Modality match process

You should use your best judgment in determining whether the clinical circumstances warrant proceeding with a new patient telehealth visit.

Legal guidance

  • Please see our licensure & reimbursement page for the latest guidance on telehealth new patient visits
  • You must still obtain and document the patient’s informed consent for telehealth services. Refer to the Telehealth verbal consent workflow.
  • If visit is already underway when it is determined that care cannot be delivered effectively using telehealth services, you should suspend the phone and/or video visit and direct the patient to schedule an in-person appointment or to the emergency room, as appropriate. Note that the patient and/or payer should not be billed for this suspended visit.

Documentation

  • For visit documentation, the following SmartPhrase has been added to existing telemedicine documentation:

This visit does not require an in-person evaluation and can be conducted remotely via telehealth systems without adversely affecting the quality of care delivered.