Rev. Oct. 2023

Therapy Paperwork Forms Included in this Package:

This Videoconferencing Protocol form provides an excellent way to begin telemental health with individual clients, couples, families, and/or groups. It explains to clients eight key clinical and ethical requirements that help you set appropriate boundaries in a caring way right from the beginning. The eight categories and strategies that are explained to clients are: 1) Prepare ahead of time; 2) Power and good Internet connection; 3) Confidentiality (e.g., using a headset while in a group session or making sure no one else is within range to hear session content); 4) Audio details; 5) Video details (e.g., light on face, where to look, etc.); 6) Focus; 7) Stay Present; 8) Act as though you are in person.

Every place in a document where you need to enter information particular to your practice (e.g., your name, location, etc.) will be in a bright blue font to prompt you for this information.

By purchasing and downloading this form, you understand and accept that you are ultimately responsible for your own version of the form and for adapting the form for your own use. Neither Dr. Becky Beaton nor Dr. Becky Beaton, LLC (DBA, The Knowledge Tree) assume any liability or responsibility for the use or misuse of the forms you download.

All of Dr. Beaton's forms are copyrighted. You understand and accept that unauthorized duplication or sharing of the forms you download or any information contained therein is strictly prohibited and illegal. Thank you very much.

Your Instructor

Dr. Becky Beaton-York
Dr. Becky Beaton-York

Dr. Becky Beaton-York is the author of Practice Smart Forms, and they have all been vetted by more than one attorney. She is passionate about psychological ethics and helping therapists grow their practices grounded in ethics and integrity while also creating a personally and professionally fulfilling career. Dr. Beaton-York began creating these forms when she founded The Anxiety & Stress Management Institute, a very large outpatient facility in Atlanta, Georgia, which she clinically directed for 15 years. She realized quickly that managing therapists required creating documentation that was ethically and legally sound while also being as efficient as possible to ensure compliance. Her staff grew to love these forms, as well as thousands of other clinicians who rave about them in Georgia and around the country. Several hospitals and university counseling centers have also adopted them.

Dr. Beaton-York is a Licensed Psychologist and a Licensed Professional Counselor. She has been on the Georgia Psychological Association's (GPA) Ethics Committee since 2010 and Ethics Chair for eight of those years. Additionally, she was the Ethics Chair for the Licensed Professional Counselor's Association of Georgia (LPCA-GA) for two years and has taught numerous ethics workshops since 1999.

Related to her interest in ethics and documentation, Dr. Beaton-York has served as an ethics expert in malpractice lawsuits. Part of her role in these cases is to examine the clinician's documentation to determine if the therapist was practicing below the standard of care and/or committing any ethical violations. This experience has made Dr. Beaton-York extremely aware and diligent about designing these forms to help the therapist write them in such a way that they will hold up in court. Of course, there are no guarantees in court; however, this is a great place to start! We hope you find them to be helpful.

Frequently Asked Questions

How long do I have access to the forms?
You will have access to these forms indefinitely. Additionally, we make frequent updates to various forms as new laws, regulations or ethics codes change. If a form has been updated, you'll see a revision date behind the title. Once you make a purchase, be sure to check back occasionally for these updates.

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