A remote visit needs more preparation than a working video link. Consider whether the person can communicate privately, use the technology, and get help locally if needed. Use a deidentified example here; store identifying contact and location information only in the appropriate clinical record.
How to use this page
Choose one upcoming visit. Identify arrangements to confirm with the client and any issue that needs resolution before proceeding.
Agree on privacy and access
Ask about communication preferences, interpretation, sensory access, and who may be present. Discuss a way to signal that privacy has changed. Do not require someone to reveal their surroundings on camera when that could increase risk.
Prepare for interruptions
Agree on a connection backup and a response to disconnection. Confirm the person's current location and suitable local emergency arrangements through your clinical process. A generic crisis number alone is not a complete remote-session emergency plan.
Reflection prompts
Use these questions in conversation, on paper, or in the downloaded PDF. You may adapt or skip a prompt.
What privacy or communication adjustment needs to be agreed before this visit?
How will we confirm that the person can use the chosen technology and backup contact method?
Which local emergency and disconnection arrangements still need confirmation?
What would require changing the visit format, and how will I explain that choice?
Facilitator notes and adaptation
Verify current consent, jurisdiction, privacy, documentation, and professional requirements for the actual setting. Confirm location and emergency arrangements through approved procedures. Do not put client identifiers, access codes, or emergency contact details in a shared planning copy. Reassess suitability when privacy or clinical circumstances change.
Sources behind the concepts
These sources inform the concepts in this original resource. They do not validate or endorse this specific page.