  • Emergency and Crisis Plans – what to include, medical issues, sample plan

Delivery Platforms Keeping Ethics/HIPAA in Mind

  • Asynchronous Platforms
  • Common elements
  • Concerns with platform
    • Synchronous Therapy
    • All-in-one services
  • Email and texting safely
  • Pros and Cons
  • HIPAA requirements
  • Encryption
  • Password Protection
  • VPN
  • Electronic Communication Policy
  • Hardware and Software Safety

Additional information

Course language

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