Certificate in Telehealth Module 1 Overview

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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 Additional Resources Links:

  1. Telehealth Platform Information Amwell Now / Amwell
  2. Telehealth Visit Etiquette Checklist
  3. The Best Telehealth Room Design for Your Clinicians
  4. Telehealth for Providers: What You Need to Know
  5. Southeastern Telehealth Resource Center
  6. Tips for a Successful Virtual Visit with Your Health Care Provider

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