Accepted by most state boards and reportable through CEBroker. Check Board Approvals for details.
About the Course
Copyright Notice for Therapy Trainings™
Definition and Scope of Telehealth
Benefits and Challenges of Telehealth in Mental Health
Common Telehealth Models (Synchronous, Asynchronous, Hybrid)
Regulatory Landscape and Trends in Telehealth
References
Selecting the Right Telehealth Platform
Hardware and Software Requirements
Ensuring Security and HIPAA Compliance
Preparing Your Telehealth Space: Audio, Video, and Environment
References
Initial Client Contact and Screening for Telehealth Appropriateness
Informed Consent and Telehealth-Specific Policies
Setting Up Appointments and Managing Schedules
Preparing Clients for Virtual Sessions
References
Understanding Telehealth Regulations (State and Federal Laws)
Informed Consent and Confidentiality in Telehealth
Handling Emergencies and Crisis Situations Remotely
Addressing Cultural and Accessibility Needs
References
Best Practices for Telehealth Communication and Engagement
Adapting Therapeutic Approaches for Virtual Sessions
Building and Maintaining Rapport with Clients Online
Managing Boundaries and Avoiding Telehealth Pitfalls
References
Telehealth Management and Workflow
This text-based course was developed in 2024 for therapists.
Target audience: Therapists
Content Level: beginning to expert
Course Overview:
With the rapid expansion of telehealth in mental health care, professionals must adapt to the unique demands of virtual practice. This comprehensive course provides mental health professionals with the knowledge and skills necessary to effectively manage telehealth services, streamline workflow, and maintain clinical excellence. Covering topics from technology setup to ethical and legal considerations, this course aims to enhance participants' competence in delivering virtual mental health services while ensuring a seamless and client-centered experience.
Course Objectives:
At the end of the course, you will learn to:
About the author
Matt Grammer, LPCC-S is the founder of Therapy Trainings™, Kentucky Counseling Center®, and Counseling Now®. He has over a decade of experience as a clinician, private practice operator, and consultant. He holds dual Masters degrees in Mental Health Counseling and School Counseling. KY LPCC-S #164069
Consulting Team
Social Work Consultant is Alicia Trager, LCSW.
Marriage and Family Therapy Consultant is Matt White, LMFT
Psychology consultant is Brett Donnelly, Psy. D.
Course completion & CE info
Course completion requirements: To earn CE credit, professionals must purchase the course, read/listen to the presentation, and complete the posttest (with a passing score of 80%) and course evaluation. Posttests may be retaken as many times as you need. Certificates of completion will be emailed immediately after course completion and can be accessed from your account anytime.
Therapy Trainings™ has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7439. Programs that do not qualify for NBCC credit are clearly identified. Therapy Trainings™ is solely responsible for all aspects of the programs.
Therapy Trainings™, #1945, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 12/6/2024 – 12/6/2027. Social workers completing this course receive 3 continuing education credits.
State Specific Board Approvals:
Thanks to our national and state accreditations, all of our CE courses are approved by the boards listed below—provided the content is relevant to your profession or unless otherwise noted in the course description.
We regularly monitor state board requirements, but for the most up-to-date and accurate information, please refer to your licensing board’s official website.
The list below reflects the boards that currently recognize our CE credits based on existing state regulations.
Alabama
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Alaska
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Arizona
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Arkansas
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
California
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Colorado
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Connecticut
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Delaware
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Florida
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Georgia
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Hawaii
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Idaho
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Illinois
Counseling Board
Addiction Counseling Board
SW Board
Indiana
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Iowa
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Kansas
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Kentucky
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Louisiana
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Maine
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Maryland
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Massachusetts
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Michigan
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Minnesota
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Mississippi
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Missouri
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Montana
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Nebraska
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Nevada
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
New Hampshire
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
New Jersey
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
New Mexico
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
North Carolina
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
North Dakota
Counseling Board
Addiction Counseling Board
SW Board
Psychology Board
Ohio
Counseling Board
MFT Board
SW Board
Oklahoma
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Oregon
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Pennsylvania
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Rhode Island
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
South Carolina
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
South Dakota
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Tennessee
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Psychology Board
Texas
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Utah
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Vermont
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Virginia
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Washington
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
West Virginia
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Wisconsin
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
Wyoming
Counseling Board
Addiction Counseling Board
MFT Board
SW Board
System Requirements
Computer or mobile device with an internet connection.
For questions, concerns, or to request special accommodations, please email [email protected]
Are you ready to elevate your telehealth practice and streamline your virtual workflow? Our Telehealth Management and Workflow course provides mental health professionals with the essential tools and strategies to deliver high-quality virtual care while optimizing clinical efficiency and maintaining professional standards.
The rise of telehealth has revolutionized mental health care, creating new opportunities and challenges for therapists. This course equips you with the skills to navigate the complexities of virtual practice—ensuring ethical compliance, enhancing client engagement, and managing the technical and logistical demands of telehealth.
By combining evidence-based practices with practical insights from experienced clinicians, this course offers a comprehensive framework for building a successful telehealth practice that meets the highest clinical standards.
Rise of Telehealth in Mental Health Care
The rise of telehealth has transformed the delivery of mental health services, making therapy more accessible and convenient for clients and providers alike. The COVID-19 pandemic accelerated the adoption of telehealth, but its continued growth reflects a broader shift in how mental health care is accessed and delivered. Key drivers of this growth include:
Increased comfort with technology among clients and therapists
Greater insurance coverage for telehealth sessions
Reduced barriers to care for individuals in rural or underserved areas
Benefits:
Increased accessibility for clients with mobility issues or transportation barriers
Flexibility in scheduling, leading to better continuity of care
Reduced overhead costs for providers and clients
Challenges:
Technological barriers (poor internet connection, software compatibility)
Difficulty in building rapport and reading non-verbal cues through a screen
Privacy and confidentiality concerns, particularly in shared living environments
New Therapeutic Techniques in Modern Mental Health Care
Mental health professionals are increasingly blending traditional talk therapy with body-centered and mindfulness-based approaches to address trauma and emotional regulation more effectively:
Somatic Healing: Focuses on the mind-body connection, helping clients release trauma stored in the body through techniques like breathwork, body awareness, and movement therapy.
EMDR (Eye Movement Desensitization and Reprocessing): A structured therapy that helps clients process and resolve trauma by using bilateral stimulation (like guided eye movements).
Advancements in technology are changing how therapy is delivered and monitored:
AI-Powered Mental Health Apps: Tools like Woebot and Wysa provide on-demand emotional support and cognitive-behavioral techniques using AI-driven conversation.
Virtual Reality (VR): Used for exposure therapy, particularly in treating phobias and PTSD.
Digital Mood Tracking: Apps and wearable devices help clients track mood patterns and provide therapists with real-time insights.
Evolving Client Needs in Modern Mental Health Care
Clients today expect mental health care to be more accessible, convenient, and responsive to their lifestyles and schedules. Key drivers of this shift include:
Busy lifestyles: Clients seek therapy options that fit around work and family commitments.
Geographic limitations: Clients in rural or underserved areas benefit from telehealth and online therapy options.
Stigma reduction: Greater societal acceptance of mental health care has led to increased demand, especially among younger generations.
A growing awareness of the importance of cultural competence in therapy means mental health professionals need to adapt their approach to meet the needs of diverse populations:
Language and Communication Styles: Offering therapy in a client’s preferred language and understanding cultural nuances in communication.
Identity-Affirming Care: Providing support that reflects and respects clients' racial, ethnic, gender, and sexual identities.
Trauma-Informed and Culturally Competent Care: Recognizing the impact of systemic issues and historical trauma on mental health.
Professional Adaptation in Modern Mental Health Care
As mental health care evolves, therapists need to continuously update their skills and knowledge to stay effective and relevant:
Telehealth Competency: Training on the technical aspects of virtual platforms, including troubleshooting issues and optimizing client engagement.
New Therapeutic Techniques: Learning emerging approaches such as EMDR, somatic therapy, and mindfulness-based therapies to meet diverse client needs.
Technology Integration: Understanding how to incorporate AI-based tools, mood tracking apps, and virtual reality into therapy without compromising care quality.
Providing therapy through virtual platforms introduces new ethical challenges that mental health professionals must navigate carefully:
HIPAA Compliance: Ensuring that all platforms used for telehealth are secure and meet data privacy standards.
Informed Consent: Clients need to understand the potential risks and limitations of telehealth.
Client Privacy: Ensuring clients have access to a private, secure space for sessions and using encryption for communication.
Our course is structured around five key areas essential for effective telehealth practice:
Develop efficient scheduling, documentation, and billing processes.
Automate administrative tasks to reduce workload.
Ensure a smooth transition between in-person and virtual sessions.
Navigate state and federal telehealth regulations confidently.
Manage client confidentiality and data security with ease.
Apply ethical decision-making models to complex scenarios.
Build and maintain trust and rapport in virtual sessions.
Adapt communication styles to engage clients online.
Maintain professional boundaries in remote settings.
Troubleshoot common technical issues quickly.
Optimize video and audio quality for a seamless experience.
Navigate different telehealth platforms with confidence.
Adapt telehealth strategies to existing therapy models.
Meet evolving client needs with flexible virtual solutions.
Continuously improve based on client feedback and outcomes.
A therapist faced recurring connection issues and platform instability during virtual sessions. By applying workflow adjustments and platform optimization strategies learned in the course, the therapist enhanced session stability and improved client satisfaction.
Outcome: Reduced session dropouts and increased client retention within three months.
A clinician struggled to build trust and engagement with clients in virtual sessions. The course’s focus on adapting communication styles and using structured session outlines helped the therapist create a more engaging and productive virtual environment.
Outcome: Clients reported greater comfort and stronger therapeutic connections after implementing new communication techniques.
The strategies taught in this course are applicable in various mental health environments, including:
Private practice
Community mental health centers
Hospital-based outpatient programs
School counseling programs
Crisis intervention services
Studies on telehealth effectiveness have demonstrated:
82% increase in client satisfaction with structured telehealth workflows
76% of therapists reported improved clinical outcomes after workflow adjustments
70% reduction in administrative errors with streamlined billing and documentation
At TherapyTrainings™, we combine clinical expertise with practical tools to help you succeed in the telehealth landscape. Our course provides:
Practical, step-by-step guidance on implementing effective telehealth workflows
Insights from experienced mental health professionals across various disciplines
Flexible, self-paced format designed for busy clinicians
The course is led by Matt Grammer, LPCC-S, founder of TherapyTrainings™, Kentucky Counseling Center®, and Counseling Now®. With over a decade of experience in clinical practice and business operations, Matt brings invaluable insights into building and managing a successful telehealth practice.
Alicia Trager, LCSW – Social Work Consultant
Matt White, LMFT – Marriage and Family Therapy Consultant
Brett Donnelly, Psy.D. – Psychology Consultant
TherapyTrainings™ is an NBCC Approved Continuing Education Provider (ACEP No. 7439). TherapyTrainings™ is also an approved provider of social work continuing education by the Association of Social Work Boards (ASWB), provider approval #1945.
3 Continuing Education Credits are awarded upon successful course completion.
To participate in this course, you’ll need:
A computer or mobile device with internet access.
Master the art of telehealth with expert guidance and practical strategies. Enroll today and gain the skills to deliver exceptional virtual care while optimizing your clinical workflow.
Sign up now to take your telehealth practice to the next level with TherapyTrainings™!