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Digital Seminar

Telehealth: The Top Client Considerations and Mistakes to Avoid

Melissa Westendorf, PhD, JD
2 Hours 36 Minutes
May 21, 2020
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Digital Seminar
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As a mental health clinician, you’ve got a great “feel” for in-person therapy. And you’re skilled in using all your senses and intuitions during face-to-face assessment and treatment.

And while providing telehealth services in a must in today’s world, you worry that if you’re not in the room you’ll be unprepared to safely and effectively do your job.

This recording will provide you with easy-to-follow instructions, proven tips, and how-to guidance for handling both expected and unexpected scenarios so you can successfully adapt your in-room practices to the telehealth space!

Get solutions for some of your biggest telehealth worries related to:

  • Assessment and intake 
  • Professional boundary concerns
  • Working with multicultural issues
  • When you should NOT use telehealth services

Erase your worries, build your skill and confidence in working with clients through telehealth!


- PESI Australia, in collaboration with PESI in the USA, offers quality online continuing professional development events from the leaders in the field at a standard recognized by professional associations including psychology, social work, occupational therapy, alcohol and drug professionals, counselling and psychotherapy. On completion of the training, a Professional Development Certificate is issued after the individual has answered and submitted a quiz and course evaluation. This online program is worth 2.5 hours CPD for points calculation by your association.



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 how to screen for suitable clients for telemental health services.
  2. Assess how to effectively manage boundary issues that might arise during telemental health services.
  3. Identify which therapeutic practices are conducive to telemental health services.


Screening and Suitability of the Client
  • Benefits of Telehealth Services
    • Evidenced-Based Research
    • Patient and Setting Contraindications
  • The Intake, Mental Status Exam, and Ongoing Evaluation
  • Assessment with Clients
Professional Boundary Considerations
  • For the Client
  • For the Clinician
    • Crossings versus Violations
    • Recommendations for Maintaining Professional Boundaries
  • Licensing Board Complaint Examples
Multicultural Considerations
  • Issues to Consider
  • Geography, Settings, Populations
  • Seeking Guidance
Theoretical Considerations for Telehealth 
  • Evidence-Based Support
  • Which Models Transition Well
Self-Care for the Clinician 
  • Ethics Application
  • Causes of Burn Out
  • Warning Signs in Therapists
  • Characteristics of Effective Self-care
  • Strategies and Techniques
  • Resources

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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