Checklist: During Visit


Step Comments
  • Introduce yourself and anyone else joining, state your role, and who your supervisor is
  • Confirm patient number in case connection fails
  • Confirm if any family members or others are present to assist with the encounter
Patient ID
  • Confirm the patient ID in at least two ways.
  • In a video visit they can show you a piece of ID (ideally health card), and in a telephone visit ask for date of birth and address
Location and privacy
  • Make sure both parties are in a private and quiet place and in Ontario
  • Ensure your background and camera field of view does not show any confidential information or breach privacy for you or your patient
  • Communicate to patient that you are calling from a private space without others listening and that they have the right to end the call at anytime
  • Speak clearly, but not too loudly
  • Ensure patient has heard you, check for comprehension during interview and at end
  • When listening, mute your microphone
  • Try to maintain eye contact as much as possible; when looking down, explain what you are doing
    (“I am looking down to review the notes in front of me and make notes”)
  • Remember to ask about social history which may help to build rapport with your patients
Clinical stability
  • Attend to signs that patient is unwell and needs an in-person assessment
  • If immediate safety concerns arise, do not hang up, immediately involve your supervisor and consider calling 911
Documenting physical exam findings There are some components that can be reasonably documented in virtual assessments. Examples:

  • Patient reports height and weight
  • Patient is speaking in 2-3 word sentences and sounds breathless
  • Patient does not appear cyanotic