Module 1
Module 1 – Let’s Get Started!
Module 1 Goal
- Understand key components of the pre-visit checklist and appropriate interactions
for executing the telehealth exam
Module 1 Specific Learning Objectives
- Establish a therapeutic environment during video visits attending to background, lighting,
sound, framing, attire, disruptions and privacy
- Comply with relevant legal, licensing, billing and privacy regulations for telehealth,
including limits of e-prescribing for controlled and uncontrolled substances
- Obtain consent during a telehealth encounter, including limitations of care and privacy
considerations
- Use the technology needed to deliver care via telehealth and troubleshoot common
technology failures
- Recognize necessary components to close the telehealth encounter
Module 1 Key Concepts
Prior to Telehealth Encounter
- Check computer audio / video / internet access
- Need private space with adequate lighting with no distractions
- Wear professional attire with name badge
- On your computer, close all unrelated tabs / programs for screen sharing with patient
- Review relevant items in patient chart
- Focus mind and listening skills on patient
Starting the Telehealth Encounter
- Warm greeting
- Introduce yourself (name and role) and identify patient’s name and date of birth
- Small talk to build rapport with patient
- Inform patient that you are in secure / confidential space and inquire where they
are, if anyone else is present, and confirm that patient is comfortable beginning
encounter
- Obtain consent for telehealth virtual encounter
- Technology disconnection plan
- Assess if patient can hear and see you
- Acknowledge that your gaze may shift to review chart and audio may lag
- Review and prioritize agenda for visit
Closing the Telehealth Encounter
- Verbally summarize care plan
- Restate clinician and patient follow up actions
- Review all questions and answers
- Give guidance if problem worsens
- Instructions for follow up questions and concerns
Module 1 Resources
Telehealth Platform Information (Amwell Now,…)
Patient Centered Telemedicine Visit Video (Broughton / Lyon)
Patient Centered Telemedicine PDF (Broughton / Lyon)
Foundational Telemedicine Workshop for First-Year Medical Students Developed During
a Pandemic Article (Cornes, Gelfand & Calton, 2021)
Starting a Telemedicine Encounter Video (Cornes, Gelfand & Calton, 2021)
Bad Example Telemedicine Video (To be made)
University of New Hampshire Telehealth Practice Center: Resources & Publications
Southeastern Telehealth Resource Center
Stanford School of Medicine – Intro to Telemedicine: Skills Workshop
TELEHEALTH.HHS.GOV – Legal Considerations