Psychology · Templates

Teletherapy note template

Use this when the session is virtual: document consent/location/tech adequacy alongside the clinical work so telehealth compliance and clinical quality live in one note.

Template content

Copy or download, then paste into Wavo under My Templates.

Teletherapy Progress Note

Telehealth Logistics
- Platform (video/phone), session start/end, and that identity was verified as required.
- Client physical location (city/state) and confirmation it is appropriate/private for session.
- Telehealth consent status (obtained previously or reviewed today).
- Emergency contact / local emergency resources confirmed if required by protocol.
- Technology quality (adequate audio/video; interruptions) and accommodations made.

Session Focus
- Primary topics and goals addressed.

Client Report
- Symptoms, functioning, stressors, and progress since last session.
- Measures reviewed if obtained.

Interventions
- Therapeutic interventions delivered via telehealth and materials shared on-screen if any.

Client Response
- Engagement, affect, insight, and skill practice observed over video/phone.

Risk
- SI/HI/self-harm assessment if indicated; risk level; actions taken (including local emergency plan).

Assessment / Progress
- Clinical impression and progress toward treatment goals.

Plan
- Homework, next telehealth vs in-person plan, coordination, and follow-up timing.
- Any tech troubleshooting steps agreed for next session.

When to use this template

What makes the structure useful, and which visits it fits best.

Why this template works

Structural advantages for real documentation

Best for

Visit types and clinicians who use this format

  • Captures telehealth-specific elements (consent, location, emergencies contact) reviewers expect.
  • Keeps clinical interventions and response as robust as an in-person progress note.
  • Notes tech barriers that affect care quality or attendance.
  • Works across psychology, counseling, and psychotherapy telehealth visits.
  • 1Video or phone psychotherapy sessions
  • 2Cross-state telehealth within license rules
  • 3Hybrid practices documenting virtual visits

Example output shape

Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.

Telehealth Logistics
Video session, 50 minutes. Client located in private home office, Austin, TX. Identity verified; telehealth consent on file. Emergency contact on record confirmed. Audio/video adequate after one reconnect.

Session Focus
Workplace boundary-setting and Sunday anxiety.

Client Report
Anxiety 6/10 Sundays; slept 5 hours last night. Completed boundary script homework once. GAD-7 = 12.

Interventions
Reviewed assertiveness script; role-played manager conversation; brief grounding for anticipatory anxiety.

Response
Engaged; initially distracted by email notifications then silenced phone. Practiced script with improved eye contact/voice tone on camera.

Risk
Denies SI/HI. Risk low. Local crisis resources confirmed.

Plan
Use script in Tuesday 1:1; log outcome. Next session video in 1 week; client will use wired headset to reduce lag.

How Wavo automates this

What the product actually does with your template.

1. Add the template

Paste this content into My Templates, or start from a specialty-generated template and edit the sections.

2. Record or dictate

Capture the encounter with ambient recording or dictation. Wavo structures the note using your template.

3. Review and sign

Edit with Smart Transform if needed, then export or copy into your EHR. You stay responsible for the final note.

Put this template to work on your next visit

Start free, paste the template, and see how Wavo documents in your structure.