Intern Dashboard - Atlanta Telehealth

Curriculum Dashboard

Review your weekly modules, procedures, and deliverables below.

Orientation & Foundations

Week 1

Weekly Documentary

Please watch this required documentary as part of your Week 1 foundation.

Agency Orientation

Understand the agency's core mission, the specific populations served, and the unique procedures for telehealth service delivery.

  1. Review agency mission statement and organizational chart.
  2. Read the "Introduction to Telehealth Services" policy.
  3. Attend mandatory orientation meeting with HR/Director.
  4. Complete the brief online quiz on core agency values.

Ethical & Legal

Mandatory review of confidentiality standards, HIPAA regulations, ethical expectations, and appropriate technology use.

  1. Read and sign the Confidentiality and HIPAA agreement.
  2. Review the NASW Code of Ethics and standards.
  3. Complete the required online training modules on ethics.
  4. Discuss any ethical grey areas with your supervisor.

System Setup & Sup.

Gaining access to electronic systems (EHR/Office Ally) and establishing weekly supervision times.

  1. Coordinate with Erica for 1-hour Office Ally system training.
  2. Ensure access to Smartsheet (PHQ-9/Intake lists).
  3. Establish supervision expectations and initial learning goals.
  4. Note: Meetings are every Tuesday at 11:30 am CST.

Procedure: Conducting a Telehealth Intake Appointment

Purpose: To ensure a consistent, ethical, and thorough intake process that establishes rapport, gathers essential information, identifies risks, and ensures the patient is connected to appropriate services.

1. Pre-Intake Preparation

  • Review Patient Information (scheduled time, referral notes, demographics, insurance).
  • Prepare Technology (internet, mic/camera, open EHR, HIPAA compliance).
  • Environment (private, professional, quiet space).

2. Opening the Appointment

  • Greeting & Verification (verify full name, DOB, safe location).
  • Introduce Yourself (name, title: MSW Intern under supervision).
  • Review Confidentiality (HIPAA, limits: danger to self/others, abuse).

3. Conducting the Intake Assessment

  • Presenting Problem ("What brings you in today?").
  • Psychosocial/Background (Mental health, medical, meds, substance use, family, trauma).
  • Conduct Screenings (PHQ-9, GAD-7, PCL-5 if relevant).
  • Risk Assessment (Suicidal ideation, self-harm, psychosis). Escalate immediately if imminent danger.

4. Collaborative Care Planning

  • Summarize Patient Concerns to confirm accuracy.
  • Determine Next Steps (therapy, meds, external resources, crisis plans).
  • Empower Patient Involvement (ask for their goals).

5. Closing the Session

  • Provide Information & Education on what happens next.
  • Confirm Follow-Up appointments or scheduling process.
  • Thank the Patient for sharing.

6. Post-Intake Documentation

  • Complete Documentation Promptly (Subjective/objective info, screening scores, risk assessment).
  • Notify Appropriate Staff (NP or supervising SW) of any concerns.

Week 1 To-Do Checklist

  • Review and sign Independent Contractor Agreement (draft form for contractors).
  • Complete the HIPAA/Policy quiz provided during onboarding.
  • Set up and confirm access to Office Ally and Smartsheet documentation platforms.
  • Attend mandatory orientation and training sessions.
  • Establish and schedule recurring weekly supervision (Tuesdays at 11:30 am CST).
  • Observe a minimum of 3 patient intake calls and 2 follow-up procedures.
  • Watch the assigned Weekly Documentary.
Copied!