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For telehealth visits not compatible with Epic Video Client, we have developed workflows that leverage Switchboard and Microsoft Teams.

Tipsheets for each workflow in Switchboard can be found here. These workflows have been approved by the Office of Privacy and the Connected Health team.

The default settings for the workflow in Switchboard include:

-Ability for patients to join without a Teams account*. 
-Ability to screen share for patients and providers. 
-Ability to mute video and microphone. 
-Ability to add background blur. 
-Two-way chat capabilities. 
-Lobby feature – guests will need to be admitted to meetings.    

 

The default settings for the workflow in Switchboard prevent:

-Recording (for patients and providers)**.
-Transcription services.
-Unauthorized users from joining meetings.

*Note: Patients will need to join either from desktop or by calling in. Patients cannot join from mobile unless they have the Teams app downloaded.

**Note: Except for the recording workflow.

 

Corporate Teams should be considered if: 

Telemedicine meetings need one or a combination of settings, not offered by Switchboard, including:

-Hiding participants in meetings 
-Stricter moderator settings 
-Disabling the lobby 
-Ability to share/designate meeting hosts 
-Additional recording considerations 
 

Additional patient instructions can be found here: https://www.pennmedicine.org/telemedicine-instructions-for-patients/microsoft-teams-instructions.