Telehealth Session Note

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Template optimized for telehealth and virtual therapy sessions

telehealth virtual online remote

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Technical Setup

Platform used: [Zoom/Teams/etc]. Connection quality: [Good/fair/poor]. Audio/video: [Working properly]. Privacy measures: [Confidentiality maintained]. Backup plan: [If technical issues].

Session Environment

Client's location: [Home/office/etc]. Privacy level: [Alone/others present]. Distractions: [Any interruptions]. Safety: [Client's safety status]. Comfort: [Physical comfort].

Therapeutic Process

Session flow: [How it progressed]. Engagement level: [Client participation]. Therapeutic alliance: [Relationship quality]. Virtual rapport: [Connection quality]. Session effectiveness: [Compared to in-person].

Virtual Adaptations

Techniques modified: [For virtual format]. Screen sharing: [If used]. Digital tools: [Apps/resources shared]. Body language: [Observations]. Non-verbal cues: [Noted patterns].

Challenges Advantages

Technical issues: [If any]. Virtual benefits: [Advantages noted]. Limitations: [Virtual constraints]. Accessibility: [Client's access]. Future preferences: [Client's choice].

Next Session

Platform preference: [Client's choice]. Technical support: [If needed]. In-person consideration: [If appropriate]. Hybrid options: [If available]. Equipment needs: [Any requirements].

How to Use This Template

1
Review the template structure
Familiarize yourself with the sections and their purposes before your session.
2
Customize for your practice
Click "Edit & Download" to modify the template to fit your specific needs and clinical approach.
3
Save and reuse
Download as PDF for immediate use, or use within HIPAAtherapy to auto-fill client details and save to your records.