Tag Archives: technology tutor

Technology Tutor: Starting the year off on the right technological foot

By Rob Reinhardt March 6, 2017

Many of us are aware of the ebb and flow of people seeking counseling services. Around the holidays and the beginning of the school year, more calls come in for help. During the summer, things slow down a bit.

Having provided technology consultation to mental health clinicians for seven years now, I’ve noticed some patterns myself. One that stands out is that many counselors in private practice seem to take stock in the business and technology side of their practices as we transition into the new year. I’ve reached this conclusion by looking at the significant rise in the number of emails and phone calls I receive each year at the beginning of January.

With that in mind, I present some of the top business and technology challenges and questions that counselors have been addressing lately. Some of these may not apply to every counselor, whereas others are items we should all be taking care of.

HIPAA compliance

Now is a great time to revisit your compliance with the Health Insurance Portability and Accountability Act (HIPAA). HIPAA is not a one-and-done kind of thing. It requires that you periodically review your risk analysis and management plans, as well as your policies and procedures. Assuming that you already have completed at least an initial risk analysis, a review can be done fairly quickly. The following are some primary tasks to cover.

  • Review your current risk analysis and remove technology that is no longer used to store or transmit protected health information (PHI).
  • Of the items remaining, ensure that the level of risk presented by those technologies hasn’t changed and that your current methods for managing risk are still effective and appropriate.
  • Now be sure to add any new technologies that might be missing. It’s always best to add new items to your risk management plan as they are implemented in your practice. Making sure that you cover all bases to catch anything that slipped through the cracks is a prudent measure.

If you’re not sure what all of this risk management and analysis means, check out my blog article on the Tame Your Practice site for additional information (bit.ly/HIPAArisk).

Encrypted communications

Both HIPAA and the ACA Code of Ethics (see Standard H.2.d) require counselors to use encryption to secure PHI, including communications with clients, whenever it is reasonable. The truth is that, these days, it’s almost always reasonable to use encryption.

Encrypted email is inexpensive to implement, and although it isn’t always quite as user friendly as unencrypted options, sometimes the cost of privacy is a bit of inconvenience. It’s like those extra seconds you take to turn on the sound machine outside your office — it can really make a measurable difference.

Both the ACA Code of Ethics and HIPAA also provide for client autonomy, which means clients can choose for PHI to be transmitted through unsecured means. It is important to note, however, that this requires that clients have been informed of and understand the risks. It is also important to evaluate whether we should really consider risking confidentiality, either out of convenience or for the sake of saving a few dollars a month. Roy Huggins of Person-Centered Tech makes a great case for why it makes sense to follow through with encrypting email and text (bit.ly/encryptornot).

Want to see how easy it is to use encrypted email? I included a demonstration video in the following blog post: bit.ly/emailencrypt.

Social media policy

Now is also a great time to make sure that you’re satisfying the requirements of Standard H.6. of the ACA Code of Ethics pertaining to social media presence and use. If you are utilizing social media (Facebook, Instagram, LinkedIn, Twitter, etc.), the ethics code requires that you:

  • Maintain a separate personal and professional presence. This relates to our responsibility to avoid engaging in dual relationships. This means taking actions such as creating a professional Facebook page.
  • Incorporate social media into your informed consent. We have a responsibility to inform our clients of the “benefits, limitations and boundaries of the use of social media” (Standard H.6.b.). Depending on how you engage in social media use and marketing, this may vary according to the platform you are using. It is important for clients to understand, for example, the potential benefits and ramifications of them “liking” your professional Facebook page, such as their friends seeing that they liked your page and the kinds of online advertisements that will be displayed to them as a result of liking your page.
  • Maintain client confidentiality by not disclosing information about them online. Also respect their online privacy unless they provide consent to view that information. I strongly encourage you to read my September Technology Tutor column on the dangers of online disclosure (ct.counseling.org/2016/08/thinking-discussing-clients-online-think-twice/). It’s not as simple as making sure that you don’t use identifying information.

An excellent way to address this is to develop a social media policy that you can then incorporate as part of the client orientation/informed consent process. Keely Kolmes offers a wonderful template as a starting point (drkkolmes.com/social-media-policy/).

Business and technology evaluation

Even if you have all of the above buttoned up nicely, it’s always a good idea to evaluate your business operations at least once per year. Is what you are doing working? Could it be improved? Can you implement technology, streamline processes or align your efforts to better move toward your goals? This is also a great opportunity to examine the return on investment (bit.ly/ROITYP) on things you’ve already implemented. Are you getting the expected results?

You’ll find plenty of freely available articles at the Tame Your Practice website (tameyourpractice.com) on these topics and more if you need additional details.




Rob Reinhardt, a licensed professional counselor supervisor, is a private practice and business consultant who helps counselors create and maintain efficient, successful private practices. Before becoming a professional counselor, he worked as a software developer and director of information technology. Contact him at rob@tameyourpractice.com.

Letters to the editor:ct@counseling.org




Opinions expressed and statements made in articles appearing on CT Online should not be assumed to represent the opinions of the editors or policies of the American Counseling Association.

Technology Tutor: Mastering your domain (name)

By Rob Reinhardt November 8, 2016

It’s been some time since I have conveyed knowledge about a technical concept here in the Technology Tutor column. Now seems like a great time to discuss something that continues to be confusing not just to counselors but also for others who don’t possess inside knowledge of how the internet works.

We aren’t necessarily required to have this knowledge. However, possessing it can be incredibly helpful in making important decisions involving our businesses and the Health Insurance Portability and Accountability Act (HIPAA). To provide an illustration, I have only basic knowledge of how automobile engines work. I just want my car to run when I need it to. However, I have educated myself about what sort of maintenance my car needs so that it continues running well and to ensure that I have a good sense of what the mechanic is explaining to me when it doesn’t. This level of knowledge allows me to make educated decisions and to save time and money.

With that in mind, let’s look at a significant underpinning of the internet: the Domain Name Service (DNS). Despite the internet being commonplace for more than two decades now, the inner workings of DNS remain a mystery to many. Yet it is very important that business owners understand how it works because it plays a significant role in many of their business, technology and marketing decisions. For that matter, it is beneficial knowledge for all of us to have because it can be integral to privacy and security of data. For example, it’s important to know that your choice of domain name can significantly affect your search engine results. Because many potential clients will search for “counseling your city,” having those terms as part of your domain name can be beneficial. Furthermore, knowing that you can register more than one domain name and point them all to the same website can also be integral to marketing.

Two examples of domain names are counseling.org and tameyourpractice.com. You’re probably used to seeing domain names in your web browser address bar or as part of someone’s email address. Domain names are all owned by an individual entity, whether that is a person, a corporation or another organization. The process of purchasing a domain name is called registration.

The questions I hear most often about domain registration include:

  • Do I have to host my domain with my web host?
  • How are my domain, web host and email connected?

Let’s start with the technical details, and then I’ll draw an analogy to help pull it all together. When a domain is registered, three important things are established: the owner of the domain page22name (the registrant), the company responsible for maintaining the domain name records (the registrar) and the name server(s). In many cases, the registrar and name servers are connected/owned by the same company, but that’s not required. At this point, your domain isn’t actually doing anything but sitting there. It’s simply a placeholder and not associated with a website, email address or anything else. This is where DNS comes in.

Devices connected to the internet (such as web servers, email servers and even your computer) are assigned a numerical internet protocol (IP) address that looks something like (the American Counseling Association’s web server). Imagine having to remember the numerical address of all the websites you’d like to visit. Fortunately, you don’t have to. DNS converts the domain name to those numerical addresses. Although bookmarks might help with that, you’ll likely agree that it’s more visually appealing to look at counseling.org than in your browser address bar.

To give you a visual, here’s a simplified version of what a DNS record looks like:

Domain name – tameyourpractice.com

Name     Type*     Address

www     A

@     MX

*For the curious, A = Address and MX = Mail Exchange (because it involves email, thus the “@”)

When you type www.tameyourpractice.com into your web browser, DNS responds, directing you to the actual numerical address of the server hosting the Tame Your Practice website. It knows that you want to go to the website because of the “www” and because you’re using a web browser.

Here’s the kicker. Other services for Tame Your Practice, such as email, might be hosted on an entirely different server and thus have an entirely different IP address. Fortunately, because of the magic of domain names, you don’t need to know that. All you have to do is send an email to rob@tameyourpractice.com (our contact form makes this really easy), and DNS points it to the correct server.

Interestingly, there are potential benefits to hosting your DNS separately from your web hosting, and both separate from your email. Web designer Kat Love has written an excellent article on that topic (see bit.ly/DNSSeparate). The confusion often happens because so many companies provide everything — domain registration and hosting, web hosting, email and more — in one nice package. People sometimes assume that’s just how it’s done and may not even realize that things such as domain names and web hosting are entirely separate functions. Remember that you have important choices and can host each service with a different company.

Let’s bring this all together with an analogy. Consider your name. Even though people may know your name, they may not know where you live or how to reach you by phone. This is akin to how domain names work. Consider someone in your list of contacts. You may have that person’s street address, home phone number, cell phone number and email address. When you decide to contact that person, which path you follow will depend on how you want to communicate with that person. You don’t simply call out the person’s name and hope for the best. You navigate to his or her name in your contacts and choose the correct item. That contact listing is your own personal DNS for that person. With domain names, you don’t have to keep all the IP addresses in a contact list; DNS does the calling and navigating for you.

Understanding this core functionality of the internet will not only help you understand how applications, websites and other services interact online, but can also increase your confidence about making implementation decisions regarding technology.

Need help applying these concepts to your own situation? Send me an email with your questions.




Rob Reinhardt, a licensed professional counselor supervisor, is a private practice and business consultant who helps counselors create and maintain efficient, successful private practices. Before becoming a professional counselor, he worked as a software developer and director of information technology. Contact him at rob@tameyourpractice.com.

Letters to the editor: ct@counseling.org




Opinions expressed and statements made in articles appearing on CT Online should not be assumed to represent the opinions of the editors or policies of the American Counseling Association.

Technology Tutor: Thinking about discussing clients online? Think twice

By Rob Reinhardt August 29, 2016

Our work as counselors can be isolating at times. It is important for our professional growth, our work with our clients and our own mental health to seek peer consultation.

The internet has significantly broadened the potential pool of peers with whom we can consult. Counselors are flocking to mailing lists, forums, LinkedIn and Facebook groups to connect and learn from one another. This is a good thing! It comes with some caveats, however, especially facebookwhen the focus of a discussion is a client issue.

I hope most of us have had the positive experience of taking a client situation to a group of peers and receiving helpful feedback. These discussions might start with a brief case study: “I’m working with a young black male who is in management at his work. He has a history of anxiety that has been exacerbated recently because he feels he is being discriminated against and passed over for promotions despite his excellent performance reviews.”

This likely would be followed by questions from the counseling peer group to learn more about the situation and then a group exploration of how to proceed with the case. It’s nice to think that this discussion could take place with a large number of peers from all over the country — or even the world. Imagine gathering the synthesis of a wide array of different perspectives on this case.

The challenge on the internet is creating this scenario while maintaining client privacy and confidentiality. You’ve likely been informed at some point not to put anything on the internet that you don’t want the whole world to know. In truth, there are some areas and services on the internet that are far more secure than others (for example, electronic health records, banks, etc.). However, such high-level security doesn’t apply in places such as mailing lists and Facebook groups. In considering whether to post something about clients online, I encourage you to use the mnemonic PIT — the place where information falls in and can be discovered by anyone who happens to peer in. PIT stands for Permanence, Identity and Transferability.


It’s important to assume that once something is sent across or stored on the internet, it’s there forever. Unless you’re operating on a private server that you have complete control over, presume there are redundant backups and other measures in place to ensure that data aren’t lost. Need a visual example? Head to the Wayback Machine and have a look at what the American Counseling Association website looked like in 1997 (bit.ly/ACAWayBack). And be aware that it is not only websites that are archived like this.

Some of us might think, “Well, if we share minimal data about this client, it won’t matter if it’s permanent.” Consider, however, that this permanence increases the chances that someone may recognize the client through your description because that information has the potential to be read for months and years to come.


In educational, employment or office settings, you are likely sitting face to face with people you know. Their identities have either previously been verified or can be verified quite easily in the moment.

Now consider online forums. Even those with the most stringent identity-verification procedures are problematic. Yes, there are professional peer groups that ask members to verify their identities and professional licenses, but few of these groups engage in authentication processes. In other words, there is no way to be perfectly sure that everyone in the online group:

  • Is who they say they are
  • Is a mental health professional
  • Subscribes to the same code of ethics and conduct
  • Agrees to hold all information posted in confidence
  • Will not make a mistake and share, forward, screenshot or otherwise cause the information posted to be viewed by someone outside of the intended audience (can you say “reading your Facebook news feed while sitting in a coffee shop?”)

That last bullet point is a big one. I don’t know of too many people who have never accidentally hit the “Share,” “Forward” or “Retweet” buttons. Even though some groups (particularly on Facebook) are set up to prevent sharing of posts outside of the group, it isn’t foolproof. And they can’t prevent things such as screen shots, which brings us to the next point.


Almost all information posted on the internet can be forwarded or duplicated in some manner. Emails can be forwarded. Replies can be inadvertently sent to the wrong person. Facebook posts can be shared and reshared. And then there are screen shots.

Screen shots make it possible to share any type of content virtually anywhere. A screen shot of an email can be posted on Facebook. A screen shot of a Facebook post can be placed on a webpage. There’s no limit to how far and wide a piece of information can be shared.

Perhaps you’ve seen the posts on Facebook by teachers and parents who want to prove this concept to kids. They post a picture and ask everyone to like and share it so that kids can see how quickly information can travel to thousands — potentially millions — of people. Although this is a deliberate behavior, I encourage you to consider it when deciding whether to post something online.

Additional considerations

When discussing this topic with mental health professionals, their first consideration is often whether someone might recognize the client. They reason that if they leave out identifiers and keep the information general enough, the likelihood of someone positively identifying the client is small.

What I think many neglect to consider is the possibility that the clients themselves may view this information. It’s very difficult to speak generally about clients and not have them recognize themselves, particularly when they already know they are working with the counselor who shared this information.

Not convinced? As an exercise, think about how you would describe a client in a peer support context in a way that would leave that client unidentified. Now give thought to whether the client would recognize himself or herself if you shared those same details.

Psychologist and “Selling the Couch” podcaster Melvin Varghese echoed these sentiments when asked his thoughts on discussing clients online: “When thinking about asking a clinical question in a public forum like a FB [Facebook] community, I run my mind through two steps. First, I ask myself, ‘If my client saw what I just typed, would they feel like their privacy was being violated?’ Second, I ask myself, ‘If the roles were reversed, would I feel like my privacy was being violated?’ If the answer is yes to either question, I either need to make the question more general (i.e., remove anything that could remotely identify a client, from geographic location to age, gender, etc., and/or connect them to me) or leave it to an in-person consult with a colleague or supervisor.”

From a big picture perspective, I also encourage counselors to consider the public perception of mental health professionals. Even if someone can’t recognize a client on the basis of something you’ve written online, how will that person feel knowing that a mental health professional is discussing clients online? Will this change the likelihood of that person seeking help when he or she needs it? How will it change that person’s perception of counselors?

Tamara Suttle, chief inspiration officer at Private Practice From the Inside Out (tamarasuttle.com), hosts her own Facebook group and is a member of others. Although she has strict rules prohibiting the discussion of clients on her Facebook group and website, she knows that others do not. Here’s what Tamara, a member of the American Counseling Association, said about this topic: “I see [and] hear therapists talking about clients on social media almost weekly. It’s tragic really that they don’t realize how damaging this can be [not only] to their clients, but also to a therapist’s own professional reputation. I left one Facebook group for a while because of this very thing. The shocking part is that when therapists were confronted either on the group or privately, many rationalized and attempted to justify their behaviors by stating things like, ‘Therapists need a place to vent too!’ Even more shocking were the numbers of otherwise well-respected therapists who chose to remain silent on the issue.”


To reinforce the importance of these points, we need to look at this topic from our ethical framework as counselors. The ACA Code of Ethics states that:

  • “Counselors protect the confidential information of prospective and current clients.” (Standard B.1.c.)
  • “Counselors discuss confidential information only in settings in which they can reasonably ensure client privacy.” (Standard B.3.c.)
  • “Counselors take precautions to ensure the confidentiality of all information transmitted through the use of any medium.” (Standard B.3.e.)
  • “When consulting with colleagues, counselors do not disclose confidential information that reasonably could lead to the identification of a client … unless they have obtained the prior consent of the person …” (Standard B.7.b.)

As previously noted, case consultation is an import aspect of the work we do as counselors. We typically address this through informed consent, letting clients know that case consultation happens and what the parameters are. It’s important to note the context of those consultations. Most clients are likely to understand and support face-to-face case consultations between licensed professionals within a secure office environment. But will they provide their consent if you inform them that these discussions may take place in Facebook groups? Can you ensure their privacy and confidentiality there?

To be clear, ACA representatives share these concerns, advocating for a strict interpretation of the ethics code. This includes a stance that online group forums do not constitute group supervision or consultation. ACA Chief Professional Officer David Kaplan states, “Professional counselors are ethically mandated to not discuss clients — with or without identifying information or circumstances — in public spaces, to include online spaces.”

Readers interested in exploring this further may want to pick up a copy of Using Technology to Enhance Clinical Supervision by Tony Rousmaniere and Edina Renfro-Michel. The book is published by ACA.


It is also important that counselors consider the legal implications of anything they share online. In addition to HIPAA (the Health Insurance Portability and Accountability Act), they need to be aware of any applicable privacy laws in their states.

Anne Marie “Nancy” Wheeler, an attorney licensed in Maryland and Washington, D.C., serves as ACA’s risk management consultant. “Discussing clients online can lead to potentially serious risk management and legal problems for counselors,” she warns. “Even when the information is supposedly deidentified, a client who recognizes himself in an online post could file a complaint against the counselor alleging a number of issues, including intentional infliction of emotional distress.”

Now look back at the client example I presented at the beginning of this article. It may have seemed appropriately vague at the time. But having read this article, I encourage you to give some thought to whether you would still post such information anywhere online.

Appropriate discussion

These cautions don’t mean that we have to ignore all the wonderful benefits that can result from connecting and discussing things with peers online. We simply have to give careful thought to our approach. Consider these guidelines.

1) Approach it from a “nonclient” perspective. Using our example, you might ask, “I’d like to hear experiences from those who have worked with people experiencing discrimination. What techniques and interventions have you found to be effective?”

2) When seeking someone to refer to, focus on the counselor’s skills, not the client’s issues. For example, you might say, “I’m looking for a counselor who helps clients with anxiety and also has experience working with clients experiencing discrimination.”

3) Before posting, give consideration to whether any of your clients might think you are talking about them in public and breaking confidentiality, or whether the general public might have a negative or positive view of what you are posting.

4) If you can’t be sure of protecting a client’s privacy and complying with laws and ethics, save the discussion for peer consultation in a secure environment.

As we increasingly lean on technology to carry out our work, it is important that we continue to analyze the risks and make informed decisions according to the priority of protecting our clients and their confidentiality.




Rob Reinhardt, a licensed professional counselor supervisor, is a private practice and business consultant who helps counselors create and maintain efficient, successful private practices. Before becoming a professional counselor, he worked as a software developer and director of information technology. Contact him at rob@tameyourpractice.com.

Letters to the editor:ct@counseling.org




Opinions expressed and statements made in articles appearing on CT Online should not be assumed to represent the opinions of the editors or policies of the American Counseling Association.

Technology Tutor: Inside telehealth: A personal account of messaging therapy

By Rob Reinhardt June 27, 2016


Author’s note: In the time since I originally conducted the following interview, a number of legal, ethical and privacy concerns have been raised about TalkSpace. These issues are not easily summed up and are best read from their original sources:

As I originally indicated in the article (below), it is imperative that counselors vet any third party they might use in the provision of counseling services. This includes a consideration for whether that third-party vendor, and the service it provides, fits into and meshes with the counselor’s legal, ethical and HIPAA compliance framework.



There’s no denying that telehealth is quickly growing in use as a medium for delivering counseling services. (Read my previous article on the ins and outs, ethics and legalities of telehealth at tameyourpractice.com/telehealth.) Although most of the focus is on the use of synchronous video, other modalities are growing in popularity too.

photo-1430165558479-de3cf8cf1478Recently, I had the opportunity to interview Tasha Holland-Kornegay, a licensed professional counselor supervisor who has been providing “messaging therapy” to clients through a platform called Talkspace. The service primarily consists of asynchronous messaging via text or web, although some video and audio options are also available. I was especially curious to hear how she was addressing some of the ethical and legal issues raised by this format.


Rob Reinhardt: I’m very curious to hear about your experience with messaging therapy but, first, can you tell me a little bit about yourself?

Tasha Holland-Kornegay: I am a licensed professional counselor, and I’m also an HIV advocate and have an HIV nonprofit (Partners Against Sexually Transmitted Diseases at pastd.org/). I go out into the community and speak to family members and educate individuals. Believe it or not, there’s still a lot of misinformation out there about it. So that’s another piece of what I do on top of counseling. In private practice (at ourtreatmentcenter.com/), I work with individuals anywhere from the age of 3 up to seniors.

RR: Very interesting. What is it that led you to messaging therapy? What made you say, “This looks like a great way to provide counseling services. Let’s give it a try.”

THK: I think it was a couple of things. With my passion for HIV [advocacy] and counseling, I have a Facebook page that I use as an educational forum. But a lot of times, once people find out that I’m a counselor, I’ll get private messages, and they’ll start with, “I just got tested.”

I knew that Facebook wasn’t a secure way to respond to them, and the messages were coming from all over the country. A lot of times I would make my response very basic and general and refer them to their local health department and HIV counseling and remind them that the Facebook page was more for informational purposes. But I didn’t want to turn my back on them; I wanted to help them more.

The second reason was that I recently had a baby, and I was thinking, “Oh my gosh, I don’t know how I’m going to continue what I have been doing and still have time home with the baby.”

RR: What convinced you that messaging therapy would meet the needs of more people and provide you more time at home with family while still practicing ethically and legally?

THK: I was a little nervous and skeptical because you don’t want to cross state lines and you want to make sure your clients will get everything your face-to-face clients would be getting. I spent a good month researching and processing. I think Talkspace, the company I work with, probably thought, “Is it her again?” because I was asking so many questions. But I wanted to be sure people were getting quality service and help.

So, I did a lot of research on the company and platform before I took the plunge. The company really does things well. They only allow you to have two clients when you first get started, and there are a lot of other things in place that addressed my concerns.

RR: It sounds like you got the answers you needed to make you feel confident in moving forward.

THK: Yes, and they were very fast to respond, and that was another quality that made me very comfortable with the platform. It was pretty much within the hour that they would respond, and they were very welcoming and informative.

RR: What was the process like once you decided to move forward?

THK: They signed me up and put me through a vigorous training process. I felt like I was back in school. They send you thorough lessons on how to navigate the platform and then on how to handle the relationship with the client, and there were tests. They want to be sure they are getting quality therapists, so there were case scenarios and “how would you deal with this?” Then you do one-on-one training with someone who tests your knowledge of the system and does mock counseling with you to be sure you’re ready.

After that, they set you up with your first two clients, and you have to let those clients know that you’re new. After about a month in training, they let you take four more clients, and then you are transferred out of training and into a mentoring group. My group has about five people in it. It really felt like a full-blown training program to make sure the clients are taken care of.

RR: So the people at Talkspace take an active role in setting the clients up with counselors?

THK: Yes. In a space in the app, all the clients are listed with age, gender and a general reason why they are seeking services. Then I can go in and say that I’m a good fit for this client because of my background, training and techniques, and I provide details. The employee who’s called the “consultation therapist” may even ask you for more details about why you’d be a good fit. Kind of like, what are you going to bring to the table for this client, because we want to make sure you’re a good fit. From there, they decide which therapist to assign the client to. Once you’re assigned, you connect with the client.

RR: Apart from the platform and environment, what has been different about providing messaging counseling from providing counseling services in your office?

THK: Because it’s unlimited texting and the clients take advantage, some clients will write a lot of journal entries. When I log in, there’s a lot to read and catch up on. I’d say 80 percent of my clients are active every day. So it feels like a lot of contact, unlike sessions in my office, where we meet and then go a week between.

I go into the platform five days a week, twice a day, and spend an hour and a half to three hours at a time replying to clients. You really end up forming a relationship with clients because you’re interacting with them a lot.

RR: If I understand, this process is asynchronous. You aren’t actually texting directly back and forth with clients, but rather reading and responding at different times of the day, unless they happen to be on at the same time as you.

THK: Exactly, unless they request it. And I’ve only had that happen once when a client was really antsy about a job interview and wanted to direct-message a couple hours before the interview. They do have a video option now, though I haven’t used it yet. People are working all day, and time zones are off, so it’s convenient for people to get it out and then wait for a response.

RR: Do you find yourself working with clients similar to those in your office?

THK: I’m currently dealing with a lot of clients with anxiety and relationship issues and some depression. It’s probably 75 percent clients dealing with anxiety. I’m not sure if that’s because I’m actively picking those [cases] or because of other reasons.

RR: I can see that making sense because people dealing with anxiety may be more likely to use online services.

THK: Yes, and I do see that a lot of these clients are experiencing counseling for the first time. They also find it to be really convenient, especially if they work a lot and don’t have time to go to a therapy office.

RR: In talking about what is different between counseling in your office and online, I thought you might say that working with clients online was briefer because these clients are looking to address a singular issue quickly. Has that been your experience?

THK: Actually, much like in the office, people will come in with surface issues and then later open up and reveal other layers — talk about their childhood and the fact that they’re actually experiencing anxiety in a lot of situations, for example. I’m finding myself working with clients over a period of time similar to [what I would] in the office.

RR: Do you find it challenging to deal with the lack of social and communication cues such as facial expression and tone of voice?

THK: The platform really does a great job of addressing this. They include the option to use audio, so if I feel that I’m not hearing a message clearly, I can propose to [the client], “For your next message to me, would you mind using audio?”

I also use a lot of emojis, and some of my clients don’t do written journals, they do voice journals. They can also send pictures to show me how they’re looking and feeling.

RR: So we can’t really refer to this as “text therapy” because it’s a lot more
than that.

THK: Yes, it really is. This platform was really thought out. It really answers a lot of the questions and needs in providing services in this environment.

RR: Speaking of questions, I know I have a lot of questions about how privacy and confidentiality, HIPAA (Health Insurance Portability and Accountability Act) compliance and other legal and ethical issues are handled. What things have you run into that you think are unique with this platform regarding those topics?

THK: The platform covers consent and not moving forward until you have the client’s consent. This includes clients consenting to working with you if you’re in a different state and that they agree to the license rules and laws of the state where the counselor is licensed. (Editor’s note: The American Counseling Association recommends that counselors check with the licensing board in the client’s state.)

I was also concerned about privacy. When clients and counselors log in, they are using their own username and password, and there’s a significant security and verification process that therapists have to go through.

RR: This concept of a client agreeing to abide by the laws of another state is an interesting one. I’m not an attorney, but I have to think the platform had its attorneys vet that policy. I’m not aware of it ever being tested in court though. This makes me wonder what might happen if a complaint is filed — how the courts or a licensure board might rule on it.

THK: I’ve thought about that, and I think we need to start somewhere. I think that it has been well planned and thought out. This is a national site with over 700 therapists. The client sees our full information about our license, and I think the wording in the consent is very tight.

I may well be in a “test group” because there are unanswered questions. We’re in a whole new world with technology, and we have to test it out. There are so many people out there who need help and may prefer to meet this way.

RR: Back to privacy. Is there any attempt on Talkspace’s part to verify the identity of clients? Are they allowed to stay anonymous?

THK: Talkspace verifies identity through things like credit card information. The client has the option of being anonymous with their therapist, but all of my clients tell me who they are and where they live. (Editor’s note: Standard H.3., Client Verification, of the ACA Code of Ethics states: “Counselors who engage in the use of distance counseling, technology and/or social media to interact with clients take steps to verify the client’s identity at the beginning and throughout the therapeutic process. Verification can include, but is not limited to, using code words, numbers, graphics or other nondescript identifiers.”) You’re building a rapport that’s remarkable like you’d never think you could do over texting.

RR: Because Talkspace does verify the client’s identity, does it have safety plans in place for crisis?

THK: They do. They warn clients up front that this isn’t an appropriate platform for crisis intervention. It states on the website that in crisis, clients should call the 24-hour National Suicide Prevention Lifeline at 1.800.273.8255 or 911.

And we do have a plan to address things as they arise. In addition to providing clients with local resources, we also always have a community and mentors to touch base with about situations to make sure that we and the clients get help if needed.

RR: You’re in a very interesting position of helping to innovate this new platform.

THK: Yes, and in some ways, it’s scary. But they have really done their homework with this platform and addressed the things I am most concerned about, so it helps me feel confident about working this way.

I think it’s fascinating that therapy and technology are finally merging in this way, and I feel good about it because there are so many people we haven’t been able to reach. This [lets] me know that I can help and reach more people and that I have a support system there that a lot of other people don’t have.





Please note that I have not personally evaluated the Talkspace service. As Tasha Holland-Kornegay suggests, it is important that counselors fully investigate and evaluate any technology they might consider using to provide services to clients. This includes looking into the ethical implications of such use. Additionally, because state laws regulating telehealth vary widely, it is strongly recommended that you also consult with your state licensure board and a qualified attorney.



Rob Reinhardt, a licensed professional counselor supervisor, is a private practice and business consultant who helps counselors create and maintain efficient, successful private practices. Before becoming a professional counselor, he worked as a software developer and director of information technology. Contact him at rob@tameyourpractice.com.

Letters to the editor: ct@counseling.org

Technology Tutor: Scheduling in the cloud

By Rob Reinhardt March 2, 2016

Despite significant growth in the use of electronic health record (EHR)/practice management systems, some counselors still benefit from the use of stand-alone online scheduling programs. Whether it’s because their EHR systems don’t offer a client portal, they desire more robust scheduling features or they aren’t ready to take the full EHR plunge, counselors may find themselves looking for a cloud-based scheduling program.

This article discusses the major features counselors should look for in a cloud-based scheduling system and some of the most well-known applications. It may also be a useful guide for those looking for specific scheduling features in an EHR system. Each counselor should decide the priority for these features based on his or her needs.

Major features

HIPAA compliance: First and foremost, I encourage you to choose a vendor that is compliant with the Health Insurance Portability and Accountability Act (HIPAA). Even if you aren’t a HIPAA “covered entity,” HIPAA is starting to be considered a measure of best practices and standard of care when it comes to ensuring the privacy and confidentiality of client data. Remember that the software itself can’t be HIPAA compliant; the vendor needs to be (see tameyourpractice.com/HIPAA).

Be wary of vendors reporting that they don’t need to comply with HIPAA or that it doesn’t apply to them. This represents an outdated view of HIPAA. Appointments and appointment reminders contain protected health information, and HIPAA requires a business associate agreement between a covered entity and any vendor that stores or transmits that sort of data for the covered entity.

Client information: Online scheduling applications will track a varying amount of information. Most will include basics such as name, email address and phone number. Others will allow for the creation of custom fields to track additional data about clients. These can include elements that clients complete (e.g., referral source) or that you track internally (e.g., a general notes field). The most feature-rich systems might even allow you to create custom intake forms for clients to complete online.

Different services: A good scheduling application will allow you to define several different services that you offer to clients. The basics would include something such as “initial intake” and “counseling session.” In many systems, it’s also possible to create a service for therapy groups that allows more than one client to schedule.

Availability: You likely don’t schedule appointments at 3 a.m. on Saturdays, so you won’t want clients to book at that time. Most scheduling applications will allow you to set your available office hours. The better applications allow you to efficiently adjust availability when things such as holidays, vacations, meetings and conferences come up. The idea here is that clients will be able to book appointments only when you have noted that you are available.

Appointment control: In providing consulting services to counselors across the country, I have found that they have widely varying needs and methods when they screen clients initially. Some counselors are perfectly fine with new clients scheduling their first meeting online. Others prefer to screen all clients through an initial phone call. You will want to ensure that any online scheduling application you use will complement your workflow. For example, if you prefer to screen all new clients on the phone, you may need a system that allows only current clients to schedule appointments. Alternatively, a system may limit new clients to scheduling only an initial intake or screening.

Online payment: One very effective way to improve cash flow in a private practice is to require payment upfront. Requiring clients to make a payment to secure an appointment via an online scheduling system takes this feature to the next level. However, this can be challenging to implement for a practice that accepts insurance. Copays and deductibles can vary, and most scheduling systems won’t allow you to set different rates for different clients.

Appointment reminders: Once the appointment is set, you’ll want to make sure that the client remembers it. Appointment reminders have been shown to significantly reduce late cancellations and no-shows. Considering that almost all systems have automated reminders, this is a must-have feature for most practices. Email reminders are typically free, with some systems charging a small fee for phone and text reminders.

Rescheduling: Life happens, so you’ll need to consider whether you want to give clients the capability of canceling or rescheduling appointments online. Some counselors like their clients to have this convenience, while others are concerned that it makes it too easy to put counseling off. Fortunately, most systems will allow you to require that clients provide a certain amount of notice (e.g., at least 24 hours) to be able to cancel or reschedule. You may also decide not to allow these actions to be taken online at all.

Multiple staff or locations: If you have multiple staff or locations, you’ll need a system that accounts for this. You’ll also want to make sure that clients can readily identify the correct counselor and office for scheduling an appointment.

Website integration: For a scheduling system to be most useful, there should be a way to integrate it into your current website. Some systems allow you to place buttons or links on your site that take clients to their site for scheduling. Although that isn’t a deal breaker, it can cause confusion and isn’t nearly as professional looking as something that is integrated directly into your website. Systems that offer this level of integration typically provide user-friendly tools and widgets to add to your website. Depending on how tech savvy you are, you may need some help from your website developer to make this happen.

Reports: Some systems offer reports on everything from monthly appointments booked to cancellations to revenues and more. These features are often icing on the cake that can make handling the business side of things easier and more efficient.

Intangibles: Intangibles such as ease of use, interface and compatibility with your workflow may be important factors in your choice of scheduling software. Because these items are subjective, only you can decide how important they are. Most solutions offer a free trial period. I encourage you to test the system from both sides before making a final decision. After setting things up from the business side, log in from the client side and ensure that your clients will have a smooth, user-friendly experience as well.


At the time I’m writing this article, I’m aware of three online scheduling options for which the vendors report being HIPAA compliant. I originally set out to provide an in-depth review of each, only to find that the features they offer are quite similar. It’s likely that your choice will come down to your subjective experience with each option or the presence of a specific feature (or features) that you need.

  • YellowSchedule (yellowschedule.com): YellowSchedule has a very clean interface and is regularly innovating with new features. For example, its text confirmation of appointments and Facebook plug-in can help streamline workflow. It is also the only one of these three options that currently has a dedicated mobile app. One downside to YellowSchedule is that it doesn’t allow you to restrict who can make appointments. The company reports that this feature will be added soon.
  • Full Slate (fullslate.com): Full Slate was one of the first cloud-based scheduling applications to address HIPAA compliance and has a very user-friendly interface, including one of the most efficient ways to adjust availability. One downside is that I don’t feel that Full Slate has been innovating much over the past three years. If you choose Full Slate, you’ll want to make sure that it already offers the features you need.
  • Acuity Scheduling (acuityscheduling.com): Acuity also has a friendly user interface and a robust set of features. It offers the widest array of integration with other applications, including customer relationship management/newsletter software such as MailChimp and AWeber. This can be helpful if your marketing plan includes newsletters. One downside to Acuity is that if you adjust your availability often, the process can be tedious.




Whatever your motivation for considering an online scheduling system, when properly chosen and implemented, it can be an important piece of moving toward a more efficient, or even paperless, office.

I’d love to hear from you. Do you have additional questions, or would you like to see me address a specific topic in this column? Please drop me an email.




Rob Reinhardt, a licensed professional counselor supervisor, is a private practice and business consultant who helps counselors create and maintain efficient, successful private practices. Before becoming a professional counselor, he worked as a software developer and director of information technology. Contact him at rob@tameyourpractice.com.

Letters to the editor: ct@counseling.org