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. 2020 Sep 9;59(3):974–988. doi: 10.1111/famp.12589

Table 1.

Checklist for Providing Teletherapy a

Screen client(s) to determine whether videoconferencing services are appropriate:
□ Consider client’s clinical & cognitive status—can the client effectively participate?
□ Does the client have technology resources for a videoconference: e.g., webcam or smartphone?
□ Does the client have physical space for a private teletherapy session?
□ Is parent/guardian permission required?
□ Assess risk to determine if the client is appropriate
Technology:
□ Do you and the client have adequate internet connectivity for videoconferencing?
□ Have you shared with the client(s) how to download and join a Zoom meeting?
□ Are you using a password‐protected, secure internet connection, not public or unsecured WiFi?
□ Schedule all your appointments in Zoom with separate meeting ids & passwords
Office setup:
□ Is the location private? Is it reasonably quiet?
□ Make sure the room is well lit
□ To improve eye contact, position your camera so it is easy to look at the camera and the client
□ Remove personal items or distractions in the background
□ Check the picture and audio quality. Can you see and hear each other?
Consent:
□ TFI’s service agreement has a provision for electronically mediated service, including teletherapy
When offering teletherapy for the first time, confirm: (a) services will be provided via a videoconferencing platform that is HIPAA compliant. (b) There are risks to privacy that do not exists in face‐to‐face therapy that cannot be completely removed despite following best practices
Beginning of EACH teletherapy session:
□ New clients must verify their full name and date of birth
□ In the case of minors, determine where the adult will be at that location
□ Confirm client’s location & phone number if case there is technical difficulties or an emergency
□ Review importance of privacy at your location and client’s location
□ All individuals present for the virtual visit must be within view of the camera
□ Confirm that no one will record the session without permission
□ Turn off apps and notifications on your computer or smartphone. Ask client to do the same
a

Adapted from: Office and Technology Checklist for Telepsychological Services (2020).