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Administrative Basics for a Successful Telehealth Encounter

Prepare Your Staff

Education for clinical and non-clinical staff must be complete before any patient encounters. Staff must be trained on health criteria for conditions not suitable for telehealth, that is those that would require an in-office visit. Some examples may include abdominal pain, new onset of weakness, abnormal swelling, vaginal or rectal bleeding, etc. Physicians should determine this exclusion criteria before the start of a telehealth program.

Staff must complete a training session on telehealth. Consider conducting a mock patient visit so all staff can understand the administrative and clinical flow. Consider the patient’s view and walk through each step from the patient’s perspective.

  • virtual front office check-in,
  • nurse chart…

Curi’s risk mitigation resources and guidance are offered for educational and informational purposes only. This information is not medical or legal advice, does not replace independent professional judgment, does not constitute an endorsement of any kind, should not be deemed authoritative, and does not establish a standard of care in clinical settings or in courts of law. If you need legal advice, you should consult your independent/corporate counsel. We have found that using risk mitigation efforts can reduce malpractice risk; however, we do not make any guarantees that following these risk recommendations will prevent a complaint, claim, or suit from occurring, or mitigate the outcome(s) associated with any of them.