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…