Course curriculum

    1. Welcome to Mindfully!

    1. Getting Started as a Virtual Therapist

    1. Course Evaluation

    2. Post-Test

    3. Thanks for joining us!

About this course

  • $10.00
  • 5 lessons
  • 1 hour of video content


Recorded Program

This is a self-paced, recorded, training offered to employees of mindfully. As such, participants will need to view the recording and pass the attached quiz in order to receive continuing education (CE) credit.

Program Summary:

Therapists choosing to practice teletherapy are expected to document competence in this area. This training introduces key requirements and competencies for being a tele-therapist. Individuals who complete this training will have a beginner-level understanding of best practices, where concepts and strategies can be expanded upon in subsequent trainings.

Learning Objectives:

  • Participants will recognize key rules and expectations for delivering therapy via distance-based means effectively.

  • Participants will memorize key legal/ethical standards for the state of Ohio when practicing as a distance-based provider.

  • Participants will be able to apply standards for documentation including informed consent as well as assessments, session notes, etc.

  • Participants will be able to describe an appropriate space to conduct teletherapy and technology requirements.

  • Participants will be able to define strategies for maximizing effectiveness and minimizing burnout as a distance-based therapist.

  • Participants will be able to summarize concerns related to the risks of dual relationships and boundary concerns as it relates to maintaining a digital presence (i.e. social media, etc.).

Audience & Skill Level


This is a beginner-level course (Provides an introduction to best practices for teletherapy) intended for licensed mental health professionals interested in continuing their distance-based practices but have no existing training.

Course Outline & Agenda

In this one hour CE we cover the following topics:

  • Definitions, Advantages
  • Key Rules & Regulations
  • Assessing Appropriateness for Teletherapy
  • Best Practices:
    • The Space
    • The Technology
    • The Professional
    • Documentation Standards
  • Multicultural Considerations
  • Resources & References

To receive course credit, participants must complete the following:

  • View the entire recording

  • Complete the post-test with a passing grade of at least 80%

  • Complete the course evaluation


Charles J. Potter


Charles J. (CJ) Potter is one of the clinical directors at Mindfully and a practicing Licensed Professional Clinical Counselor, Supervisor (LPCC-S). Part of CJ’s responsibilities at Mindfully includes staying abreast of best practices (including legal and ethical considerations) that impact clinical practice. In this session, CJ shares those insights as they relate specifically to clinical supervision of mental health providers (Counselors, Social-Workers, and Marriage & Family Therapists).

Program Approvals

Ohio CSWMFT Approval 

This training is approved for counselor, social work, and marriage and family therapy continuing education.In addition, it is approved by the Ohio Chemical Dependency Board for chemical dependency continuing education. Check CE Broker for detailed breakdown of CE types (provider number50-24074). 

ASWB ACE Approval 

Mindfully (ACEP provider #1862), is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 6/27/2023 – 6/27/2024. Social workers completing this course receive 3 clinical continuing education credits. 

NBCC ACEP Approval

Mindfully Academy has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7322. Programs that do not qualify for NBCC credit are clearly identified. Mindfully Academy is solely responsible for all aspects of the programs.

For more information

Individuals with comments/questions/concerns can contact Mindfully Academy via the information provided below:

[email protected] 


Charles Potter (Program Coordinator) [email protected] 

  • Grievance policy: If you are dissatisfied with your experience, please feel free to share this with us via email: [email protected] or via telephone: 513-939-0300, or via your program evaluation.  All complaints will receive a response within seven business days outlining actions taken and proposed responses which may include issuing a refund, credits for future trainings, updating course content or taking appropriate action with presenters, among others. 
  • Request for Accommodations: Should any accommodations enhance your program experience, please contact us via email: [email protected] or via telephone: 513-939-0300, to explore what options you may have. 


American Counseling Association (ACA). (2014). Code of Ethics.

Caldwell, B. E., Bischoff, R. J., Derrig-Palumbo, K. A., & Liebert, J. D. (2017). Best practices in the online practice of couple and family therapy. Report of the Online Therapy Workgroup. 

Camper, A. B., & Felton, E. (2020). Telemental health. National Association of Social Workers. 

Inchausti, F., MacBeth, A., Hasson-Ohayon, I., & Dimaggio, G. (2020). Telepsychotherapy in the age of COVID-19: A commentary. Journal of Psychotherapy Integration, 30(2), 394-405, doi:

Kim-VanderGriend, S. (n.d.). Catching our breath to evaluate telehealth best practices. The New Social Worker Magazine.  Retrieved April 6, 2023, from

National Association for Social Workers (NASW). (2021). Code of Ethics.

National Association of Social Workers (NASW). (2017). NASW, ASWB, CSWE, & CSWA Standards for Technology in Social Work Practice. NASWB. 

SAMHSA. (2015). Using technology-based therapeutic tools in behavioral health services. Retrieved from:

SAMHSA (2021). Telehealth for the treatment of serious mental illness and substance use disorders. Retrieved from:

Shortsleeve, C. (2019, February 2). How to actually have a successful teletherapy appointment. Self.Com.

Turgoose, D., Ashwick, R., and Murhpy, D. (2017). Systematic review of lessons learned from delivring tele-therapy to veterans with post-traumatic stress disorder.

Wilser, J. (2020, July 9). Teletherapy, popular in the pandemic, may outlast it. New York Times.