8 Tips to Deliver the Best Virtual Visit to Your Patients


Are you preparing for a virtual visit with your patients?

In today’s day and age, virtual visits have come to replace the majority of in-person visits. With a global pandemic, meeting face-to-face simply isn’t an option for many medical practices. Fortunately, virtual meetings have quickly become a simple way to connect with patients in a safe and simplified manner.

If you want to make the most out of your virtual visits with your patients, you’re going to want to read this. We’re sharing eight simple tips and tricks for elevating your virtual appointments and ensuring they’re as successful as possible.

  1. Schedule a Reminder Notification 

If you want to deliver the best virtual visit possible, it’s essential to ensure that your meeting happens in the first place.

Let’s face it, with how many virtual commitments we have these days, it’s easy for one or two to slip between the cracks. As the meeting host, it’s your job to ensure that your patient is reminded of their appointment with you.

This is where sending a reminder notification comes into play. You can also send your patient an official appointment invite which will automatically update in their virtual calendar. If you feel that your patient may struggle to set up their virtual meeting, it’s helpful to send instructions beforehand.

  1. Ensure a Strong Internet Connection

First things first, it’s crucial to ensure that you have a strong internet connection for your virtual health visit.

With an increase in people working from home, internet speed and connectivity have become a challenge for many. In fact, one study found that only 65% of Americans report having fast enough internet to keep up with daily video conferencing.

Whether it’s your home office or commercial space, having reliable internet is key. Without a strong connection, it’s possible that your meeting will experience interruptions. In discussing a serious topic such as a patient’s personal health and wellbeing, having steady and dependable internet is critical.

If the internet connection on either side is poor, it may be best to disconnect from the video option. In establishing an audio-only appointment, you won’t require as strong an internet connection. If neither of these strategies are working, it may be time to up the ante on your internet plan.

Are you still on the hunt for an innovative service provider to host your virtual health visits? If so, be sure to check out this platform for telehealth management.

  1. Secure a Sense of Privacy 

In order to make your patients feel comfortable, privacy is non-negotiable for your virtual appointment.

If you’re working from home, ensure that you’re in a separate room that has a closed-door. It’s also imperative that you minimize any distractions such as pets, family members and phone texts or calls. While this isn’t always easy in a family home, it’s essential to host a professional and successful virtual appointment.

Not only will a sense of privacy allow for better focus and audio, but it will also allow your patient to relax and feel comfortable in sharing and opening-up.

  1. Encourage Video Participation 

Of course, not everyone is going to feel comfortable appearing on video during a virtual appointment.

However, in appearing on video, both parties will be able to connect with one another in a more natural sense. In witnessing your patient’s body language and facial expressions, you’ll have the ability to provide an elevated level of service. In some instances, it may also be essential for you to see their physical bodies in order to provide care.

With this, it’s always best to encourage your patients to appear on video. While it may feel uncomfortable at first, it’s one of the best ways to connect more personally with your patients.

  1. Outline a Clear Agenda 

Before delving into your appointment, it’s helpful to outline a clear agenda for the appointment.

In setting a clear objective, your patient will have a better understanding of how the appointment will play out. If this is their first virtual appointment, they’ll be sure to appreciate the head’s up.

When a clear agenda is set, the appointment will naturally run more smoothly and with minimal confusion. This is especially true for older patients who may not be as internet savvy as the average user.

  1. Remember That You Are the Leader

While virtual meetings have become the new the normal, this isn’t to say that everyone feels comfortable connecting virtually.

With this, it’s important to remind yourself that you are the leader. It’s your responsibility to lead the meeting and to ensure that all parties feel comfortable and at ease.

To do so, you find may it helpful to check in with your patient at various points throughout the meeting. This may be to ensure that they’re adequately following along, the connection remains strong and to inquire if they have any questions. Your goal should be to create a relaxed yet constructive environment for yourself and your patient.

  1. Remain Mentally Present

Did you know that people check their phones an average of 96 times throughout the day?

That’s once every minute! And, when we consider that the typical workday is eight hours, it’s easy to locate the problem here. Just as we wouldn’t scroll through our phones or check social media during an in-person meeting, the same theory applies to a virtual meeting.

Yes, technically it’s possible to minimize your chat window and covertly check your email during your meeting. However, if you’re committed to having the most successful virtual appointment possible, it’s crucial to remain mentally present. This meeting deserves your full attention in the same way that an in-person meeting does.

Do yourself a favor and minimize your distractions. This may entail making a vow not to click outside of your chat window and to place your phone in an out-of-reach location.

  1. Send Post-Meeting Notes 

After your appointment, it’s always helpful to send general meeting notes to your patients.

This is a great way to wrap up everything that was covered throughout your virtual appointment. In connecting online, it’s easy for information to get lost or for the patient to feel overwhelmed. By sending meeting notes, you can ensure that your patient is receiving all of the critical information they need and that they have a firm understanding as to the next steps.

This is also a simple way to showcase a sense of care for your clients. In not connecting in-person, going the extra mile virtually will be much appreciated by your clients.

How to Deliver a Top-Notch Virtual Visit 

Now you have all the right tools and techniques to make your virtual visit the best that it can be.

From ensuring you have a proper connection and setting an official agenda to remaining mentally present and sending post-meeting notes, these tips are sure to better your virtual appointments and ensure success. Go on, it’s time to try them for yourself.

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