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A How To Guide | Set Up Flexibility with Telehealth

Getting Started With Telehealth

Are you a clinician who has decided to embrace telehealth to give you greater clinical reach and more flexibility in your schedule? Great decision! To make life easier for you we've summarized our top tips in an easy-to-follow guide. Follow through sequentially for telehealth success!

telehealth checklist

Get the Foundations Right

First things first though, before you get started have you got an understanding of the regulatory landscape? Coviu recommends you take the time first to familiarize yourself with telehealth regulations and licensing requirements applicable to your specific state of work. Just make sure you have all the necessary credentials and licensures to practice virtually at the get-go and meet the strict privacy and eligibility laws. And remember, wrap your head around reimbursement policies too! 

Once well-versed in the regulatory framework, the next crucial step is selecting an appropriate telehealth platform to establish your virtual practice. Key considerations in this decision-making process include evaluating ease of use, security features such as compliance with HIPAA and FERPA, and integration capabilities with electronic health records (EHRs). Popular platforms typically offer features such as appointment scheduling, secure video conferencing, and billing functionalities, streamlining the overall management of your practice. Assessing factors like the platform's price, available tools, live support availability, and its compatibility with the age, needs, and abilities of your clients is also essential. Additionally, consider the ease of accessing and utilizing assessment tools to ensure a seamless and efficient telehealth experience.

Invest in Onboarding Materials & Training

To establish a solid foundation for your telehealth practice, it's essential to clearly define your policies and procedures. This involves setting expectations for both you and your clients and addressing crucial aspects such as appointment scheduling, cancellation policies, fees, and the protocol for handling emergencies during virtual consultations. Transparent communication is key to building trust and ensuring a smooth experience for all parties involved. Many individual clinicians opt for straightforward contracts to outline agreements between themselves and their clients.

In addition to outlining policies, it's crucial to consider the technology required for your telehealth services. Ensure that you have the necessary equipment, including a computer, headset, camera, and external monitor. Conducting a tech check before each session, utilizing features like Coviu’s precall test, can help ensure a seamless experience.

Furthermore, investing in telehealth training is highly recommended. Familiarize yourself with the nuances of virtual care, understand the technical aspects of your chosen platform, refine your online communication skills, and develop effective strategies for delivering telehealth consultations. This investment in training not only enhances your confidence but also boosts your competence in providing quality virtual care.

To facilitate a smooth onboarding process for clients, consider investing in onboarding materials. This may include sending an email with clear instructions on how to log in for services, providing your contact phone/text number, and guiding clients on completing a tech check before their session. 

These measures contribute to a positive and well-prepared start for both you and your clients in the telehealth journey.

starting with telehealth


Grow Your Client Base

To attract clients to your telehealth practice, it is essential to establish a professional online presence. Make sure you have a user-friendly website that showcases your expertise and commitment to delivering quality care. Include comprehensive information about your services, credentials, and contact details. Engage with potential clients on social media platforms, using these channels to not only showcase your telehealth offerings but also to connect with your audience on a personal level.

Additionally, effective marketing plays a crucial role in promoting your telehealth practice to your target audience. Implement online marketing strategies such as search engine optimization (SEO), social media marketing, and content creation to increase your practice's visibility. Emphasize the benefits of virtual care in your marketing efforts, highlighting aspects such as convenience, accessibility, and the high quality of services provided. By effectively communicating these advantages, you can capture the attention of potential clients and encourage them to consider your telehealth services for their clinical services needs. Download Coviu’s free Guide on How to Market Your Telehealth Practice.

marketing telehealth

Adapt to What Works as You Evolve

A crucial aspect of maintaining and enhancing your telehealth practice involves collecting client feedback and making improvements based on their experiences. Utilize surveys, data collection methods, and feedback forms to gather valuable insights into your clients' encounters with virtual care. By understanding their perspectives, addressing concerns, demonstrating improvement, and refining your telehealth services accordingly, you can actively contribute to client success and satisfaction. Positive reviews stemming from a well-tailored and responsive telehealth practice not only bolster your reputation but also contribute significantly to the growth and success of your virtual clinical services services.

In the ever-evolving landscape of telehealth, it is imperative to stay informed and adapt to changes. Telehealth is a dynamic field marked by continuous advancements in technology, regulatory updates, and shifts in client preferences. Keep abreast of emerging technologies and stay informed about regulatory changes to ensure compliance. Additionally, stay attuned to evolving client preferences and adapt your practice accordingly. Remaining proactive and adaptable in the face of these changes is crucial to ensuring that your telehealth practice remains at the forefront of innovation and continues to provide high-quality and relevant virtual care services.

Tap into Coviu's Resources

Coviu, a global leader in telehealth, not only provides a purpose-built platform for SLPs and psychologists with a marketplace of integrated resources and standardized assessments but also offers a large range of options to customize your platform to your needs.


By following these steps, clinicians can successfully establish and thrive in their telehealth practices. Embrace the opportunities that virtual care offers, and contribute to a clinical services future that prioritizes accessibility, flexibility, and client-centered care.

If you still need more information, we highly recommend you download our Ultimate Telehealth Checklist. 

Virtual Engagement Platform Coviu

Looking to take your practice online?

Start a 2-week free trial and start running consultations within just minutes! To learn more about Coviu book a call with one of our friendly team members here.

Prefer a personalized approach? You can also email our Head of Strategy & Client Growth, Kellie Paul at with any questions. We'd love to hear from you!

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