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Digital Recording

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

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Melissa Westendorf, PhD, JD
2 Hours 35 Minutes
Audio and Video
May 20, 2020
Product Code:
Media Type:
Digital Recording
Never expires.


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!



This online program is worth 2.5 hours CPD.



Melissa Westendorf, PhD, JD's Profile

Melissa Westendorf, PhD, JD Related seminars and products

Technology Wellness Center

Melissa Westendorf, PhD, JD, is a clinical and forensic psychologist and founder of the Technology Wellness Center. As a clinician, she has provided therapy to adults and adolescents in the community and within the correctional setting. Dr. Westendorf’s forensic practice is dedicated to assessing adults and youth in either the criminal justice system or in civil matters. As a technology wellness expert, she is dedicated to assisting parents, children, adolescents, and adults on understanding the complexities of technology use and the impact on our brains, emotions, and interpersonal relationships. Dr. Westendorf’s legal training coupled with her clinical background enables her to work with individuals who are experiencing the legal ramifications of technology use.


As a proactive psychologist and educator, Dr. Westendorf is a keynote speaker at academic institutions, parent organizations, businesses, and community groups, offering preventative tools and resources that educate others on how to manage technology use in a healthy manner. She is the co-author of Unplug! Raising Kids in a Technology Addicted World. She has served on the Committee for Legal Issues for the American Psychological Association and on the Psychology Examining Board for the state of Wisconsin. Dr. Westendorf has been appointed as an expert in high profile legal cases, featuring the psychological ramifications of technology use. Her expertise has been relied upon in a wide variety of articles, podcasts, radio segments, and television programming. She has been featured on NPR (National Public Radio), Wisconsin Public Radio, and ABC’s 20/20. She is a monthly contributor to The Morning Blend.


Speaker Disclosures:
inancial: Melissa Westendorf is the founder of Technology Wellness Center, LLC. and maintains a private practice. She receives compensation as an international trainer. Melissa Westendorf receives royalties as a published author. She receives a speaking honorarium and recording royalties from PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Melissa Westendorf is a member of the Association for the Treatment of Sexual Abusers, the American Psychological Association, the Wisconsin Bar Association, and the International Association of Correctional and Forensic Psychologists.


  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

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Marriage and Family Therapists
  • Addiction Professionals
  • Case Managers
  • Occupational Therapists
  • Occupational Therapy Assistants
  • Speech-Language Pathologists
  • Teachers
  • School Counselors
  • School Psychologists
  • School Social Workers
  • Educational Paraprofessionals
  • School Administrators
  • Nurses and other Healthcare professionals
  • Other Helping Professionals who Work with Children


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Your satisfaction is our goal and our guarantee. Concerns should be addressed to or call 01235847393.

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