All SOPs
18Virtual care

Telehealth visit standards

A telehealth visit is a clinical visit. The same standards for privacy, consent, and documentation apply — plus a few that are unique to being on camera.

Before the visit

  • Confirm the patient consented to telehealth in the current state
  • Test camera, mic, and bandwidth 10 minutes early
  • Close all non-clinical apps and notifications
  • Use the approved HIPAA video platform — never FaceTime or personal Zoom
  • Confirm patient location (state and address) at the start of the visit

On camera

  • Plain background, eye-level camera, even lighting on your face
  • Headphones with a mic — no laptop speakers
  • Business-casual top, name badge visible
  • Door closed, sign posted, no one else in the room
  • Look at the camera, not the screen, when speaking

Visit opening script

0/5

After the visit

0/4

No recording without explicit, written consent

Telehealth visits are never recorded unless the patient signs a recording consent and the recording is stored in the EHR. Personal screen recording, screenshots, or saving the video is a HIPAA violation — no exceptions.