Private space and a secure platform
BACP's guidance for clients says they need a confidential, quiet space where they will not be interrupted or overheard, and that online sessions use secure, encrypted platforms. You need the same on your side.
- Close the door and silence notifications.
- Use headphones if others are nearby.
- Use a laptop, computer or tablet on a flat surface rather than holding a phone.
Know where your client is
BACP tells clients to give their therapist an emergency contact name and number, plus their GP details. Ask for these before the first session, along with the address where the client will be, so you can get help to them if needed.
Agree what you will do if the connection drops, and say so at the start.
Consent and recording
- Explain how online sessions work and what the limits of confidentiality are.
- Do not record a session unless the client has agreed first, and agree how a recording is stored and deleted.
- Include online working in your client agreement and privacy notice.
Check your insurance and preparation
Ask your insurer to confirm online work is covered. Test your camera and microphone before the first session, and allow a few minutes at the start to check you can both see and hear each other.
Follow the guidance of your own professional body, as rules differ.
A short checklist before each session
A routine takes the worry out of online work.
- Join a few minutes early and check your sound and picture.
- Close other windows and turn off notifications.
- Have the client emergency contact and location to hand.
- Confirm at the start that the client is somewhere private and can talk freely.
- Agree what you will both do if the connection drops, such as phoning them.
At the end, check that the client is settled before they go, and note when the next session is. After the first few sessions it becomes second nature.
Finally, remember that some people find online sessions easier and others find them harder. Ask clients how it is going, and be ready to offer a phone call or an in-person session if that suits them better. Review your approach now and then, and ask your supervisor or professional body if you are unsure about anything.
More questions
What platform should I use?
Use one that you trust to be secure and that your professional body and insurer are happy with. Practitioner works with your own Zoom, Google Meet or Teams room.
Can I record sessions?
Only if the client agrees first, and you should agree how the recording is kept and deleted.
What if a client is in crisis online?
That is why you collect an emergency contact and location first. Agree your plan with the client before you begin.
