Checklist: PREPARING FOR THE VIRTUAL VISIT

Confirm supervisor expectations

• ·Will your supervisor directly or indirectly observe the visit?
• How will you contact your supervisor for key issues during the visit?
• Confirm components of the virtual visit (e.g., history, physical exam, diagnosis, management plan, follow up) and which aspects require check in with your supervisor
• How will case review your supervisor work?
• How will counseling and recommendations be communicated to your patient afterwards?
• Do you have the resources you need (for example, do you need home EPR access?)

• Ensure suitability for phone/video visit
• Consider whether you will need an interpreter or family member present

• Clarify the choice of application which will depend on your hospital policy and must be PIPEDA/ HIPAA compliant.
• Some application examples: OTN, Doxy.me, and Zoom for Healthcare.
• Familiarize yourself with the software features.

• Be prepared for technical difficulties.
• If the video application fails, you may have to resort to using the phone
  • Make sure you have a phone number.

• Ensure adequate lighting and professional background
• Test microphone/webcam
• Angle webcam so that you will be looking at patient directly
•  Minimize interruptions; consider putting a sign on the door
• Ensure privacy

• If applicable in your clinic, have patients complete pre-intake forms and/or watch orientation video for software to be used, such as for OTN
• Patients may be directed to other resources such as FAQ by the CPSO