Preparing Clients and Case Managers for Virtual Visits: From HIPAA to Lighting Choices


Jay Ostrowski, MA, LPC-S, NCC, ACS, BC-TMH
Consultative Partner-
CEO, Behavioral Health Innovation
CEO, Adaptive Telehealth

Jay Ostrowski, MA, NCC, LPC-S, ACS, BC-TMH, helps mental health programs of all sizes develop regional and national online telemental health services, create online therapy clinical workflows, create award-winning niche applications, and train clinicians in the safe and legal use of technology for online therapy. He’s a Licensed Professional Counselor. As a clinician, he specialization in telebehavioral and telemental health. He is the CEO of Behavioral Health Innovation and Adaptive Telehealth and founded and directs the Telebehavioral Health Center of Excellence where he tracks industry trends. Thus far Jay has led the development of 12 HIPAA-secure telemedicine software platforms, created 9 peer-reviewed telemental health training courses for national certification and created many innovative niche treatment programs.


Since the beginning of the pandemic, organizations have had to nimbly adjust their work approaches due to the need for social-distancing and shut-downs. The case management industry is no exception. While some case managers felt comfortable in March 2020 in adapting to communicating with clients via video chat or phone, some have felt less at ease understanding how to use technology tools. This webinar will strengthen case manager comfort in getting organized to communicate virtually, and in preparing their clients to best use new technologies.

Learning Outcomes

At the end of this session the learner will:

  • Describe the technology software used in telephonic or video virtual visits
  • Explain the pre-visit preparation necessary for a successful virtual visit.
  • Instruct clients on the best use of the technology.
  • Describe how to best assure technophobic clients and support them to master the new approach.

If you view the webinar here, you will not earn CE. To earn 1 CE, please purchase this webinar here