Skip to main content
. 2025 Mar 19;6(1):76–90. doi: 10.1089/tmr.2024.0083

Table 3.

Competency Themes Relating to the Delivery of Telehealth Consultations

Delivery of telehealth consultations
Clinical reasoning
 Check whether a telehealth consultation is an appropriate medium based upon the service-user’s health condition30–32
 Know how to assess during a telehealth consultation whether in-person is required instead20,30,33–37
 Know how to support service-users who have not previously used remote technologies38,39
 Know whether telehealth is an appropriate medium to communicate updates to service-users22,40
 Know how to select or adapt suitable resources for telehealth22
Communication
 General communication
  Know how to develop a contingency plan in case of technical failures and communicate this with the service-user23,33
  Know how to work with the service-user to develop a communication plan during, and outside of, telehealth consultations as needed41
 Preconsultation communication
  Ensure there is a plan to resolve the issue of becoming disconnected with the service-user21
  Explain the implications and limitations of telehealth versus in-person to the service-user when offering a telehealth service31,42
  Know how to navigate failed communications, such as miscommunication, equipment failure, or service-user’s loss of faith in the telehealth service42
  Make the service-user aware of their rights and responsibilities when receiving a telehealth consultation, including their right to refuse telehealth43
  Prepare the client for the telehealth consultation by providing relevant and explicit information about the timing, technology, and instructions33
 During consultation communication
  Be proactive in ensuring the client understands the telehealth services being offered and understanding their service preferences41,44–46
  Know how to address nonverbal cues when using telehealth23,21,35,38,41,47,48
  Know how to effectively communicate via telephone as needed for a telehealth consultation27,22,20,49
  Know how to effectively teach the service-user the basics of technology used for the telehealth consultation38,50
  Know how to explicitly introduce yourself and check the client’s identity33,40
  Know how to proactively and thoughtfully engage with the client using telehealth29,20,34,37,39–41,44,49–51
 Post-consultation communication
  Document any changes to assessments that were adapted for telehealth36,45
Effectively using technology
 Ensure you are familiar with the technology and systems used for telehealth for smooth running of the consultation and any troubleshooting31,32,35,45,52–54
 Know how to collaborate effectively with service-users using relevant digital technologies37,50
 Know how to test and troubleshoot your digital equipment and the service-users’ equipment33,41,47
 Understand how your speech may be distorted through communication technologies41
Person-centered care
 Be aware of how inadequate acceptance of telehealth by the service-user may negatively affect the validity and reliability of any remote assessments47
 Ensure that the service-user provides informed consent on their digital data management, and any recording or sharing of any of their telehealth consultation30,33,36,40,54
 Explicitly check that the service-user provides informed consent to receiving a telehealth consultation as acceptable31,33,36
 Ensure that a therapeutic alliance is established and maintained throughout telehealth consultation22
Practice-based assessment and intervention knowledge, behaviour, and skills (KBSs)
 Know how to choose the most appropriate technology for specific telehealth consultation contexts24,31,32,36–39,45,50,55
Privacy, security, and safety
 Check that it is safe to conduct any telehealth assessments33,36,42,51
 Provide explicit information on how the service-user’s digital data is managed, and how their privacy and confidentiality will be protected23,22,33,39,41,53,54,56,57
 Provide information about any other persons that will be at any of the planned telehealth consultations30,33,34,36,41
 Understand the terms and conditions of any software used in telehealth consultation to ensure data is kept confidential54
Professionalism
 Have a professional environment and reduce clutter and other distractions from the background22,21,36
 Keep updated on tax-related information for telehealth services33
 Understand how to ensure the safety of service-users when engaging in telehealth33,36
 Understand the limits of own competence when translating in-person service to telehealth32,35,37,53
Setting up the technical environment
 Be aware of how sound and background noise can be measured accurately via telehealth compared to in-person41
 Know how to efficiently set up technologies in preparation for any telehealth consultation32
 Know how to regularly test your technology to ensure that it works appropriately and safely23,38,42

Table adapted from Anil et al.9 under the terms of the Creative Commons Attribution 4.0 License.21