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  • Telehealth: Law & Ethics, Technology, and Best Practices for Connecting with Your Clients

Telehealth: Law & Ethics, Technology, and Best Practices for Connecting with Your Clients

  • Saturday, May 20, 2023
  • 10:00 AM - 1:15 PM


Registration is closed

Presented by Lisa Wenninger, MA, MBA, NCC, BC-TMH, APCC

3 CE credits included. This event will not be recorded. 

This presentation is being held as a collaboration between Santa Clara Valley Chapter and Sacramento Valley Chapter of CAMFT.

In many ways, providing therapy through Zoom or other online options is similar to working with a client in person – except when the technology glitches out, or the client is in crisis. Are you prepared for these situations? This course offers specific guidance on the legal requirements and practical considerations for providing therapy by telehealth in California, including informed consent, assessing appropriateness for telehealth, telehealth across state lines, HIPAA and confidentiality, and documentation. You’ll learn about important safety plans that should be prepared for each client, along with suggestions for implementing a simple technology failure protocol. The focus will be on best practices for two-way video therapy conducted on Zoom or other platforms, though all telehealth modalities will be discussed.

This course covers the California laws for delivery of telehealth by LMFTs, LPCCs, LCSWs, and LEPs, along with ethical requirements established by professional associations including CAMFT, ACA, NASW, with a focus on client safety and unique considerations for clinical care via telehealth. This course is designed to satisfy the requirements of California AB 1759 (Chapter 520, Statutes of 2022), which goes into effect on July 1, 2023. 

This course trains clinicians on how to assess clients for clinical suitability for telehealth, and covers safety aspects and crisis management for working with clients at a distance. This course increases awareness of cultural factors to consider when providing telehealth, and presents data that shows how telehealth can increase equity by improving access to care for traditionally underserved populations, including rural, lower income, elderly, and those who may be home-bound or have limited access to transportation.

Learning Objectives

At the end of this course, participants will be able to :

  • Assess a prospective client for suitability for therapy via telehealth
  • Identify 3 requirements in California law for documenting telehealth sessions with clients.
  • Describe 2 ways that telehealth may increase equity in mental health for marginalized populations and support social justice. 

About the Presenter

Lisa Wenninger (she/her) is a second-year doctoral student in Counselor Education & Supervision at Antioch University, with a research focus on antiracist skills in counseling, and coursework and experience in teaching teletherapy skills to counseling students. Lisa was herself trained in telehealth starting in early 2019 in her Master’s in Clinical Mental Health Counseling at The Family Institute at Northwestern University. As an online-by-design program with a real-time synchronous delivery format, Northwestern has leveraged Zoom and other online technologies to train new clinicians since 2014.  Lisa is a CCE Board Certified TeleMental Health Provider and received the 2022 CCE Board Certified-TeleMental Health Provider training award by the NBCC Foundation. Lisa has an MBA from Columbia and extensive experience in technology from a 20-year career in software development before becoming a therapist. Lisa is a California APCC and a National Certified Counselor. Her orientation is psychodynamic and attachment focused. Lisa's clinical website is https://theworkiswithin.com. 


If you miss any of the presentation, you will not be eligible for the CE credits. SCV-CAMFT is a CAMFT-approved continuing education provider (CEPA 052466). This course meets the qualifications of 3 continuing education credit for LMFTs, LPCCs, LEPs and/or LCSWs as required by the California Board of Behavioral Sciences.

The views expressed in presentations made at SCV-CAMFT meetings or events are those of the speaker and not, necessarily, of SCV-CAMFT. Presentations at SCV-CAMFT events do not constitute an endorsement of the vendor or speaker's views, products or services.

Event Policy Information

SCV-CAMFT               P.O. Box 60814, Palo Alto, CA 94306               mail@scv-camft.org             408-721-2010

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