How Psychology Practices Should Send a Between-Session Check-In Without Overstepping
Here's a boundary worth being explicit about 💖: administrative check-ins (appointment reminders, a practice update) are a normal, useful part of running a psychology practice. Anything that invites a client to share how they're feeling, or responds to distress, is clinical territory and belongs with the treating practitioner, not a scheduling message.
What Most Practices Get Wrong
The common mistake is a well-meaning but vague "how are you going?" message sent by admin staff between sessions, intended kindly but capable of inviting a disclosure that admin staff aren't equipped or authorised to respond to. It's a genuine risk, not just an awkwardness — and it's easily avoided with clearer message design.
The Template
Administrative reminder (safe): "Just a reminder your appointment with [practitioner] is on [date/time]. Reply to confirm or call us on [number] if you need to reschedule."
Practice update (safe): "[Practitioner] wanted to share this resource we discussed in your last session: [link/attachment]."
Avoid open-ended wellbeing questions entirely from admin channels — if a client's welfare needs checking between sessions, that's a decision for the treating practitioner to make and action personally.
The Mechanics: Staff Training
Brief all non-clinical staff on exactly what administrative messaging can and can't include, with example wording they can follow consistently. Set a clear internal process for escalating any client message that raises concern, so it reaches the treating practitioner promptly.
Mistakes to Avoid
- Sending open-ended wellbeing check-ins from non-clinical staff or channels
- Leaving staff without clear guidance on how to respond if a client discloses distress by text
- Sharing resources that weren't explicitly agreed to in a session
- Assuming a friendly tone is always harmless, regardless of what it invites in response
Frequently asked questions
Can a practitioner personally send a check-in between sessions?
That's a clinical decision for the treating practitioner to make based on the individual client, separate from standard administrative messaging.
What if a client texts the practice describing distress between sessions?
Have a clear escalation protocol so it reaches the treating practitioner promptly, and a safe, non-clinical response ready for whoever receives it first.
Should SMS reminders mention the appointment type (e.g. "therapy session")?
Consider privacy carefully here — some clients prefer generic wording like "your appointment" rather than anything that could be seen by others on their device.
Is a wellbeing check-in ever appropriate from admin staff?
Better to keep this clearly separated — admin staff can facilitate access to the practitioner, but shouldn't initiate or respond to clinical content themselves.
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