Checklist

Telehealth & Virtual Care Operational Checklist (Interactive)

Interactive operational checklist to run consistent, safe virtual visits. Covers pre-visit technology checks, patient instructions, consent, documentation and billing checkpoints, escalation criteria, conversion to in-person, and basic KPIs. Submissions are saved for follow-up, reporting, and continuous improvement.

Interactive Tool

Telehealth & Virtual Care Operational Checklist

Telehealth Visit Operational Checklist

Use this checklist before, during, and after each virtual visit to reduce wasted visits, protect patient privacy, support billing and documentation, and capture simple KPIs for improvement. Fill the fields below and submit to store this visit's operational record. If a conversion to in-person care occurs, note the reason so workflows and triggers can be improved.

Quick sample patient instructions (editable):

Before your visit: Ensure a quiet private space, charged device, and a strong internet connection. Join the session 10 minutes early to test audio/video. Have your ID and list of medications ready. If you have trouble joining, call our office at [phone].

Clinician job aid (summary): Confirm identity, document consent for telehealth, complete clinical template, verify billing code eligibility, and review escalation criteria.

Enter the scheduled or actual visit date and time (local timezone).
Select the clinic or unit responsible for this visit.
Enter the clinician or provider running the visit.
Confirm whether patient received pre-visit instructions (link, phone call, or portal message).
Was audio/video connectivity confirmed with the patient before or at visit start?
If yes, capture brief notes in Technical issues notes below.
Briefly describe failures (audio, video, connection drops) and any immediate mitigation performed.
Confirm verbal or written telehealth consent was obtained and documented according to organizational policy.
Use the standardized telehealth note template to ensure capture of key elements for safety and coding.
Confirm payer/billing requirements were checked and CPT/telehealth modifiers applied where applicable.
Confirm clinician reviewed criteria for converting to in-person care or escalating to emergency services.
Select yes if patient was asked or scheduled for in-person follow-up during or after this visit.
If conversion occurred, briefly explain the clinical, technical, or access reason. Leave blank if not applicable.
Select the follow-up type arranged at the end of this visit.
Enter the actual duration of the visit in minutes.
Clinician rates overall patient experience and encounter quality (1 = poor, 5 = excellent).
1.0 10.0
Any operational observations, workflow blockers, suggestions for improvement, or training needs (these inputs help improve the telehealth playbook).
If your organization aggregates these checklists, selecting yes will include this submission in KPI calculations for no-show, technical failure, and average visit length.
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