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
