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
- 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:
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