Skip to main content

Tips for Telehealth Visits

By March 19, 2020October 10th, 2022Feature, How it Works, New in Cerbo

If you weren’t already doing video visits, you probably are now! Or thinking about it. And we have good news! You can now do telehealth visits directly inside your Cerbo EHR using our native video platform. It’s technically in an “open beta phase,” but we’re enabling it by request.

Read on for tips and tricks for success with your video visits.

1. Set up default email notification and reminder text for your Video Visit appointment types. In that text, you may want to instruct the patient to enable their audio and camera before joining the call. You can also let them know there is nothing to download to join the call – just click the link! The meeting link and call in info is automatically included in the notice/ reminder if you check the box “Is telemedicine?” when adding the appointment.

2. Test out your own video and audio settings ahead of time. Do a test call with a staff member or friend to make sure your computer’s camera, microphone, and speakers are working as expected. You do not need any special equipment to do video calls, but a headset may be helpful to get the best audio quality.

3. Use the Cerbo schedule to add your telemedicine appointments and share connection information with the patient! You can always start an impromptu (unscheduled) call and share connection information on the fly. But using scheduling in Cerbo means being able to send connection info ahead of time to patients, and more easily seeing on your end what you have upcoming as well as past calls.

4. You may want to have patients sign a consent form that is specific to video visits. If you don’t have one, we have a stock consent that we can post for you. But be sure to check your local laws and regulations to make sure your consent covers the necessary bases!

5. Tile the video with the encounter note to ease charting. Before you join the video call, go to the patient’s chart and open your encounter note. Then start the call from the My Links menu, and select the option to open it inline/ in the encounter note. Remember, you can still access all parts of the patient’s chart in the encounter view! Just double click on a block’s colored header bar to expand it.

Good luck! And please let us know your questions, feedback, or what you wish you had known!