A counsellor begins seeing a client who has moved to another province. The professional, territorial, and privacy implications need checking.
Why the details matter
Explore professional protection, privacy, and practice risks for in-person and virtual counselling. The useful starting point is a description of what happens in practice: who is involved, where the activity happens, and which agreements or responsibilities sit behind it.
Three questions to take with you
- Are virtual sessions and client locations within the accepted scope?
- Are your designations and treatment approaches accurately described?
- What happens to prior-work protection when you change providers or retire?
Get the information together
Use current information. If a value, location, activity, or arrangement has changed, point that out rather than relying on the previous policy’s description.
- Qualifications and professional requirements
- Therapies and client territories
- Virtual consultation and records platforms
- Office lease and shared-space agreement
- Prior policies and practice dates
Read the answer alongside the policy
A general explanation or a certificate may leave important questions unanswered. Ask which wording applies to the specific situation, what is excluded, and what you would need to do if something happened.
Before agreeing to cover
Confirm the named people or entities, start date, territory, limits, deductibles, reporting requirements, and total cost. Keep the proposal and answers for your records. Only the appropriately licensed provider can confirm an offer and arrange the policy.
Open your preparation checklist →
Go deeper into your speciality
Virtual counselling when the client moves →
Changing professional protection without losing the timeline →