Checking in

Check-in process for telehealth visits on weekdays

May vary by department.

Practices can check in telehealth appointments prior to the visit (as they would for an in-person visit).

Alternatively, practices can check in ALL telehealth appointments scheduled for that DOS at the beginning of session, then cancel check-in and Cancel/No Show appointments accordingly prior to EOD based on visit outcome.

Check-in process for telehealth visits after hours or over the weekend

  • If front desk staff is available:
    • Request that Front Desk staff complete registration and check in the requested appointment via InBasket message, call to front desk, or verbal request
  • If front desk staff is unavailable:
    • Provider may start the visit and document
    • Provider to contact Front Desk staff to notify them that they must complete Registration and Arrive the appointment the following business day
    • Once the appointment is arrived, the provider may complete documentation and close the encounter
    • Once the encounter is closed, a PSA may check-out the appointment
  • Other strategies:
    • Every business day, PSAs run the DAR for the previous business day and review appointments with a status of “Scheduled”. PSAs should update appointment statuses accordingly:
      • Mondays: Run DAR for Friday-Sunday appointments
      • Tuesday-Friday: Run DAR for previous date of service
    • Providers can utilize the “dot system” on the Multi Provider Schedule to denote how the appointment status should be updated. The practice can choose colors to indicate a completed appointment that needs to be checked-in or that the patient no-showed for their after-hours or weekend appointment. The colors used can direct PSAs to take action on that appointment such as completing check-in or updating the status to No Show

Checking out

Virtual check-out desk workflow

  • Clinician notes the desired follow-up window in the Switchboard comment section, then instructs patient to wait on after the end of telehealth visit for a practice staff member to check them out
  • Staff listens for "chime" sound in Switchboard indicating clinician has left visit, then enters the visit to send patients lab slips and schedule any follow-up appointments they may need

Automated follow-up messaging via Switchboard

  • Currently available by opt-in only (by request of each practice location via governance group)
  • Option A: Send all patients the provider's desired follow-up window, and direct them to call the practice's phone number
  • Option B: Nudge only myPennMedicine-active patients to self-schedule their follow-up appointment